All-in portfolio monthly update Sep Up 28,92% for the month🚀 Up 117% YTD🔥 Silver, Gold, Copper and Uranium big contributors🔥 Diversifying in to: #Shipping #Tankers and #Oil companies. #Silver💍 #Gold🪙💰 #Uranium☢️ #Nuclear☢️ #Copper #RareEarths #Oil #StrategicMetals

1971: $35 2025: $4,200 CAGR: 9.3% for 54 years No CEO. No balance sheet. No innovation. No bailout. Just sound money doing its thing. Gold didn’t moon. Fiat collapsed. 🌕💥 #Gold #InGoldWeTrust #SoundMoney #IGWT25

Gm. I’ve been telling everyone I meet they don’t own enough boats $HSHP $ECO

Suezmaxes have been surging in recent days🚀 Smaller crude tankers and product tankers are also moving higher #oil #tanker #shipping

👀👀 its starting: -Indian Oil Corp. purchased a VLCC oil tanker shipment of Guyana’s Golden Arrowhead crude from Exxon Mobil via a tender -It’s the second trade this week by Exxon Mobil of a shipment of Guyana crude to an Indian refiner, following Wednesday’s purchase by HPCL

From time to time, investors tend to rotate between financial assets and hard assets — and vice versa.   Much has been made of gold’s recent rally, but what’s less appreciated is how early this move could be.   When priced in gold, the S&P 500 is only now retesting levels last

"High-grade intercepts at Red Mountain and expanded mineralization at Hughes position Silver47 as a leader" – CEO $AGA.V $AAGAF "...We are excited to accelerate our exploration at our U.S. projects in 2026..." → https://t.co/hI7Z4ZV3Zo

📣 #News: @GladiatorMetals $GLAD.V $GDTRF Identifies New High-Priority Drill Targets at the Whitehorse #Copper Project 🔍 Recent IP and gravity surveys have revealed two large, undrilled anomalies - both blind to past exploration ✅ Great Southern: • Located ~1.5 km south of

VLCC FFAs up another 2% this morning from FIS @freightinvestor $BWET $FRO $ECO $DHT

#India: Russian oil exports to India could drop as refiners wait for official guidance from New Delhi after President Donald Trump said Prime Minister Narendra Modi had committed to stop taking the crude. Several executives from state-owned Indian refiners said they were caught

Fearnleys on VLCC #Tankers : 👇

Cost to borrow $SLV shares hit a new high of 16.22% with zero shares available Silver shorts are in trouble

🚨Osisko Development is pleased to upsize its previously announced "bought deal" financing from C$60 million to C$75 million, as a result of strong demand🚨 ➡️News release➡️ https://t.co/Hmsk53cxGr #mining #CaribooGold #gold #goldmining #exploration #invest #goldequities

US Treasury Secretary Bessent: 85 US senators are willing to give President Trump the authority to put up to 500% tariffs on China for the purchase of Russian oil.

#Silver47 @Silver47co hits high grade at Red Mountain with 640g/t AgEq over 6.9m, and 509 g/t AgEq over 1.1m at Hughes. More assays pending from Red Mountain. Big resource and discovery potential. Read my take here:

Huge for #tankers🧐👀🚢 $FRO $OET $ECO $CMBT

Current state of the Tanker Market: Suezmax high $60Ks VLCCs low $80s, but moving higher. That Suezmax rate 🔥🔥 $FRO $NAT $TEN $TRMD $BWET $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI

🚨 Spot Silver $53.07 🚨 Liquidity, momentum, and structural demand are colliding. Want to beat the market? 📈 Join our Substack. https://t.co/5LfxVMDWVJ

This year is setting up so much better... Last year the week ending 18 Oct (2024) had benchmark VLCC #Tanker rates of just $34k and Suezmax rates of $49k ... Y/Y Q1 2026 earnings are going to compare WAY higher.

Jamie Dimon said gold could easily go to $10K and "this is one of the few times in my life it’s semi-rational to have some in your portfolio.” Gold above $4.2K proves for his entire life it was completely rational to have some in your portfolio; Dimon just didn't understand why.

I mean no disrespect to technical analysts, but I’ve never seen silver as overvalued with the gold-to-silver ratio still sitting at 80.