Gary Bohm
@GaryBohm5
Followers
1,213
Following
1,320
Media
338
Statuses
3,502
Founder & Host of Metals and Miners YT Podcast | Substack destination for: metals, miners, economy, consumers, A.I, more. #Gold #Silver #Copper #Uranium
Joined January 2022
Don't wanna be here?
Send us removal request.
Explore trending content on Musk Viewer
Davido
• 553206 Tweets
Wizkid
• 548984 Tweets
#TheKingdomsConcert
• 216517 Tweets
#WWERaw
• 124516 Tweets
Patricia
• 58597 Tweets
Smackdown
• 31784 Tweets
Tatum
• 28868 Tweets
Derrick White
• 23783 Tweets
Saint Ram Rahim
• 21886 Tweets
Braun
• 20351 Tweets
Cause of Conspiracy
• 19623 Tweets
Luciano
• 19459 Tweets
Ghar Vapasi
• 18752 Tweets
Dario
• 17414 Tweets
Aleska
• 16270 Tweets
#DesafioXX
• 15387 Tweets
Rony
• 14611 Tweets
All To Myself D-2
• 14068 Tweets
Endrick
• 12930 Tweets
Olimpia
• 12635 Tweets
Gunther
• 12408 Tweets
Porzingis
• 11203 Tweets
Freya
• 10627 Tweets
Pinned Tweet
Are you ready for the coming ASSET ROTATION AND FLIP FLOP?
Hard Assets Like
#Gold
and
#Silver
To Go Way Up.
Financial Assets To Go Down Vs
#Dollar
.
Listen to Lynette Zang share in Part 2 of our interview recorded 4/24/2024
@TheLynetteZang
(~31 mins)
0
0
2
#Silver
has finally breached the $26 resistence level. I had a fantastic discussion about this and so much more with Kevin Wadsworth of Northstar Badcharts.
@NorthstarCharts
Here is a short clip from our extensive silver discussion speaking to his silver roadmap. Look for part…
8
55
160
Part 1 of the interview with David Hunter is now up on the YT channel. Discussed: thesis overview, sentiment, business cycles, meltup and more.
@DaveHcontrarian
#gold
#macro
#markets
via
@YouTube
1
6
66
PART 2 of the interview with David Hunter is now available on our YT channel. Talked: Consumer, The Bust, Trigger, Rotation, DXY, Bonds, Metals and more.
@DaveHcontrarian
#gold
#macro
#bust
4
13
64
Interviewed Rick Rule and we spoke exclusively on
#uranium
and
#gold
. Part 1 is due out tomorrow. Here is a clip from our discussion on Cameco.
@RealRickRule
@RickRuleRulz
9
11
63
Druckenmiller upping his Cameco holdings. Interesting. 🤷♂️
#uranium
Druckenmiller's fund, the DUQUESNE FAMILY OFFICE, increased their $CCJ holdings by 462,885 shares during Q4 2023!
Cameco $CCJ is now their 15th largest holding at $57,366,000 market value.
3
19
155
2
6
61
@DiMartinoBooth
exactly. Pull the $3T deficit and what does it look like then?
Does it please you to characterize economy as “speeding up” when 103k+ January layoffs were announced, negating ADP, as CEOs are on firing spree despite record wartime fiscal spending?
Do you tire of ignoring spending THIS MUCH TAXPAYER MONEY to NOT achieve sustainable growth?
78
65
443
6
12
52
@NorthstarCharts
Kevin Wadsworth, of Northstar Badcharts, and I discuss whether or not a generational opportunity is at hand with
#gold
.
Clearly, gold is on the move, as it has broken through the $2000 resistence area, hit new all time highs, and continues to rise.
This short…
2
9
50
@Josh_Young_1
@WSJ
means when spr releases stop, China partially/fully reopens, and fundamentals return to normalcy (not enough investment vs today/future needs), then price shoots up to find its real s/d equilibrium
0
1
42
Amazon presses the nuclear button as they quietly acquire a nuclear powered data center. Signpost?
#uranium
1
6
41
Part 1 of my interview with Rick Rule, recorded on Feb 12th. We discuss
#uranium
and
#gold
. Uranium -Supply, Demand, Utilities, Legacy Stigma, Institutional $, SPUT and more! GREAT Interview.
@RealRickRule
@RickRuleRulz
watch --->
1
10
35
This is so important to understand. Once western investors move into gold it has no where to go but up as strong central bank and eastern countries purchasing has put a significant floor under
#gold
9 consecutive months of $Gold ETF outflows but no impact on the Gold price itself because of strong physical retail demand and central banks purchasing!
#goldprice
#gold
3
5
25
2
6
33
Had a great discussion with Tony Greer of
@TGMacro
on 4/5/2024. Below is the important points to watch for. (~31 mins)
- Market Analysis Process: Tony outlines his market analysis process that has given him an edge and why he is "killing it", which…
1
4
32
Watch Kevin Wadsworth's recent discussion with me on silver as he shares his technical analysis and why he is fully confident that preventing silver from going to $37-50 is futile.
@NorthstarCharts
SILVER - Longer term VERY bullish. Short term - is resistance futile? It's simply a question of how quickly we get to the $37-$50 target zone, not if
#Gold
#Silver
#preciousmetals
#Inflation
#Commodities
15
31
289
1
3
31
Lobo Tiggre and I discussed the state of the
#uranium
story and whether or not it was still a buy. Here is a short clip from the interview. Part 1 of the full interview will be out tomorrow.
@duediligenceguy
1
3
30
I had an incredible and detailed discussion with Kevin Wadsworth of NorthStar Badcharts, held on 4/2/2024. (~46 mins)
@NorthstarCharts
In Part 1 of this interview, Kevin shares his charting skills to share with us:
- where he believes
#Nvidia
…
4
3
22
Had a great interview discussion yesterday with
@profitsplusid
Bob Coleman and he discusses the high probability of a large silver move coming soon, as he mentions in this attached post, and why. Interview coming out soon.
Institutions who missed the gold trade, are now looking at silver as the likely alternative......
This is evident from the ETP flows from Europe in March.
21
27
209
0
1
22
Has
#uranium
bottomed and now headed higher?
@duediligenceguy
Lobo and I had a great discussion today talking about Uranium and where he believes it is headed. Look for that interview to come out soon!
0
1
19
@SloCan68
in the last U bull, how many pullbacks of more than 25% were there-7,8,9? Markets must digest, consolidate, take profits. As you said, nothing has changed!
0
1
19
In Part 2 of my interview discussion with Bob Coleman - founder of Profits Plus Capital Management and Idaho Armored Vaults, from 3/27/2024 (~45 mins)
@profitsplusid
discusses:
- the wider the base, the higher in space for
#gold
prices
- if…
0
4
18
@GRomePow
with all of the daily job layoff announcements, it feels like that next cycle is beginning
1
0
17
within 6 years, A.I.'s energy needs will grow by almost 400%! What baseload source will fill this gigantic hole? It has to be nuclear. There is no other clear option.
#uranium
1
1
17
@unctiously
@StealthQE4
this is true. however, boomers age out of homes, divorces occur & we have yet to but will probably see large job losses. houses will need to be sold. I dint forsee everyone stopping in place for 2, 3, 5 yrs because of a 3% mortgage. life still happens. I forsee inventory rising
3
0
14
Countries that produce
#uranium
. U.S. currently produces so little, despite being so capable to produce way more. Now US wants to build stockpile and ban Russian U/Kazatom sending lots to CH and falling short of targets. 🇺🇸 production ramp soon.
0
3
13
@JohnMoser66
@RetirementRight
he probably meant housing sales not housing prices. sales/refinancing's have dropped off a cliff. many expect prices to follow.
1
0
12
Part 2 of my interview with Rick Rule will be out tomorrow morning. We complete our discussion on uranium and then pickup gold.
If you have not watched Part 1, the link is below.
@RealRickRule
@RickRuleRulz
#uranium
#gold
Part 1 of my interview with Rick Rule, recorded on Feb 12th. We discuss
#uranium
and
#gold
. Uranium -Supply, Demand, Utilities, Legacy Stigma, Institutional $, SPUT and more! GREAT Interview.
@RealRickRule
@RickRuleRulz
watch --->
1
10
35
0
0
12
@KingKong9888
the wall of worry that
@profitsplusid
spoke about in my recent interview with him. Thats why so many will miss this. interview found here:
1
3
12
This was an incredible discussion that you do not want to miss, and you need to watch the whole way through with Steve St. Angelo from
@SRSroccoReport
.
#gold
#oil
#gdp
(~34 mins)
In Part 2 of this interview, Steve makes the case for:
- why Steve…
1
3
12
I had the pleasure to sit down with BOB COLEMAN - founder of Profits Plus Capital Management and Idaho Armored Vaults and have a great discussion on 3/27/2024.
@profitsplusid
(~32 mins)
In Part 1 of this interview, BOB discusses:
- whether he sees…
0
1
12
#uranium
demand continues…
💥Yee-Haw!🤠🐂 It's official!📜 10
#Nuclear
power plants that were scheduled to be shut down by 2030 by
#SouthKorea
's previous government🔟⚛️⚡️🇰🇷✖️↪️ will instead have their operating lives extended for decades to come to ensure 24/7
#NetZero
#EnergySecurity
🔟⚛️✅🌞
#Uranium
🌊🏄
5
54
329
0
2
12
Lobo was very measured and right on the
#uranium
run up and correction and will most likely be proved correct with the long term hold call as well. Supply and demand picture hasn’t changed.
I called this
#uranium
correction and I stand by my view that it's a great opportunity. Discipline pays.
Uranium Markets BPI March 11, 2024
Broker Price Index: $89.00 (-$1.00)
Spot Bid: $87.00
Spot Offer: $91.00
23
15
193
2
0
12
Had the pleasure to sit down with Gordon Johnson, owner of GLJ Research.
In Part 1 of 3 of this interview, Gordon shares his experise on:
- Why the Fed needs to HIKE rates, not cut them
- Why GDP and the stock market is melting up
- How this will lead to a…
2
1
12
@Josh_Young_1
Appreciate your steadfastness, information, data, insight and perspective Josh!
0
1
11
@NorthmanTrader
another point to note: 3 times in data series it touched the upper band- 1929, 2000, 2021. Previous 2 X's- it dropped to lower band over time - both times. Its very far away from lower band currently. What will happen this time?
3
0
11
I interviewed Bob Coleman
@profitsplusid
yesterday and he speaks to this "wall of worry" issue you are touching on here. His articulation of this issue is fantastic and a must listen It illumunates a lot to what is psychologically going on here.
0
1
10
Denison Mines expecs to bring their Phoenix/Wheeler River
#uranium
production online in 2027 at production costs around $16. Current U/$LB is around $90. They will be printing $.
Denison expects to bring Phoenix/Wheeler River into production in 2027, with 8-9 million lbs annual procuction at an AISC at 16$.
Its a money printing machine 🤯💥💵
Discussion with David Cates | Denison Mines (NYSE:DNN) | Uranium via
@YouTube
8
17
99
0
3
11
@m3_melody
@TravisREMindset
The incomplete houses/neighborhoods is exactly what happened in 2008. It all just ground to a halt. We had put $ down to build, then pulled it back because things felt off. Went and looked at it each yr when visiting family for 5+ years after and it was not completed all that…
1
0
11
Central banks continue to purchase gold, regardless of price while there are outflows in the GLD etfs. It’s bifurcated and this will be one of the topics of discussion with
@SRSroccoReport
in our discussion this week. Look for it 👀
0
2
11
@Dividend_Dollar
Everyone thought G.E. would maintain its dominant
#1
position through its diversification and it fell out of top 10. Not saying Apple will fall out of top 10 but I suspect they wont be top 1 or possibly even top 3
0
0
10
@financialjuice
@TOzgokmen
so, "if it all breaks, we dont care, we are still raising rates. if we go into depression, oh well, we are still raising rates". as tought talk as this sounds, im still not buying this. if things break hard enough, they will reverse course.
2
0
10
Interviewed Joe Mazumdar of Exploration Insights. Had a great talk! We discussed
#uranium
#gold
#silver
#copper
@JoeMazumdar
0
1
10
India imported the entire monthly
#silver
production by themselves in February!
The Indian Silver Giant Woke Up Again...
India imported a stunning 70+ million oz in Feb alone.
70+ Moz is the total Global monthly silver production.
Nearly 1,000 tons came from UAE, 600+ tons from the U.K., & 400 tons from China.
9
67
190
1
3
10
Cameco total
#uranium
production in 2023 was 1.1 Mlbs under September 2023 revised production plan.
The September 2023 revision was already down 2.7 Mlbs (100% basis) for Cigar Lake and McArthur River/Key Lake production.
13
49
281
0
0
10
@NorthstarCharts
100%. Same with
#uranium
. There were like 8 pullbacks or so in the previous bull in early 2000s that ranged from something like 17%-54%. Consolidations and profit taking along the way is to be expected. Dont get shaken out.
4
0
9
It was a pleasure to sit down with Real Estate expert MELODY WRIGHT. Her perspectives are data and site driven. How will real estate fair in 2024-25? Listen to what Melody has to say.
@m3_melody
#RealEstate
#Fed
#CRE
#Markets
0
1
9
@garysavage1
Gary, you said it would at least get down to this level and make this double bottom and it did. Wow, if it double bottoms down there.
#bloodbath
#miners
1
0
9
A.I. and Data Center energy usage is exploding. Baseload Nuclear Power is the only logical solution.
#uranium
Safe, Clean, Baseload
#Nuclear
Energy powered by
#uranium
is the only viable solution Lawrence McDonald
@Convertbond
!
1
3
30
2
1
9
SmR nuclear power for ships coming soon! The
#uranium
story keeps getting better!
1
1
9
@KingKong9888
@ASchectman
These are legitimate points. If they truly want the gold for all the reasons we believe. Why would they care about real interest rates, technical analysis, historical correlations or anything else. They just want the gold and regardless of those things they will go out and get…
1
0
9
@MarinKatusa
if you were dumping CCO shares, would you move into the metal (SPUT), American non-contract story (UEC), an etf (URNM), another play altogether or would you spread it across?
6
0
8
@AmirAdnani
Amir- US is producing virtually zero, yet is pushing for nuclear expansion through 2050. Where will lbs come from?
0
0
6
@ces921
Totally agree. It is clear the interest rate level is not properly restrictive however this may be exactly what they want for the long term based on the high debt to gdp ratio
1
1
8
Another clip from the Gordon Johnson interview.
@GordonJohnson19
is a must listen to! He understands the Fed and understands the impact policy is having on the markets and inflation. In Gordon's words, "if they don't rates higher, they aren't going to break something in the…
0
2
7
Part 2 of this discussion with Lobo Tiggre was incredible and you do not want to miss.
@duediligenceguy
(~38 mins)
In Part 2 of this interview, LOBO makes the case for:
- why
#NUCLEAR
/
#URANIUM
is the only choice moving forward to meet the…
0
3
8
@Brien_Lundin
Sentiment so low, no one believes it can/will rally and will disbelieve as it climbs that wall of worry. Then realizing (too late) it’s for real, they will pile into silver and boom
0
0
7
Only thing that has changed is fear. Nothing goes up in a straight line. Currently in the microwave society- want it now. No cycle moves that fast, it takes time- years.
#Uranium
For
#FridayFun
🤹 let's play "Spot the Difference"🖼️🖼️👀 between the
#Uranium
supply gap that will drive
#U3O8
prices higher for the rest of this decade📈 in a global
#Nuclear
resurgence🌄⚛️🏗️ as determined BEFORE Cameco's Q4/2023 Results and AFTER.👯 Do U see what's changed?🤔😉
11
13
110
0
1
8
@nickgerli1
good thread Nick. the economic storm that is still before us will be unlike anything anyone of us have ever experienced in our lifetimes. Preparation the best we can is all we can do. The rest is out of our hands.
0
0
7
@spomboy
spot on. seems that they have 2 choices: let economy deflate into debt doom loop depressoin or print trillions to generate temporary artificial growth that creates new asset bubbles that will pop and start all over again.
3
0
7
Fantastic Part 1 interview discussion with Bob Coleman of Profits Plus Capital Management. Part 2 will be out tomorrow.
@profitsplusid
I had the pleasure to sit down with BOB COLEMAN - founder of Profits Plus Capital Management and Idaho Armored Vaults and have a great discussion on 3/27/2024.
@profitsplusid
(~32 mins)
In Part 1 of this interview, BOB discusses:
- whether he sees…
0
1
12
0
1
7
RICK RULE interview Part 2 now up. In this interview, Rick and I speak on:
- Insitutional money coming into the Uranium space
- Russian Uranium ban
- How U.S. will meet its domestic Uranium needs?
- Does SPUT have obligations to sell Uranium if utilities cant…
2
1
7
Part 2 of my interview with Kevin Wadsworth of NorthStar BadCharts is now up.
@NorthstarCharts
(~54 mins)
This is a must watch as Kevin shares on:
- why this
#gold
breakout is historic and for real
- gold's
#cupandhandle
structure and why gold…
1
1
7
#uranium
supply and demand story has not changed
U-R-A-N-I-U-M...Don't take your eyes off it. The long term roadmap remains in force and we're ready for the next leg
#Uranium
#Commodities
#Gold
#Silver
#preciousmetals
#Inflation
19
55
366
0
0
7
In Part 3 of 3 of this 2/23/2024 interview with Gordon Johnson of GLJ Research, Gordon shares his reasons for:
- Why people are going to move into precious metals
- Reasons why the gold miners will begin to move higher
- What is worrying his clients
- Why the URANIUM trade…
1
2
7
@StealthQE4
totally agree. once sellers in a "comp" area capitulate and sell below, other sellers will follow suit and the buyers will inherently understand the new paradigm. realtors are blindly hopeful this won't happen....until it does
1
0
7
I had the pleasure to sit down with Steve St. Angelo - founder of The
@SRSroccoReport
and discuss The coming ENERGY CLIFF will Propel
#Gold
and
#Silver
Higher Than 1970s or 2000s. (~31 mins)
This was an incredible discussion that you do not want to miss,…
1
2
7
@menlobear
bringing clarity to financial sectors during historically uncertain times through Q&A sessions with some of the brightest economists and financial minds around
0
0
7
Parts 1 and 2 of this detailed Rick Rule Interview recorded on 1/12/24 have been well watched and very well received. Thankyou for all the positivity and for watching !
@RealRickRule
@RickRuleRulz
Part 1 of my interview with Rick Rule, recorded on Feb 12th. We discuss
#uranium
and
#gold
. Uranium -Supply, Demand, Utilities, Legacy Stigma, Institutional $, SPUT and more! GREAT Interview.
@RealRickRule
@RickRuleRulz
watch --->
1
10
35
0
0
7
@GRomePow
there's this little doohicky thingy they might have to worry about in the process...
1
0
6
@GRomePow
overwhelming majority are leveraged up to their eyballs with little to no savings. 34% of those who earn $250K+ are living paycheck to paycheck. No one learns.
0
0
7
How far do uranium miners have to run? Looks like the red line is resistance. Levels go back to 2011 - Fukishima event. Get above it and its game on. Stay below and have avg gains from here.
#uranium
#miners
Just how far do
#uranium
miners have to run?
Chart below is $URA/UX1! (the relative valuation of uranium miners to physical uranium).
Only 3 times in the last 15 years has the ratio been this low: Jan 2016, March 2020 and right now.
11
17
102
0
0
7
@jelle881
@MacleodFinance
I agree with this assessment. I do believe the eventual snap back will be stronger than anything we've ever seen, including 2000 and 2008 bull runs. when? who knows. but with each passing rate increase, we get closer
0
0
6
⚡️New $118B Emergency National Security Supplemental Bill released by US Senate yesterday includes $2.72 Billion to boost enrichment of domestic Uranium for LEU & HALEU and fund the expanded US strategic
#Uranium
Reserve under the American Assured Fuel Supply Program⚛️⛏️🛒🇺🇸 that…
10
34
270
0
0
6
Good uranium production chart. Of course delays and underperformance have to be taken into account.
#uranium
@PraiseKek
Someone shared this helpful slide with me a few weeks ago to see the new uranium scheduled to come online in ‘24.
3
3
22
2
0
6
@contrarian8888
2+T market cap when in early 2019 (before massive printing) it was around $700B. are they truly 3-4x more valuable today??
1
0
5
This is an outstanding read on
#gold
and what happened after the collapse of Bretton Woods. Great history here. Well done
@JanGold_
After the collapse of Bretton Woods in 1971 several European central banks tried setting up a new gold pool to stabilize the price and move to a quasi gold standard. What frightened the US was that Europe held the most gold and alluded to raising the gold price periodically to…
31
118
421
0
1
6
@anasalhajji
with the global population continuing to grow and more people coming into middle class around world, i would have to 100% agree
0
0
5
0
0
6
@TravisREMindset
@m3_melody
Melody, every interview you give is amazing! Thank you for all you do!
1
0
4
Eight Capital is rerating their targets for U stocks much higher! Read more here.
#uranium
URANIUM: The Triple Digit Uranium Guide to Trading U Equities
0
1
6
Meanwhile:
India just reported record monthly imports of silver.
37
333
1K
0
0
6
@Brien_Lundin
@TOzgokmen
as we were discussing earlier. soon approaching equality with defense, then s.s. then
#1
all by itself, while we start from a $1T plus deficit AND head into a lower tax receipt recession/depression. Iceburg right ahead!
1
0
6
If you didn't have a chance to wacth this interview with Steve St. Angelo of
@SRSroccoReport
- it is a must watch.
This was an incredible discussion that you do not want to miss, and you need to watch the whole way through with Steve St. Angelo from
@SRSroccoReport
.
#gold
#oil
#gdp
(~34 mins)
In Part 2 of this interview, Steve makes the case for:
- why Steve…
1
3
12
0
1
5