Ci Siamo, Hudson Yards, NYC. Bon weekend, Good People.

The Post has always had an excellent gold column. $GLD

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The bears are winning the silver battle at $50. ✅ ✏️

THIS WEEK: $XME up 8% $URA up 7% Silver up 5% $XLU up 4% Big Tech up 3.5% $MSOS up 3% Gold up 2.5% $NVDA up 2% $SMH up 2% $DXY Up 1.5% $QQQ up 1% $SPY up 50bps NONE OF THIS exhibits a dent or change in the GOLD/URANIUM/AI bull markets. It was just a crazy week. Get used to it.

Don’t fade Trump’s call for $2 gas. That’s going to be a 2026 stock market tailwind. $SPY

I sincerely hope the woman who won the Nobel Peace prize doesn’t go on the same drone killing spree that President Obama went on right after he won the peace prize in 09.

If silver hits $50 for first time ever and then just collapses that would be the most hilarious outcome

Mobile growth is driving new HNT demand and utility 🔥

Good call last couple of weeks by @TgMacro and @dailydirtnap on gold topping out.

I wish I could be sitting on our precious metals desk at $GS next to @GuyAdami and @DavidMTodd right now. Imagine what might happen if our boss noticed that every tweet on the internet was about gold, silver, and mining stocks? Dear God, we’d be INVOLVED at a level that would

Outside reversal in motion. $GDX

✅Silver up 3.3% through $50 intraday $SLV ✅Gold new ATH above psychological $4K resistance $GLD ✅Sentiment: NUCLEAR ☢️ 💩 $GDX negative on the day. Once you see the lag you can’t unsee it.

We discussed and posted charts in today’s Macro Dirt. Watch private equity closely. $TPG $ARES $KKR charts are poop.

Macro Dirt #67 Gold Gone Wild with @dailydirtnap Controversial. Let’s goooo. https://t.co/aiZgmv2EKW

📈 "Gold is as overbought as it’s been since Jesus" — but does that even matter? @AshBennington and @TgMacro Some traders say the fiat debasement trade breaks the rules — others warn we’ve seen this mania before. What's your take?

We are about to retire entire bloodlines. I didn’t even have this in my plan. And I love @MakeGoldGreat

My thoughts on precious metals: Gold corrects to 3500-3600 and then rallies to 5000 and beyond. Silver corrects to 41-42 and then rallies to 100 and beyond. We're in the 4th inning here.

🚀 “It hasn’t gotten stupid enough yet.” @AshBennington and @TgMacro break down what a blow-off top could really look like. Think vertical charts. And hedge fund FOMO. And Nvidia reaching China-level valuations. Yeah. That stupid. Are we even ready?

You’re now long a sector that young men are flexing like rappers over. What an obnoxious tweet. $GDX

Axios (of all people) did an ENTIRE newsletter on gold today.

In March, when we recommended buying GDX, the gold miner ETF, one reason was the possibility of capital rotation away from US tech. After a 75% rally, it has been a good trade. But, big picture, I think we can go to 2011 levels, so the capital reallocation has barely started.