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1.17K

xc__

01-30

Gold (XAU/USD) and silver (XAG/USD) experienced extreme volatility on/around January 29-30

2026, matching the query's description closely. Spot gold reached a record high of approximately $5,594–$5,608/oz (Thursday/Jan 29), then plunged as much as 8% intraday on Friday (Jan 30), briefly dipping below $5,000 (lows around $4,941–$4,957), with swings exceeding $100 in short periods amid thin liquidity and profit-taking. Silver was even more dramatic: record highs near $120–$122/oz, followed by drops of 10–17% (briefly below $100, lows ~$95), with massive intraday ranges and futures gaps. The primary trigger was President Trump's nomination of Kevin Warsh (former Fed governor, 2006–2011) as Fed Chair to succeed Jerome Powell (term ends May 2026; requires Senate confirmation). Markets interpreted Warsh as relatively hawkish: historically inflation-focused (favored tighter policy/ra

Gold (XAU/USD) and silver (XAG/USD) experienced extreme volatility on/around January 29-30

# Gold Back Above $5,000: Rotation to Copper Next?

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881

Pinkspider

01-30

TESLA

Starting to see $TSLA fading with price off the highs so far today. So far, our H1 2026 re-accumulation phase is playing out with shares down over 15% from the 2025 highs. This is why we prefer to have realistic expectations for Tesla on a near term basis. Our long term view (5 years+) on Tesla is very bullish and we firmly see TSLA becoming the largest company in the world once Robotaxi and Optimus scales. That won’t happen overnight and it will take time. The hard part is being patient and waiting for Tesla to reach escape velocity. Once Tesla reaches escape velocity in Robotaxi and especially in Optimus, shares will rerate higher, making TSLA a multi deca trillion company in the 2030s. TSLA at a $1.4T market is cheap when looking at long term earnings potential from monetizing real worl

TESLA

TOPblinki: Spot on! Tesla's long-term vision is epic. Grab those dips for a steal.[强]

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710

BTS

01-31

$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ Markets in early 2026 are split between AI-driven growth trades (semiconductor/memory) and defensive hedges (gold) amid geopolitical risk and uneven global growth, with consensus seeing opportunities in both depending on risk tolerance and time horizon Although the Micron Technology (MU) fab expansion in Singapore signals long-term bullishness for NAND demand, investors remain cautious about short-term capex intensity and cycle timing MU is viewed as a diversified all-rounder core holding for AI infrastructure, whereas SanDisk Corp (SNDK) is a high-momentum stock favored for storage but sensitive to valuation and cycle shifts Memory stocks offe

Chase Gold or Storage Stocks: Which Offers Better Value?

@Tiger_SG：

Right now, the hottest trades in the market are clearly gold and the storage sector. But the biggest problem is: we can’t catch up — prices have moved way too fast! Just five months ago, $SanDisk Corp.(SNDK)$ was widely seen as a legacy flash maker held back by aging products. Today, after a nearly 1,000% rally, it has become one of the best-performing S&P 500 stocks and a core AI trade. But it’s not just retail investors who missed it, even smart money got it wrong. The key behind-the-scenes force pushing SanDisk’s spin-off was the famous activist hedge fund Elliott Management — yet it missed most of the upside. SanDisk was spun off from Western Digital last February, largely due to Elliott’s long-term pressure. Elliott believed the combined

Chase Gold or Storage Stocks: Which Offers Better Value?

$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ Markets in early 2026 are split between AI-driven growth trades (semiconductor/memory) and defensive ...

TOPjinxie: Solid points on diversifying with MU and gold. Hedge risks while chasing growth![强]

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950

BTS

01-31

$UnitedHealth(UNH)$ Congressional stock trades often attract attention, notably when high-profile lawmakers, like Nancy Pelosi, adjust holdings ahead of volatility; the recent exit from UnitedHealth Group (UNH) reignited debate if such trades signal market trends or reflect opportunistic timing Due to delayed disclosures, congressional trades often lack full context, including hedges, options, or portfolio shifts; a sale could signal profit-taking or reallocation rather than a bearish stance Recent UNH sale preceded a sharp sell-off, driven by weak guidance, regulatory pressure, and Medicare Advantage issues, pushing stock down。。。 UNH trades at lower valuations than usual, with some analysts seeing it as discounted due to long-term cash

Pelosi Locks in Profits; Lawmaker Exits UNH Early! Are Congressional Trades Good Signals?

@Tiger_SG：

A new congressional disclosure has once again reignited debate around tracking lawmakers’ trades. Nancy Pelosi reported roughly $69 million in recent transactions, highlighted by the sale of about $50 million worth of $Apple(AAPL)$, along with reductions in $NVIDIA(NVDA)$ and $Walt Disney(DIS)$ At the same time, Pelosi added new LEAP call options on $Alphabet(GOOGL)$ , $Amazon.com(AMZN)$, $Apple(AAPL)$, and $NVIDIA(NVDA)$ , using far less capital to retain upside exposure. The message is subtl

Pelosi Locks in Profits; Lawmaker Exits UNH Early! Are Congressional Trades Good Signals?

$UnitedHealth(UNH)$ Congressional stock trades often attract attention, notably when high-profile lawmakers, like Nancy Pelosi, adjust holdings ahe...

TOPKevinKelly: Yeah, blindly copying trades is risky. Stick to your own strategy and research UNH carefully[看跌]

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2.44K

Barcode

01-31

💾🧠📈 $SNDK SanDisk and the AI memory regime shift, real earnings power meets extreme price extension 💿💾📈

$SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ $Western Digital(WDC)$ I am tracking $SNDK SanDisk through cycle structure, pricing reflexivity, volatility expansion, earnings quality, and historical memory-sector behaviour. This is not a narrative-driven rally. It reflects a real margin reset, NAND and DRAM pricing leverage, AI-driven demand acceleration, and a structural earnings inflection. At the same time, price is trading at statistically extreme extension where timing discipline matters more than thematic conviction. 📊 Price structure, volatility stretch, and mean-reversion risk On the 4H structure, I see $SNDK maintaining a confirmed uptr

💾🧠📈 $SNDK SanDisk and the AI memory regime shift, real earnings power meets extreme price extension 💿💾📈

# SNDK Sliding: Storage Trade Ends? Under $500 a Buy?

TOPBarcode: 📉 What a reversal! 📉 $SNDK is now down over 20%, or roughly $130 off its intraday highs. 🅗🅐🅟🅟🅨 Ⓣⓡⓐⓓⓘⓝⓖ 🅐🅗🅔🅐🅓! 🅒🅗🅔🅔🅡🅢 🅑🅒 🍀🍀🍀

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1.31K

Barcode

01-31

🚨🇺🇸 Government shutdown risk and historic silver crash signal a volatility regime shift across markets 🇺🇸🚨

$Silver - main 2603(SImain)$ $Deckers Outdoor(DECK)$

$SanDisk Corp.(SNDK)$ I am calling a macro regime inflection. Imminent US government shutdown risk, a historic silver liquidation, and correlated cross-asset deleveraging are converging into a structural volatility event that is reshaping liquidity conditions, institutional positioning, and price discovery dynamics. This is not episodic noise. This is systemic stress materialising in real time. 🧭 Government shutdown risk as a liquidity and data shock US government funding expires imminently, with Senate negotiations stalled and deal friction intensifying into

🚨🇺🇸 Government shutdown risk and historic silver crash signal a volatility regime shift across markets 🇺🇸🚨

# Risk of U.S. government shutdown rises to 70%, Senate agreement blocked, life and death speed

TOPCool Cat Winston: I’m aligned with how your post links shutdown risk to this volatility regime. A data void plus liquidity pockets explains why $SanDisk Corp.(SNDK)$ unraveled so fast. Cross asset flow is overpowering structure right now, classic macro positioning stress.

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1.36K

koolgal

01-31

🌟4 Titans are at a crossroad. Conviction is being tested. Investors are forced to choose whether they trust the story or the noise. Microsoft: Would I buy at $400? Yes. Its dip isn't about weakness. It is about investors flinching at its AI Capex & slowing cloud growth. Yet long term AI enterprise engine remains intact. $400 is the level where weak hands panic & strong hands accumulate. Meta: Can it be chased after a 10% jump? Yes. I believe Meta's growth runway is long. I see accelerating revenue, AI driven ad strength & its willingness to spend boldly because the growth is real. Apple: It trades on expectations, not explanations. So even when it says memory cost inflation is manageable, the market hears margins may drop, supply chain is tight. G

🌟4 Titans are at a crossroad. Conviction is being tested. Investors are forced to choose whether they trust the story or the noise. Microsoft: Woul...

# Microsoft -10%! Overreaction? A Buy at $400?

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1.58K

Barcode

01-31

🔥🥈🤖 Metals Crash vs AI Capital Rotation, Liquidity Shock, Regime Reset 🤖🥈🔥

$NVIDIA(NVDA)$

$Silver - main 2603(SImain)$

$Tesla Motors(TSLA)$ 📉 Gamma Flip, Convexity Unwind, Positioning Washout, Execution Edge 📉 🧠 Cross-Asset Repricing and Capital Reallocation I’m watching capital reprice decisively across assets, not rotate casually. The most telling signal is structural, not emotional: $NVDA has once again overtaken Silver in market value, reversing the brief January inversion where $SLV and $GLD collectively eclipsed AI leaders during a leverage-driven blow-off. That reversal matters. It confirms capital preference is re-

🔥🥈🤖 Metals Crash vs AI Capital Rotation, Liquidity Shock, Regime Reset 🤖🥈🔥

# CME Hikes Margin as Silver Crashes: Is the Selloff Over?

TOPCool Cat Winston: I’m aligned with your read. The silver flush was a textbook volatility event, negative gamma and Vanna forcing price through thin liquidity pockets. $iShares Silver Trust(SLV)$ structure broke before macro did. This is cross asset positioning, not thesis failure.

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511

koolgal

01-31

In A World On Fire, Gold & Silver Are The Last Honest Assets

🌟🌟🌟Every market cycle has its illusions. Every central bank has its narrative. Every empire has its moments when confidence begins to fracture. But 2 assets never lie: Gold and Silver. They do not bend to political spin, monetary experiments or geopolitical chaos. Gold and Silver are the last honest assets in a world that feels increasingly combustible. The World Is Burning at the Edges You can feel it - in the headlines, in the markets, in the tone of policymakers who insist that everything is under control while the ground shifts beneath them. The US Dollar is being stretched past its limits. Years of deficits. Relentless money printing. It is a fiscal path that no one in Washington is willing to confront. This is what currency d

In A World On Fire, Gold & Silver Are The Last Honest Assets

# Gold Back Above $5,000: Rotation to Copper Next?

TOPBaronLyly: Spot on! Precious metals shine in chaos. Holding SLV strong.[看涨]

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950

Daily_Discussion

02-02

🚨This Week's Financial Events Overview— Share your game plan!

Hey Tigers! 🐅Markets are constantly changing — and we want to know what you think.💡 Got a hot take? A risky bet? A winning play?Share your ideas below and climb the leaderboard!Let’s break it down. These stories drove the markets.More NewsTiger Community TOP10 Tickers🎯 S&P500 Most Active Today 👉@TigerObserverWeekly Five Key Areas: Earnings, Macro, Singapore Stocks, Options, FuturesCovering five major market segments this week to help you stay ahead of market trends and plan your trades effectively!🌍 Monday — Macro EconomyThe S&P 500 Index advanced, topping 7,000 but ultimately retreating from its new intraday high. Large-cap value stocks gained and outperformed t

🚨This Week's Financial Events Overview— Share your game plan!

# 💰Stocks to watch today?(11 Feb）

TOPShyon: My focus today is on $Palantir Technologies Inc.(PLTR)$ ahead of its Q4 2025 earnings release after the U.S. market close. Consensus expects revenue of about $1.34B, EPS of $0.23, already slightly above management’s prior guidance, meaning expectations are not low going into the print. Growth continues to be driven by strong AI demand across both government & commercial segments. Government revenue is supported by rising defense spending & contracts like the $448M Navy deal, while commercial revenue momentum remains key, following last quarter’s triple-digit U.S. growth. Ongoing adoption of AIP & tools like AI Hivemind further reinforces Palantir’s position in large-scale data integration. With the stock up roughly 78% in 2025 & options implying a ~9% post-earnings move, valuation is the main point of contention. Tonight, the market’s focus will likely be on 2026 guidance, which will determine whether PLTR can justify further upside at current levels. @Tiger_comments @TigerStars

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1.10K

koolgal

01-31

🌟🌟🌟The Golden Gamble: Bull vs Bear in the Warsh era. Gold is plummeting faster like a rock to the bottom of the ocean, currently around USD 4860/Oz. Bull: Buy the dip. Central banks are buying Gold to diversify away from the dollar. Global tensions especially in Iran means Gold is a safe haven asset to buy and hold in tumultuous times. Bear: Gold is a bubble. A Warsh led Fed will fight inflation with a stronger dollar & possibly lower interest rates. When the US dollar strengthens , Gold as an unyielding asset looks less attractive. The Verdict: The current emotive market reaction is certainly bearish. Whether you should hold Gold or sell is a multi million dollar question. The smart money is waiting for the dust to settle, watchin

🌟🌟🌟The Golden Gamble: Bull vs Bear in the Warsh era. Gold is plummeting faster like a rock to the bottom of the ocean, currently around USD 4860/Oz...

# Gold Back Above $5,000: Rotation to Copper Next?

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908

Shernice軒嬣 2000

01-31

Gold Plunge Sparks Debate Over Market Limits and the Global Financial Order

A theory circulating among market observers suggests that gold’s sharp pullback is not merely a pricing correction, but a response to systemic constraints within the global financial system. $USD Gold Futures - main 2602(GDUmain)$ $iShares Silver Trust(SLV)$ According to the argument, when gold prices rose beyond roughly US$5,300 per ounce, the metal’s total market value began to rival—or even exceed—the outstanding market value of U.S. Treasury debt. This, proponents say, triggered broad-based selling as markets confronted an uncomfortable question: can gold be allowed to absorb too much of the world’s safe-haven capital? Within the current financial architecture, gold is viewed as

Gold Plunge Sparks Debate Over Market Limits and the Global Financial Order

# Gold Back Above $5,000: Rotation to Copper Next?

TOPAh_Meng: Really? US Treasury is but a recent history concept… it would take a while but displacing it is probably not a “if” but a “when” that happens. With Trump, he and his policies would simply accelerate the downfall of USD based system.

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2.00K

Guavaxf3006

01-31

Crypto's have entered into a confirmed bear trend. Where Silver and Gold's fall can be attributed to a correction due to prices running up too high in such a short time, Crypto's, particularly Bitcoin, have been "correcting" since October 2025. A movement down for so long, even with a very short bounce last week, can only be seen as a safety flight out of Cryptocurrency. I read someone calling the downward movement to last until October 2026. But I am not sure about this. If it continues to fall like this for another month, nevermind until October, Bitcoin will be down below 50% from it's high. That may mean it will never come back.

Top Cryptocurrencies Fall; Bitcoin Hovers Above $83,000

Top cryptocurrencies fell Friday, with Bitcoin holding above $83,000.The CoinDesk Market Index, which tracks dozens of digital assets including Bitcoin, fell 0.6% in the past 24 hours. The Nasdaq 100 dropped 1.3% in late trading, while the S&P 500 fell 0.3%, and the Dow Jones Industrial Average decreased 0.3%.Bitcoin fell $0.3% to $83,636, according to CoinMarketCap data. The most popular cryptocurrency's 24-hour trading volume rose 19.9% to $73.53 billion.Ethereum , the second-largest digital asset by market value, eased 4.4% to $2,673.XRP dipped 3.5%, BNB fell 1.6%, and Solana fell 0.1%. Dogecoin dropped 0.1%, while Cardano shed 2.6%.The US 10-year Treasury yield stood at 4.239% at 3 p.m. ET Friday, up from 4.225% Thursday, while the five-year yield fell to 3.795% from 3.804%.The total market value of the cryptocurrency industry fell 0.7% in the past 24 hours to $2.84 trillion, with trading volume falling 1% to almost $175.1 billion.Price: 83925.19, Change: -628.50, Percent Cha

Top Cryptocurrencies Fall; Bitcoin Hovers Above $83,000

Crypto's have entered into a confirmed bear trend. Where Silver and Gold's fall can be attributed to a correction due to prices running up too high...

TOPGuavaxf3006: The plunge got worst over the weekend. But let’s see if Michael Saylor will organise another attempt to hold up price like he did for MSTR last Friday. This will really tell if he has any more cash left.

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361

Lanceljx

01-31

What we just witnessed was not a breakdown of the gold and silver bull, but a classic volatility purge after a parabolic run. The speed of the move points to forced positioning unwinds rather than a shift in fundamentals. Thin liquidity, leveraged longs being flushed, and investors monetising metal gains to cover losses elsewhere can easily produce air pockets of this size. A firmer dollar accelerated the move, but it does not explain it on its own. Can upside momentum rebuild quickly? Yes, provided price stabilises above key technical zones. For gold, holding the low $5,000s matters. For silver, defending the prior breakout region is critical. If forced selling is largely done, even modest buying can drive sharp rebounds in this liquidity environment. Would I sell or add? I would not chas

What we just witnessed was not a breakdown of the gold and silver bull, but a classic volatility purge after a parabolic run. The speed of the move...

# Gold Back Above $5,000: Rotation to Copper Next?

TOPnicin: classic? when such a classic happened before?

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881

Lanceljx

01-31

The results strongly suggest the storage supercycle is not finished, but the easy phase is likely behind us. Do the beats signal early innings? They confirm that demand is still accelerating, particularly from AI training, inference, and data-centre refresh cycles. What matters more than the headline beat is the forward guide. SanDisk’s Q3 outlook implies demand visibility well beyond a one-quarter burst, while Western Digital’s margin expansion shows pricing power is still improving. This looks less like a peak and more like the mid-cycle acceleration phase, though volatility will rise as expectations reset higher. SanDisk vs Western Digital SanDisk remains the higher-beta, higher-upside play. Its pure exposure to NAND and AI-driven storage demand means earnings revisions can still chase

The results strongly suggest the storage supercycle is not finished, but the easy phase is likely behind us. Do the beats signal early innings? The...

# SNDK Sliding: Storage Trade Ends? Under $500 a Buy?

TOPPhoebeReade: Sandisk for upside, WDC safer Staged entry beats chasing.[看涨]

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564

Lanceljx

01-31

A potential Warsh-style appointment would likely increase volatility before it calms markets, not reduce it. Fed independence risk Kevin Warsh is widely viewed as more hawkish and more openly critical of unconventional monetary policy. Markets would initially interpret his appointment as signalling tighter financial conditions and a lower tolerance for inflation risk. More importantly, the optics matter. Given Donald Trump’s past public pressure on the Federal Reserve, any nominee perceived as politically aligned raises concerns about institutional independence. That perception alone can unsettle both bonds and equities, even before any policy change occurs. Market reaction: calm or chaos? Short term, this would likely heighten uncertainty. Bond yields could rise on fears of tighter policy

A potential Warsh-style appointment would likely increase volatility before it calms markets, not reduce it. Fed independence risk Kevin Warsh is w...

# Jan Review: Is February for Buying or Bailing?

TOPSteveWatson: Hedging's the way to go, mate. Volatility's a beast, stay sharp.[看跌]

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317

Lanceljx

01-31

$Amazon.com(AMZN)$ This is ultimately a capital allocation and timing question, not a demand question. Can AWS absorb a hypothetical US$50B OpenAI-style bet? From an operating standpoint, yes. Amazon generates enough operating cash flow for AWS to sustain heavy investment without existential strain. The issue is free cash flow optics, not balance-sheet survival. A deal of this size would front-load cash outflows while monetisation lags, temporarily compressing FCF and keeping investors focused on capex discipline rather than growth acceleration. However, if structured partly through equity, long-dated commitments, or capacity-sharing agreements, the near-term FCF hit could be softened. AWS’s scale gives it flexibility smaller hyperscalers do

$Amazon.com(AMZN)$ This is ultimately a capital allocation and timing question, not a demand question. Can AWS absorb a hypothetical US$50B OpenAI-...

# Amazon CapEx +50% Spooks Markets😨 Step Away from AI Trade?

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677

Lanceljx

01-31

$Microsoft(MSFT)$ Yes, this looks closer to an overreaction than a thesis break, but the entry decision depends on time horizon. What actually disappointed the market The fundamentals were solid. Growth did not slow. The sell-off was driven by expectations, not results. Buy-side positioning had priced in near-flawless AI execution. When management flagged ongoing supply-chain and capacity constraints, the market recalibrated near-term AI monetisation, even though demand remains clearly intact. That distinction matters. Is the AI story impaired? No. Microsoft is demand-constrained, not demand-challenged. Azure’s 38% growth confirms AI workloads are scaling rapidly. The issue is delivery timing. Revenue is being deferred, not lost. That is a v

$Microsoft(MSFT)$ Yes, this looks closer to an overreaction than a thesis break, but the entry decision depends on time horizon. What actually disa...

# Microsoft -10%! Overreaction? A Buy at $400?

TOPGloria112: Spot on! MSFT's dip is a chance to buy.[看涨]

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1.24K

Lanceljx

01-31

Here is a concise, direct view within the limit. 1. Microsoft at $400? Yes, as a dip-buy. Microsoft sold off on timing concerns, not demand weakness. Azure growth confirms AI traction. $400 is a reasonable accumulation level for long-term investors, though not a short-term bottom call. 2. Can Meta be chased after +10%? No. Meta Platforms is executing well, but post-rally risk-reward is less attractive. Better to wait for consolidation than chase momentum. 3. Apple says memory costs are fine. Why no stock move? Because the market wants growth catalysts, not cost reassurance. Apple is stable, but AI monetisation and services acceleration remain incremental, not transformative yet. 4. Will Tesla deliver in 2026? Unclear, execution-heavy. Tesla still has a compelling narrative, but repeated t

Here is a concise, direct view within the limit. 1. Microsoft at $400? Yes, as a dip-buy. Microsoft sold off on timing concerns, not demand weaknes...

# Microsoft -10%! Overreaction? A Buy at $400?

TOPcatandbull: Microsoft dip-buy makes sense, Azure's AI traction is solid.[看涨]

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1.32K

Emotional Investor

01-31

So I've spent a good six months now learning as much as I can about the mining and oil and gas sectors. These are clearly counter cyclical stocks. Brought into $Santana Minerals Ltd(SMI.AU)$ about a year ago, and watched it go nuts. About 6 months ago I also brought into $SILVER MINES LTD(SVL.AU)$ and it's done nicely too, even after the crashes the last few days. I am a bull on mining and oil and gas going forward. So much so that I have divested most of my dividend stocks to go counter cyclical. Was I crazy buying into $BHP GROUP LTD(BHP.AU)$ and $Pan American Silver(PAAS)$

So I've spent a good six months now learning as much as I can about the mining and oil and gas sectors. These are clearly counter cyclical stocks. ...

# Gold Back Above $5,000: Rotation to Copper Next?

TOPSumiit Tiger: I've been of comms for a while @emotional. I've liked your previous articles/posts as well, as your way of thinking and anlysing appeals to me. Thanks for sharing this.

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