Naive investors are once again getting swept up in stock market euphoria, blindly ignoring the fact that none of the underlying problems have been solved.
Thank you, Roger! Yes, you were and are right about these pullbacks being gifts to us stackers.
I will keep buying because I know gold is going to $15,000+ and silver to $300+, so I don't sweat the short-term fluctuations.
And, yes, there is going to be a lot of volatility and chaos across the board as the Everything Bubble bursts, but I know we precious metals investors will come out of the whole experience as victors.
Hi Jesse, thank you so much, once again, for a really exciting and incredibly well researched article. I am sure that you are correct in all of your conclusions about the everything bubble, including stocks,bonds and real estate. In these highly volatile markets it is incredibly reassuring to readers to follow your expert analysis and conclusions. I am so grateful to you! You are also a very good teacher, and I wonder if you have had a teaching post of some description in the past? If not, I believe that you would be a really good teacher in your other areas of interest! Really appreciate your amazing research, and huge thanks. God bless, Richard 🙏👍
I’ve never actually worked as a formal teacher, but I’ve always had a passion for breaking down complex topics into simple, easy-to-understand language for people from all walks of life.
That ability has been a major factor in my success in financial media—especially with this newsletter.
Many other newsletters are packed with jargon and seem geared toward industry insiders, making them difficult to follow for everyday people—such as those trained in other fields like the trades, engineering, law, or medicine—who simply want to learn and stay informed.
Thank you, Charlie. Yes, it's been in a delusional bubble for the past ten years or so (bubbles can last a long time), but it's not going to end well once it finally bursts.
In the shorter-term, if the U.S. stock indices can't surpass their December to February highs, then they will likely pull back sharply, as I said in the report.
LOL. Even if there was some excitement, which given the light volume doesn’t seem to exist, I wouldn’t be sharing it either. No interest.
PMs. Cash. A few miners, all juniors at the moment, although I’m hunting for the bottom of the current correction in majors, and a smattering of shipping equites.
Those I grabbed near multi year lows just before Liberation Day, and the returns have been outstanding. Plus the dividends are high. Capacity is reduced every year, as more ships are scrapped than are built. I’m hoping to hold these for multiple years, mostly for the dividends.
As always, a great report that cuts through all the noise. It’s a blessing to have your guidance. Thanks. Eric.
Exactly - but that's because the excitement is largely on the part of retail investors while professional investors are not buying into the hype nearly as much (and that likely explains the discrepancy + feeble volume).
Yes, I'm also trying to determine whether gold and miners are stabilizing as I'm going to be publishing my reports about the mining sector soon and waiting for the opportune time.
Thank you, Eric! Much more good content to come. :)
Another outstanding comprehensive analysis from Jesse. Read it to its compelling conclusion!
Thank you so much, Marty! Much more good content ahead. :)
another monster highly detailed and heavy-with-facts newsletter. not just the overall stock
markets, but the Everything Bubble.
yes, silver and gold got hit hard. gold under $3,152, silver under $32, and HUI at 358. no one
ever said life was easy. silver is even more so the most undervalued asset on earth, and gold
second. this is just another buying opportunity, not something to get upset about. again,
buffett got rich by buying value and holding for the long term. he was NEVER a trader, but
rather a buy and hold kinda guy. be right and sit tight.
the Everything Bubble is bursting as you are reading this. it is the period of CHAOS right
now, and it will continue until the period of war. silver and gold are your ONLY economic
saviors. nothing else. nothing even close.
Thank you, Roger! Yes, you were and are right about these pullbacks being gifts to us stackers.
I will keep buying because I know gold is going to $15,000+ and silver to $300+, so I don't sweat the short-term fluctuations.
And, yes, there is going to be a lot of volatility and chaos across the board as the Everything Bubble bursts, but I know we precious metals investors will come out of the whole experience as victors.
Hi Jesse, thank you so much, once again, for a really exciting and incredibly well researched article. I am sure that you are correct in all of your conclusions about the everything bubble, including stocks,bonds and real estate. In these highly volatile markets it is incredibly reassuring to readers to follow your expert analysis and conclusions. I am so grateful to you! You are also a very good teacher, and I wonder if you have had a teaching post of some description in the past? If not, I believe that you would be a really good teacher in your other areas of interest! Really appreciate your amazing research, and huge thanks. God bless, Richard 🙏👍
Thank you, Richard! Much more good content ahead.
I’ve never actually worked as a formal teacher, but I’ve always had a passion for breaking down complex topics into simple, easy-to-understand language for people from all walks of life.
That ability has been a major factor in my success in financial media—especially with this newsletter.
Many other newsletters are packed with jargon and seem geared toward industry insiders, making them difficult to follow for everyday people—such as those trained in other fields like the trades, engineering, law, or medicine—who simply want to learn and stay informed.
Great review Jesse.
Just like the Nov 1636 - Feb 1637 TulipMania, the SPX appears to be in a similar
"Delusion/New Paradigm" Bull Trap!
That melt up scenario back to where it started, lasted 195 days.
Will a similar 195 days in 2025 repeat for the SPX?
Well, from 7th April 2025, 195 days forward is Mon 20th Oct 2025. Exactly 38 years to the day since Black Monday.
Round trip SPX from 4,830 back down to 4,830 via 6,144?
Just a thought ....
Lowercosta.com
Thank you, Charlie. Yes, it's been in a delusional bubble for the past ten years or so (bubbles can last a long time), but it's not going to end well once it finally bursts.
In the shorter-term, if the U.S. stock indices can't surpass their December to February highs, then they will likely pull back sharply, as I said in the report.
“I find it hard to share in the excitement”
LOL. Even if there was some excitement, which given the light volume doesn’t seem to exist, I wouldn’t be sharing it either. No interest.
PMs. Cash. A few miners, all juniors at the moment, although I’m hunting for the bottom of the current correction in majors, and a smattering of shipping equites.
Those I grabbed near multi year lows just before Liberation Day, and the returns have been outstanding. Plus the dividends are high. Capacity is reduced every year, as more ships are scrapped than are built. I’m hoping to hold these for multiple years, mostly for the dividends.
As always, a great report that cuts through all the noise. It’s a blessing to have your guidance. Thanks. Eric.
Exactly - but that's because the excitement is largely on the part of retail investors while professional investors are not buying into the hype nearly as much (and that likely explains the discrepancy + feeble volume).
Yes, I'm also trying to determine whether gold and miners are stabilizing as I'm going to be publishing my reports about the mining sector soon and waiting for the opportune time.
Thank you, Eric! Much more good content to come. :)