Posts by rollock

Up 16% in the last week.

Cisco Up 22% right now. Crushed Q1

They came back and I can finally listen to Whisky Woman again!! If you like a good harmonica give it a listen.

Arguably given the Renaissance of some country music. The opening song of the benefit concert was New Mexico.

An alleged internal Federal Reserve memo titled “Silver Market Liquidity Concerns and Systemic Risk Escalation” has reportedly been leaked by a whistleblower, signaling a potential crisis in the precious metals market. While recent price action has seen silver cross $77, the sources argue that the true narrative involves a deepening physical supply crisis rather than mere price movement. The memo reportedly draws parallels between today's market and the Hunt Brothers era of 1980, suggesting the existing market structure is under extreme stress and potentially breaking.

A central theme of the leaked document is that silver is "no longer a side market," but a source of systemic contagion risk that could impact the broader financial system. This risk is driven by collapsing COMEX inventories and massive, high-risk bank short positions. Additionally, rising silver lease rates and exploding physical premiums globally are cited as critical warning signs for investors. The document highlights a growing disconnect between paper pricing and physical reality, which may eventually necessitate emergency Fed interventions or forced cash settlements.

The memo reportedly outlines three crisis scenarios, the most dramatic being a disorderly squeeze that pushes silver prices above $200. Such an event could lead to widespread financial instability if the physical market fully decouples from paper pricing. The sources also mention the possible revelation of a strategic silver reserve and secret Fed plans for emergency market intervention. For investors, the takeaway is to move focus from price volatility to the underlying market structure. Key signals to watch include position limits and the widening gap between paper and physical silver. Although the Federal Reserve has not verified the document, its reported contents suggest that institutional players are preparing for a significant and potentially volatile market shift.

Found this one the internet somewhere. Looks like Taiwan Semiconductors, Intel, AMD, NVIDIA and Amkor Technology Inc which I haven't heard much of.

I've been looking for a stock that has Space X as part of it's portfolio and here I finally found one. This stock has 10% SpaceX via a special purpose vehicle.

Along with SpaceX it also carries RKLB, ASTS, LUNR, PL, SATS, Blacksky, Firefly, Filtronic.

temaetfs.com/nasa

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Every 10 dollar change in crude, with a 4-6 week lag to roughly 23 to 25 cents at the pump

The video outlines a transformative shift in the global financial landscape, initiated by the Reserve Bank of India (RBI) on April 1, 2026. The RBI's landmark policy permits banks to accept physical silver jewelry, ornaments, and coins as collateral for cash loans, effectively re-establishing silver as a Tier 1 monetary asset. This change provides a tangible alternative to the dollar-centric monetary system that has dominated since the gold standard's demise in 1971. By enabling households to access liquidity without liquidating their silver, the policy has effectively choked off the secondary scrap supply that international markets previously relied upon.

This "remonetization cascade" is rapidly gaining global momentum. China imported a record 836 tons of physical silver in March 2026 and is reportedly developing a collateral framework similar to India's. Simultaneously, sovereign wealth funds in the Middle East are avoiding Western exchanges, preferring to secure physical supplies directly from mining operations. These nations are prioritizing a monetary foundation outside the U.S. dollar's architecture to mitigate the threat of "dollar weaponization," such as the freezing of national reserves seen in recent years.

A central theme of this new order is the legal divergence between physical and "paper" silver. The RBI policy strictly excludes silver ETFs and digital products, emphasizing that only physical metal constitutes true money. As silver is locked in vaults as loan collateral, it is permanently removed from the global float, creating a massive supply shock for silver-dependent industries like solar power and electric vehicles. While the metal was recently valued at $75.45, the video argues that the current market has not yet accounted for this "physical reality". A dramatic repricing is expected as silver’s valuation begins to reflect its historical monetary role relative to gold.