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Ancient One

    • Ancient OneAncient One
      ·05-15
      Semis , power , all has one thing they cannot do without. Silver and copper.

      The "Munificent 7": Why Energy Stocks Are the Best Way to Play the AI Build-Out, Says Former Goldman Strategist

      The energy requirements of AI stocks are so immense, commodity markets are struggling to accommodate. Capital should be flowing away from the companies desperate for commodities and towards those who have them, argues commodity strategist Jeff Currie.The Mag7 MAGS stocks, plus Oracle , will spend $820 billion on capital expenditure in 2026. Almost half of that investment piles into commodities, as the buildout of AI architecture is so heavily energy-intensive that Amazon alone consumes more primary energy on a daily basis than most countries in OPEC.What one strategist argues, therefore, is that investors should plow capital into the energy stocks providing the raw materials that technology stocks desperately require to grow.Jeff Currie, economist and senior advisor at Carlyle Group, has a distinguished CV as former chief commodities strategist at Goldman Sachs. He's credited with calling not just the spike in oil prices that helped precipitate the global financial crisis of 2007-2009
      The "Munificent 7": Why Energy Stocks Are the Best Way to Play the AI Build-Out, Says Former Goldman Strategist
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    • Ancient OneAncient One
      ·05-11
      The Floor Under Gold Miners Isn’t Where You’re Looking For most of 2026, gold miners have been traded as a macro derivative — a leveraged bet on Fed policy, geopolitical risk, and the dollar’s direction. That framing missed the actual story. Q1 earnings season changed the picture. At gold prices around $4,700/oz, the major producers are running 60-70% gross margins. Industry leaders are reporting all-in sustaining costs between $1,400 and $1,800 per ounce — meaning every ounce produced generates $2,900 to $3,300 in cash margin. Software-company economics on a physical commodity. What’s the market done with this? Within three trading days, two of the largest producers (AU and Barrick) have announced over $5 billion in fresh share repurchase programs for a total of $11 billion , layered on t

      Gold, Silver Stocks and ETFs Jump With AGQ up 11%

      Gold, silver stocks and ETFs jumped in morning trading. $Hycroft Mining(HYMC)$ rose 16%; $ProShares Ultra Silver(AGQ)$ rose 11%; $Hecla Mining(HL)$ and $Barrick Mining(B)$ rose 7%; $Endeavour...
      Gold, Silver Stocks and ETFs Jump With AGQ up 11%
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    • Ancient OneAncient One
      ·05-06
      4720 Liao .. Mai tu

      Spot Gold Jumps 2% to $4,647.91/Oz on Weaker Dollar, Middle East Peace Hopes

      PRECIOUS-Gold jumps on weaker dollar, Middle East peace hopesUpdates for Asia morning hoursTrump pauses effort to escort ships in Strait of HormuzTrump says great progress made towards deal with IranDollar, oil ease as Trump indicates possible Iran peace dealBy Noel John
      Spot Gold Jumps 2% to $4,647.91/Oz on Weaker Dollar, Middle East Peace Hopes
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    • Ancient OneAncient One
      ·05-06
      Buy buy buy GOLD, Silver.. sell sell sell Brent ! All signals just trigger. Action today or wait for confirmation, up to you

      Iran Says Safe Transit Of Strait Of Hormuz Will Be Possible With US Ending Threats

      Safe transit through the Strait of Hormuz will be ensured with U.S. threats coming to an end and new
      Iran Says Safe Transit Of Strait Of Hormuz Will Be Possible With US Ending Threats
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    • Ancient OneAncient One
      ·04-06
      Why would Iran sit at the table and "negotiate" when both time they got attacked while negotiating. There is something called "good faith" in negotiation and USA and especially Israel has not shown that they are negotiating in good faith. The day before Iran was attacked, Trump suggested that they are very closed, next thing, all leaders got murdered or assassinated even though it's against UN charter to assassinate political leaders. The world should just tariff Israel..

      Iran Rejects Ceasefire in Response to Proposals and Emphasises Need for Permanent End to War, IRNA Says

      Iran has conveyed its ​response to the ‌U.S. proposal for ending the war ​to Pakistan.
      Iran Rejects Ceasefire in Response to Proposals and Emphasises Need for Permanent End to War, IRNA Says
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    • Ancient OneAncient One
      ·04-06

      Market this week

      The dominant geopolitical situation driving the markets right now is the ongoing conflict in the Middle East involving the US, Israel, and Iran. Recent escalations—alongside rapid shifts in diplomatic rhetoric—are creating significant volatility across commodities and tech. Here is how these recent events are impacting those specific sectors as of early April 2026: Oil: High Volatility and Structural Shifts * The Shock: Oil prices experienced a massive surge recently, with WTI crude breaking past $106 per barrel following an Iranian drone attack on a Kuwaiti oil tanker near Dubai. * The Pullback: Prices have swung back closer to the $100 mark in recent days. This pullback is being driven by easing geopolitical expectations after the US administration signaled a potential wind-down of its m
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      Market this week
    • Ancient OneAncient One
      ·04-03
      $Swarmer, Inc.(SWMR)$ heh, 1 lot ask snd 1 lot bid.. trade as a meme stock or just to support the incredible guys fighting in Ukraine!!
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    • Ancient OneAncient One
      ·04-03
      That make senses because with his fund size, and others like GIC or Temasek, if and when they buy or sell, just by entering the market will result in a 5-10% changes. So he is stating the obvious, he only buy if it's cheap, not if it's "fair price "..
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    • Ancient OneAncient One
      ·04-01
      "That absence may prove even more important than higher-for-longer crude prices." It cannot be "more important " than oil prices. 🤣

      Mag 7 Stocks Look Cheap, but the S&P 500's Rally Depends on Big Tech and the AI Outlook

      Investors may be willing to cling to a faint hope that an end to the U.S. war with Iran -- which is about to enter its second month -- is within sight, even if the path remains uncertain.Stocks...
      Mag 7 Stocks Look Cheap, but the S&P 500's Rally Depends on Big Tech and the AI Outlook
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    • Ancient OneAncient One
      ·04-01
      I thought he already won the war ? Probably he place a $500 million bet on market going up this week and short the next . Wait for Friday night and he will send a few thousand Americans to war so that he can short the market on Monday ...

      Trump Says U.S. Could End Iran War in Two to Three Weeks

      President Donald Trump said on Tuesday that the U.S. could ​end its military campaign against Iran within ‌two to three weeks."We'll be leaving very soon," he told reporters in the White House's Oval...
      Trump Says U.S. Could End Iran War in Two to Three Weeks
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