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New Strategy:  BUY in April and then AWAY it GOes?

If NEM pops through that horizontal resistance tomorrow, that should help eliminate the possible double top in GDX imo.  NEM and AEM are the top  holdings in GDX (both at 9%) and AEM just closed at an ATH today.  

https://finance.yahoo.com/quote/GDX/holdings/

Agreed.  FWIW, I expect GDX to move higher tomorrow and next week, starting a new leg up ... but admittedly I am wearing gold colored glasses.  Looks great to me!

Nice!  ... Was there a pullback last month?  I hadn't noticed...  LOL

Yep.  Has happened to me

EFXT

Posted by bpt_ken on 26th of Feb 2026 at 02:40 pm

Yep.  Has happened to me too.  Sorry you missed out on the gains in EFXT.  What an incredible run since last April!  ... now where did I put my time machine?

Dementia tends to be slow but steady.  Not sure how that would affect Dell specifically.  I can't remember ...

Any thoughts on what might happen next?  If delivery requirements exceed registered silver (which I also have heard is very possible - we should know by next Friday), Comex can't deliver bars that they don't have.  Could get ugly, IMO.  I wonder if China holds a lot of those contracts and is using this to empty Comex supply ...  The next two weeks could be very interesting for Silver, and I would think also Gold and related stocks.

Matt, any thoughts on RGLD?  It is one of my all-time favorites, but sadly I sold most of it along the way and only hold a small position at this time.

Thanks for AGI, rbreese.  Looks

AGI

Posted by bpt_ken on 19th of Feb 2026 at 02:44 pm

Thanks for AGI, rbreese.  Looks good.  SSRM popped today, up 8% and currently at HOD.  No idea what is moving it today, but had earnings on  Tuesday:   SSR Mining Inc. (SSRM)reported its Q4 and full-year 2025 earnings on  February 17, 2026. This is one of my long-term holds from months ago.

Morton, thanks for the input on HYMC news!

Good input.  Thanks!

AEM 2026

Posted by bpt_ken on 13th of Feb 2026 at 09:55 am

Good input.  Thanks!

Agreed.  My understanding is that the Supply Zone remains valid until tested and broken.  I think the reason for this is simply a self-fulfilling prophecy.  Technical Analysts are taught that these levels matter, so they react accordingly.  Algos are programmed to react to these levels.  So IMO it is less that actual individuals held for 6 years to get to break even, and more that traders and computers are making decisions based on that assumption, faulty though it may be.  Once selling begins, the resistance level is confirmed and others pile in, even if they aren't looking back that far.

Thanks, Matt!  Teamwork!

write up for newsletter

Posted by bpt_ken on 28th of Jan 2026 at 07:57 pm

Thanks, Matt!  Teamwork!

Matt, THANKS for posting the

write up for newsletter

Posted by bpt_ken on 28th of Jan 2026 at 07:40 pm

Matt, THANKS for posting the summary early.  It is very helpful!  Since you are riding solo these days, shorter daily summaries would totally make sense.  Thanks for all that you do.  I LOVE this service and have benefitted greatly over the past year, largely because of you and your awesome calls!  Kudos and much appreciation!

Ken

Part of the incentive for

GDX/GLD/SLV 10m 

Posted by bpt_ken on 28th of Jan 2026 at 03:25 pm

Part of the incentive for me to ... learn to trade the markets years later.

You check Stockcharts first ?  I just bought some Safehold Inc stock!   My bad!  LOL

Years ago, I bought Lowe's and sold Simplify Enhanced Income ETF!  It turned out to be a nice pairs trade, but I felt silly when I learned what the saying meant ... 

February is a short month.  We may have to wait until March!  LOL

BTW, I have some delightful tulips.  Anyone care to bid on them?  ...

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