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beaverfever
| Favorite team: | Arkansas  |
| Location: | Arkansas |
| Biography: | |
| Interests: | |
| Occupation: | |
| Number of Posts: | 35579 |
| Registered on: | 1/7/2008 |
| Online Status: | Not Online |
Recent Posts
Message
re: To the a-hole Who Abandoned Their Dog at City Park BR Today
Posted by beaverfever on 1/17/26 at 1:25 am to SUB
quote:What I was wondering. What is the origin of the abandoned narrative?
How do you know the dog didn’t just escape its yard and make its way into that park?
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re: Silver up 12% for the week on Black Friday
Posted by beaverfever on 1/17/26 at 12:39 am to FAT SEXY
I haven’t figured out why I’m supposed to pay 5% more for a coin because it’s American. Maple leafs are dope anyways.
re: Silver up 12% for the week on Black Friday
Posted by beaverfever on 1/16/26 at 7:45 pm to lsuconnman
quote:Yieldmax is the writing on the wall. Perfect example. The financialization of everything is a byproduct of currency debasement.
You have SLV up like 30% in the last few weeks and the real harbinger of doom…Yieldmax started buying silver for its ETFs.
re: Silver up 12% for the week on Black Friday
Posted by beaverfever on 1/16/26 at 7:43 pm to Pimphand
quote:This. It started (or resurfaced) during the financial crisis and Covid sealed the deal. This board’s strategy of stacking SPY shares and thinking that’s all you need is the old playbook. People need to adapt and quickly. When fiat really starts to decay, your part time job becomes understanding money.
Trust is gone
re: Silver up 12% for the week on Black Friday
Posted by beaverfever on 1/16/26 at 7:26 pm to lsuconnman
quote:This is woefully inaccurate.
But almost any asset like a stock or real estate is going to outperform the precious metal over time.
Since the creation of gold ETFs, gold has beaten the cap weighted S&P and the equal weighted S&P. That accounts for dividend reinvestment.
Real estate isn’t even in the conversation outside of major outliers.
re: At this point is it even possible for the USA to get it's financial house in order?
Posted by beaverfever on 1/16/26 at 2:36 pm to SlidellCajun
quote:
Our economy would expand
quote:How would the economy expand if we kept spending unchanged? Keeping spending unchanged would actually require massive cuts because we have a debt to service. Those cuts would absolutely slow down the economy.
Government spending has to remain flat.
My answer is that it’s no longer mathematically possible under the current system. This will sound like a joke but the only conceivable path I can think of is if bitcoin becomes the world’s base money and the US has an outsized position of that monetary system.
re: Silver up 12% for the week on Black Friday
Posted by beaverfever on 1/16/26 at 7:24 am to OccamsStubble
Seeing the same pattern regularly now. Premarket opens and retail just dumps. Then the structural bid comes in and brings the price back up. No idea how long that will last. Assuming it’s a massive unwind of shorts. A lot of y’all know this market much better than me though.
re: Anyone buying MicroStrategy Inc (MSTR)?
Posted by beaverfever on 1/16/26 at 6:03 am to Big Scrub TX
I bought around close yesterday at $171.50 after having sworn off this stock for eternity. I think it outperforms btc in 2026.
re: XOM Stock
Posted by beaverfever on 1/16/26 at 5:55 am to carguymatt
quote:One of the TA guys I follow is actually big on XOM right now.
just looking at the chart i'd sell now and buy back in later if you like it
I haven’t bothered looking at oil since ~2015 but I’m thinking about getting some exposure.
re: Silver up 12% for the week on Black Friday
Posted by beaverfever on 1/16/26 at 5:26 am to slackster
quote:Hard asset hedges are asymmetric in nature. There are long periods of nothing followed by violent repricing events. And the thinking is that those long periods of boredom get shorter and shorter the further out you go into fiat debasement.
For the last 15 or so years you would have been better off burying your money in the back yard than you would have been buying silver - up until about 6 months ago. That’s simply not acceptable if it’s an M2 hedge over that time frame.
re: I've noticed that the Bitcoin diehards rarely try to talk shite about Gold anymore
Posted by beaverfever on 1/15/26 at 7:26 pm to Pendulum
quote:I read this and was like “yeah I agree” and then I realized gold has been the subject of a couple famous rug pulls.
Well i can agree with that, I would not argue BTC isn't way more susceptible to manipulation or a "rug pull" than Gold if just comparing the 2.
I love gold but it’s part of the proof of weapons system. It is only as good as the weapons that protect it. You own it until you don’t. Bitcoin is abstract so it can be owned by anyone.
re: Silver up 12% for the week on Black Friday
Posted by beaverfever on 1/15/26 at 4:54 pm to Pimphand
The bid has to be mechanical right now. Retail doesn’t have the stomach to buy on days like today and for good reason. But, it kept getting bought up.
re: I've noticed that the Bitcoin diehards rarely try to talk shite about Gold anymore
Posted by beaverfever on 1/15/26 at 3:24 pm to Helo
quote:I’ve never understood the “don’t use energy” narrative. Doesn’t that create growth in an industry which employs people? Don’t we need more of that?
A quick google search says ~95% so I assume that is correct. This actually makes my point that it is taking an ever larger amount of input to keep the 95% of bitcoins "alive" and mine new ones at the same time. That cost is only going to continue to climb.
re: Silver up 12% for the week on Black Friday
Posted by beaverfever on 1/14/26 at 3:48 pm to FAT SEXY
Options stress me out way too much so I’ve quit all speculative type plays. I have some deep in the money 2028 exp on gold because they’re dirt cheap leverage. But I can’t handle anything short dated and out/near the money.
Options are a professionals game. There is massive asymmetry in pockets if you can handle it. Like one of the most convex assets on earth (silver) being priced with the volatility of a REIT.
Options are a professionals game. There is massive asymmetry in pockets if you can handle it. Like one of the most convex assets on earth (silver) being priced with the volatility of a REIT.
re: Silver up 12% for the week on Black Friday
Posted by beaverfever on 1/14/26 at 3:25 pm to Cajun75
I had a bunch of SLV calls in September that would have expired this Friday. Most were $40 strikes. I just went back and looked to feel some pain. First time I bought them they were $1.83/share. Trading at $44.08 right now. Too bad I’m a pussy.
re: Silver up 12% for the week on Black Friday
Posted by beaverfever on 1/14/26 at 11:55 am to Pimphand
I think we give them too much credit in assuming they’re lying. Most are clueless. You’ll hear on CNBC people talk about the gold “trade”. Look at a 36 month chart of gold. That’s a uniform exodus, not a trade.
re: Silver up 12% for the week on Black Friday
Posted by beaverfever on 1/14/26 at 9:15 am to Pimphand
Risk/leverage is coming back on hard. Not sure if this early session action is market spoofing or what but this is the most buyable dip of all time.
re: Silver up 12% for the week on Black Friday
Posted by beaverfever on 1/14/26 at 8:08 am to Pimphand
Thank you. Honestly, I wasn’t familiar with the applications in hydrogen-based energy and the demand outlook. I’ll do some digging.
re: Silver up 12% for the week on Black Friday
Posted by beaverfever on 1/14/26 at 6:06 am to FAT SEXY
quote:I assume this thesis is predicated on palladium outperformance relative to platinum? If so, I'd be curious to hear your thoughts.
I wouldn't be surprised to see 10k palladium within a decade.
Anyone who has an opinion on palladium vs platinum or how you might allocate to a portfolio of each, please share. I've started to buy platinum and I own SPPP for what it's worth. SPPP is a roughly 2/3 platinum, 1/3 palladium.
Everything I read makes palladium sound like it's basically a bet on ICE vehicle production but I know with hard assets there is usually more to it than you'll find in the average article online.
re: Silver up 12% for the week on Black Friday
Posted by beaverfever on 1/13/26 at 8:42 pm to TigerDoug
Liquidity is starting to pour in right now too. Platinum and btc up big. The real tell for liquidity that I’ve noticed is when the btc proxies randomly start ripping before btc actually does. Massive volume and green candles for MSTR the last two days.
All that to say, it’s a good time to own hard assets.
All that to say, it’s a good time to own hard assets.
re: NFL Various Games - Wildcard Weekend...Texans at Steelers Tonight
Posted by beaverfever on 1/12/26 at 7:49 pm to Big L
Don’t think I’d bust that play out on the road against the Steelers in the playoffs.
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