Cesar Ezquerra @cesarezquerra
Spectator. Dissident. Investor. Zaragoza, Spain Joined November 2010-
Tweets3K
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Following544
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"El mejor medio de protección contra la envidia de un vecino es conducir un Rolls-Royce en lugar de un coche sólo ligeramente mejor que el suyo... la desigualdad abrumadora y apabullante despierta mucha menos envidia que la desigualdad mínima" -Helmut Schoeck
#España: En los últimos 7 años deuda pública ha crecido un 42%, 520.000 M, la recaudación se ha incrementado en 180.000 M, más los 80.000 M fondos "Next Gen". Al mismo tiempo, clase media se ha contraido del ~62% a cerca 40%. Gasto público ha subido +3x gasto privado.
La historia económica y demográfica de España en los últimos sesenta años largos reflejada en un gráfico de compraventa de turismos nuevos y usados. Si lo piensan un momento, verán que no exagero. Bueno, un poco sí.
The average Roman didn’t know their empire collapsed they just noticed their roads stopped being repaired one day.
Metals & Miners are breaking out vs Tech. The next decade belongs to commodity investors.
Gold is creeping further and further away from its north star (global liquidity), and is probably worth a look at these levels.
@MartaEscribanoL Todo indica que la inflación se va a disparar
@inigoezponda Equinox Gold $EQX It has 2 mines with temporary problems but after the merger with Orla it will become a machine to generate cash flow
El oro multiplicó por prácticamente 6 veces su precio de 1971 ($35/onza) a 1975 (c$200/onza). Luego cayó casi un 50% para seguir subiendo hasta $850/onza en 1980 🪙
BREAKING: Iran and US agree that they agree that they haven't agreed on the agreement. On that, they agree.
$MAI - Top holding Equity Small Caps FI Minera Alamos Announces Positive Pre-Feasibility Study for the Copperstone Gold Project in Arizona 1) La PFS de Copperstone confirma un proyecto underground de muy alta calidad y bajo riesgo operativo, con producción media de 46 koz/año, AISC de US$1.314/oz, capex inicial de solo US$58M y primera producción prevista para mediados de 2027. A un oro de US$4.500/oz, el estudio arroja un NPV5 after-tax de US$537M, IRR del 154% y payback inferior a un año, apoyado además por permisos completos, infraestructura existente y fuerte potencial adicional vía expansión underground y open pit. 2) El estudio mejora materialmente nuestro análisis de valoración y reduce el riesgo de ejecución. Aplicando una tasa de descuento más conservadora a la del estudio oficial (NPV8 vs NPV5), el valor estimado de Copperstone en nuestro modelo se sitúa en torno a US$485M. El NAV consolidado estimado en nuestro modelo asciende a ~C$16,6/acción. Con cotización en torno a C$6,4, el múltiplo implícito sobre NAV se sitúa cerca de 0,4x — nivel que, en nuestra opinión, refleja una diferencia sustancial entre precio de mercado y valor estimado. Las estimaciones son propias y pueden diferir materialmente de los resultados reales. MAI incorpora un segundo activo con validación económica independiente, lo que amplía la base productiva consolidada y podría modificar la percepción de mercado sobre el múltiplo de valoración aplicable. La compañía deja de depender exclusivamente de Pan como único activo generador de flujos.
CITI SAYS THAT FOR A RERUN OF 1970S OIL SHOCK STRAIT OF HORMUZ MAY NEED TO REMAIN CLOSED EARLY 2027
@alfurdi Espectacular. Si la plata sigue a estos niveles Boumadine se va a financiar prácticamente solo. Y cómo le de por subir... $AYA
Can I say something?
@MartaEscribanoL Inflación asegurada. La única duda que tengo es si producirá desaceleración o recesión económica. En cualquier caso activos reales y materias primas to the moon y el oro ya ni te cuento
CEO de Chevron ayer: "Vamos a comenzar a ver escasez física [de petróleo]... La demanda debe ajustarse a la oferta... Las economías tendrán que desacelerarse". "Asia depende mucho de la producción y refinerías del Golfo y es probable que Europa sea la siguiente afectada"(Reuters)
Argentina is the only country where money supply is contracting at a double-digit rate. Meanwhile, the rest of the world continues to expand credit with little to no monetary discipline. None of us own enough hard assets. tavicosta.substack.com/p/macro-update
Gold, silver, commodities, energy, oil - what we've seen so far is NOTHING compared to what this chart implies is likely to come in stage 1 👇
Michael Oliver MSA @Mike_Oliver11
5K Followers 3K Following Since 1992 MSA has provided proprietary technical research to investors on stocks, commodities, bonds and forex
Mark Thompson @METhonmpson72
20 Followers 2K Following Metals and mining entrepreneur. Former hedge fund manager. Trading and investment, qualified bulldozer driver. Tin guru.
Ken K - Mining Consul... @KJKLtd
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Daniella Cambone Taub... @DanielleCambone
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John Polomny @johnpol0mny
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Mike Barnes aka Cashc... @real_MikeBarnes
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victoria 🫶 @nyantantan_123
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INFODIT🅰️ 🌍�... @Infoditatw
889 Followers 2K Following Destapando la otra cara de la Economía y Política. Reposteamos contenido diverso y fuera de la tendencia mayoritaria,para que formes tu propio criterio.
Peter Epstein, MBA (N... @peterepstein2
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취생몽사 @Spacatmon
2K Followers 1K Following 醉生夢死 醉猩夢史 醉中無天子 리얼리스트가 되자. 가슴속에 불가능한 꿈을 절대 갖지 말자. Be a realist. Stop holding onto impossible dreams in your heart. 現実主義者になろう。胸に不可能な夢を抱くな。 让我们现实一点吧。心里绝不要有不可能实现的梦
Iñigo Ezponda @inigoezponda
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Torres Invests | Crow... @TorresInvests1
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Gavin (humanist/acc) @GavMCracken
539 Followers 7K Following Head of commodities macro + Al PhD + sarcasm. Up +2200x in 6.4 yrs of investing. Posts are speculations - not financial advice.
Cramerindex @gknsimseki
91 Followers 783 Following Building the inverse @jimcramer index #inversecramer
Marta Pallás @MartaPallas
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Marigold @Marigold0263
33 Followers 120 Following Collecting memories and friends from every corner of the globe 🌍✈️
Daniela Cambone—Tau... @DanieIaCambones
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FIRE @AsociacionFire
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Lawrence Lepard || X ... @LawrenseLepards
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Marcus Thompson @SpanishWil22788
90 Followers 404 Following I am currently employed at a Wealthfront Investment Company, where I manage and oversee various investment portfolios. In addition to my professional role, I am
Alexander Choi @notaIexchol
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Shawn @ShawnKhukhun
9 Followers 82 Following Focused on Unlocking Value in the Resource Sector 📈 Facilitated over $3 Billion in Capital Raises. 🤝 CEO of Dolly Varden Silver (TSX-V: DV, NYSE-A: DVS) 🏔️
Cawmoo @Cawmoo717785
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Estella @w7uVYBJJ5RV6O
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Panagiotis Varvarigos @Not_DavidLoPan
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Juan | Inversor Novat... @In_versorNovato
353 Followers 2K Following Invierto para tener un futuro digno. Publico noticias y análisis de empresas. Ningún tweet es consejo de inversión. 📩
PreMarketGains🇺�... @Vwirlbal667034
59 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Roel Jacobi @JacobiRoel2036
42 Followers 3K Following
Jirmox @Jirmox720828
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Peter Krauth @A_peter_krauth
87 Followers 614 Following Author, The Great Silver Bull Silver Stock Investor (https://t.co/1WP0Xl9MYs) 25+ years investing in Resources/Precious Metals Not investment advice.
Zheng yuan @CamachoInvestl
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King of the Charts @ChartgProdigy
134 Followers 3K Following Charting Prodigy & Trader Extraordinaire! The Thinker! Youtube's Premier Analyst, Chart Truth Detector, Master Swing Trader and the Doctor of Dump & Pump!!!
Droblo @droblo
12K Followers 5K Following Escritor y trader https://t.co/svldjEPJAU… Rankia https://t.co/b1I8YHux6g Thinknomics
Tertiary Minerals @Tertiaryplc
2K Followers 5K Following Tertiary Minerals $TYM.L explorer with focus on energy transition metals: exploring for #copper in #Zambia & #Nevada $TYM #TYM #mining #exploration #metals #Cu
Kristoffer Söderlind @tottes1985
567 Followers 897 Following Livin' in the new world, with an old soul
p e t e s m i t h @petesmithtoday
661 Followers 4K Following labrador retriever parent, husband, dad, ear for music, historiographer, VT ski bum, nerd, always learning, infosec professional, opinions = mine
GABRIEL 🪽 @thegabriel72
336K Followers 10K Following Humanity is everything. Catch me on YouTube too.
SuicideBlonde @SuicideBlonde_2
3K Followers 68 Following Views on Energy, Energy Midstream, Stocks & Markets in General, the Economy, etc. DYODD, Not Investment Advice
Boz @bozkaschi
7K Followers 77 Following Silver & Commodities Investor… once in a lifetime chance ! no financial advice ! 👉 #Silver #Gold #Platinum #Commodities
Jordan 🇦🇺 @Geologo_Trader
31K Followers 788 Following Tasmanian geologist. Left Australia, never looked back. Living and working in South America. +6,000 subscribers: https://t.co/2oSGaMPoNV 🥩📸 ⛏🇦🇷🇵🇾🇨🇴
The Northern Highligh... @TheNorthernH
395 Followers 798 Following 🔍 Specialized in undervalued stocks and macro research. For curious investors willing to diversify their exposure. Not investment advice.
Silver Santa @Silver__Santa
30K Followers 396 Following Applying math to investing. Passionate about Juniors, PMS and Geopolitics. Buy me a Hot Chocolate with a Cookie on https://t.co/NUBc8SFxJr ! Thanks !
Instructor Nuclear @fruf82
8K Followers 569 Following Fran Ramírez. Ingeniero nuclear. Instructor de operación nuclear.
Charlie Bilello @charliebilello
823K Followers 143 Following Chief Market Strategist @ Creative Planning Investor | Writer | Reader | Thinker Trying to become a little wiser every day.
Jorge Galatea @JorgeGalatea
104 Followers 169 Following It's the sailor and not the wind who sets the course.
Elcrackdel23 @elcrackdel23
6K Followers 94 Following El que busca la verdad corre el riesgo de encontrarla. Canal Twitch https://t.co/2UucK1nJdq Canal telegram https://t.co/y7Gnc0ssU3…
JR Alive&Kicking @jraixelamarkets
3K Followers 1K Following Experto en mercados financieros, Strategic Investment Manager, profesor en @IEF_org., trader en #OPTIONS y sobre todo #Alive & #Kicking
Paulofutre @Milinkoeterno
3K Followers 5K Following What I write on X is only my personal opinion. It is not investment advice. Make your own decisions.
Uranium Insider @uraniuminsider
85K Followers 2K Following Leading Newsletter solely focused on nuclear energy & uranium equities. Inception-to-Date Performance: 412.2% ($100,000 on August 1, 2019 now worth $512,200).
Samson Li @SamsonLi7
12K Followers 2K Following INTJ A Hong Kong based researcher for the Dutch Commodity Discovery Fund. https://t.co/IXEhby0qNR Comments are my opinion only
Mining Americas Inc. @Mining_Americas
3K Followers 554 Following (formerly Minera Alamos Inc.) Building a leading, U.S.-focused intermediate gold producer. TSX : $MAI.to OTCQX : $MAIFF
Patrick B @Patrick80122519
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Golden Guardian ⚔�... @au_engineer
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9K Followers 5K Following Filólogo. Traductor de Safo, Cavafis, María Polydouri (Premio de la S. Griega de Traductores) y Homero (Odisea). Poeta. Tipógrafo. Software libre.
Gp @GPs_capital_
1K Followers 625 Following Deep dives on commodity companies and commodities. Independent research. Contact: [email protected]
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Va De Baggers @Vadebaggers
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Paul Harris, mining c... @PaulHarrisGold
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Larry @larrybird19701
336 Followers 425 Following Investing in Energy, Shipping & Mining. Shorting antisemites and other losers. God bless America!
Ken K - Mining Consul... @KJKLtd
3K Followers 962 Following Long time mining engineer. Read blogs at https://t.co/pkPqvCKBmu and see mining calculator apps & timelines at https://t.co/d2tJDfViiG
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4K Followers 2K Following I'm the founder of Rocks And Stocks News. My reports are at https://t.co/MQgC9h61mP
tin @ResetTime2030
8K Followers 263 Following Au/Ag/Cu/Pt/ Commodities/Charts .Avoiding all the"new normals"while maintaining my moral compass. Doing my small part to create an investing edge for retail
Hank Rearden @Atlas29Shrugged
625 Followers 810 Following Watching and waiting for the everything bubble to pop. Tweets are not investment advice.
Canadian Dividend Inv... @CDInewsletter
25K Followers 556 Following I invest in conservative, old-school companies that gush free cash flow and pay increasing dividends. It's boring, but it works. Not investment advice.
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Inversor Bético @inversorBetico
8K Followers 463 Following Escribo sobre finanzas. Construyendo mi propio patrimonio. NFA. DYOR. Manquebaje el mercado. ₿etis Hathaway Inc. 🟢⚪️
Mineral Magician @MineralMagician
363 Followers 803 Following What you focus on you get more of. This is not financial advice. Full disclaimer: https://t.co/5utZ5d2ROZ
AllStreetsWolf 📈 @AllStreetsWolf
23K Followers 1K Following Active investor of 🇨🇦 markets. Seeking scalps, swings & baggers yet never married. Assume all posts have a motivated interest. Stay frosty
Antonio (Resource Tal... @ResourceTalks
15K Followers 252 Following I have real conversations about mining and metals (the most expensive hobby that isn't all that fun to begin with).
Alf @alfurdi
366 Followers 89 Following IF-FIRE | Cotizadas, mineras y oportunidades de inversión. Comparto info, análisis y GPTs; no recomendaciones. Puedo estar invertido o no. Criterio propio.
John Polomny @JohnPolomny
12K Followers 892 Following I believe success in the markets relies on selling overvalued assets and buying undervalued assets while remaining patient as mean reversion works its magic.
Gwen Preston @miningmavengwen
11K Followers 1K Following CEO Alex Metals I Mining investor & executive I Formerly the Resource Maven I Mom I Runner I Work hard, stay principled, be patient, and be balanced
The Gold Bull @ben90357282
2K Followers 727 Following Leader of the Gold Wave. Steady Lads Hold the line! 20 years of market experience, nothing I say or post is financial advice.
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First Squawk @FirstSquawk
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