MARKETS,Anybody even yet?

[olds442jetaway]

There goes the Apple Cart….It got tipped even before the open. Another headline on tariffs again. I’ll look to get in later in the day if I see a slight uptick.

[olds442jetaway]

Nice 4.41 yield on divs.

[dinghy]

AGI, new all-time high. Last 2 weeks, it's +>20%.

[olds442jetaway]

Amazing. Gold closed at 3,601…..still holding WDOFF. At least GC=F did. NY exchange.

[dinghy]

Amazing. Gold closed at 3,601…..still holding WDOFF. At least GC=F did. NY exchange.

Yes, the 3,601 refers to the "front month" futures contract -- in this case, December 2025 afaik.



Cash price (often used interchangeably with "spot") is down around 3,530.

I'm trimming my WDOFF, but it's still a jumbo position. It is as heavy as 10 boxes that you might be moving.

[olds442jetaway]

It’s taking its time to move, but I’m hanging with it for now.

[dinghy]

My buying opportunity this morning is SBSW Sibanye Stillwater, plunging on dumb reaction (imo) to the earnings report. A month ago, the stock traded near 10. Now it's approaching 7 (from the wrong direction).

Fail. I only got one purchase Thursday morning (at 7.17). I was too timid, waiting for a pullback to the session low.



Pre-market, I just trimmed those shares at 8.66 (fail?). Still many more remaining. Year-to-date:



Platinum YTD is up from 900 to 1400. Historically it has traded at or above the gold price, due to its rarity.

[dinghy]

Pre-market, I just trimmed those shares at 8.66 (fail?).

Good show, bought back at 8.07