MARKETS,Anybody even yet?

[dinghy]

Fail.

Newmont obliterates expectations. I had the right idea buying the July 15th panic, but subsequently sold those shares and many more.

NEM is (deservedly imo) +4% AH.

[dinghy]

Dumb selloff in NGD imo. Revenue was a little short, but that's because they did the thing where they produced more than they sold. Copilot suggests "the market may be reacting to lack of upside surprises."

Only in gold mining, the expectations aren't the expectations.

[FAA]

UNH -7.5%. I'm sick.

[dinghy]

UNH -7.5%. I'm sick.

My stock allocation is now the lowest in recent memory, so I'm on the prowl. I like UNH because it's had strong insider buying without insider selling. I think I would add on a pullback to the mid-250s. Last buy was 252.

This week I'm buying BYON, DOW, LULU, RGLD, WDOFF. Bulked up my NGD on the Monday morning slide.

Markets now believe the Fed will cut in September. US stocks could pull back if Powell suggests otherwise this afternoon.

After the ding, two of my jumbo holdings are set to release earnings. AEM usually meets or beats. I continue to expect an AGI beat, following the Q1 beatdown.

[dinghy]

I bought a lot of my usual stuff today.

It feels like we're back in the same mode as Q4 of 2024, when Trump was expected to create a new era of American dominance.

Now investors are being duped by data that only tells part of the story, and an administration that dishonestly frames every aspect of economic policy.

This too shall pass.

[olds442jetaway]

Nice BGS div hit the accounts today. Overall though, I’m barely hanging tough sideways will get a boost when int and divs post tomorrow and 8/1. I was going to pick up some NGD today but didn’t. Hoping to get it closer to 4 bucks a share

[dinghy]

Nice BGS div hit the accounts today.

I need to adjust my target prices. I narrowly missed selling the top, and now I'm closer to buying than selling.

I was happy to avoid the divvy on my CAG purchases today. It paid 35c, if you owned it yesterday.

I was going to pick up some NGD today but didn’t.

Plenty of other miners on sale. PAAS reports one week from now, and looks cheap near 27. WDOFF reports two weeks from now, and looks cheap at 12. Honestly, I think AEM is a buy should it happen to trade down tomorrow. The earnings report was spectacular.

Among junior (non-producing) miners, I bought the SKE dip near 14, and would love to rebuy PPTA near 14. Both of those have antimony and other incidentals in addition to their gold.

[dinghy]

Honestly, I think AEM is a buy should it happen to trade down tomorrow. The earnings report was spectacular.

Instead, I'm buying AGI on a selloff. I did not expect this reaction to earnings. Price now approaching 24 (from the wrong direction).

[dinghy]

I fat-fingered my BAX limit order, accidentally buying at the current 23.03.

I intended a limit buy at 22.82.

The stock is getting wrecked on an earnings report that only looked mildly weak to me.

[wildman49]

INTC under 20 will slowly load up