jobless numbers going up 

Stop believing in US official numbers. Real inflation is much higher, real unemployment is also much higher. USA is entering into stagflation. 

This is miner decompression, coil spring coming alive , AU beating both top and bottom lines expectation. People said that miner lock step with gold , but gold is a neutral store of value, has no dividend and interest . Miners has shares buyback and dividends. As Japan yen falls, USD is in trouble, too much short term treasury bonds due soon. Look at the US job numbers, then give it a major discount because they are not publishing the real numbers as Trump will fire anybody that releases negative news. They have no room to raise interest rates because of the huge debt, that's why US govt had to support Japan yen but that's Just delaying the inevitable. Yen is back to where it was, merely delayed by a couple of days . What will Japan do ? They will stop buying US debt to support their

This is miner decompression, coil spring coming alive , AU beating both top and bottom lines expectation. People said that miner lock step with gold , but gold is a neutral store of value, has no dividend and interest . Miners has shares buyback and dividends. As Japan yen falls, USD is in trouble, too much short term treasury bonds due soon. Look at the US job numbers, then give it a major discount because they are not publishing the real numbers as Trump will fire anybody that releases negative news. They have no room to raise interest rates because of the huge debt, that's why US govt had to support Japan yen but that's delaying the inevitable. Yen is back to where it was, merely delayed by a couple of days . What will Japan do ? Stop buying US  debt to support their PM social

This is value - 1.2B buyback in last quarter, Another 1.9B that can be used for buyback or dividend. NewCo IPO , dividend. Buy the dip, gold has no interest but miners has dividends and buyback. 

What people don't understand, Amazon is not just building AI infrastructures, they also owns OpenAI and Anthropic , and when those goes ipo , the stock will sky rocket !

A new cycle of cloud services. Alibaba is releasing the smaller models but the larger ones are no longer open weight, so they will start offering different services, from AI as a service, to hosting etc .

Just a excuse to buy at lower prices. Barrick has NewCo IPO which they will spin off 20% and hold 80%, so overall valuation of Barrick will go up. They have stock buyback ongoing, they get 1.9B that will that will be use for stock buyback or dividends. Just because ASIC went up , but the Iran war going on for 1/2, and Africa countries are asking for larger shares of the profits, so asic will definitely go up.  Look at the various scenarios or examples when prices go down immediately after a decent quarter, almost all trade much higher within weeks. 

He can't even control his own mouth, much less the straits of Hormuz 

The fundamental difference between gold and miners is that gold offers no interest and dividends but miners does, and in addition, miners can do stock buybacks.  Not saying gold won't go up . At current gold prices, miners are still racking it in. USA are still printing paper currency, and their debt are at a all time high. Russia is selling gold , not because gold is worthless but because they need to support their war economy. Same thing with other countries but most countries are increasing their holdings of gold. Both HK and Singapore has build large physical vaults, so that tells you the direction of gold. 

Alibaba is the most underrated. E-commerce, cloud computing, AI . Enterprise will go for copilot, consumer will use Qwen . 

Trump being Trump will scatter the deal in another two days or two weeks. He's like the boy who called wolf .... he makes a billion but cost the entire world a trillion. Basically he wasn't punished for licking on straws when he was young ..

Maybe this is real, maybe this is price negotiation tactics. 

They just found out about Trump's track records for paying bills.

Dumb A, they have ALWAYS agree not to have a nuclear weapon. There is only 1 country in  Middle East that has a nuclear weapon and terrorist other countries and land grab !!

Semis , power , all has one thing they cannot do without. Silver and copper.

The Floor Under Gold Miners Isn’t Where You’re Looking For most of 2026, gold miners have been traded as a macro derivative — a leveraged bet on Fed policy, geopolitical risk, and the dollar’s direction. That framing missed the actual story. Q1 earnings season changed the picture. At gold prices around $4,700/oz, the major producers are running 60-70% gross margins. Industry leaders are reporting all-in sustaining costs between $1,400 and $1,800 per ounce — meaning every ounce produced generates $2,900 to $3,300 in cash margin. Software-company economics on a physical commodity. What’s the market done with this? Within three trading days, two of the largest producers (AU and Barrick) have announced over $5 billion in fresh share repurchase programs for a total of $11 billion , layered on t

4720 Liao .. Mai tu

Buy buy buy GOLD, Silver.. sell sell sell Brent ! All signals just trigger. Action today or wait for confirmation, up to you