Mining stocks are breaking out again after a 25% correction. This is a textbook secular bull market—it never moves in a straight line. Volatility is meant to shake out weak hands, and the key is to stay focused on the bigger picture. 11
📌 X Insight Update[x_fin] (2026/04/02 01:38)
Stocks and Energy have replaced the traditional 60/40 portfolio model in the post-Covid era. 4
Running a 40% Tech + 10% Gold allocation.
📌 X Insight Update[x_fin] (2026/04/01 08:52)
Nvidia’s next-gen Vera Rubin platform is hitting technical friction; GPU compute tray designs remain unfinalized, posing a risk of partial shipment delays as mass production kicks off in Q3 2026. 1
📌 X Insight Update[x_fin] (2026/04/01 05:04)
$SPY bounced hard, wiping out the last 2.5 days of selling. Key resistance at $643 hold needed, followed by $652 then $670. 引用[1]
$SPX closed March down 5.05%, worst month since last March.
📌 X Insight Update[x_fin] (2026/04/01 01:42)
The lows for the year aren’t in yet. Anticipate at least a -15% peak-to-trough move this year, which conveniently targets the 6,000 area. 1
📌 X Insight Update[x_fin] (2026/03/31 22:55)
Nvidia has evolved beyond a single stock; it is effectively the AI semiconductor ETF of the current cycle 11.
📌 X Insight Update[x_fin] (2026/03/31 01:19)
I am pivoting to Hard Assets as the Fed signals it is willing to tolerate inflation while keeping its “toolbox” open. 13
📌 X Insight Update[x_fin] (2026/03/30 23:51)
Oil prices are reversing higher at lightning speed. The Iran situation and Strait of Hormuz risks are flowing directly into the real economy, hitting household budgets as fuel relief vanishes. 30