The metals options market is absolutely bonkers right now.

[sir pball]

I have A Guy who manages my portfolio, for the healthy fee of 0.1% per month, so this is probably not good advice for anyone who handles their own stuff, but it's just too mindboggling not to share…

So far year to date, so the last 21 days…I'm up 36%. Looking back through the transactions, about half of that is metals options, and most of the rest has been been in metals mining companies. Some Nvidia puts because it's headed for a cliff, but so much gold and silver. And a few things on wildly variable stocks, but given where I am right now I trust he knows what he's doing.

[3Hotdogs]

1. The best returns I ever got was from this guy who knew a guy whose cousin was the chauffeur of a guy named

Bernie Maidoff.

[bucolic_frolic]

2. Thanks for the tip on NVDA

I'll be sure to trade NVDA etf's short instead of long. It's the same channel trading strategy but when it goes kerplunk it comes with a balloon kicker.

Emerging markets large caps are up 6-7% so far this year. Thinking of switching to a less volatile large cap international.

Basically anything that avoids the AI MAG 7 trade as well as the US dollar has done fine in 3 weeks. Investing in the stabilized world of real companies is coming into fashion. In other words, International/Global funds Ex-USA. No US stocks due to falling dollar.

A year ago I took a tip from a Canadian economist who publishes a pricey newsletter. The tip was in his freebee teaser. Buy Canadian stocks he said. There was only 1 or 2 ETFs available that focused on Canada. Most in that genre are Canadian and not available in the US. I only had a few hundred dollars of cash so I bought the ETF. Wouldn't ya know, it's up 32% in a year not counting 3% dividends. Holding. Good as Mexico Fund, MXF, 1982.

Silver, huh? They say AI infrastructure needs a lot of silver. Probably a lot of silver in Greenland. I wonder why Trump is after it?