This is a long, first-principles piece on mining. It’s not about ounces or AISC, but about which miners can replace reserves without destroying shareholder value. I use $GMIN as the case study. Enjoy https://t.co/AmxBUMurTe
Original source ↗  |  January 27, 2026 at 16:34 UTC  |  Twitter - @burggrabenh

IDEA 1 TICKER: Gold DIRECTION: Long THESIS: Gold has demonstrated its capacity to absorb significant global capital flows ($15tn in 12 months) without issues, suggesting it can continue to serve as a major store of value for global trade imbalances. SPEAKER: @lukegromen TIMEFRAME: Long-term

IDEA 2 TICKER: Silver DIRECTION: Avoid THESIS: Recent sharp moves in silver are attributed to speculative retail chasing, similar to Shiba Inu, and lack fundamental basis, suggesting caution or avoidance. SPEAKER: @fcfinvest TIMEFRAME: Short-term

IDEA 3 TICKER: Gold, Silver, US-listed speculative equities DIRECTION: Short-term profit

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