1/n ... A lot of nervousness around. This is what I think - PMs are seeking out an intermediate cycle low. Silver has held up well, but the technical indicators on that chart and also gold, just don't look, to me, to have sunk low enough. Cryptos are also correcting...

...and 30-50% drops are normal in a big bull run, such as the one I believe we are starting. Cryptos, in my opinion, will top out in 6-9 months, before a longer correction resumes. Uranium is coming alive. Also very volatile, but well worth just holding on tight...

...as I think a big uranium bull is waking up. Commodities in general are coming to life - check out platinum, copper and others (the Bloomberg Commodity Index is worth checking out). Out there in the 'real' world there are so many shades of SH1T going on, it's getting...

hard to keep up. Government borrowing is getting truly out of hand. Something very big, and potentially very bad is coming. It's hard to imagine how this can end well. I'm an optimist, so have to think that a better world might eventually emerge. It could go horribly...

...wrong though. There's no denying the amount of anger and hatred in the world today. All we can do is not allow that darkness to take over in our own lives, and interactions with others. We need to remember the mistakes of the past and battle to ensure they are not repeated....

...As far as the markets are concerned, the levels of volatility ahead are likely to make it difficult to get timings of big moves perfect, but I think we know the overall 'direction of travel'. I wish you all the very best.