A 'researcher' that held metals for decades
Imagine, if you will, a newsletter that holds metals for decades while constantly preaching to anyone willing to give them cash flow about the “future of metals” — even trying to connect it to AI narratives just to keep the story alive.
It really is that fantastical just to eke out a living.
Then they look at your work — actual execution, actual realized gains, actual extraction — and try to nickel-and-dime it despite it being structurally superior ‘reserach’.
What’s even more hilarious is that once you fully showcase what you can actually do left, it’s basically game over.
This is a perfect example of people who endlessly talk about capital gains yet don’t actually generate meaningful cash flow themselves.
They depend on others to provide that cash flow through subscriptions, attention, capital inflows, or narrative maintenance.
Meanwhile, when metals finally moved higher, much of it was completely out of the blue relative to the years of waiting and storytelling beforehand.
That’s the disconnect:
they market patience as skill, while dismissing consistent realized extraction as somehow “lesser,” when in reality one is dependent on favorable drift and the other is dependent on execution.


