Karel Mercx

Silver is the investment I believe in most, because the thesis is bulletproof. Every year, industrial demand rises. Think AI, EVs, and the energy transition. Nothing conducts electricity better than silver. But mine supply peaked a decade ago, and the deficit grows larger each https://t.co/a4FtYbuLwl

$CCJ just blasted more than 10% past its previous all-time high from late 2024. Love to see it! You’d almost start believing in technical analysis... Uranium is back in charge, and Cameco is leading the way. New highs, new energy and full steam ahead! ⚡️ https://t.co/409uSI43Z5

@Alisxadilla @Mourinho1862112 Albermarle, Alcoa, Google, Antero Resources, Archer Daniels Midland, ADP, Berkshire, Cameco, Cheniere Energy, Chevron, Cincinnati, Clean Harbors, CME, Coinbase, Duolingo, EQT, ExxonMobil, Franco-Nevada, Freegold, Freeport McMoran, Hecla mining, Interactive Brokers, Linde,

Tensions around Iran are rising, with growing speculation that Israel might strike Iran’s nuclear facilities. But looking at the chart, $FRO doesn’t seem to be pricing in that risk yet. No sign of a geopolitical premium, for now. https://t.co/SimgsAaWJU

If nothing exciting is happening in your portfolio after 3 months, that’s a feature, not a bug. Real wealth is built in years, not quarters. Patience isn't optional, it's the whole strategy.

#2 – Physical Gold Biden used the dollar as a weapon against Russia — a move you can only make once. Since then, central banks have been shifting to gold. Trump’s confrontational style is accelerating this trend. After 80 years of $ dominance, the world is moving toward gold.

#5 – $GDX (Gold Miners Index) Central banks keep buying gold — but retail investors are still ignoring the miners. As a result, gold prices are up, but miners trade at a steep discount. When cash flows force recognition, I expect $GDX to close that gap — fast.

#1 – $RHM (Rheinmetall) Europe is shifting from having almost no military to building one. This is a once-in-a-multiple-generations trend — and I expect it to last 10 to 15 years. I believe defense will be the best-performing sector in the market during this rearmament cycle.

Tailwinds building for $FRO Trump wants to crack down on Iran’s illicit oil exports, a direct hit to the dark fleet, and a big win for the compliant fleet. Meanwhile, Saudi Arabia may increase oil production, adding even more volume for compliant shippers. Hard to imagine a https://t.co/QQw2oWrM4U

Big green day for my portfolio. Here's a snapshot of today’s top movers, $ALB, $MU, $SBSW, $IBKR, $DUOL and $FCX leading the way with gains of over 15%. Days like these deserve a place in the scrapbook. https://t.co/wZDlSPvsh4

$DIS is up 11% — finally! The valuation had become absurdly low. Even after this jump, the free cash flow yield is still 5.9%, which remains cheap. Disney clearly has its MOJO back. The real question: are investors finally starting to see it? https://t.co/r1dd2mheYr

The reason my top holdings are doing so well isn’t because I’m great at picking winners. It’s because I’m a long-term investor with a lot of ideas. Take $SBSW. When I left for vacation a few weeks ago, it was my 29th largest holding. After a massive rally (including +10% today), https://t.co/myzx30723q

Trump rang the opening bell in NYC, right as U.S. momentum (blue line) peaked. But the white line (non-U.S. developed markets) surged to a 5-year high. U.S. stocks are fading. Global markets are stealing the show. “America First” rang the bell, the world’s cashing in. https://t.co/D0vUuak5zM

#9 – $EZA (MSCI South Africa) High inflation? South Africa thrives on it. Its banks love high rates, and its miners ride commodity booms. With 36% in financials, 24% in materials, and a P/E around 13x, $EZA is a rare EM value play with real upside.

$CCJ (Cameco) is back near all-time highs after a wave of bullish news, including Trump’s executive orders to quadruple U.S. nuclear capacity to 400 GW by 2050 to power AI and data centers. Still, every rally seems to fade. But nuclear is a multi-decade theme. https://t.co/EJ4cNQ0fQy

#16 – $TPL (Texas Pacific Land) Owns 880,000+ acres in the Permian Basin. Collects royalties on oil & gas, and sells water for fracking. An energy play without operating risk — land-rich, cash-heavy, and built to benefit from long oil cycles.