If $121 comes back and breaks, he will take that too.
The real juice is the miners at $70 silver. “These companies are printing cash.” Costs around $30. Silver at $70. That is free cash flow by the fistful. He called Pan American a gift after earnings. It held the low and ripped. He likes SIL, SLVP, and SILJ for the lazy money.For stock pickers he wants developers that are already producing or about to pour ounces into this price.
Bessent showed the governments hand on August 19. John calls that QE in all but name.Jobs missed. CPI cooled.
He was a net buyer every week in July and August after sitting on cash through a rough summer.
“This is when you buy. The carnage in our sector was pretty substantial.” Bad earnings in this tape are inventory, not a funeral. Wall Street is still comparing gold and silver names to AI fantasy multiples.Feneck is buying the cash printers.
SILVER FIRST. MINERS NEXT. $100 IS THE NEAR TARGET.THE SECTOR IS ALREADY GETTING PAID.






