This one for my friend Marcus James…who says he’s not having any fun today….Danke Shoen

AGAG.V – Argenta Silver…. First off, love the name, second, holy shcnikies that’s a hole!

It’s only 280 million market cap, Argentina is county (lower risk), 320 million share o/s, and Frank Guistra, whose name I’ve seen a lot in successful ventures in the PM space.  And 45 million in indicated at over 400 grams per tonne.  I think it’s definitely a good speculative bet as they aren’t going to be mining any time soon.  This is one where they will drill with the intent of having a major take them over.  Not sure, and havent’t done the research to see if any mining majors are already in that area.  Probably, but not sure.

I just bought 9000 shares….will buy more if the price action breaks above 95 cents.  Stop at 71 cents.

Happy Trading!!

Frank is in the Canadian Mining Hall of Fame, so doubt he loses a lot of money on his investments.

Giustra — a key figure in the creation and development of Endeavour Mining, Goldcorp and Leagold Mining over the past quarter century — has built up another stable of projects from Colombia to Botswana. Now, his office staffed by 75 to 80 people is exploring opportunities in US coppergold deposits, among others.

US aircraft leave Spain after government says bases cannot be used for Iran attacks

Fifteen U.S. aircraft have left the Rota and Moron military bases in southern Spain since the U.S. and Israel launched weekend attacks on Iran, maps by flight tracking website FlightRadar24 showed on Monday.

Foreign Minister Jose Manuel Albares said Spain would not allow its military bases, which are jointly operated by the U.S. and Spain but under Spanish sovereignty, to be used for attacks on Iran, which Spain has condemned.

https://www.msn.com/en-us/news/world/ar-AA1Xmf05

Israel’s former PM Naftali Bennett a few days ago: ‘Turkey is the new Iran’

They’re not going to stop at Tehran. Israel is a threat to the entire Middle East.

https://x.com/HatsOffff/status/2028017892793700715

1 minute

 

Why don’t we just kill everybody??? Then maybe we can finally be at peace…..OK not the official position….but a former PM is not just a random citizen and this was an official event — Hon. Naftali Bennett — Conference of Major American Jewish Organizations https://www.bing.com/search?

HGRAF

Been a few days, time to update…

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“The Americans have relocated the majority of their aircraft to Cyprus” — IRGC General Jabbari

We will launch so many missiles at Cyprus that they will be forced to flee from there as well.”

https://x.com/MyLordBebo/status/2028535842868793583

45 seconds

Trumpsteined

Russian billionare Umar Dzhabrailov whos photos was in Epstein Files found dead in Moscow.

 

Daugter of russian billionare Umar Dzhabrailov saying her father didn’t kill himself. “He got silenced because of his implication with Jeffrey Epstein and Trump”

https://x.com/i/status/2028502420108857758

 

US Government Seizes Over $580 Million In Crypto Linked To Southeast Asian Scams

U.S. Attorney Jeanine Ferris Pirro said federal authorities have frozen and seized more than $580 million in cryptocurrency tied to Southeast Asian scam networks, marking a major escalation in the government’s campaign against cross-border crypto fraud.

https://www.zerohedge.com/markets/us-government-seizes-over-580-million-crypto-linked-southeast-asian-scams

 

So while a “scam network” should have their cypto seized — and while the crimes were perpetrated in Burma, Cambodia and Laos, the crypto was seized by USA — does the money ever go back to the victims or does it just feed the machine?  It DOES show how easy it is for digital currencies to be seize by any government for any reason anywhere in the world.

Trump is playing 4D Chess and people are not getting it.

Anyone claiming Israel “dragged us into another war” doesn’t understand geopolitics or how Trump plays the game.

In under 60 days, China’s top two oil suppliers are off the board.

Russia just lost a key source of cheap drones and weapons for Ukraine.

This isn’t chaos. It’s strategy

This is a masterclass in System Recognition.

Most see CHAOS, but what Trump is doing here is high-level Escalation Dominance.

By taking China’s oil suppliers and Russia’s drone pipeline off the board, he’s not just fighting a war, he’s rewriting the global Operating System.

In Game Theory, this is called removing the opponent’s RATIONAL EXIT.

If you aren’t seeing the board this way, you’re just a spectator.

Whether you like Trump or not, the strategic outcome in 60 days is hard to ignore.

Iran’s regime weakened. Russia loses its drone supplier for Ukraine. China’s two biggest oil sources are destabilized simultaneously.

Three geopolitical rivals damaged in one move. You do not have to admire the man to read the result.

https://x.com/ImtiazMadmood/status/2028421029509443769

Iran and How did we get here?

The CIA/MI6 coup in 1953 (Operation Ajax) that overthrew Iran’s democratically elected PM Mosaddegh just because he nationalized oil. The West literally destroyed Iran’s secular democracy to protect British oil interests, then propped up the Shah as a dictator with a secret police (SAVAK). When you crush every secular opposition, don’t be surprised when the only resistance left is the religious clerics.
The 1979 revolution didn’t come out of nowhere.

1.5K
@dpye111
16 hours ago
The Mullahs were nowhere near being the largest faction in the Revolution, but the CIA-trained SAVAK secret police did a thorough job of suppressing any labor leader or political figure who might be a threat to the Shah. The only faction that remained intact on a national level were the Mullahs. They were able to leverage their superior organization skills into a leadership role. So, we can blame the CIA for the Islamist regime.

Saw this over the weekend when cruising charts…

Go Gold which is a Don D favorite for a developer had some very heavy volume last Friday.  This ones in Mexico, so that risk is there.  Typically something brewing with a volume day like this one.

Iran strikes halt Qatar LNG output, shaking global energy markets

 Points
  • Qatar stopped production of liquefied natural gas after attacks by Iranian drones.
  • About 20% of global LNG exports come from the Gulf, primarily Qatar, and are shipped through the Strait of Hormuz.
  • European natural gas futures soared after the shutdown.
  • Iran has launched missiles at U.S. allies across the Gulf in retaliation for massive strikes by the U.S. and Israel that killed its head of state, Ayatollah Ali Khamenei.

https://www.cnbc.com/2026/03/02/qatars-state-owned-energy-company-halts-lng-production-after-iran-drone-attacks.html

Time For Greg Abel To Make A Warren Buffet Type Move

It has been years since Berkshire Hathaway made a meaningful acquisition.  With Charlie Munger passing away more than a year ago and Warren Buffet passing the CEO role to Greg Abel at the beginning of 2026, it is time to take advantage of one or more opportunities with some of the nearly $400 billion in cash on the balance sheet.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    , I’m sure there are numerous opportunities that Berkshire can pursue.  One, that is not very large, and might seem inconsequential on the surface, would be an excellent start.  Unlike a number of Buffet’s very large, not particularly great purchases in the last 5-10 years,  Berkshire used to acquire  fairly small to medium size, niche businesses that were extremely profitable, where the excellent managers wanted to continue to run the company, and Buffet and the Berkshire shareholders reaped the benefits of ownership.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         Some of them were private companies, but there were others in that category that were publicly traded, as well.  The target I have in mind, is  Hecla Mining (HL).  You acquire the largest North American Silver mining company, with tremendous cash flow and profitability, no debt and a  product commodity that is in global deficit, essential to numerous industries, with a rapidly rising price.  Hecla’s market cap is currently just under $17 billion dollars, with the share price nearly $25.  A 100% premium to $50 would be reasonable and value the company at $34 billion.  That is nearly 10% of Berkshire’s cash hoard.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          The stock chart shows quiet accumulation, in a fairly tight range, since Silver’s massive runup and subsequent correction.  Someone is already nibbling.  Whether a possible suitor or just smart money, is unclear.  If it isn’t already Berkshire who’s doing the accumulating,  it is not too late to get in the game, establish a stake and make a tender offer for the whole company.

Three US F-15s Downed Over Kuwait As Iran War Spirals, Reports Of ‘Paranoia, Anxiety’ At Pentagon

US CENTCOM has confirmed, following a Kuwaiti government statement, “At 11:03 p.m. ET, March 1, three U.S. F-15E Strike Eagles flying in support of Operation Epic Fury went down over Kuwait due to an apparent friendly fire incident.”

That’s three US warplanes in apparently one incident. How does that happen? Of course, given the already thick fog of war and propaganda narratives fast going back and forth, it’s entirely possible they could have been shot down by Iranian defenses or jets from just across the border. Iran is saying it has shot down at least one US F-15 fighter jet:

To recount the warning late last month issued by no less than the chairman of the Joint Chiefs of Staff Gen. Dan Caine – the issues already facing American forces were clearly outlined and predicted. According to out prior paraphrase and outline of what’s being freshly reported by WSJ:

1) Caine warned that the war plans under consideration carry a high risk of significant American and allied casualties.

2) He cautioned that a multi-day campaign would exhaust air-defense munitions and other limited-supply items, which are critical for protecting regional partners like Israel if Iran retaliates.

3) An intensive operation against Iran could deplete stockpiles to a level that would complicate U.S. readiness for a potential future conflict with China.

4) He described the potential campaign as one that could “stretch the military thin” and leave forces “overtaxed”.

5) Caine’s gave “high likelihood of success” reassurances before the January 2026 mission to apprehend Nicolas Maduro, he has been unable to provide similar guarantees regarding a large-scale strike on Iran.

https://www.zerohedge.com/geopolitical/three-us-f-15s-downed-over-kuwait-iran-war-spirals-reports-paranoia-anxiety-pentagon

Oracle’s moat for AI data (vs GIGO)

“Oracle just told every AI company on earth the same thing. Your models are worthless.”

https://x.com/_Investinq/status/2028357124703588595

Manufactured Crisis

The reality of manufactured crisis should be taken into context.
Inflation is going much higher. War will cover for what is locked in already.
Don’t take this as TDS. Trump has to do what he is told to cover for the sins of the past. The alternative reality under the other scenario, would have levelled the US as the country would have been invaded from within.

Listen with an open mind at 1.5x.

Francis Hunt: The Market Sniper Commentary

Since we have no say in the outcome of these events, we might as well profit from them.

Headed To RED

Today, or tomorrow, is likely to present the LAST great entry window to buy Gold & Silver.  I am not sure how much of a pullback will occur, but anyone not yet in, or looking to add to positions, would be wise to do so.  Gold near $5200 and Silver in the low $90’s or just below $90, represent good value, at this stage of the precious metal bull market.

“We Will Not Negotiate”: Iran Security Chief Denies WSJ Report

Summary:

  • Iran seeks to resume discussions with the United States, spearheaded by Iranian security chief Ali Larijani
    • OR NOT: Larjiani has denied a Wall Street Journal report that he reached out to Washington.
  • Trump said he had three or four potential candidates to lead Iran, but they were all killed in the initial attack.
  • Trump on Iran ops: “We have hit hundreds of targets including Revolutionary Guard facilities, air defense systems, nine ships, and naval buildings.”
  • Britain threatens to join war on Iran — Telegraph
  • Trump says conflict with Iran could last four weeks, Daily Mail reports: “It’s always been a four week process. We figured it will be four weeks or so. It’s always been about a four week process so – as strong as it is, it’s a big country, it’ll take four weeks – or less,” the President explained. 
  • Reports of hypersonic missile strikes on Jerusalem by Iran.
  • Rioters breached several layers of the security perimeter at the US Consulate in Karachi, death toll mounts. Marines may have opened direct fire.
  • WaPo: Netanyahu says in bombing Iran, Israel now has the “assistance of the United States, my friend, US President Donald Trump, and the US military. This coalition of forces allows us to do what I have yearned to do for 40 years.”
  • Large Iranian strike on US base in Erbil, northern Iraq reported, major fires
  • CIA tracked Ayatollah for weeks, handed intel to Israelis – Khamenei didn’t appear to be hiding.

Update (2345ET): Iranian security chief Ali Larijani has denied that he reached out to Washington via Oman in an effort to resume nuclear talks, syaing “We will not negotiate with the United States.

https://www.zerohedge.com/military/pentagon-confirms-first-us-troop-deaths-casualties-operation-epic-fury

HEATIN UP AGAIN

Iranian Foreign Minister Araghchi: Our military units are now, in fact, independent and somewhat isolated, and they are acting based on general instructions given to them in advance.

https://x.com/clashreport/status/2028114624621474005

Dr. John Campbell – information on 100% mortality virus from chIna (100% death rate SARS virus)

He says he’s not sure why this information was released but he and we all know.  Dr. Campbell isn’t asleep anymore.

https://www.youtube.com/watch?v=Npf-B5Av7aQ

Trump administration to give briefing on Iran to Congress on Tuesday

Top Trump administration officials will brief both chambers of Congress on Tuesday regarding ongoing U.S. strikes on Iran, amid widespread Democratic opposition to the operation and broad Republican support.

Assistant Secretary of State for Global Public Affairs Dylan Johnson told The Hill that Secretary of State Marco Rubio, Secretary of Defense Pete Hegseth, CIA Director John Ratcliffe and Gen. Dan Caine, the chair of the Joint Chiefs of Staff, will brief all members of the House and Senate on Tuesday.

Johnson added that the Pentagon on Sunday briefed the bipartisan staffs of “several national security committees in both chambers” for over 90 minutes on the strikes in Iran.

https://thehill.com/homenews/administration/5762301-trump-administration-briefs-congress-iran/

OVERKILL

U.S. President Donald Trump says they identified possible candidates to take over Iran, but were killed in the initial airstrikes.

“The attack was so successful it knocked out most of the candidates. It’s not going to be anybody that we were thinking of because they are all dead. Second or third place is dead.” – ABC

https://x.com/AZ_Intel_/status/2028302275773374946

……………

Pete Hegseth and Dan Caine to hold Operation Epic Fury press conference in the Pentagon at 8 am ET tomorrow.

Judge orders release of dozens of immigrants detained illegally by ICE in Chicago

A federal judge on Friday ordered the release of dozens of people detained by federal immigration enforcement agents without warrants or probable cause amid ‘Operation Midway Blitz’ last fall.

U.S. District Judge Jeffrey Cummings individually considered the details of 53 arrests, weighing factors to determine whether federal immigration officers violated a consent decree in making those arrests. He ordered the release of 32 people by noon on March 5 and said he would issue an order later regarding five more that required further consideration.

Attorneys said that at least 11 of those ordered released by the judge had already departed the country as of Wednesday. They identified another 11 as still detained, and said the rest had been released on conditions that violate the order, such as requirements that they check in and report address changes to immigration officials. Cummings previously ordered all conditions for release such as bond and check-ins be dropped.

https://www.nprillinois.org/illinois/2026-02-28/judge-orders-release-of-dozens-of-immigrants-detained-illegally-by-ice-in-chicago

 

Lawfare everywhere!

China breaks world record with 10,000 drones to celebrate Chinese New Year

https://x.com/interesting_aIl/status/2027179949472256175

1 minute

MISS THEM YET ?

Pathetic

4 hour and she tired out already. Island top reversal on any ceasefire crap I fathom

 

AYATOLLAH YOUSO

HE MADE IT

Unprecedented Cooperation is Decimating Mexican Cartels

PROMETHIAN ACTION (TEXT 7 MIN READ )

https://www.prometheanaction.com/unprecedented-cooperation-is-decimating-mexican-cartels/

OK GOLDTENT PEOPLE

GATHER AROUND THE SUNDAY NIGHT TIC TOCKER

WHAT WILL OIL DO ? , WHAT WILL GOLD DO ? WHAT WILL SILVER DO ? STOCK FUTURES ?

PASS THE BONG

9:41….SETTLING DOWN…HO HUM

V FOR VENDETTA

The US hacked Iranian regime TV, and Trump gave a direct message to the Iranian People, telling them that we support them and it’s time to take back their nation.

Trump is on an entirely different level.

The book on warfare is being rewritten.

https://x.com/WarClandestine/status/2028213106279694840

LUONGO ON IRAN

https://www.youtube.com/watch?v=pj9nizsL_wE&t=4s