$Occidental(OXY)$  Another day, another oil headline. Crude keeps proving that nobody really has a handle on where it's going next. What I find interesting about Oxy is how much of the story comes down to one number. When the barrel is strong, the conversation is all about cash flow, buybacks, and paying down debt. When it softens, everyone suddenly gets cautious. Meanwhile, the rest of us just notice it at the pump and in the price of, well, everything. I don't have a big prediction here. Just a reminder that energy stocks are a rollercoaster, and the smartest move might be patience. Curious to see how the next few weeks play out.

Thanks for the insights, I think probably time to take precious metals a lot more seriously.

I guess what really matters is still fundamentals and FCFF, when the hype runs out it’s important to follow the money.

$Occidental(OXY)$   This always feels like one of those stocks that moves with the barrel more than almost anything else. When oil prices climb, everyone gets excited and talks about cash flow and buybacks. When prices slip, suddenly it's all about debt and patience. Oil prices are strange. One headline about supply cuts, another about demand worries, and the whole market swings in a day. Nobody knows where crude is headed next month, let alone next year. Still, energy companies like Oxy remind me how connected everything is. Gas at the pump, shipping costs, even grocery bills trace back to that one commodity. Whatever happens next, it's going to be an interesting ride for oil watchers

Probably has to be growth stocks, tend to have stronger backing and negotiating power that should hopefully ride through the Longer term

$Sprott Physical Silver Trust(PSLV)$  Still holding my silver position, and it's basically back at breakeven. I continued to hold through the 2-3x at one point, but at this stage I'm mostly keeping it as a hedge. It sits alongside the rest of my portfolio as some protection if the dollar weakens or things get shaky, so I'm not stressing about it going nowhere. Price ran for a bit, stalled, and drifted back to my entry. That's fine. The thesis hasn't been proven or broken, so there's nothing to act on. I'm just watching to see where it goes. If it continues to break below current levels I'll need to reassess, regardless I love this position!! I'm keeping an eye on the dollar, rates, and gold for any change in the backdrop. Somet

Thanks for the summary, I’m guessing JP is the most appealing and safest of the lot for now.

$Sprott Physical Silver Trust(PSLV)$ 

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Reflecting on my crazy journey over the past 3months, I'm anticipating much more opportunities for us in the upcoming few quarters. I plan to craft the remainder of the year with amix of risk management but also speculation. Especially on emerging sectors poised for exponential growth after a slowdown in the last few months like commodities. Understanding that the market moves in cycles, and after a cooling off particularly in the fertiliser space I think the upside is huge!! Looking forward to exciting times ahead.

Yes trading and I make/lose alot of money 😳

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