The Shit to Know Thursdays

Another day in the fuckin’ casino boys.

We know the deck is stacked against us and the House always wins. But what if didn’t have to be that way?

Welcome to Fucked Finance, where we teach you how to beat the odds.

VHLA Elite
VHLA TRADE ALERT: GOLD IS KING

We just bought a fuck ton of this stock.

Canadian Goldfields. TSXV: CGM. OTC: CGMXF.

Here's the setup. Gold just ripped to all time highs. Central banks are loading up. Iran is still simmering. We are entering a mining bull market the likes of which we haven't seen in decades. If you can find yourself a legitimate gold mine right now -- that is the kind of shit that changes your life.

CGM owns 100% of the Miminiska project in northwestern Ontario. Same belt as Musselwhite, Detour, and Hemlo. Over 200 million ounces produced next door. Historic drilling already hit 30 grams per tonne gold. 12 kilometers of strike still untouched. A 10,000 meter drill program kicks off Q2. Then they stacked another acquisition on top. Newton Gold in the Swayze belt -- the southwest extension of the Abitibi. Past drilling pulled 35 meters at 4 grams per tonne. 40 meters at 2.65 grams. More ground, more upside.

The team has built and exited mining companies before. Booth, Crawford, Tejada. They did it once. They will do it again. Fresh listing. Fresh acquisitions. Fresh capital. We placed our bet.

Not sponsored. This is not financial advice -- entertainment purposes only. We are not licensed financial advisors. We own shares in CGM and may buy or sell at any time without notice. Do your own research.

Economy
NFP HITS FRIDAY

Your grandma’s IRA is about to get dog-fucked if you aren't paying attention to the Non-Farm Payrolls dropping this Friday. We’ve been riding a dopamine-fueled heater for the last few weeks, but a bad print here is the exact fuel the bears need to nuke the current narrative and flip the script back in their favor.

The market has been pricing in perfection, but the employment data is the ultimate reality check for the "soft landing" crowd. We’ve seen crazy gains lately, and while everyone is high on the rally, the NFP event is a notorious account-shredder for anyone who thinks they’ve figured out the macro game.

If the numbers come in soft, expect the bears to carpet-bomb the bid side of your favorite tickers without a second of hesitation.

Market Analysis
YEAH, WE’RE TALKIN ‘BOUT BREADTH AGAIN

This recent rally has been absolute tits for price action, but the actual participation from the rest of the market has been mid at best. Whenever we see a narrow-ass rally like this, it’s remarkably easy to break compared to the broad-based strength we saw during the Zweig Breadth Thrust last year. It’s like a rocket-ride held together by duct tape; it looks cool until the first piece of bad news causes the whole thing to disintegrate.

The real warning sign is the financials, which haven't participated in this rally at all. If the big banks and financial engines aren't showing up to the party, you should take that as a signal to be a little more cautious before you go full margin on everything in sight.

A market that only relies on a handful of names to carry the weight is a market that’s ready to faceplant the moment one of those leaders catches a cold.

Fundamentals
Q1 EARNINGS: GAMBLER’S DELIGHT

Q1 earnings season has been an absolute dopamine factory for anyone trading the semi-conductors. If you’re a degenerate who likes to buy options on earnings, you probably made enough to retire this quarter while the MBA soy-cucks were still debating "valuation" in their cubicles.

AMD, ARM, and ASML all posted monster beats this week, proving that the AI infrastructure play is still a total rocket-ride. If you weren't positioned for this, you basically missed the dip on the biggest trade of the decade while you were busy reading boring-ass macro reports.