Dow Jones to Gold ratio is now at a level only seen 4 times in history:
2026, 2008, 1973 & 1929Every single time this has happened it's marked a fundamental change to the economic system:
Banking Act of 1933
Convertibility of the Dollar 1971
Economic Stabilization Act of 2008 https://t.co/XQLCNKzbYu pic.twitter.com/OecvQCRg7R— Financelot (@FinanceLancelot) January 25, 2026
For the first time since 1996, the value of gold held by central banks ($4.6 trillion) exceeds the value of the US Treasurys they hold ($3.9 trillion). $gld pic.twitter.com/QLHITeeq9F
— Special Situations 🌐 Research Newsletter (Jay) (@SpecialSitsNews) January 26, 2026
NO ONE wants to carry this debt. https://t.co/8bSlXZIX1o
— Uncle Milty’s Ghost (@his_eminence_j) January 24, 2026
The Beauty of the Bond Market
The bond market is forgiving, slow to react, and calm by nature…giving central bankers the time and space to learn from their mistakes.
But never mistake its patience for weakness.
If the lessons go unheeded and the errors remain uncorrected, it… pic.twitter.com/qqWwRo2qm4— The Great Martis (@great_martis) January 25, 2026