Otavio (Tavi) Costa: Gold — the ultimate haven asset, backed by a multitude of macro drivers that I believe are fueling the onset of another secular cycle.

Gold — the ultimate haven asset, backed by a multitude of macro drivers that I believe are fueling the onset of another secular cycle. pic.twitter.com/RBPe57F9dU — Otavio (Tavi) Costa (@TaviCosta) March 13, 2025 This is your irregular reminder that you don't hold enough gold in your portfolio. pic.twitter.com/GKrFjZsmky — Bob …

READ MORE

POWELL: ASSET PRICES ARE ELEVATED BY MANY METRICS RIGHT NOW

🚨TRUE: US stock market to GDP ratio reached 209%, exceeding the previous record of 200% set before the 2022 bear market. The ratio is also WELL above the 2000 Dot-Com Bubble top. By comparison, 20-year average is 120%… Read more👇https://t.co/qTez8tu6rn — Global Markets Investor (@GlobalMktObserv) January 29, 2025 $SPY – …

READ MORE

Bid up asset markets until they explode due to feedback through the economy. 30-year treasury real yields at 2008 levels, bond market worried beyond inflation.

This week (Wednesday morning) is CPI. Commodity prices back to 20 year highs. This is what I call Ponzi inflation. Bid up asset markets until they explode due to feedback through the economy. pic.twitter.com/VyscoXucnF — Mac10 (@SuburbanDrone) January 14, 2025 M2 money supply is a key indicator of liquidity It …

READ MORE

We’ve entered a new era where gold shines as the ultimate defensive asset and inflation hedge, though many institutions have yet to catch on.

Meanwhile:⁰⁰Gold keeps rising, even with the collapse in the Treasury market.⁰⁰We’ve entered a new era where gold stands out as the ultimate defensive asset and inflation hedge, in my view. Central banks are leading this transition, but I believe other institutions have yet… pic.twitter.com/pwi5TwGYaI — Otavio (Tavi) Costa (@TaviCosta) January 8, …

READ MORE

Marc Faber is suggesting investors have 25%+ of the portfolio exposure invested in Gold (Asset Managers don’t even have 1%)

The market value of all gold stocks and physical gold held in ETFs & close end funds combined is probably less than 1% of the S&P. pic.twitter.com/qE910ZpQVY — Tonyforever (@Tonyforever2003) January 5, 2025 #GOLD forms a rising wedge pattern on the yearly chart. The 1980 and 2011 candles show sharp …

READ MORE

Current asset bubble, encompassing stocks, bonds, real estate, and crypto, dwarfs previous crises. Trump ringing the bell at the NYSE began the bear market.

And everyone wants Trump or Bitcoin to save them…Madness of crowds and all — Чассен Комарова (@RUBICONCROSS2) December 27, 2024 BREAKING: Analysts warn Bitcoin will crash to $60,000 — WF (@WhaleFUD) December 27, 2024 Credit card debt hit another all time high. If you look at the second chart (red …

READ MORE

BIG Bubbles? Biden/Democrats Spending Spree + FED = Massive Asset Bubbles = OVERVALUATION In Stock Market And Housing (Buffett Indicator, SP500 Mean Reversion, Shiller PE Ratio, CaseShiller To Gov Spending)

by confoundedinterest17 Apparently, the late Hawaiian crooner Don Ho foresaw Biden’s irresponsible spending spree. That is, BIG BUBBLES. Let’s start with the Buffett Indicator (Warren, not Jimmy!). It indicates that the stock market is STRONGLY OVERVALUED. The S&P 500 Mean Reversion Model also shows the stock market to be STRONGLY OVERVALUED. How about …

READ MORE

I’m starting a new business and we’re only going to buy Bitcoins. We’ll be massively leveraged to a worthless asset. And number one in Nasdaq dollar volume. Day after day.

I'm starting a new business and we're only going to buy Bitcoins. We'll be massively leveraged to a worthless asset. And number one in Nasdaq dollar volume. Day after day. pic.twitter.com/QuE3QveoGA — Mac10 (@SuburbanDrone) November 20, 2024 Marketplace BAFFLED by @saylor 👑 $MSTR now borrowing to buy #Bitcoin at 0% …

READ MORE

Bernanke admits: Fed’s tools manipulate asset prices, transferring wealth from the many to the few.

Lets not pretend this wasn't on purpose. Here's Federal Reserve Chairman Ben Bernanke: "the tools we have involve affecting financial asset prices, and that's, those are the tools of monetary policy." Literally purposeful manipulation stealing from the have-nots to give to the… https://t.co/Yr4oPWYWiL pic.twitter.com/ZFoGrj09ql — Darth Powell (@VladTheInflator) November 18, …

READ MORE

Asset managers record LONG, Hedge Funds record SHORT.

The latest CFTC Commitments of Traders (CoT) report shows a clear divide: asset managers have taken a long position, while hedge funds have gone short. This split highlights contrasting strategies and market outlooks. Asset managers, often focused on longer-term gains, may be betting on interest rates stabilizing or falling. Hedge …

READ MORE

A real asset with a 12% dividend yield

by James Hickman It’s very hard to overstate just how obliterated the global economy was following World War II. Europe was in ruins, with many major cities having been bombed back into the Stone Age. Japan had literally been nuked. And just about every economy around the world that still …

READ MORE

Diddy Faces Massive Asset Forfeiture: Hundreds of Millions of Dollars In Property and Cash on the Chopping Block In Ongoing Legal Battle

Sean “Diddy” Combs, once hailed as one of hip-hop’s wealthiest moguls, now faces an uncertain future as his assets, worth hundreds of millions of dollars, could be seized due to a mounting legal crisis. With charges ranging from racketeering to sex trafficking, Diddy’s extravagant lifestyle and vast fortune are at …

READ MORE

How long can the U.S. economy rely on asset prices? How high the unemployment rate could soar if consumers halt spending this winter?

“The question is how much longer can the US economy be propped up by asset prices?” The answer is: the economy is being propped by government spending that gooses asset prices at the expense of the people that pay for it through #inflation https://t.co/a96qCMia2P — JustDario 🏊‍♂️ (@DarioCpx) August 29, …

READ MORE

Gold is once again the premier global reserve asset

🇺🇬 pic.twitter.com/EbML03Zyj9 — Tracy Shuchart (𝒞𝒽𝒾 ) (@chigrl) July 11, 2024 gold has regained prominence as a premier global reserve asset, particularly among central banks. These financial institutions have been accumulating gold reserves at a rate not seen in over 50 years. Here are some key points: Central Banks and Gold …

READ MORE

The New #2 Reserve Asset – Is Anyone Surprised?

The world’s #2 reserve currency, the 20-nation euro, is losing ground as central banks load up on gold. Today, we ask, what’s going on? Is the dollar next? From Peter Reagan for Birch Gold Group This week, Your News to Know rounds up the latest top stories involving precious metals and …

READ MORE

America’s Biggest Asset Class Is in Terrible Shape

For decades, home ownership was considered the foundation of middle class prosperity. Now that foundation’s crumbling… From Peter Reagan for Birch Gold Group According to one index, U.S. consumers are suffering through historically bad home buying conditions. This fact was recently summarized in a somber post by Kobeissi Letter on X: …

READ MORE