Independent thinking for complex markets and current events
The SEC declared 18 cryptos as officially recognized digital commodities. The list of 18 are: – Bitcoin – Ethereum – XRP – XLM – HBAR – ALGORAND – Solana – Bitcoin Cash – Litecoin – Cardano – Polkadot – Chainlink – Dogecoin – Tezos – Shiba Inu – Avalanche – Aptos – LBRY This now …
StockMarket.News @_Investinq Oracle just told every AI company on earth the same thing. Your models are worthless. Not the technology, talent or the billions spent training them. But the data they were trained on. Larry Ellison, the man who built Oracle into the backbone of global enterprise just dropped a bombshell. He said ChatGPT, Gemini, …
🇺🇸 The “Trump Accounts” plan from Trump and Scott Bessent estimates are insane! For a baby born this year: – If parents max out contributions → ~$303,800 by age 18, and a massive $1,091,900 by age 28.– If parents contribute NOTHING → still $5,800 by 18 and $18,100 by 28.… https://t.co/GEkezPZvwQ pic.twitter.com/gTGhEMpa4F — Mario Nawfal …
Fed will need to tighten. There are few bubble-like segments in equities and commodities that could pop.https://t.co/cw0WLRfiQC — Marko Kolanovic (@markoinny) January 22, 2026 Commodities collapse up continues pic.twitter.com/gC80f181mg — Don Johnson (@DonMiami3) January 24, 2026
This is how trouble sneaks in, quietly and all at once. When every major bond market starts pushing yields higher together, it means money is getting expensive everywhere, not just somewhere. Stocks can ignore that for a while, but balance sheets cannot. By the time equities notice, the damage is already baked in. A HUGE …
Jeff Gundlach on 2026 Positioning TLDR: > Long the belly (2-10 year maturities) > Long commodities > Long $GLD > Long high-quality fixed income > Long EM fixed income > Long non-US equities < Short USD $DXY < Short long-duration $TLT < Short private credit < Short high yield https://twitter.com/zoomyzoomm/status/1999682682641613283 https://twitter.com/zoomyzoomm/status/1999683233710272667
Credit traders are far less optimistic than stock analysts when it comes to Nvidia's figures. The price of hedging against an Oracle default (CDS price) has risen even further. pic.twitter.com/xuwPK4ixR7 — Holger Zschaepitz (@Schuldensuehner) November 19, 2025 Commodities are getting slammed. Not a good sign. Happens only in recessionary fear pic.twitter.com/FA0YdNLGy8 — optionGeek (@StockShark16) November …
It's interesting to see some people claim inflation is slowing. The equal-weighted commodities index is up 12% in the past year. That’s real-world inflation. Meanwhile, US money supply just hit a new high, and the dollar is weakening sharply against other currencies, including… pic.twitter.com/xYS56p7DeX — Otavio (Tavi) Costa (@TaviCosta) August 9, 2025 Commodities surged 12% …
*SWISS CENTRAL BANK CUTS KEY INTEREST RATE BY 25BPS TO 0.0%, LOWEST SINCE JUNE 2022$CHF 🇨🇭🇨🇭 pic.twitter.com/Ajfw639gAz — Investing.com (@Investingcom) June 19, 2025 Zero yields are back! For those who believed zero and negative interest rates were something of the past. It already happened again, even without a new economic or financial crisis. The Swiss …
“Natural resource assets have never been more undervalued, in my view. Most commodity prices are trading near historical lows when measured against gold. We’re at the early stage of recognizing that the monetary issues we face can’t be resolved unless nations begin to meaningfully accumulate gold. The next phase comes when policymakers are compelled to …
An oil shock is coming. Yes, I know, deflation….blah…recession…blah…oils is plunging…blah blah. Gold & silver are heading for a huge bull era. I don't care about fairytale narratives. Oil will follow AFTER this drop. Way past $100 and, in all likelihood, past $200. https://t.co/gQM2gxLmhQ — Northstar (@NorthstarCharts) April 9, 2025 Something like this (priced in …
Today's hotter-than-expected #inflation data, following similar news yesterday, is putting more downward pressure on #gold. But gold will soar when investors realize the Fed will keep cutting rates despite inflation, and return to QE, sending both inflation and gold much higher. — Peter Schiff (@PeterSchiff) December 13, 2024 Agricultural commodities have surged nearly 30% year-over-year, …
Commodities have indeed reached a 50-year low relative to the S&P 5001. This means that, compared to the overall equity markets, commodities are currently at their cheapest levels since the 1970s. h/t IAmNotAnEconomist
S&P 500 statistically expensive on 19 of 20 metrics BofA pic.twitter.com/FrYQL8Om8F — Win Smart, CFA (@WinfieldSmart) September 10, 2024 Commodities are pricing in the hardest landing this century: oil sentiment is worse than at the peak of the global financial crisis, Europe's sovereign debt crisis and the global covid lockdowns. pic.twitter.com/lbMgNz6ET9 — zerohedge (@zerohedge) September …
BREAKING 🚨: Gasoline Gasoline at its lowest price since 2021 ⛽️ pic.twitter.com/haxWbzL6WA — Barchart (@Barchart) September 9, 2024 Disinflation has broadened. via BofA Juneau pic.twitter.com/IB5f6kWZOU — Daily Chartbook (@dailychartbook) September 9, 2024 All commodities (obviously ex-Gold) pricing in a hard landing? Performance since 20th May which was the high for many of them (mainly copper) …
Last night BOJ governor Ueda reiterated that the BOJ is going to continue tightening. That's when S&P futures tanked and commodities imploded.https://t.co/Y7gNh1xJH6 pic.twitter.com/YxZFnhbOW0 — Mac10 (@SuburbanDrone) September 3, 2024 Bank of Japan Governor Kazuo Ueda submitted a document to a government panel suggesting that the central bank will continue to raise interest rates if the …
Equities saw largest fragility shock on record… From @dailychartbook pic.twitter.com/kobmFd70EQ — Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi) August 20, 2024 Hedge Funds are net bearish on commodities for the first time since 2016. Incredible timing. Right when commodities are starting to outperform. The fund flows rotation will be epic and drive commodity prices/stocks so much …
China and India are stockpiling copper supply way above trend… pic.twitter.com/qlkTfgItxF — Jason Burack (@JasonEBurack) May 14, 2024 Marie Antoinette (I mean Jay Powell): "Inflation is re-accelerating, but at least immigration is preventing wages from keeping up with inflation. Let them eat bonds." https://t.co/drYYvgFYNz — Luke Gromen (@LukeGromen) May 14, 2024
Amid market uncertainty, retirement funds opt for safer bonds, while global managers increase commodities exposure to hedge against volatility. Amid market uncertainty, retirement funds opt for safer bonds, while global managers increase commodities exposure to hedge against volatility. Meanwhile, despite significant Federal Reserve rate hikes, US “super-core” inflation is surging, as per BofA analysis. Large …
Agricultural commodities are now up 21% annually. That has a 3-month lead on CPI. A second wave of inflation is emerging. pic.twitter.com/gCq8C3hxkF — Otavio (Tavi) Costa (@TaviCosta) March 27, 2024 I see so many pushing DBA and calling for a commodity bull (like they have last 30 years). Yes, we have potential inflation so we actually might …
We have witnessed 55 global central bank cuts over the past 6 months. pic.twitter.com/OMmmknu96m — Piker Capital (@PikerCapital) March 25, 2024 https://twitter.com/TorbjornIwarson/status/1772043184283017567 After all looks like gold is going to test sub $2,145 level before turning back up higher. As gold continues to through out shenanigans, miners continues to get more and more confused. But …
Indeed, that's a key point. Additionally, the coming commodity super cycle is going to be driven by the supply crunch of essential commodities such as copper and silver. Contributing to their growing scarcity… pic.twitter.com/Kc06kclh6G — Phoenix Capital (@PhoenixCapitalH) December 23, 2023 Equities are expensive. Commodities are generationally cheap Do with this as you wish. pic.twitter.com/SpHmqL6eKk …
https://twitter.com/SuburbanDrone/status/1701347076922089898 #gasoline on the verge of a major leap higher. Not going to be good for the inflation is over group pic.twitter.com/B7VTpZsLvT — Michael J. Kramer (@MichaelMOTTCM) September 11, 2023 https://twitter.com/SuburbanDrone/status/1701348930884092060
https://t.co/DQ8EbFoijM — Win Smart, CFA (@WinfieldSmart) September 5, 2023 It’ll spread like wildfire, just how Fortune 500s all went woke at the same exact time. INFLATION: the more Wall Street begs for the "Fed to be done" (using Labor data as their excuse), the higher Commodities and Real World Inflation goes… CRB Commodities Index inflated …
by confoundedinterest17 Fed’s Powell to double down of hawish rate message. Or banks and consumers can expect no sugar tonight. Expect a hawkish Fed Chairman Jerome Powell to double down on the Fed’s commitment to vanquish inflation at his semiannual testimony before Congress on June 21-22. While the immediate audience will be lawmakers, the message will be …
