Independent thinking for complex markets and current events
The conditions for a commodity upcycle are already forming byu/normaldudeitsfine inworldinsights More attention is now being drawn to the fact that the environment which has supported equities and fixed income for years is starting to shift. The era of cheap money is gradually fading, and the market is beginning to look for alternatives. If you …
By Alasdair Macleod For years, bulls of gold and silver have complained about how derivatives have been used to suppress their prices. Their dreams of the practice ending could be coming true. Introduction If you think about it, there is a simple reason that derivatives for speculating or hedging gold is fatally flawed. It is …
Trump is wrecking America like he bankrupted his 7 businesses. pic.twitter.com/qFDqGZ3hu5 — ADAM (@AdameMedia) January 26, 2026 US dollar index hits lowest since September while silver and gold surge. BREAKING: 🇺🇸 While the silver and gold skyrocket, the US Dollar Index extends losses to -1.5% this month, now at its lowest level since September 18th. …
This isn’t some random commodities pop. This is what happens when governments fund deficits with short-term paper and quietly drain liquidity from the system. Money tightens, stress shows up first in hard assets, and suddenly everyone remembers what real collateral looks like. The market is front-running central banks because it knows the squeeze always breaks …
📈 Gold’s 2025 Surge: Defying the Commodity Downturn byu/EconomySoltani inInfographics Divergence Began in November 2023 By May 2025, gold prices had surged 25.0% year-to-date, in sharp contrast to the broader commodity market slump. The overall commodity index fell 9.0%, with energy prices down 12.9% and food prices down 5.9%. Gold’s value stood 153% above its …
Central banks have just engineered the worst crisis we've ever seen and now it's ready to go. By pulling the liquidity rug away they've set the stage for another crisis, all that's needed is the trigger/narrative. https://t.co/2RhyVZhH5c pic.twitter.com/tas2TgrN22 — Financelot (@FinanceLancelot) January 6, 2025 There goes the 10 year yield, climbing its way into the …
TLDR: Bitcoin’s rise diverts investment from commodities. This suppresses commodity prices and inflation. Money goes into crypto instead of real economy goods. Without Bitcoin, investment would boost commodities and economic growth. Crypto mainly benefits the wealthy, not the real economy. Trump’s blessing on bitcoin could back-fire big time. Many are hoping China “stimulus” helps hard …
5.3 trillion is total commodity report and 1.5 trn is oil Charted: $5 Trillion in Global Commodity Exports, by Sector This was originally posted on our Voronoi app. Download the app for free on iOS or Android and discover incredible data-driven charts from a variety of trusted sources. This chart categorizes over $5 trillion in …
Spot gold (XAUUSD:CUR) fell 1.5% on Friday following reports that the People’s Bank of China paused their purchases in May after 18 months of continuous buying, while silver shed more than 2% even as the U.S. dollar weakened. Bullion held by the People’s Bank of China was unchanged at 72.80 million troy ounces in May, …
Today it costs more to buy a Big Mac in developed countries than most emerging markets or less developed economies. The last time we observed a similar phenomenon was in the early 2000s when emerging markets’ investments significantly outperformed developed markets. One of the main reasons for this is that the performance of less developed …
Gold, copper both at all time highs, every commodity exploding higher as inflation set to storm right back. pic.twitter.com/8vcunH1zAF — zerohedge (@zerohedge) May 20, 2024 JUST IN: Gold prices rise to a new record high of $2,450, now up 23% in just 3 months. Gold prices are now up 35% since October, even outperforming the …
China’s extensive stockpiling of essential commodities sparks speculation: Is a currency devaluation imminent? Is China preparing an imminent FX devaluation? The price action looks striking reminscent of 2014/2015 ahead of the managed devaluation of CNY. Full story: https://t.co/sILjD21UGs pic.twitter.com/C0yIRBss3R — Andreas Steno Larsen (@AndreasSteno) April 22, 2024 Arguments why China could decide to devalue CNY …
The implication is that commodity prices, compared to equities, are currently at their lowest levels in nearly 50 years. This suggests that commodities may be undervalued relative to stocks, potentially indicating a shift in market dynamics or investment trends. That's true! Also it seems end of cycle for earnings… maybe pic.twitter.com/0CufwOtldg — Guilherme Tavares (@i3_invest) …
Commodity prices across the board seem be permanently elevated. The days of low oil prices are gone and consumers are feeling the pain. Purchasing power of the US Dollar is down over 20% in just 4 years. Follow us @KobeissiLetter for real time analysis as this develops. — The Kobeissi Letter (@KobeissiLetter) March 26, 2024 …
by confoundedinterest17 Baby, it’s cold outside! Of course, government still wants to ban natural gas and coal. The average price of electricity has risen a whopping 24.25% under Biden and Bidenomics. Brrr!! No wonder Biden only wants to talk about unlimited abortion and NOT the immigration (Fentanyl, child trafficing, crime, etc) fiasco at the border and …
“Courtesy of our friends at Incrementum AG, the following chart gives us an insightful historical perspective. Since the 1900s, we have had four notable commodity cycles. Three of them occurred during inflationary periods: the 1910s, 1940s, and 1970s. The fourth cycle took place in the early 2000s, coinciding with China’s entry into the World Trade …
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 …
by mark000 Start of June 1929 DJIA was 300. Start of September 380. That’s a 25% gain in 3 months. A full blown delusional manic meltup. Then the worst crash ever in October and by mid November the DJIA was 50% below the September all time high. Outlook is as doomish today. Europe and China …
BRICS gains increased significance in the global commodities landscape as they collectively contribute to 42% of global oil production, 68% of global coal production, and 38% of global natural gas production. In 2024, BRICS (Brazil, Russia, India, China, South Africa) is going to be joined by 6 nations, namely: 1. Iran2. Saudi Arabia3. UAE4. Egypt5. …
