Independent thinking for complex markets and current events
They couldn't get a bailout because of Kenneth Gtiffin. pic.twitter.com/aGGM7vjD4z — JR (Boss Gummie) (@JJRich59) May 5, 2026
Originally published on my Substack. Fertilizer is getting stuck in transit, with shipments piling up on the wrong side of the Strait of Hormuz and plants in India, Algeria, and Slovakia shutting down or slowing while China restricts exports. Australian wheat farmers are planting less. U.S. corn and soy farmers are asking President Trump for …
Gold and silver joined a broad sell-off on Thursday. The metals shed around 5% and 10%, respectively, as fears about the Iran war and inflation gripped global markets. Mining stocks and ETFs linked to gold and silver also fell. https://www.cnbc.com/2026/03/19/gold-and-silver-sell-off-as-inflation-fears-grip-global-markets.html Makes LITERALLY ZERO sense. GOLD the hedge for geopolitical instability is crashing in the face …
*USPS SUSPENDS RECEIVING MAIL FROM SOME COUNTRIES *USPS POSTS NOTICE SUSPENDING SERVICE FROM RUSSIA, VENEZUELA *USPS SUSPENSION ALSO INCLUDES AFGHANISTAN, HAITI AMONG OTHERS pic.twitter.com/qaKAV07YJf — Investing.com (@Investingcom) December 3, 2025 International Mail Service Suspensions Updated: Nov. 28, 2025 The Postal Service™ is temporarily suspending international mail acceptance for certain destinations due to inadequate transportation options …
Best guess who's moving the value of a useless metal by trillions… pic.twitter.com/na2Pt8d6xL — Patrick Barkio (@P_DiddyBarkio) September 23, 2025 Anchor: The president repeatedly said that he would end the war on day 1, but we are 250 days into the administration. Marco Rubio: Yeah, but that's not up to us to end the war. …
Gold is making new highs, measured, in this case, against the US dollar, which is making headlines. The chart below, however, is far more interesting. The asset management industry runs on two asset classes only: stocks and bonds. Sure, asset managers talk a lot about other asset classes or invest in ‘other’ asset classes that …
Once again as geopolitical tensions escalate, crypto is getting hit hard. pic.twitter.com/BQ7lNpuacr — Markets & Mayhem (@Mayhem4Markets) June 21, 2025
https://twitter.com/crypto_leb/status/1936326288597242121
Now only 1% of fund managers now calling for a recession down from 42% last month…one of the biggest geopolitical blunders of our time… pic.twitter.com/X2RHX4FU3q — Special Situations 🌐 Research Newsletter (Jay) (@SpecialSitsNews) May 14, 2025 We are approaching the point where people are going to be panic buying equities because they are afraid of …
It is the more accurate measure of real inflation Not CPI — Amy Nixon (@texasrunnerDFW) December 31, 2024 📌 Performance Investors regard gold as both a hedge against inflation and a strategic asset during geopolitical uncertainty, having proven to be the most effective safeguard against major geopolitical events since 1973👉 https://t.co/Lu9xTiGXkK h/t @SoberLook #gold #spx …
Despite war in Europe, renewed instability in the Middle East, worsening trade relations and growing fiscal demands on governments (for defense, the energy transition and aging populations), investors are pricing in further interest-rate cuts and ambitious asset valuations. In fact, they seem decidedly optimistic — often a precursor of surging financial stress. https://archive.is/mCkZu h/t mark000
Legendary financial and geopolitical cycle analyst Martin Armstrong says we are getting down to the wire with the 2024 Election, and the Deep State Dems are in panic mode. Could we have a false flag, martial law, debt crisis, default, war or all of the above? Armstrong says, “They want war. There is no question …
https://twitter.com/GlobalX01/status/1844705695880425853
The spreading Middle East conflict is now one of the dominant forces driving gold and silver higher – alongside thriving central bank demand and the growing deficit of silver production. The path to $50 silver seems clear – here’s what’s next… Image CC BY 2.0 via New Zealand Defence Force From Peter Reagan for Birch Gold …
Investors are literally selling #Bitcoin to buy #gold as geopolitical tensions spike. pic.twitter.com/ib7c38K75K — jeroen blokland (@jsblokland) October 1, 2024 https://twitter.com/TradingCopter/status/1841189454545109274 #Gold is still on the rise. Gold typically will see a rise when there is economic uncertainty and interest rates are decreasing. Will #Bitcoin match the same pattern as 2019-2020 (opposite of Gold)? Or …
US Futures Edge Lower as MidEast Tensions Rise US stock futures fell further on Wednesday after the major averages tumbled in the first trading session of October, as an escalating conflict in the Middle East h… More here: https://t.co/t5tNk3mpX5 pic.twitter.com/VKNs0EyrWE — TRADING ECONOMICS (@tEconomics) October 2, 2024 Today’s missile exchanges between Iran and Israel have …
❌ BREAKING: U.S. Secret Service Acting Director Ronald L. Rowe warns that a looming geopolitical event could thrust the United States into a kinetic conflict or spark a crisis that would expand the Secret Service's responsibilities and the number of high-profile figures they… pic.twitter.com/BEwM067EPO — {Matt} $XRPatriot (@matttttt187) September 16, 2024 Ok I looked it …
Gold prices tumbled on Monday as investors weighed up fading geopolitical tensions eased and investor appetite swung towards stocks and other perceived riskier assets. Gold based on continuous prices (GC00) (GCM24) fell $39.50, or 1.6%, to $2,374.50. That percentage drop is the biggest one-day decline since Dec. 4, 2023 when the contract tumbled 2.27%. Front-month …
In a significant trend, central banks worldwide acquired 1,037 tonnes of gold in 2023, marking the second-highest amount in data going back to 1950. Notably, China’s central bank, the People’s Bank of China, led the way with net purchases totaling 225 tonnes, the highest since 1977. The flight of gold from the West to the …
Luckily, oil prices have fallen significantly from their highs. It's interesting that oil markets are not concerned about geopolitical tensions. This is offsetting some of the impact of higher shipping costs. Follow us @KobeissiLetter for real time analysis as this develops. — The Kobeissi Letter (@KobeissiLetter) January 16, 2024 https://twitter.com/spaghettimballs/status/1747306662032220188
Gold has officially achieved its highest closing price in history, marking a significant yet largely unnoticed macro move. The record-breaking ascent of gold prices, now firmly above $2,060, is attributed to a weak US Dollar, lower Treasury yields, Fed easing expectations, and geopolitical tensions in the Middle East. The surge in gold prices reflects broader …
BRICS+ coming soon ! https://t.co/Cz0yMpENEM — T ⛩ てぃ (@TeongH_SR) December 26, 2023
In a concerning development, China appears to be wielding economic sanctions against Israel, with repercussions felt in the import of crucial electronic components. Israeli officials have bluntly asserted a connection to the recent conflict, adding a layer of geopolitical tension to the economic strain. The impact is particularly felt in the technology sector, as Israel …
by DesmondMilesDant The issue with macro is. When stocks go down because of macro they will at some point revert the move because of the same macro. War starts stocks drop and war ends stocks go up. Rates go up stocks go down and rates go down stocks go up. It’s a null sum game. …
via Oilprice: The world faces the highest geopolitical risks since the 1973 oil embargo, the chief executive of one of the largest oilfield service providers, Baker Hughes, told the Financial Times. “From a historical context I’ve heard people say, you go back to the oil embargo of 1973 — that being somewhat similar,” Baker Hughes CEO …
by TonyLiberty China’s population decline and Real Estate slump could lead to economic collapse per Geopolitical analyst Peter Zeihan. He believes that China’s collapse is imminent, with only 10 years remaining before potential disaster. He estimates that China’s actual population is lower by 100 million than what the government has officially reported. One of the …
The energy minister of Saudi Arabia says OPEC+ is ready to wait months for insights from "actual data" before modifying policies in response to price fluctuations in the crude market. Keyword:Months. This is going to be a wild and unpredictable ride. Energy. — Gold Telegraph ⚡ (@GoldTelegraph_) October 8, 2023 Down futures just opened ~200 …
via bloomberg: Gold edged higher as investors assessed increasing geopolitical uncertainty and recessionary signals. Bullion rose as much as 0.6% on Monday after Russian mercenary leader Yevgeny Prigozhin’s extraordinary mutiny. Still, the upside for the haven was limited after Prigozhin suddenly halted his dramatic advance toward Moscow over the weekend.
