Independent thinking for complex markets and current events
Gold is now up 1000% since the year 2000. The S&P 500 has returned 485%. pic.twitter.com/zGNvZeLHda — Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi) April 14, 2025 BREAKING: Global net gold purchases by central banks hit 24 tonnes in February, the most since November 2024. This marks the 20th month of net buying over the last …
Gold just had a historic breakout The 50 year chart – adjusted for inflation – is in uncharted territory past the 1980 peak pic.twitter.com/nWSFhhPY5J — Katusa Research (@KatusaResearch) April 12, 2025 Gold have much more upside than most anticipate. From 2001 to 2011 within 10-year period gold price increased 8 fold from $235 to $1,915. …
China secretly bought 50 tonnes of gold in February… PBOC reported just 5 tonnes — real number 10x higher, per Goldman Sachs… China reported 5 tonnes of gold purchases in February (160k oz per PBOC).China actually bought 50 tonnes of gold in February (per GS) pic.twitter.com/oQifGszNcQ — zerohedge (@zerohedge) April 13, 2025 Goldman Sachs upgrades …
Crazy to think that despite the huge divergence between the S&P 500 and gold, their ratio is still back at its 1929 peak levels. pic.twitter.com/J08CsXt7m9 — Otavio (Tavi) Costa (@TaviCosta) April 11, 2025
JUST IN: Gold reaches new all-time high of $3,220. pic.twitter.com/Mo2PFP4ipt — Watcher.Guru (@WatcherGuru) April 11, 2025 Say it again You can control the negotiation table but you can not control: – US 10 Yr and US 30 Yr Yield– The Dollar– The Fed– Inflation– China's counter policies– The stock market– Interest Rates– Humans getting triggered– …
BREAKING: S&P 500 futures fall nearly -100 points as the selloff from today’s session continues. pic.twitter.com/iz4auNYI5O — The Kobeissi Letter (@KobeissiLetter) April 11, 2025 BREAKING: Gold surges to a new all time high of $3,210/oz, now up over +90% since October 2022. pic.twitter.com/Hzcb2mch3B — The Kobeissi Letter (@KobeissiLetter) April 10, 2025 This is not a …
by Mike Maharrey Significant amounts of gold flowed into gold ETFs for the fourth straight month in March, driving assets under management (AUM) to a new month-end record. Funds in every region reported inflows of gold, with North American ETFs leading the way. Globally, gold-backed funds added 92 tonnes of gold to their reserves last …
Yeah, this is definitely not over Yen and Franc absolutely *ripping* higher, along with gold CPI came in cool, and the curve is steepening notably Dollar down big time as ES/NQ and long end continues to sell off https://t.co/H6j1P6F07K pic.twitter.com/CrFR6276Tv — Robert (infra 🏛️⌛️) (@infraa_) April 10, 2025 You've been warned [2] pic.twitter.com/JAFkZGIrRQ — Guilherme …
Why did the 2yr treasury sell off when everything else rallied on the tariff pause? Why did gold recover and finish the day up $100 amid widespread euphoria in risk assets? Something doesn't add up here and I don't know what it is. Keep your helmets on. pic.twitter.com/Nqe0oJkxdY — Nobody Special (@JG_Nuke) April 9, 2025 …
A $3,500 gold forecast isn’t just about price – it’s a warning. Central banks are ditching dollars for bullion (while the gold/silver ratio just broke 100:1!) Amid back-ups at Swiss refiners and compliance with the Basel III accord, are even U.S. banks ditching the dollar? By Peter Reagan Your News to Know rounds up the most …
Is hidden funding crisis unraveling? If Trump’s announcement today of a 90-day tariff pause was truly bullish and risk-on, why did we see 10Y yields spike to 4.50%+, SOFR swap spreads collapse to -40.62, gold rip $107 intraday, junk bond yields hit 8.51%, and TLT get liquidated on record volume all while equities… pic.twitter.com/PVa9L4FA2b — …
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 …
BREAKING: Gold has been reportedly been used to meet the largest margin calls since Covid 2020 from hedge funds this week, per Standard Chartered. — unusual_whales (@unusual_whales) April 6, 2025 BREAKING: Vanguard emails clients asking them to “resist the urge to deviate from [their] financial plan” as markets fall sharply. Vanguard is asking clients not …
Germany is considering removing an enormous stockpile of gold from a vault in New York over worries about Donald Trump’s unpredictable policies. For decades, Berlin has stashed 1,200 tons of its famous gold reserves, the second largest on the planet after those of the United States, in a vault deep underground at the US Federal …
And despite all the skepticism: Gold is on the verge of outperforming the S&P 500 over the past decade.⁰This likely represents the early stages of a structural shift in which hard assets outperform overvalued financial assets over the long term, in my view. pic.twitter.com/gczeVmRvod — Otavio (Tavi) Costa (@TaviCosta) April 4, 2025 After a long consolidation …
Donald Trump shows off the Trump Gold card which costs $5 million and grants you residency in the United States pic.twitter.com/TnWrKtmRA6 — Daily Loud (@DailyLoud) April 4, 2025
Already off to a breathtaking start this year, gold’s price continues to climb. Amid fears of a trade war and the global dedollarization drive, here’s how much higher analysts think it will go… By Peter Reagan Your News to Know rounds up the most important stories about precious metals and the overall economy. This week, …
Gold now getting murdered along with everything else as the world faces a global margin call. Futures worsening. It’s going to be a long day. Chaos 💀 pic.twitter.com/l6x2vnDAYD — QE Infinity (@StealthQE4) April 3, 2025 The market's drop in response to tariffs is massive, and it will take time to emerge from this chaos. A …
Something is shifting beneath the surface. While the media stays fixated on Bitcoin’s ups and downs, gold has quietly surged under Trump’s watch. A distraction? Or a strategic realignment of value? Since Trump took office, gold has climbed 17.5%, a clear break from years of stagnation. Bitcoin, on the other hand, has dropped 22%. The …
The markets got a rude awakening. Investors have been conditioned to expect a soft hand from Washington, one that props up asset prices at all costs. That era is over. Trump’s tariffs have sent futures into freefall, exposing just how fragile the markets have become. The Dow futures crashed more than 1,000 points. The S&P …
An individual has purchased 4.5 million oz’s of gold, worth approximately $14 billion yesterday on the CME. For immediate delivery. WHOA WHOA WHOA WHOA WHOAThis can't be right.This can't possibly be correct.Could it?No way.Has to be a misprint by the @CME.Has to be.Right?RIGHT??!!?? pic.twitter.com/m9BKXdvY0M — TF Metals Report (@TFMetals) March 31, 2025 OK, the third …
By shifting from U.S. Treasuries to #gold, #China is making what I think is a clear statement: it wants greater financial sovereignty and less exposure to Western economic leverage. h/t MonetaryCommentary
HSBC: U.S. Recession, Stagflation, and Debt Concerns Could All Boost Gold HSBC sees three ways gold could strengthen during what they call a “US-driven” market correction: 1. U.S. Recession Scenario: If recession fears grow, investors would move away from risky assets. This would weaken the dollar and lower Treasury yields, pushing more investors toward gold …
by confoundedinterest17 Wow! Gold just had its best quarterly performance since the 1980s! Meanwhile, the volatility of gold ETFs remains subdued.
And his position is so big, there’s not a chance he could exit it without ending up substantially down overall. Unlike these other highly liquid assets that have outperformed him by a wide margin. — Beanie (@beaniemaxi) March 31, 2025 Bitcoin Getting close to a major sell off. Little ore churn before it lets go. …
BREAKING: 50% of COMEX Eligible Gold is still not Eligible as deliverable supply, says COMEX operator CME on 9 December 2024. Deliverable supply of gold according to COMEX and CME = Registered + 50% of Eligible Which means that there is far less gold than imagined in Comex… pic.twitter.com/kQO9Hd0P5B — Ronan Manly (@BullionBrief) March 30, …
BREAKING: Gold prices officially surge above $3,150/oz for the first time in history. pic.twitter.com/bPOF4P1GSg — The Kobeissi Letter (@KobeissiLetter) March 31, 2025 Gold has officially crossed a major threshold, pushing above $3,150 per ounce for the first time in history. This surge comes as investors flock to the most historically reliable store of value known …
from Kerry Lutz’s Financial Survival Network John Rubino is back. Gold and Copper Market Surge: Gold reached over $3,000 per ounce, hitting an all-time high alongside copper. Gold outperformed the S&P 500 since 2000 despite long periods of stagnation. Copper now recognized as essential for the energy transition and AI infrastructure. Mining Sector Growth: Mining stocks experiencing …
I love how everyone suck off Saylor like he is the greatest investor ever. He is up 20% on his investments over the past six-years or a whopping 3% a year. Not even outperforming inflation, but nobody wants to talk about that. https://t.co/j2Hl3eeUN8 — blake (@blakestonks) March 30, 2025 Bitcoin was a psyop.Bitcoin was "controlled …
