Independent thinking for complex markets and current events
Economy is in LATE CYCLE. Recession is building, and the market is about to confront the limits of manipulation and policy. The fraud in the financial system is even more rampant today 😡 The whole thing is RIGGED much like 2008 in some ways. pic.twitter.com/xB1exGyhWa — QE Infinity (@StealthQE4) September 9, 2025 https://x.com/INArteCarloDoss/status/1965416983782195242 When gold …
Bitcoin's fate lies with the Nasdaq. Won't be long. pic.twitter.com/uZRMxlNhNE — The Great Martis (@great_martis) September 9, 2025 Zooming out: over the past month the 10Y-2Y spread has bull-steepened +9 bps and the 10Y-3M +15 bps. In modern history, a sharp bull-steepening following a deep inversion has only occurred heading into recessions, making this one …
SP 500 returned 3% total from 2020-2025 when measured in gold. When measuring in dollars it returned 80%. Measuring in dollars is like measuring in Monopoly money Irony is gold is not a recession hedge (long bonds are). It is a system hedge. — Mr. VIX (@yieldsearcher) September 8, 2025 Silver is ripping and the …
Worldwide, central banks now own more gold than U.S. federal debt. With $37T in debt, waning demand for our government’s debt and rising borrowing costs, the dollar’s decline is accelerating – and gold demand is soaring… By Peter Reagan There’s a saying in Washington: Deficits don’t matter. That line might work in speeches, but the rest …
Interest in physical gold and gold-related financial investments has soared amid the precious metal’s recent rally. When it comes to buying gold, gold exchange-traded funds are “the most liquid, tax efficient and low-cost way to invest,” said Blair duQuesnay, a chartered financial analyst and certified financial planner. Here’s what to know before piling into the …
Global confidence in the dollar is already fragile. Any serious move into gold signals that investors no longer trust Washington to manage debt or preserve purchasing power. This is more than a market event. It is a warning that the financial system is teetering on the edge and a crisis could ignite at any moment. …
This is the kind of data that forces central banks to panic cut. Weak jobs + currency trouble = a world sprinting toward gold, not dollars. The yen is toast. Debt-to-GDP is the worst in the developed world. Gold is now ¥527,000 an ounce in Japan. The yen is cooked and debt-to-GDP is the worst …
When foreign governments choose gold over Treasuries, it means they no longer trust Washington to protect the value of their reserves. This is the clearest sign yet that the post–World War II financial order is cracking. If demand for U.S. debt keeps falling, interest rates will spike, deficits will explode, and the dollar’s role as …
Gold just surged past $3,500 as mounting debt and looming Fed rate cuts shake confidence in the dollar. Silver is quietly outperforming, while turmoil in West Africa adds fuel to supply concerns. Here’s what’s next for gold and silver prices… By Peter Reagan Your News to Know rounds up the most important stories about precious …
The dollar’s collapse against gold is a warning few are ready for. When ETFs and institutional money start chasing the yellow metal, demand could explode, sending prices into uncharted territory. Every decline in the dollar erodes savings, pensions, and wages, and global markets that rely on dollar liquidity will face sudden shocks. The Dollar has …
Japan’s own fiscal house, buried under the weight of the largest debt load on earth, could unravel, forcing a liquidity crisis that spreads to Europe and the United States. Central banks that copied Japan’s easy money policies will face the same reckoning, only without the cushion of a domestic savings pool to absorb the shock. …
via notayesmanseconomics It is time once again to take a look at the situation regarding precious metals and let me open by congratulating Gold Bugs. BREAKING: Gold officially hits $3,600/oz for the first time in history. Gold is now up +33% YTD, more than 3.5 TIMES the S&P 500’s return. ( The Kobeissi Letter) In …
Authored by Mike Shedlock via mishtalk, Interesting Combination Today: Gold, the long bond yield, and the dollar are all up strongly. Interesting Market Action Gold: +$85.00 to $3,602 (+2.4 percent) 30-Year Long Bond Yield: Up 5 basis points (0.94 percent) to 4.97 percent US Dollar Index: Index level up 0.57 points (0.57 percent) to 98.257 …
via James Hickman For centuries, the Byzantine Empire’s gold coin, known as the solidus, had been the backbone of global trade in the medieval world; nearly pure gold, the solidus was trusted by merchants from Baghdad to London. But by the 11th century, multiple emperors had chipped away at its gold content—watering it down to …
Inside you’ll see: • The valuation dashboard (Buffett Indicator, Tobin’s Q, CAPE, P/B) and why “long-term averages” may be misleading when you add an extra century of data. • How index concentration, mega-cap cash-flow multiples, and extreme P/Es mirror late-stage bubbles. • Classic warning lights: Dow Transports diverging, insiders dumping, and a yield-curve signal with …
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 …
The system’s crumbling, gold’s at $3500, a dead canary in a coal mine. Central banks cut rates as inflation hits 3%, pure sabotage dressed up as policy. Yields at 30-year peaks shout panic, not control. They’re pumping a bubble to dodge the collapse. This isn’t economics, it’s a knife in your back. Your money’s burning …
The dollar is losing its grip. Not gradually. Not quietly. It is hemorrhaging trust and authority before our eyes. In Q3 2025, the U.S. dollar’s share of global reserves fell to 42.01 percent — the lowest in recorded history. The decline is not a drift. It is a collapse accelerating with every headline. IMF financial …
If this trend continues, we may be on the brink of extreme volatility across multiple asset classes. Gold is already at a new record high, just below $3,460 and silver blew past $40, trading just under $40.20. Prices for both metals may be much higher by the time U.S markets open on Tuesday. Bitcoin will …
US 2s vs 30s gap widest since 2022. Yield curves keep steepening globally, particularly driven by 30-year yields. In the US, the gap between 2-year and 30-year bond yields has reached the widest since January 2022. pic.twitter.com/elg9pKFavG — Lisa Abramowicz (@lisaabramowicz1) August 28, 2025 Japan's 30yr is now up almost 1ppt YTDUS 30yr +12bps pic.twitter.com/5rIOLSCFK8 …
A $1 billion gold trade, history’s largest, snakes through a dark pool, veiled from the eyes of the honest. This isn’t just money moving; it’s a theft of hope, a barricade built by the elite to shield their wealth as the system buckles. They’re preparing for a collapse they won’t name, hoarding gold while the …
UBS calls gold a “must-have asset” against policy risk, and they aren’t alone – China’s insurance industry is now required to own as a safety net. The real question: What does this tell us about the fragility of the global financial system? By Peter Reagan Your News to Know rounds up the most important stories …
The Fed is no longer targeting average inflation of 2% Unless you already own assets, you will fall behind even more. Predominantly helps the already wealthy and boomers We are speed running the country towards every young person believing in socialism pic.twitter.com/BuabutOjZE — Boring_Business (@BoringBiz_) August 22, 2025 People should listen/read the actual speech Powell …
“I was just thinking today.. whether I should put everything in gold and silver,” says Dr. Marc Faber, editor of the Gloom, Boom & Doom Report. In today’s interview, Faber argues liquidity is flooding the system, fueling speculation in everything from stocks to crypto while crushing the middle class with soaring living costs. “Throughout 5,000 …
Ending the confusion over gold tariffs steadied global markets – but the mounting national debt, inflation and a shaky dollar loom larger than ever. Could Trump’s interest in the gold standard hint at his plan to salvage the economy? By Peter Reagan Your News to Know rounds up the most important stories about precious metals …
Looks like gold just put PPI to shame. Gold has beaten producer price inflation by around 600% so far this century. We have also crossed the 'paradigm shift breakout line' as we forecast 6 years ago. pic.twitter.com/4bFoyujuwS — Northstar (@NorthstarCharts) August 16, 2025 https://twitter.com/AlessioTMAD/status/1956709412602515634 Tariffs blamed for inflation spike core goods push consumer prices higher. …
via moneymetals In a recent Money Metals podcast, host Mike Maharrey spoke with Jeff Clark, a veteran gold and silver analyst and founder of TheGoldAdvisor.com, about the state of the precious metals markets, mining stocks, and the forces shaping investor sentiment. Clark launched The Gold Advisor during the COVID-19 pandemic and is the author of Pay Dirt: How to Strike Pay …
Gold needed a timeout and it’s still sulking. With gold at $3500, we warned that gold was stretched from its moving averages and needed to fall and correct. So far it fell $380 and 4 months have passed with no new highs for spot gold. Todays chart still shows weakness and potential to fall further, …
A mistaken tariff on Swiss gold bars sparked chaos, then Citi analysts flipped from bearish to bullish on gold. Finally, Ray Dalio joined the chorus calling a gold standard “inevitable” – here’s what we learned about gold’s crucial role in global finance… By Peter Reagan Your News to Know rounds up the most important stories …
