Independent thinking for complex markets and current events
By Peter Reagan Your News to Know: The gold disconnect no one’s talking about Your News to Know rounds up the most important stories about precious metals and the overall economy. This week, we’ll cover: Central banks in developing economies are rapidly increasing gold reserves A major European platform quietly restricts access to gold-linked assets …
Warren Buffett’s Berkshire Hathaway reported a sharp rebound in operating profit on Saturday, while its cash pile swelled to a new high with no buybacks. Berkshire’s operating profit generated from the conglomerate’s wholly owned businesses including insurance and railroads jumped 34% year over year to $13.485 billion in the third quarter. The gains were driven …
Folks have no idea how bad it’s about to get—and we’re past the point of no return. Wildest records right now: – Canadians moving abroad – Gov borrowing most since pandemic – Capital flight – 🇨🇦’s gold imports—investors are preparing for a major risk event. Don't look at GDP. pic.twitter.com/IHxtZHb35R — Financelot (@FinanceLancelot) October 8, …
via antoniusaquinas A lot has been made by gold-money bugs about the roles that central banks have played in the run-up in the gold price that accounts for a 38% increase in the yellow metal’s price this year alone. Some of these analysts attribute the shedding of central bank holdings of U.S. treasuries and other …
This week, we ask: Who’s right about gold? While analysts shout gold is “overbought,” central banks are gearing up to buy millions more ounces (even near record high prices). Maybe there’s something we can learn from both perspectives? By Peter Reagan Your News to Know rounds up the most important stories about precious metals and …
🚨BREAKING: 🇨🇦 Big Six banks are hoarding loan-loss reserves and watching lending grind to a halt under the chokehold of Trump’s trade war. pic.twitter.com/bD2RsiVgeA — Shazi (@ShaziGoalie) May 21, 2025 Canada’s Big Six banks are tightening their grip on loan-loss reserves, bracing for economic uncertainty as Trump’s trade policies send shockwaves through financial markets. The …
⚠️Central banks have been AHEAD of the game: Since October 2022, the gold wealth of developed and emerging market central banks has DOUBLED. DM central banks' gold ownership hit $1.3 TRILLION while EM $800 billion. Poland, China, and India have been the largest buyers. pic.twitter.com/9RNfSBQuws — Global Markets Investor (@GlobalMktObserv) April 29, 2025 Chinese media …
In a nutshell Buffett and Goldman are calling for a lost decade in the $ES $SPY And it’s because corporate earnings are now 11.5% of US GDP, when he went into cash in 1999 because GDP was 6.5% EPS won’t be able to grow fast enough to outpace inflation and the high yields in… pic.twitter.com/Q82ffzyVNR …
The gold rush of central banks. Today’s Michael Lewis “Big Short” opportunity is rather the ongoing devaluation of fiat currencies relative to real assets with limited supply, which are imperative to society either as commodities or sound money. pic.twitter.com/t6JZMmbAmm — Otavio (Tavi) Costa (@TaviCosta) June 1, 2024 I've been asked for years, "What is going …
Frustration mounts in the investment sphere as soaring prices and minimal pullbacks perplex investors, prompting Warren Buffet to hoard $188 billion in cash due to lack of viable investment options. The market’s relentless climb, exemplified by Nvidia’s staggering $400 billion surge in just 11 days, leaves investors eagerly awaiting a substantial downturn. Buying stocks at …
Millions of American motorists are feeling pain at the pump again. Have you noticed how rapidly prices are rising lately? If you want to avoid having a major headache over the next few months, you should definitely start stocking up on fuel while prices are still relatively low because that won’t last much longer, according …
by TheReignOfChaos Raise interest rates so the ‘sensible’ investment decision is to hold cash; why would they invest in assets and risk a market crash when cash is returning 5, 6, 7%? Meanwhile, buy assets as the currency inflates. Finally destroy the currency, leaving everyone holding money destitute. Force everyone to use a CBDC as …