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CITI SAYS ITS BASE CASE 0-3 MONTH TARGET IS NOW $5,000/OZ FOR GOLD, AND $100/OZ FOR SILVER CITI SAYS SILVER TO CONTINUE TO OUTPERFORM GOLD — *Walter Bloomberg (@DeItaone) January 13, 2026 Jerome Powell is under criminal investigation. The DOJ …
Especially if there are tariffs or export bans on key metals or value chain products like with rare earth elements. There will not be as many free markers where the US and China are in a technology arms race or …
The M2 money supply (basically all deposits in all banks) has surged since 2008. From $7.7 T to $21.7 T – In other words, $65 out of every $100 dollars in circulation today were created in the past 17 years. …
The dominance of US tech giants is in question. With reduced-capability chips outperforming massive investments, the bubble of overinflated valuations in big tech could burst. The market might soon be forced to recalibrate, adjusting to a reality where smaller, more …
* The U.S. Stock Market is beginning to look as vulnerable as it was in 1974 (Nifty Fifty) and 2000 (https://t.co/kyaXDnq5WV) – similar periods of narrowness in market leadership and participation* The supporting actor in this cycle is market structure …
Interesting that price pressures are decreasing in Germany while Survey has likely bottomed. There is a reason why European stocks are outperforming their US peers. pic.twitter.com/SlH1jUAgMk — The Macro Guy (@SagarSinghSetia) April 23, 2024 italian banks ripping this morning.. rate …
by DesmondMilesDan BIS today came out with a new narrative. It’s the EMs that will suffer most from debt rollover. And then Bofa came up with a research piece that shows SPX500 debt maturing in manageable term but no Russell. …
This probably comes down over the next few years. No guarantee, but rates are likely coming down somewhat in the next couple years. Bonds may do well over the next five years. h/t HighYieldLarry
Gold is now outperforming the S&P 500 this year pic.twitter.com/GI2yMt8vcv — Barchart (@Barchart) October 27, 2023 U.S. stocks have lost -$4.5 trillion in value since the July peak. That's the equivalent of three Googles. pic.twitter.com/UjothrbzV1 — Hedgeye (@Hedgeye) October 26, …