Independent thinking for complex markets and current events
Jim Zelter’s warning hit hard because he was not talking about a normal slowdown. He was describing the kind of break that wipes out entire business models and leaves companies with no way back. He spoke calmly, but the message underneath was anything but calm. “I think you’re going to get more secular distress than …
Gold — the ultimate haven asset, backed by a multitude of macro drivers that I believe are fueling the onset of another secular cycle. pic.twitter.com/RBPe57F9dU — Otavio (Tavi) Costa (@TaviCosta) March 13, 2025 This is your irregular reminder that you don't hold enough gold in your portfolio. pic.twitter.com/GKrFjZsmky — Bob Elliott (@BobEUnlimited) March 14, 2025 …
“Silver is making another strong move, decisively breaking out of a 13-year resistance level. A compelling approach to identifying the beginning of a new secular trend in commodities is to examine the rotational dynamics of price behavior among various resources. Instead of witnessing uniformly depressed prices across the board, we often observe significant surges in …
I now predict something that is not priced into ANY Wall Street earnings model: A secular Tech recession. I base this on the fact that the Cloud outsourcing bubble that began during the pandemic is now four years old and encompasses the last manic AI melt-up phase. Which will… pic.twitter.com/8Bbv8hmzj9 — Mac10 (@SuburbanDrone) August 13, …
Now it’s official. Gold just had a quarterly close at record levels, likely marking the beginning of a secular bull market. This is indeed one of the most exciting times to be a precious metals and commodity investor that I can recall. Game on. pic.twitter.com/Cbr5V0TUgj — Otavio (Tavi) Costa (@TaviCosta) March 29, 2024 Japan has …
That’s why alot of folks are betting on extended duration treasuries. This system doesn’t work if rates trends away from zero h/t InternationalTop2405