A hub for independent voices and hard truths
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 …
Today's hotter-than-expected #inflation data, following similar news yesterday, is putting more downward pressure on #gold. But gold will soar when investors realize the Fed will keep cutting rates despite inflation, and return to QE, sending both inflation and gold much …
No major economy in the world today is pursuing such an aggressively expansionary fiscal policy while shouldering an unsustainable cost of debt service. pic.twitter.com/J7QOca997s — Otavio (Tavi) Costa (@TaviCosta) December 9, 2024 This trajectory, in our view, is untenable and …
This is the most bullish! https://t.co/UjbXSsNRBk — Rock Bottom Entries (@RockBtmEntries) December 4, 2024 $3730 per ounce of silver? Scenario: stocks crash, gold rises, silver skyrockets = the Dow/Silver ratio collapses. How far this time? If the Dow falls by …
In the meantime: The Fed continues to pretend that it can shrink its balance sheet size and watch the cost of government debt rise, all while the US grapples with a 12% twin deficit. After marking the end of a …