New Highs For Gold, Interest Rates Rise, But Maybe Deflation Ahead? PREVIEW The word of the day is “uncertainty.” Which may well lead to far more disruptions and dislocations in global markets. Gold is signaling that maybe something is really broken this time. Europe’s solution? Oh, the usual; go to war. New Highs For Gold, Interest Rates Rise, But Maybe Deflation Ahead? PREVIEW The word of the day is “uncertainty.” Which may well lead to far more disruptions and dislocations in global markets. Gold is signaling that maybe something is really broken this time. Europe’s solution? Oh, the usual; go to war.
Trump Crash and a Silver Smash PREVIEW This week’s report examines a volatile week where bank credit rose, rates dropped sharply, and metals like silver (-16.04%) and gold (-2.53%) plunged amid tariff-driven market turmoil. Trump Crash and a Silver Smash PREVIEW This week’s report examines a volatile week where bank credit rose, rates dropped sharply, and metals like silver (-16.04%) and gold (-2.53%) plunged amid tariff-driven market turmoil.
Gold’s New High: Exciting or a Reason to Worry? PREVIEW War in Europe, a strong risk-off impulse, and huge blows the the main narrative structures all point to “something brewing.” Gold’s New High: Exciting or a Reason to Worry? PREVIEW War in Europe, a strong risk-off impulse, and huge blows the the main narrative structures all point to “something brewing.”
New All Time Highs for Copper and Gold, the Fed Stalls, and Chaos Dead-Ahead PREVIEW What happens when decades of suppression of good science, immoral behaviors, and black-box money printing suddenly come to light? Chaos. That’s what’s possible at some point over the next few months. Prognosis: ‘Volatility.’ New All Time Highs for Copper and Gold, the Fed Stalls, and Chaos Dead-Ahead PREVIEW What happens when decades of suppression of good science, immoral behaviors, and black-box money printing suddenly come to light? Chaos. That’s what’s possible at some point over the next few months. Prognosis: ‘Volatility.’
Friday’s Stock Bounce, the Dollar Dives, and Gold’s New High PREVIEW On Friday, we finally got our SPX bounce. Do we buy the dips, or sell the rallies? It depends on what we think the longer trend might be. “Doctor Copper” is not yet hinting at a recession – then again, these clues from Doctor Copper (according to the “2008 case study” #2) can take several… Friday’s Stock Bounce, the Dollar Dives, and Gold’s New High PREVIEW On Friday, we finally got our SPX bounce. Do we buy the dips, or sell the rallies? It depends on what we think the longer trend might be. “Doctor Copper” is not yet hinting at a recession – then again, these clues from Doctor Copper (according to the “2008 case study” #2) can take several…
More Of Everything: Recession Signals, European War Drumming, and Volatility PREVIEW The US recession appears to be gathering steam – each week, the Atlanta Fed’s GDPNOW forecasting tool is looking more unhappy. For sure, “they” want to focus on the upcoming Trump-cession – just yesterday, I saw the first Nudge Google article on point. (…) The increasing likelihood of the US leaving NATO really is revolutionary. … More Of Everything: Recession Signals, European War Drumming, and Volatility PREVIEW The US recession appears to be gathering steam – each week, the Atlanta Fed’s GDPNOW forecasting tool is looking more unhappy. For sure, “they” want to focus on the upcoming Trump-cession – just yesterday, I saw the first Nudge Google article on point. (…) The increasing likelihood of the US leaving NATO really is revolutionary. …
Risk-Off: Metals, Energy, Treasury Bonds, Equities, and Junk Debt PREVIEW In terms of market moves, adding it all up: metals (risk-off), energy (mostly recessionary), treasury bonds (risk-off), crappy debt (risk on), equities (risk-off), and blessed bitcoin (risk-off) = seems like risk off to me. Consumer Economy Personal Income (PI); 25.346T +221.9B, (+0.88% m/m) 2024-Q4 GDP (GDP); 29.720T +344.7B (+1.16% q/q) Fed GDP Prediction (GDPNOW); -1.48%… Risk-Off: Metals, Energy, Treasury Bonds, Equities, and Junk Debt PREVIEW In terms of market moves, adding it all up: metals (risk-off), energy (mostly recessionary), treasury bonds (risk-off), crappy debt (risk on), equities (risk-off), and blessed bitcoin (risk-off) = seems like risk off to me. Consumer Economy Personal Income (PI); 25.346T +221.9B, (+0.88% m/m) 2024-Q4 GDP (GDP); 29.720T +344.7B (+1.16% q/q) Fed GDP Prediction (GDPNOW); -1.48%…
Home Sales Sinking, DOGE Plows On, and Gold’s Powerful Moves PREVIEW At first, I thought the panic rush of gold into the US had to do with “something in Europe” – money fleeing for some reason, like war. Now, given the audit of Fort Knox coming up, I’m thinking maybe there’s another factor. (…) I’m still waiting for the “recession” impulse to appear in earnest. One… Home Sales Sinking, DOGE Plows On, and Gold’s Powerful Moves PREVIEW At first, I thought the panic rush of gold into the US had to do with “something in Europe” – money fleeing for some reason, like war. Now, given the audit of Fort Knox coming up, I’m thinking maybe there’s another factor. (…) I’m still waiting for the “recession” impulse to appear in earnest. One…
No Good Horrible Retail Sales, Strong Inflation, and Friday’s Paper Gold Smash PREVIEW Of course, next week Trump et al might take a peek inside Fort Knox and find it empty, they might audit the Fed and expose 100 years of corruption, they might even decide to gold-back the Dollar. They could do some or all of this next week! And the COMEX might default! The Fed might… No Good Horrible Retail Sales, Strong Inflation, and Friday’s Paper Gold Smash PREVIEW Of course, next week Trump et al might take a peek inside Fort Knox and find it empty, they might audit the Fed and expose 100 years of corruption, they might even decide to gold-back the Dollar. They could do some or all of this next week! And the COMEX might default! The Fed might…
A New Gold High, and Junk Bonds Are My Coal Mine Canaries (Somebody Call the Vet!) PREVIEW What will Ed Dowd’s upcoming deflationary event do to the prices of everything? Do we really think silver will continue moving higher if everything else drops in price? My position hasn’t changed – I’m 50% in cash. I’m looking to buy the sale, so I’m definitely talking my position – this is not financial advice. … A New Gold High, and Junk Bonds Are My Coal Mine Canaries (Somebody Call the Vet!) PREVIEW What will Ed Dowd’s upcoming deflationary event do to the prices of everything? Do we really think silver will continue moving higher if everything else drops in price? My position hasn’t changed – I’m 50% in cash. I’m looking to buy the sale, so I’m definitely talking my position – this is not financial advice. …