Victoria

$SPX to $GLD ratio with a monthly MA cross. Valuations will return to secular low values. Note that the MA cross does not reverse until then. That will be the time to buy equities.

$MSFT $GDX $HUI Some charts are pure art: break, backtest, MA cross on the monthly.

👑 Gold off to a powerful start in 2026 and even March’s sharp oil-shock-induced correction couldn’t derail the trend. Across most of the DM space, gold is still up around 10% YTD or more. 🆙 🥇 In these first three months, gold is shining the most in East Asia and Eastern Europe. However, Norway and Australia are offering more resistance. ⚓ #FiatCurrencies #DevelopedMarkets #HardMoney #SafeHaven

A new era for the mining industry. Miners are generating roughly 7x what they did at the peak of the last cycle. I’m old enough to remember when this space was considered “uninvestable” by the so-called experts. Game on. tavicosta.substack.com/p/a-new-fra-fo…

THE WINDS OF WAR = COLLATERAL DAMAGE = MORE AFFORDABILITY PROBLEMS FOR TRUMP. x.com/Barchart/statu…

*GOLD SEEN WELL ABOVE $6,000 BY YEAR-END DESPITE RECENT STRUGGLES, WELLS FARGO SAYS

@JesseCohenInv Buy some gold.

🚨Berkshire Hathaway now has a record high $397 billion of cash on hand. What should they do with the money?

@RealJimChanos hussmanfunds.com/research/rs260…

These massive increases in AI-related capex estimates will also pull up S&P 500 EPS estimates for 2026-27, given the accounting mismatch for revenues/profits(immediate recognition) and costs (mostly capitalized). The profits “magic” of capital spending booms.

$ARKK $GDX $GLD Cathie vs gold and the miners: obliterated since the 2021 top And, no, I don't think this downtrend is done. On the contrary, she may not survive.

🇺🇸 LATEST: Bitcoin’s correlation with U.S. equities is rising toward 2023 levels, signaling a renewed coupling with broader risk markets.

hussmanfunds.com/research/rs260… $SPX "Optimism"

🪄 Fiat gains can be deceiving. As uncertainty rises, gold acts as the ultimate scoreboard for fiat credibility. 💯 🌎 In the first three months of 2026, Venezuela leads with gold rising 70.2%. At any rate, LatAm currencies are holding up better, showing relative resilience even as gold exposes the fault lines across EM FX. 🧭 #FiatCurrencies #EmergingMarkets #HardMoney #SafeHaven

$DXY credit: @dailychartbook

THE AVERAGE AMERICAN NOW CARRIES $6,715 IN CREDIT CARD DEBT

S&P 500 Equal Weight still hasn't made a new all-time high 🚨

When it comes to crypto, the fox is in charge of the hen house. The Trump admin has ended dozens of SEC crypto investigations—to the direct financial benefits of his family members and friends. My @Morning_Joe Chart.

Watch the most extensive discussion of the Iran war and China with top American strategists, former Sec Defense Chuck Hagel and Dep Sec State and “Asia Czar” Kurt Campbell. Hard to imagine a more relevant conversation at such a critical time. news.uchicago.edu/story/uchicago…

More money for worse work that you have to fix, good stuff this AI thing, thanks Nvidia.

@FinanceLancelot Still cut in half vs gold this century.

What's this chart called? 🤨 $SOX had a +37% upward thrust in April 2026 alone. The largest % move we've ever seen without a major selloff first.

@HodlMagoo x.com/VictoriaViorel…

What to be depressed? Bitcoin is the same price it was in April 2025 while the $SPY is up 50% since then.