GeoShockwave — Markets & Geopolitics

🚨 INSIDERS ARE RUNNING FOR THE EXIT: Look at this data. – Diamondback Energy: $1.13 BILLION sold – Peter Thiel dumped $289 million in Palantir – VRT former officer: $263 million sold – BW Group: $210 million in DHT – Silver Point Capital: $155 million in GPOR – IBP CEO + Chairman: $255 million combined – Warner Bros CEO David Zaslav: $227 million combined – NVDA officer: $54.7 million Out of the ENTIRE list of top insider trades this week, only THREE are buys. One CEO buying his own stock. That’s it. Everyone else is selling. CEOs. CFOs. Directors. Chairmen. Billion-dollar funds. These are the people who see the numbers 3 months before you do. They have access to data retail investors will never see. And they are all heading for the exits at the same time. I’ll keep watching their moves and I’ll keep you updated. Turn on notifications. Many people will wish they followed me sooner.

🚨 US banks have quietly funneled $257 billion into private credit markets Do I even need to say it?

🚨 I’M INVESTING MILLIONS INTO THIS It’s not gold. It’s not silver. It’s something nobody is talking about. The world of anti-inflation and anti-currency-devaluation assets is vast, and it’s far from limited to gold and silver. Of course, precious metals are excellent long-term bulwarks against the coming wave of negative real interest rates and inflation. Gold will no doubt go much higher than $5,000 in a few years, and if you’re holding it physically without leverage, the current price movements won’t worry you all that much. But don’t forget that alongside gold there’s oil, gas, coal, palm oil, iron ore, agricultural commodities, fertilizers. And plenty of undervalued stocks in these sectors, still at the bottom of their cycles, unlike gold and silver mines. You could even say that a good undervalued classic industrial small-to-mid cap deserves the label of anti-inflation asset too. At current prices, I feel far more at ease buying oil companies than gold mines. The oil companies / gold mines ratio is at its HISTORICAL lows. Oil services ETF: OIH (tracks oil services companies. Think drilling, equipment, services) Energy sector ETF: XLE (tracks the broader energy sector. Integrated oil & gas, E&Ps, services, etc.) That doesn’t stop me from holding the physical gold portion of my portfolio for probably quite a few more years. Remember, I called every market top and bottom of the last 10 years publicly. When I make a new move, I’ll say it here for everyone to see. Many people will regret not following me sooner.