RBA

Countdown to rally in 1…

the other ridiculous narrative is Arab nations selling gold to raise liquidity. I'm sure they're loading up pallets of gold onto planes with fighter jets, drones and missiles all around to fly it to Switzerland or somewhere. or they can just sell treasuries with a keystroke.

try telling your banker you want to use your gold as collateral for your home loan or margin account haha... so dumb

OXY breaking 58 this morning. that level was supported by Buffett for years... sets stage for move up to 70 imo

bought GDX 81.42 on the open. some of the narratives on gold out there are so ridiculous... like gold being used as collateral that needs to be liquidated... i'm sure every tri-party repo desk is running a big gold liquidation operation today lol

@Fullcarry Zero shot of rate hikes here with credit issues percolating

I understand tracking Euro/UK rates and upping rate hike bets, but the bar is crazy high in the US because of the dual mandate. And US labor market is looking shaky

Can kiss all that Foreign Direct Investment goodbye

@zerohedge SPX will be another -10% and oil $125 if the market prices that in

Amundi CIO Says Markets See Iran War Lasting Months

@DBclouds99 we shall see. good luck.

@corptrader GDX 25% drawdown and no signs of stopping says more pain for gold

Based on the presser questions, journalists think FOMC has the power to control oil & gas prices spikes resulting from bombs dropping on middle east energy assets... with rate hikes. Of course, Powell did nothing to dissuade them from this line of questioning.

@Fullcarry Maybe on an hourly chart Gold went parabolic as TLT crashed over 5y time frame

As always gold/silver more sensitive to the rate path than actual current inflation

i swore to myself i would never buy another leveraged ETF again.... but I'm buying $TBT on the open tomorrow

@Nostre_damus why.... what's going on?

It's getting very difficult to monitor all the happenings

@CEOTechnician Fed is trapped here and this war is going to be very costly -- on multiple levels.

What's the message being sent by U.S. Treasury yields this week? 📈

@TheApeOfGoldST you need an option for negative cash. some of us have a margin debit balance.

Mining investors! How much cash are you in? Feel free to comment exact %, and why. Can always learn something from how others are thinking!

BBG tv on now... lady from Citi Global Markets Research is "very encouraged by slowing wage growth"... apparently wage growth is a bad thing now because it might threaten rate cuts needed to justify an overpriced stock market. this is wall street... ignorant, overpaid people... everywhere.

long bond +30bps this month. let's see how the auction goes tomorrow but sure looks like 5% is in play

@theRealKiyosaki L...Lease rates on physical silver are headed higher again?

L

@IJCarrasco perfectly stated

After holding tight to our silver positions through the recent volatility, it increasingly looks like that pullback was just another classic consolidation — the kind designed to shake out weak hands before the next move higher. Following a solid week of sideways action after the “Princes of Peace” episode with Iran, silver appears to be breaking out again. The technical structure was clear: a tightening range, higher lows, and now a push through resistance. This is precisely the kind of price action we expect during a structural bull market. Silver is notorious for violent corrections and headfakes — the smaller market and dual monetary/industrial demand make it far more volatile than gold. � en.wikipedia.org At CWM, we ignore the noise and focus on structure. Consolidations inside an uptrend are not weakness — they are the market transferring metal from weak hands to strong hands before the next leg higher. This is exactly why we maintain a minimum 30% allocation to monetary metals. Not to trade the daily volatility — but to participate in the structural repricing of real assets as the global monetary system continues to adjust. Structure. Discipline. Patience. The cycle does the heavy lifting. Repost to help others see it coming — and reach out to Carrasco@JCWealth.ca if you need guidance building a proper allocation.

@highyield6 disagree. $TBT i'm not buying that i think better plays but... rates should go higher

Oil doubling is inflationary quick shock but it’s second effect deflationary. Kills demand for everything. Dust settles $TLT

Biden already sold all the oil that can be refined.