Jonathan Gane

Mark Rothko * 1967

Powell doesn’t seem particularly concerned about inflation. Plenty of “tools” left in the toolbox, apparently :) Two words come to mind: Hard Assets. @tavicosta/p-192358201" target="_blank" rel="nofollow noopener">substack.com/@tavicosta/p-1…

John Nash became well known for his work painted in watercolour during WW1; post-war he started painting in oils. His work owed much to French landscape painting; an evocative style with a sense of tight construction, as is evident in this painting of the Isle of Skye (1974)

BREAKING 🚨: Gold Gold suffered its biggest weekly decline in more than 40 years 📉📉

US gold reserves have never been this small relative to government debt: Gold reserves now reflect just 3% of US federal debt, one of the lowest readings on record. This comes despite the US holding 8,133.5 metric tons of gold, the largest stockpile in the world, and prices surging to record highs. By comparison, the ratio was ~18% in 1980, or 6x higher. At the same level of reserves, gold prices would have to rise +400%, to $26,000/oz, to match the 1980s peak. Meanwhile, in the 1940s, gold reserves backed over 50% of federal debt. To match the 1940s ratio, gold would need to surge +1,340% to ~$75,000/oz. Gold reserves are highlighting just how astronomical US debt has become.

Gustav Klimt, On Lake Atter

John Singer Sargent, Staircase in Capri

Japan, we have a problem 🚨🚨 40-Year Bond Yield soars to 4.215%, the highest level in history 🤯👀

JUST IN 🚨: Japan's 40-Year Treasury Yield jumps above 3.87%, its highest level in history 👻😱

BREAKING: Shanghai silver prices soar to a record $105/oz, now trading at a massive +$13/oz premium to spot silver prices in the US. The physical silver shortage in China is intensifying.

Warren Buffett Indicator hits an all-time high of 224%, the most expensive stock market valuation in history 🚨🚨

new years thinking about rothko - no.4, no.6, no.8 , 1964

BREAKING 🚨: U.S. Banks Fed Reserve just pumped a staggering $31 Billion into the U.S. Banking System through overnight repos 🤯 This is the LARGEST liquidity injection since Covid and surpasses even the peak of the Dot Com Bubble 👀 Happy New Year!!!

Edward Hopper

BREAKING 🚨: U.S. Banks Fed Reserve just pumped $16 Billion into the U.S. Banking System through overnight repos 🤯 This is the 2nd largest liquidity injection since Covid 👀

Andrei Tarkovsky

Edward Hopper Nighthawks

Turner

S&P 500 Shiller PE Ratio hits 2nd highest level in history 🚨 The highest was the Dot Com Bubble 🤯

JUST IN 🚨: Silver melting faces as it rips to $75 for the first time in history 📈📈