RhythmAndPrice
1.7K posts

RhythmAndPrice
@AndRhythm70890
Rhythms in markets, life & the cosmos. Patterns in finance, philosophy, planetary cycles. Geopolitics & precious metals. Quasi-cycles of price to galactic waves








BREAKING 🚨: Japan Japan's 10-Year Yield hits highest level since 1999 🤯👀



🚨 INSIGHT: UBS CEO says keeping a good dose of cash in your portfolio is not a bad idea at present.










In case you haven’t guessed it yet, this tech is about to be used for the biggest military disinformation campaign in human history.

Recently, I wrote on my substack that a ton of gold supply would be lost due to diesel shortages. First Australia, then most of the African continent. What happens to gold price when suddenly 20% less volume is sold into demanding buyers that want more gold? Price discovery.

The Banque de France has replaced its gold held in New York with newly standardised bars and moved them to Paris. The operation (2025–2026) generated 12.8bn € in gains, driven by rising gold prices. Now, all of France’s gold is held on its own soil. 🇫🇷

“When the time comes to buy, you won’t want to” @WalterDeemer

This is notable news from Bloomberg given Apollo's standing in private credit: "Apollo Global Management Inc. is curbing redemptions from one of its largest non-traded private credit funds for retail investors, becoming the latest alternative asset manager to grapple with a surge in such requests. The $25 billion business development company, Apollo Debt Solutions, capped withdrawals at 5% of outstanding shares Monday after clients sought to redeem 11.2%." #economy #markets #privatecredit

In 1973, the oil embargo lasted 5m & caused a decade of stagflation. The world was not globalized & things were sourced locally. 1) Today the ENERGY CONTENT of products around you is much much higher than 1973. 2) The West has too much DEBT so impossible to fight stagflation.

While on the UK, its sovereign bonds — and, therefore, borrowing costs for the government, corporations and households — are again behaving as “high beta” assets. #economy #uk #markets #bonds

Britain is in deep trouble. We’re going to experience a deep recession and the bond markets are probably not going to put up with a Keynesian borrowing spree to cushion the blow. We could be in IMF bailout territory by year end if the Iran War drags on for much longer.




This, from Bloomberg, is not good news for a market segment that is already challenged to separate signal from noise, let alone properly differentiate among funds/firms in this space. #markets #privatecredit
