Sabitlenmiş Tweet
GlobalProTrader
2.4K posts

GlobalProTrader
@GlobalProTrader
Former FX Trader, Money Manager Author of https://t.co/8YFJiYl7Fg
Ontario, Canada Katılım Temmuz 2016
13.6K Takip Edilen94.4K Takipçiler

Get ready to buy, but "not yet".
TF Metals Report@TFMetals
$GDX poised to close below its 200-day MA for the first time since January 17, 2025.
English

The #10Y yield continues to rise in line with higher #oil prices at a new high today. This is weighing on everything except the #DXY, which is up slightly today. #Gold is down 1.2%. #Silver is down 3.5%. #GDX -3.6%. As long as oil, the 10Y yield, and the DXY are going up, down go the metals. This also does not bode well for mortgages and the housing market.

GlobalProTrader@GlobalProTrader
Posted at fipestreport.substack.com
English

Failed negotiations with China sent #USO up 3.5%. Also, Taiwan was discussed, suggesting a wider conflict is brewing. WW3?
English

#10Y Yield soars to 4.59% as inflations fears rise, its highest level since May 2025.
This will decimate the housing market in the US, but especially in Canada, imho.
Canada’s 10-year yield rose to 3.67%, its highest level in 2 years!!
The Canadian market has priced in 2 rate hikes before the end of the year. Housing is already extremely weak, this will hit Canadian housing hard.
The summer months will reveal all.

English

The #10Y Yield just hit its highest level since June 2025, and the DXY is loving it too. Not so much for the metals and miners, which are all down.

English

#Silver is outperforming all other metals (Gold, Platinum, Palladium) and miners as expected.
Perhaps the biggest driver? China has cut off 70% of refined Silver from the rest of the world.
Now Peru is shutting down mining operations temporarily. Peru produces 14% of global supply.
That leaves just 16% available, aside from existing inventories, compared to 100% just a month ago.
Demand and supply driving prices now, not paper contracts. Go #Silver!
GlobalProTrader@GlobalProTrader
Just posted at fipestreport.substack.com
English

Just posted at fipestreport.substack.com
This applies to housing markets globally, but Canadian real estate is the most vulnerable.

English


Here's just one fact that should wake you up to physical #Silver
If you inflation adjust for the 1980 peak at 50.35, the price of Silver today should be $800.
GlobalProTrader@GlobalProTrader
Thanks to all of the new subscribers to the FIPEST Report. You clearly enjoyed the multiple reasons why Silver is going to at least 450 or as much as 800 next.
English

@Christi75821901 They didn't fall in Canada either, but the banks became overconfident as a result and began issuing mortgages with looser terms, and this is why housing will take down the banks "again".
English

@GlobalProTrader Do you think Australia's housing market will crash? Property prices didn't fall here in 2008.
English

Next: The housing market is collapsing. Every flood begins as a trickle. I will be posting multiple data points showing that the Canadian housing market is crumbling. But this will be global. It will look far worse than 2008 and more like the 1930s imho.
fipestreport.substack.com
English

Thanks to all of the new subscribers to the FIPEST Report. You clearly enjoyed the multiple reasons why Silver is going to at least 450 or as much as 800 next.
GlobalProTrader@GlobalProTrader
Just posted at fipestreport.substack.com
English

Does this portent another #housing crisis? But this time it's global.
Hedgeye@Hedgeye
🚨 China's Real Estate Market has erased all gains from the last 20 years
English




