Darrell Thomas

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Darrell Thomas

Darrell Thomas

@MoneyLevelsShow

Host of @VRICmedia & The Money Levels Show

Katılım Eylül 2020
584 Takip Edilen810 Takipçiler
Darrell Thomas retweetledi
Otavio (Tavi) Costa
Otavio (Tavi) Costa@TaviCosta·
Added a bit more gold today. You either lean into moments like this or step aside. This surge in yields is not sustainable. The Fed will have to step in inevitably, in my view. Unwinding with a glass of wine tonight. Cheers everyone.
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VRIC
VRIC@vricmedia·
Gold has made aggressive moves before — and the aftermath wasn’t always what investors expected. Gary Wagner looks back at the 2008–2011 cycle, where price action accelerated quickly before entering a prolonged correction that caught many off guard.
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Darrell Thomas retweetledi
David Lin
David Lin@davidlin_TV·
Iran attacked the world's largest LNG facility in Qatar last night, sending LNG prices up and Brent crude spiking to $113 overnight. The Dow is now at new 2026 lows
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Lobo Tiggre
Lobo Tiggre@duediligenceguy·
;-{)}
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Otavio (Tavi) Costa
Otavio (Tavi) Costa@TaviCosta·
Yields surging are a far more existential threat than Iran at this point. No — this is not coming from a political angle. The US cannot afford this war. ▪️Interest payments nearing ~5% of GDP ▪️Military spending ramping up ▪️Trade deficits worsening as the dollar rises ▪️Energy costs surging Not to mention: Food prices are set to rise next, with inequality already at historically elevated levels. This is a recipe for social unrest. open.substack.com/pub/tavicosta/…
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VRIC
VRIC@vricmedia·
When geopolitics gets loud, markets often reveal what’s really happening. Doomberg argues that if you want to understand the real implications of the Iran war, watch the markets — not the headlines. #WarAndMarkets #Doomberg #IranWar #Geopolitics
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Darrell Thomas
Darrell Thomas@MoneyLevelsShow·
@chigrl My Gen X siblings had me watching Rated R movies as a kid 🤣
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
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.
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Maze Love
Maze Love@MazeLove14·
lol! This almost takes the cake on the dumbest shit Trump has posted.
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Darrell Thomas
Darrell Thomas@MoneyLevelsShow·
“We never asked for a cease fire, we’ve never asked for a negotiation” - Iranian Foreign Minister
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