@potassium_phd Nice, moving up together with Oil. Let's see how high the dead cat of Kospi can move.
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dk82
754 posts
Gold 🥇 — $4113 — approaching a retest of its falling wedge upper resistance. A breakout here would be big. Get above $4200 and… 🚀
Dr. Potassium@potassium_phd
Gold 🥇 — $4017 — here is an overlay of the depth and duration of the 1974 and 2008 cyclical corrections for gold from the January 2026 top on a monthly chart. Still well within the depth of the 2008 correction and not even close to 1974 at this point. The 2008 correction puts the bottom for gold at $3697 and a return to the high in August 2027. The 1974 correction puts the bottom at $2865 and a return to the high in August 2029. With any luck the current correction will look more like 2008 than 1974. Reasonable to watch for perspective. For the good of the order 🫡
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@TheBubbleBubble Gold is moving up strongly now with Oil. Don't think that's a good sign for the market.
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@Macrobysunil I believe one thing, when push comes to shove governments will prioritize bonds above all else, so let's see what happens.
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Stocks are higher.
Crypto is higher.
Oil is higher.
Copper is up sharply.
Gold is higher.
The dollar is higher.
And yields across the curve are also rising.
This is not a normal risk-on session.
The only clear loser is government bonds, because rising yields mean falling bond prices.
Copper rising suggests the market is repricing physical scarcity and nominal industrial demand.
Gold rising despite a stronger dollar and higher yields is even more important. It suggests the market is seeing yield increasingly as a reflection of inflation, fiscal stress and declining confidence in fixed-income assets.
Capital is moving away from fixed claims and into assets capable of repricing:
Commodities.
Precious metals.
Equities.
Crypto.
Scarce real assets.
This is how a nominal scarcity regime can look:
Everything with scarcity, pricing power or convexity rises, while bonds struggle to absorb the inflation and fiscal risk.
But we must remain disciplined.
This is today’s trend, not yet enough evidence to declare a permanent market shift.
One session can be driven by positioning, short covering or temporary flows.
We must give much greater weight to the broader trend.
Today’s move is an important signal.
But confirmation will come only if the broader trend continues like this.
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@DogMatixxxx Whatever they can to pump the markets although this one smells like a bull trap.
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@potassium_phd Kospi on a dead cat bounce today. Lots of cheering as usual.
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30Y yields continuing to climb with the 10-2 yield curve still rising 🏛️📈
Gold holding onto $4000 and silver backtesting its breakout🥇🥈
Oil hanging on over $80 🛢️
Consumer staples on the rise 🥫🧼
Trouble for stocks bubbling 🫧
Looks on the wall 🫡
Dr. Potassium@potassium_phd
The 30Y breaking out over 5% is usually bearish for gold but with the yield curve coming up at the same time we might be seeing the switch starting to flip on the inverse bonds-gold relationship and they all move up together like the 1970s 👀
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@ehelpmann @sh6temJohnSmith Correct, all I'll say is governments' knows what's going to happen before us. Going to be interesting with HKPMCC. Asia is accumulating PMs.
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@sh6temJohnSmith @dkmy82 Watch China this week... especially Friday, because of the paper ban on gold going into effect.
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@michaelsisakov @chardpt01 That's why some say that $SOXS is a scam. I'm still waiting for ~ $100 to get out of the ride or if not possible, at around ~$70.
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@chardpt01 Yeah that's why the strategy here is get in, get rich, get out. And set stop loss. Money is made in sitting. Sometimes we just have to sit it through.
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@DogMatixxxx Escalation will start soon I believe, they won't be able to keep Oil below $84 after this week.
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Funny how all of a sudden the oil tankers sunk or disabled, the crude oil facilities bombed in Kuwait and Bahrain, and all the Middle East war developments during the weekend don't matter, right?
JustDario@DarioCpx
The minions are so predictable #OOTT
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FYI is Japan markets holiday today
JustDario@DarioCpx
The Nikkei is joining the KOSPI club Get yourself mentally ready to start seeing the same type of behaviour in the Nasdaq in the near future
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@calvinfroedge Soon. Gold is waking up now, going to be an interesting next few weeks.
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It's almost like you should be taking the risk to buy gold miners
Otavio (Tavi) Costa@TaviCosta
Gold miners are now cheaper relative to the S&P 500 than at any point in history. This is the uncomfortable accumulation phase. Fundamentals remain intact, but prices continue to test investors' conviction. tavicosta.substack.com/p/the-great-ac…
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I am hearing horrible stories from Korea; so many people will have to put cash into their trading accounts asap on Monday
Also hearing some retail brokers and market makers are already setting up crisis rooms
JustDario@DarioCpx
How do you say “Black Monday” in Korean?
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S&P500 🫧 — $7533 — hidden bearish divergence on the weekly. Could be a double top with the KOSPI as a preview.
“Greater Depression starts in Asia” 🌈💀
Dr. Potassium@potassium_phd
$KOSPI — $6790 — dead cat bounce is over 🌈💀
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@KingKong9888 At night.... but nice, for now both are holding up well, might be time for fireworks soon.
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Someone just shorted 6mil barrels of oil in a single minute and oil still held up.
Not too shabby.
Gavin (humanist/acc)@GavMcCracken
Oil is still barcoding at $80. Someone left the auto short at $80 algorithm on. Haven't seen this since big banks manipulated silver. Stopped seeing it in silver after the CME servers over heated and silver broke out ferociously
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The US is going to expand the military campaign beyond the Strait of Hormuz during the weekend
HFI Research@HFI_Research
Strait of Hormuz over the last 24 hours: another "calm before the storm" moment? On the escalation front, some of the OSINT accounts pointed out that the recent attacks point to a ground operation. I have no idea on that front, so I will leave the experts to it. But from a flow perspective, we are back to the start. Kpler has done a good job tracking shadow transits, and even though the data might not get revised for a few days, it is obvious the slowdown is coming. The last 2 days, flows were 0.074 and 0.198 million bbls. The previous 5 days were 5.516 million b/d. This brings the weekly average to 3.98 million b/d. Looking at the video from @MarineTraffic, you can see that it's about as quiet as quiet gets. Iranian flows will also slow to nothing as the US naval blockade is in place. With the recent US/Iran escalation moving to civilian targets, who knows where we go from here...
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@KingKong9888 Miners have a lot of QR on end of this month/early next month. It's a positive signal for metals & miners. Buy & hold if you haven't already once discount emerges, you'll be rewarded after that.
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Yes, $MU Déjà Vu
Heisenberg@Mr_Derivatives
$MU Deja vu? If so, bulls gotta bounce it right here right now.
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