U.S. Treasury volatility falls to its lowest level since January 2022
No Fear left in the market! Source: Barchart
Top 100 Bitcoin treasury companies hold almost 1 million Bitcoin
Source: Jason Ai. Williams @GoingParabolic
The Silver Miners ETF $SIL closed at a decade high on Friday, reaching a critical breakout level. 👇
Source: Oliver Groß @minenergybiz
Currency debasement is not a bug — it’s a feature of the fiat system.
Since Bretton Woods collapsed in 1971, not one of 152 countries has kept average inflation below 2%. Even Switzerland averaged 2.2%. Source: Global Markets Investors
The Goldman Sachs AI Leaders Basket
Consisting of the 9 leading AI stocks (semiconductors: Nvidia, TSMC), software/data center (Palantir, Oracle, Microsoft, Vertiv), and power/infrastructure (GE Vernova, Constellation, Vistra) has made 756% since ChatGPT launch in 2022, an avg of 122% per year! Source: Bloomberg, HolderZ
Some very important charts...
Goldman Sachs find that US import prices on tariffed goods have declined somewhat, suggesting that foreign exporters have absorbed some tariff costs by lowering their export prices to the US, unlike during the 2018-2019 trade war. Source: Goldman Sachs thru Mike Zaccardi, CFA, CMT, MBA
Harvard owns more Bitcoin than Alphabet/Google shares
Source: Documenting Bitcoin
The best performing stocks in the SP500 this year...
Source: Charlie Bilello
