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Nice one by Lyn Alden -> Since the start of 2020, the United States has taken on $10.7 trillion in new public debt (i.e. accumulated deficits)
That's about $80k per household in four years. Have households received that much in deficit spending? Some did, but likely very few of them... Source: Lyn Alden
Losses at the Fed have now passed $125 billion
Source: Win Smart, CFA
An overview of European real estate price indices by Bloomberg / HolgerZ:
A shortage of housing has led to record real estate prices in ireland. The national property price index has now reached a value of 170.0, which is 3.9% above its bubble peak in April 2007. Property prices have increased by 113% in past 10yrs. Recent Dublin riots exposed the anger of Irish Youth facing a housing crisis resulting from the high housing & rent prices. Note the decline in German house prices (in purple) and steady markets in Italy / Portugal / Spain.
Central banks are on pace to buy over 1,000 tons of gold again
Despite the near-record annual purchases, it's worth noting that these institutions once held 80% of their balance sheet in gold Today, it's barely 20%. A return to the historical average of central banks holding 40% of their balance in gold could propel gold prices north of $3,000 based solely on that capital dynamic... Source: Tavi Costa, BofA
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