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Gold is rallying despite retail and institutional investors dumping.
This is bullish. But who is buying by the way? Central banks... Do they know something investors don't know? Source: BofA
No one can make more than 21 million Bitcoin.
Source: Bitcoin Magazine
Early retirements surged again in late 2023 with the gains in the stock market and home prices, leading to a record 2.7 million excess retirees in the US.
Source: Bloomberg, Charlie Bilello
Gold as the ultimate macro hedge / diversifier within a multi-assets portfolio
This might be one of key investment theme of the current decade
Torsten Slok at Apollo is sticking to his view that there will be no US rate cut this year...
Source: Markets & Mayhem, Apollo
Top Companies by Revenue - Now vs. 3 Decades Ago
Source: Visual Capitalist thru Win Smart
It's the liquidity, stupid! Yellen's stealth QE overpowering Powell's QT.
This probably helps risk assets performing well despite high interest rates and qt (Chart via SRP thru HolgerZ)
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