30 Oct 2023
Perfect quote of the week
source: barchart
30 Oct 2023
Here's the downside risk on gold. Either this longstanding correlation is broken or inflation is grossly understated and real rates remain negative
Source: Henry Smith
30 Oct 2023
Notable: $BITO traded $1.7b last week, 2nd biggest week since its wild WEEK ONE
$GBTC did $800m. That's $2.5b (top 1% among ETFs) into two less desirable methods (vs spot) for exposure. There's clearly an audience for bitcoin spot etfs. Source: Eric Balchunas, Bloomberg
30 Oct 2023
This is WORSE than the 2008 Financial Crisis. Credit card defaults are rising at levels NEVER seen in 3 decades
Source: Game of Trades
30 Oct 2023
Current market mood
Source: Raman Iyer
27 Oct 2023
The Greatest Treasury Bear Market in History
Source: BofA, Barchart
27 Oct 2023
Uranium narrative has made headlines again...Prices are now back above the levels seen before the Fukushima incident in March 2011...
Source: Game of trades
27 Oct 2023
Adding to that Great Rotation theme is this chart
US households account for 73% of Treasury bond buying in 2022-2023 (so far) A lot of pain being experienced for those not willing to hold to maturity amid this bond blood bath... Source: Markets & Mayhem, Goldman Sachs
