20 Jun 2025
The next Fed Chair is going to be the biggest dove the world has ever seen...
Source: Spencer Hakimian on X
20 Jun 2025
Central banks continue to DUMP the US Dollar for Gold:
95% of central banks expect global gold reserves to rise in the next year, according to a World Gold Council survey. A record 43% plan to boost their holdings. 73% expect USD reserves to decline over the next 5 years. Source: Global Markets Investor, Yahoo Finance
17 Jun 2025
US households own WAY more stocks than in other major markets: US household allocation to equities sits at ~49%.
Source: @GlobalMktObserv
17 Jun 2025
According to Bank of America's Fund Manager Survey, investors are more underweight on the US dollar than at any point in the past 20 years.
Source: @Schuldensuehner @BankofAmerica
17 Jun 2025
30-Year Treasury Bonds have now lost almost half their value over the last 5 years 📉
Source: Barchart
17 Jun 2025
⚠️Japanese insurers' unrealized LOSSES are HUGE: Biggest 📷 insurers’ paper losses on their domestic bond holdings hit a record ¥8.5 TRILLION ($60B) in Q1. Nippon Life, the largest 📷 👇
Source: @GlobalMktObserv
17 Jun 2025
Portfolio Management made simple
Source: X, @alifarhat79
17 Jun 2025
Gold is now the second-most important reserve asset for central banks
Source: ECB, MKS-PAMP, FT
