🚨 SILVER SHOCKWAVE: WHY THE GREY METAL IS EXPLODING TO RECORD HIGHS! 🚀💰
Silver is trading above $61 for the first time in history, tracking a colossal +110% gain in 2025—the second-best year on record! 💥 THE 8 FORCES DRIVING THIS PARABOLIC MOVE: CHINA SUPPLY COLLAPSE: SHFE inventories are at a 9-year LOW! Massive exports are draining the world's key bullion hubs. LONDON LIQUIDITY CRISIS: Even with record inflows, market liquidity is strained, and borrowing costs are stubbornly ELEVATED. TRUMP TARIFF SCARE: Traders pulled huge quantities into the US on anticipation of potential tariffs, tightening the London market even more. INDIA'S APPETITE: Accelerating demand from one of the world's largest consumers is intensifying the squeeze. RETAIL RUSH: ETF inflows are heading for their 10th positive month, and call options on the largest silver ETF are SPIKING. The crowd is piling in! FED RATE CUT BETS: Falling borrowing costs make non-yielding assets like silver IRRESISTIBLE compared to cash and bonds. SOLAR BOOM: Rising industrial demand, especially from photovoltaic installations (peak season!), is consuming physical metal at an alarming rate. CHINA TAX SHIFT: Tax changes on gold pushed investors directly into silver's welcoming arms. Meanwhile, the Gold-to-Silver Ratio is plummeting to 2021 lows. Source: Global Markets Investor, David Ingles, Bloomberg
Alphabet $GOOGL Waymo weekly rides now at 450k:
• Jul 2024 ➝ 50k • Oct 2024 ➝ 100k • Dec 2024 ➝ 150k • Feb 2025 ➝ 200k • May '25 ➝ 250k • Dec 2025 ➝ 450k The latest figure appears to have been leaked from an investor-letter cited (Tiger Global) by media.
Silver soars to $61 for the first time in history 📈🚀
Source: Barchart
Here's a chart that shows the US labor market is improving - and not deteriorating.
The NFIB Small Business Optimism survey saw a rise in the number of firms who plan to increase employment versus decrease employment. Over the last 6 months, the rate-of-change exceeds 96% of all periods since 1985. Source: Jeff Weniger
It looks like those who did zero homework on the First Brands term loans did exactly zero homework on the First Brands DIP loans.
A DIP (Debtor in Possession) loan is a form of financing that is provided to companies facing financial distress and who are in need of bankruptcy relief. In other words, the main purpose of DIP financing is to help fund an organization out of bankruptcy. Source: www.zerohedge.com, Bloomberg
🚨 In case you missed it...
JPMorgan cracked nearly 5% yesterday after the bank told investors that it will spend billions of dollars more in expenses ...
Oracle 5Y CDS graph looks exciting $ORCL until you run the math and realize that it is only pricing in 1.93% probability of default per year.
And a 9% 5 year cumulative probability of default... Historically, ORCL CDS traded around 20–40 bps, so 117 bps represents a material repricing of risk, but not a distressed profile. Source: Special Situations 🌐 Research Newsletter (Jay) @SpecialSitsNews
"Low hire, low fire... low quitting"
In the US, number of quits plunges to 5 years low, as hiring slide accelerates Source: zerohedge
