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8 Mar 2024

A "Goldilocks" us job report -> risk assets

Gold and digital gold rally after a soft US Jobs report. February Non-Farm-Payrolls beat estimates with 275k new jobs BUT 2 months revisions look notable with -167k. Unemployment rate rose to 3.9% from 3.7% and hourly earnings weaker than expected w/+0.1% MoM. January’s blow-out release has been relativized. Source: HolgerZ, Bloomberg

6 Mar 2024

Yesterday, not only has Bitcoin reached an ATH, Gold is also trading at a record high. What is the message here for fiat money?

Source: HolgerZ, Bloomberg

5 Mar 2024

What will happen to gold if/when Fed cuts and real yields plunge to negative territory?

Source chart: The Macro Guy, Macrobond

5 Mar 2024

Gold has been outperforming tlt (iShares US Treasuries 20y+)

Source: J-C Parets

5 Mar 2024

Gold is back

Gold prices just jumped above $2,100/oz for the first time since December 4th, 2023. It's also now just 2% away from a new all time high, even as Fed rate cuts are delayed. The beginning of a new bull trend for precious metals? Source: The Kobeissi Letter

1 Mar 2024

Interesting chart by TheMacroCompass.com

cryptos and gold are impossible to value but they are in some extent comparables in the role they play as an alternative to the fiat money system. Currently, Gold is 20.5% of the Fiat money in the 5 largest economies. After recent rally, the total cryptocurrencies market cap is just 3.4%. If you think teh gap between gold and cryptos should continue to narrow, there might be further upside. NB: this is NOT an investemnt recommendation

29 Feb 2024

Gold ETFs is losing its shine, while Bitcoin ETFs is in its prime.

Bitcoin ETFs are catching up to Gold ETFs. Gold ETFs currently hold ~$92B. Bitcoin ETFs currently hold ~$40.7B. source : bitcoin archives

26 Feb 2024

Digital Gold

#moneydebasement

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