Forwarded from Scorpi18 | Investment Adviser
πͺ#silver #macro #history
silver mining stocks/gold mining stocks ratio = historical low
#etf #opinion If the price of silver rises above $30 (chart), we could see a substantial increase in the Global X Silver Miners ETF (#SIL), which is focused on silver miners. At its peak in 2011, when silver traded around $50, the #SIL was at $94. With the current price around $34, there is significant potential for bullish movement, provided that silver continues its upward trend.
silver mining stocks/gold mining stocks ratio = historical low
#etf #opinion If the price of silver rises above $30 (chart), we could see a substantial increase in the Global X Silver Miners ETF (#SIL), which is focused on silver miners. At its peak in 2011, when silver traded around $50, the #SIL was at $94. With the current price around $34, there is significant potential for bullish movement, provided that silver continues its upward trend.
π6
β οΈπ¨π³πΊπΈ#bonds #us #china #debt
China is selling off US government debt at a record pace.
meanwhile, the volume of dollar assets in China's reserves has remained unchanged since 2015, amounting to approximately $2T β research
China is selling off US government debt at a record pace.
meanwhile, the volume of dollar assets in China's reserves has remained unchanged since 2015, amounting to approximately $2T β research
π6π€2
β΄οΈ#BTC #mining #costprice
JPMorgan: average cost of mining bitcoin has dropped to around $45,000 as inefficient miners leave the industry.
JPMorgan noted that the average cost of mining Bitcoin has typically served as the "floor" for Bitcoinβs price. Historically, the price of Bitcoin has traded below the cost of mining only for very short periods before going up again.
βββββββββββ
#halving historically, after each halving β the event when the Bitcoin mining reward is cut in half every four years β the cost of mining Bitcoin approximately doubles.
JPMorgan: average cost of mining bitcoin has dropped to around $45,000 as inefficient miners leave the industry.
JPMorgan noted that the average cost of mining Bitcoin has typically served as the "floor" for Bitcoinβs price. Historically, the price of Bitcoin has traded below the cost of mining only for very short periods before going up again.
βββββββββββ
#halving historically, after each halving β the event when the Bitcoin mining reward is cut in half every four years β the cost of mining Bitcoin approximately doubles.
π4
β οΈπΊπΈ#stocks #tech #us #divergence
US market is experiencing a significant divergence between new economy stocks and old economy stocks.
#bubble this has only happened once before, right before the dot-com bubble.
US market is experiencing a significant divergence between new economy stocks and old economy stocks.
#bubble this has only happened once before, right before the dot-com bubble.
π€3
β οΈπΊπΈ#inflation #us #analogy #macro
the current inflation dynamics in the US closely resemble those of the 1970s.
βββββββββββ
US consumer inflation expectations are rising rapidly (chart)
the Fed's greatest fear is the resurgence of inflation, akin to the 1970s (chart)
the current inflation dynamics in the US closely resemble those of the 1970s.
βββββββββββ
US consumer inflation expectations are rising rapidly (chart)
the Fed's greatest fear is the resurgence of inflation, akin to the 1970s (chart)
π€1π±1
πΊπΈ#economy #us #recession #macro
US Leading Indicators continue to signal a recession.
βββββββββββ
Ned Davis Research says the indicators have stopped working.
US Leading Indicators continue to signal a recession.
βββββββββββ
Ned Davis Research says the indicators have stopped working.
π€2π1
π#logistic #container #world #macro
Ρontainer shipping costs continue to rise
historically, Shanghai's rates have been a leading indicator.
βοΈ#DAC
Ρontainer shipping costs continue to rise
historically, Shanghai's rates have been a leading indicator.
βοΈ#DAC
π₯2π1
ππͺ#metals #silver #macro
BofA: a significant shortage of metals is expected not only in copper but also in aluminum and silver.
#silver is a key ingredient in solar panels, and with robust growth in that industry, usage of the metal is expected to reach a record this year β Silver Institute
BofA: a significant shortage of metals is expected not only in copper but also in aluminum and silver.
#silver is a key ingredient in solar panels, and with robust growth in that industry, usage of the metal is expected to reach a record this year β Silver Institute
π2π€1
π#gold #history #monetarypolicy #us
Incrementum has observed a historical correlation between the Fed's rate movements and gold prices. If history repeats itself, the best time for gold in this cycle is still ahead. Historically, gold rises sharply when the Fed ends its rate-hike cycle and continues to rise as rates are cut.
Incrementum has observed a historical correlation between the Fed's rate movements and gold prices. If history repeats itself, the best time for gold in this cycle is still ahead. Historically, gold rises sharply when the Fed ends its rate-hike cycle and continues to rise as rates are cut.
π4β€1
π#em #stocks #fx #correlation
Deutsche: correlation between EM stocks and USD (If USD depreciates, EM stocks rise, and vice versa)
Deutsche expects #USD to remain mostly stable this year but to depreciate next year.
Deutsche: correlation between EM stocks and USD (If USD depreciates, EM stocks rise, and vice versa)
Deutsche expects #USD to remain mostly stable this year but to depreciate next year.
π4
β΄οΈ#ETH #crypto #etf
Standard Chartered expects Ether ETF approval this week, reiterates year-end target of $8,000.
QCP Capital: Ether could rise to $5000 if a spot ETH-ETF is approved.
Bernstein: the approval of a spot Ethereum ETF will drive a 75% surge to $6,600
SEC is close to allowing Ether ETFs β Barron's
Standard Chartered expects Ether ETF approval this week, reiterates year-end target of $8,000.
QCP Capital: Ether could rise to $5000 if a spot ETH-ETF is approved.
Bernstein: the approval of a spot Ethereum ETF will drive a 75% surge to $6,600
SEC is close to allowing Ether ETFs β Barron's
π2π₯2
β οΈπ¨π³#population #china #macro
WSJ: in China, there is a demographic catastrophe β the fertility rate has fallen to 1.03 children per woman. This is lower than Japan's fertility rate of 1.2 children per woman.
WSJ: in China, there is a demographic catastrophe β the fertility rate has fallen to 1.03 children per woman. This is lower than Japan's fertility rate of 1.2 children per woman.
π±4
π#gold #hedge #inflation #history
Goldman: gold does not provide long-term protection against inflation.
historically, gold outperforms inflation only about 50% of the time over a 19-year window.
#stocks US equities are a better long-term inflation hedge than gold.
Goldman: gold does not provide long-term protection against inflation.
historically, gold outperforms inflation only about 50% of the time over a 19-year window.
#stocks US equities are a better long-term inflation hedge than gold.
π9