πͺ#silver #forecast
silver market deficit expected to persist, potentially driving metal prices higher β BofA report*
#opinion for many years, the world's central banks have not considered silver as a reserve metal, unlike gold, due to its high volatility and significant storage costs. However, if central banks were to allocate even 1% of their reserves to the purchase of silver, global silver consumption could increase fivefold, acting as a powerful driver of silver price growth.
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π *exclusively for subscribers of 'Scorpi18 Investment Adviser' on the 'Forever' tariff plan.
silver market deficit expected to persist, potentially driving metal prices higher β BofA report*
#opinion for many years, the world's central banks have not considered silver as a reserve metal, unlike gold, due to its high volatility and significant storage costs. However, if central banks were to allocate even 1% of their reserves to the purchase of silver, global silver consumption could increase fivefold, acting as a powerful driver of silver price growth.
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β οΈπΊπΈ#stocks #us #warning #macro #bubble
Crescat: the ratio of the Nasdaq 100 to the M2 money supply has reached the level seen at the peak of the dot-com bubble in 2000.
UBS: the stock market is not yet in a bubble β but itβs getting closer, and six out of seven conditions for one have already been met.
Stifel believes the U.S. stock market is at the peak of a bubble and that it will burst in 2025 (chart)
Crescat: the ratio of the Nasdaq 100 to the M2 money supply has reached the level seen at the peak of the dot-com bubble in 2000.
UBS: the stock market is not yet in a bubble β but itβs getting closer, and six out of seven conditions for one have already been met.
Stifel believes the U.S. stock market is at the peak of a bubble and that it will burst in 2025 (chart)
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πΊπΈ#monetarypolicy #us #inflation #macro
Ρorrelation between Fed interest rates and changes in employment and inflation.
Presently, the Fed's monetary policy is considered highly restrictive (indicated by a red dot), suggesting that a reduction of at least 250 basis points may be necessary before monetary policy becomes neutral.
Ρorrelation between Fed interest rates and changes in employment and inflation.
Presently, the Fed's monetary policy is considered highly restrictive (indicated by a red dot), suggesting that a reduction of at least 250 basis points may be necessary before monetary policy becomes neutral.
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πͺ#silver #macro
BofA: traders are currently converting silver futures positions into physical silver at a record pace.
This can be driven by various market factors, such as supply constraints, higher demand for physical assets, or expectations of price volatility.
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There is a shortage in the silver market (chart)
BofA: traders are currently converting silver futures positions into physical silver at a record pace.
This can be driven by various market factors, such as supply constraints, higher demand for physical assets, or expectations of price volatility.
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There is a shortage in the silver market (chart)
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Forwarded from Scorpi18 | Investment Adviser
πͺ#silver #short #etf
Bloomberg: short interest in the largest silver ETF, #SLV, is once again approaching historic highs.
The last time it was at these levels, silver prices rallied.
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BofA: traders are currently converting silver futures positions into physical silver at a record pace (chart)
There is a shortage in the silver market (chart)
Bloomberg: short interest in the largest silver ETF, #SLV, is once again approaching historic highs.
The last time it was at these levels, silver prices rallied.
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BofA: traders are currently converting silver futures positions into physical silver at a record pace (chart)
There is a shortage in the silver market (chart)
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βοΈπ#metals #forecast
BofA: by 2030, the world is expected to face a structural deficit in many industrial metals.
Increased dependence on critical minerals requires recycling and new capacity expansion to avoid projected structural deficits in several minerals #capex #recycling
BofA: by 2030, the world is expected to face a structural deficit in many industrial metals.
Increased dependence on critical minerals requires recycling and new capacity expansion to avoid projected structural deficits in several minerals #capex #recycling
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π°π·#skorea #stocks #earningsseason #forecast
HSBC forecasts incredible earnings growth for South Korea's listed companies in 2025.
Corporate profits are expected to grow in all major Asian markets, but will begin to slow in the US. The situation will be worst in Europe, where corporate profits will decline. #us #europe
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HSBC forecasts incredible earnings growth for South Korea's listed companies in 2025.
Corporate profits are expected to grow in all major Asian markets, but will begin to slow in the US. The situation will be worst in Europe, where corporate profits will decline. #us #europe
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β οΈπΊπΈ#stocks #us #tech #bubble #macro #warning
Ρomparison of "Enterprise Value as % of US GDP" for the "Magnificent Seven" stocks today and the ten largest stocks during the dotcom bubble.
"Magnificent Seven" stocks today = 62.5% of GDP
10 largest stocks during the dotcom bubble = 30% of GDP
More and moreβand more and moreβsignals are coming in that the U.S. stock market is overheated.
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Ρomparison of "Enterprise Value as % of US GDP" for the "Magnificent Seven" stocks today and the ten largest stocks during the dotcom bubble.
"Magnificent Seven" stocks today = 62.5% of GDP
10 largest stocks during the dotcom bubble = 30% of GDP
More and moreβand more and moreβsignals are coming in that the U.S. stock market is overheated.
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π’πͺπΊ#gas #oil #europe #oilrefining
BBG: against the backdrop of rising gas prices in Europe, the use of oil for industrial purposes is becoming more cost-effective than gas. We have already seen increased gas-to-fuel oil switching and gas-to-gasoil is next.
Europe and Asia will all lean towards consuming more oil and more coal if they in any way can do so #coal #asia
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BBG: against the backdrop of rising gas prices in Europe, the use of oil for industrial purposes is becoming more cost-effective than gas. We have already seen increased gas-to-fuel oil switching and gas-to-gasoil is next.
Europe and Asia will all lean towards consuming more oil and more coal if they in any way can do so #coal #asia
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β΄οΈ#BTC #crypto
BCA Research: Ρurrently, 90% of the total Bitcoin supply is in profit, which has historically signaled peaks in Bitcoin prices β research
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BCA Research: Ρurrently, 90% of the total Bitcoin supply is in profit, which has historically signaled peaks in Bitcoin prices β research
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π#recession #world #economy
NRD: the probability of a global recession is close to zero. The global economy has solid and improving momentum, which bodes well for global equities.
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NRD: the probability of a global recession is close to zero. The global economy has solid and improving momentum, which bodes well for global equities.
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π’#oil #seasonality
February is historically the month when oil prices hit their annual lows.
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February is historically the month when oil prices hit their annual lows.
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βοΈπΊπΈ#stocks #us #tradewars #history
S&P 500 at the height of the trade wars during Trump's first term in 2019, and the present day.
According to experts at Vanda Research, the U.S. stock market may have played a crucial role in shaping Trump's approach to trade wars.
In 2019, the S&P 500 fell sharply as Trump began imposing tariffs on major trading partners. However, he unexpectedly rolled back the tariffs on Mexico and struck a deal with China shortly thereafter, and S&P 500 rebounded quickly.
Something similar can now be observed ...
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S&P 500 at the height of the trade wars during Trump's first term in 2019, and the present day.
According to experts at Vanda Research, the U.S. stock market may have played a crucial role in shaping Trump's approach to trade wars.
In 2019, the S&P 500 fell sharply as Trump began imposing tariffs on major trading partners. However, he unexpectedly rolled back the tariffs on Mexico and struck a deal with China shortly thereafter, and S&P 500 rebounded quickly.
Something similar can now be observed ...
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πΊπΈ#stocks #us #individualinvestors #sentiment
The proportion of 'bears' among individual investors in the U.S. stock market is at a historic high.
Over the past 30 years, such strong bearish sentiment has occurred only in 1990, 2009, and 2022, each time preceding the emergence of a bull market in the S&P 500.
We are unlikely to see the same market reaction this time. The key difference today is that the correction is not as deep as it was in 1990, 2009, and 2022 β experts
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The proportion of 'bears' among individual investors in the U.S. stock market is at a historic high.
Over the past 30 years, such strong bearish sentiment has occurred only in 1990, 2009, and 2022, each time preceding the emergence of a bull market in the S&P 500.
We are unlikely to see the same market reaction this time. The key difference today is that the correction is not as deep as it was in 1990, 2009, and 2022 β experts
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