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Force-majeure - the afternoon tape After the flush, the market turned sticky to buy, I commented this morning. If you weren’t long first thing you weren’t going to get another shot… From London AM onward, gold & silver has just ground higher all day - no real dip, no air…
$XAG $64 flush low felt as cathartic as the $121.49 rejection c. 50% retrace off highs, done its job. 1. Physical tightness hasn’t gone away. Got worse 2. Chinese mega-short now out there. 3. Chinese ETF long trapped but specs largely washed out. 4. Comex vs SHGE now both…
No asset investment besides gold and silver could be down 14% after hours and just make you chuckle. Bullion banks have reached the point of desperation
And the tell was attempting to constrain silver at <10% week-over-week moves .. that has tipped it all over. It is a brave new world folks. "Precious metals seem to have touched off a VAR shock that now risks rippling into cross asset vol" -@PauloMacro
Current factor volatility and quant damage is liable to touch off a de-grossing that not many are prepared for. Precious metals seem to have touched off a VAR shock that now risks rippling into cross asset vol in what I have previously described as Release the Kraken or 'Rolling…
Doth protest too much: "I'm not exaggerating"
What's happening in Panama with the "China-owned" ports (which actually aren't China-owned) is absolutely extraordinary: after the U.S. failed to have BlackRock buy the ports, they're effectively outright stealing them with the help of Panama's Supreme Court. I'm not…
The Clawbots are an intangible approximation for what Optimus will tangibly do; replace many many simple to complex irl tasks, margionalizing those who have little creativity or imagination. If you have no idea what I'm speaking of, you better begin research.
It's a weird time. I am filled with wonder and also a profound sadness. I spent a lot of time over the weekend writing code with Claude. And it was very clear that we will never ever write code by hand again. It doesn't make any sense to do so. Something I was very good at is…
We are in the beginning of the Singularity
Weekend reading 👇
Just a FYI. Today in slive was a 16.7 sigma event 🤯 .. this is statistically ridiculous* @PeterLBrandt *new technical term I'm introducing.
A ten sigma event is engineered because it only happens everything 5.25 septillion years A septillion is 1 followed by 24 zeros. Basically it is impossible unless engineered. That was what happened today. Anyone claiming this was a normal market move today either doesn't…
And hilarity ensues .. come on @CMEGroup, go to 100% and get this over with and see who's swimming naked.
CME MARGIN HIKE ALERT ON ALL PRECIOUS METALS A Second MARGIN increase in 3 days. Maintenance increases A 33% increase for gold futures A 36% increase for silver futures A 25% increase for platinum futures A 14% increase for palladium futures This is going into effect Monday Feb…
Pay attention humans, agi approaches
Hello folks, if you own silver producers that are smelting in Asia or have the wherewithal to sell to Asia, this is all you need to know: China will gladly buy all the silver you have to sell .. Shanghai premium hits $29/oz, up 50% in one day.
Hit my upside target of $121 earlier today that I posted about on January 9th .. bet we see that again & probably higher overnight in Asian trading. This is relentless & for good reason: A Phase Shift dominated by a return to Economic Statecraft from Economic Policy. @uselinkinv
Ohhh, its coming this quarter. May only be $95, but that's enough. Upside target is $121.
Bullseye
You might be sure to note that nearly all of the selling this week in silver has occurred during U.S. market hours. The U.S. sells/dumps digital derivatives and paper promises while the rest of the world buys/accumulates physical metal.
Very exciting: "we are also ready to do our first Blindsight augment that will enable those who have even complete loss of vision to see in low resolution at first, leading to high resolution over time."
Congrats to the @Neuralink team for helping many people who have lost use of their body with our Telepathy implant that enables computer use simply by thinking! The next generation Neuralink cybernetic augment with 3X capability will be ready later this year. Pending regulatory…
Excellent summary for previous levels of gold to % of foreign held UST, and potential confidence therein: "Assuming no further rise in foreign held USTs, gold would have to rise: 50% to get to 1989 levels 3x to get to LT average levels 9x to hit 1980 levels"
After this rally in gold, the market value of US official gold as a % of foreign-held USTs is up to 14%. Assuming no further rise in foreign held USTs, gold would have to rise: 50% to get to 1989 levels 3x to get to LT average levels 9x to hit 1980 levels
If you been following along since last spring, a few of us suggested the below for 🇨🇳 and Xi was very near .. and here we are: "Xi’s absolute authority has, for the first time, been openly challenged. The risk of a flashpoint is rising."
🔥 Breaking: It is NOT over yet. Latest first-hand information: Zhang Youxia case is far from settled. Both sides (Xi and Zhang) are currently locked in a dispute over the legality of the arrest. Zhang’s family members and some of his subordinates have publicly expressed…
Being a Tesla project from the ground up, Optimus should thereby increase the value of its creator exponentially.
Fascinating 🇨🇳 foundational analysis worth your Saturday read.
My take on Zhang Youxia’s downfall: I personally believe that the rumors I previously reported about Xi Jinping losing power or partially losing power are real. However, the CCP elders who initiated that soft coup—Hu Jintao, Wen Jiabao, and Zhang Youxia who cooperated with…
In other words, shortages of copper are coming as there is little at-the-margin to even consider for passive investment. Thanks to @oriental_ghost for the reporting.
After the gold and silver bars were sold out, Shui Bei market launched investment copper bars and is also preparing to launch investment iron bars. This crazy move was stopped by regulatory agencies. Experts say that buybacks can only be done at scrap collection stations.
This is absolutely hilarious .. read to the end for the coup de grâce.
Tons of headlines from Davos. Here’s a quick run down… Trump: we want Greenland & battleships! Techbros: Look At Me. AI is the Captain now. Carney: I’m not communist, Trump is the commie! Starmer: We sold a major US Navy Base 😜 Newsom: You need to hate 🇺🇸 MORE Macron:…
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