Here's a long term chart of Gold with our quantitative signal.
For the week of 4/14/2025,
GOLD State: BULLISH ๐
$GLD $GDX #Gold#inflation#recession#moneysupply#M2 $BTC #bitcoin
https://t.co/UtTwpz7wmP
Gold continues to outperform everything, hitting another all-time high. This is likely due to rising M2 money supply. As we shared on X, the price of Gold has been moving in lockstep with Chinaโs M2 money supply since 2022 $GLD $GDX $BTC #Gold#recession
https://t.co/UtTwpz7wmP
Here's a long term chart of the Crude Oil futures with our quantitative signal.
For the week of 4/14/2025,
Crude Oil State: BEARISH ๐
https://t.co/UtTwpz7wmP
$USO $BNO $XLE $KSA $UAE #recession#TariffWar#tradewar#inflation $USG
Crude Oil recovered near the end of the week, but remains Bearish. Therefore, Crude Oil is not signaling inflation rising or economy recovering yet $USO $BNO $XLE $KSA $UAE #recession#TariffWar#tradewar#inflation $USG
https://t.co/UtTwpz7wmP
Here's a long term chart of TLT with our quantitative signal.
For the week of 4/14/2025,
U.S. Long Bonds State: NEUTRAL โธ๏ธ
ly update on substack: https://t.co/UtTwpz7wmP
$TLT $IEF $SHY #basistrade#tradewar#tariffspause#tariffsonChina#FederalReserve
U.S. Long Bonds had a massive volatile week. Reasons mentioned by the media include Basis Trade hedge funds blowing up and the Fed refusing to cut interest rates. Regardless of the reason, our U.S. Long Bonds signal turned neutral this week $TLT $IEF $SHY
https://t.co/UtTwpz7wmP
Here's a long term chart of the U.S. Dollar index with our quantitative signal.
For the week of 4/14/2025,
U.S. Dollar index State: BEARISH ๐
$UUP $FXE $FXY $FXB #forex#usdollar#tradewar#tariffs
https://t.co/yLcut2ACgn
The U.S. Dollar is the most critical economic signal in the world. This week, the Dollar index DXY took a big hit, closing the week below the 100 level. A weak dollar is stimulative for the world economy, but effect lags a few months $UUP $FXE #tradewar https://t.co/yLcut2ACgn
Weekly update is out! Trump #Tariffs the world and bond traders blow up in Basis Trade... what effect did it have on the economy going forward? #tradewar2025
Updates for
*U.S. #Dollar $UUP ๐ฃcrash *
*Bonds $TLT whiplash
*Oil $USO
*#Gold $GLD moons
โก๏ธhttps://t.co/HRoE8qhVIg
We didn't know it back then, but this foreshadowed the weakness in the U.S. Economy that we're seeing now. We didn't know why the signal in our data changed at the time. You usually find out after the fact, but by then it's too late to make a move.
https://t.co/qFU6jbUnkt
The U.S. Dollar Index (DXY) pushed below 100 for the first time in a long while, but the turn lower started in February. Our U.S. Dollar signal turned from Bullish (Green), to Neutral (Yellow), and finally Bearish (Red).
#USDollar#fed $dxy $uup #gold#investing#tariffswar
Gold was no longer correlating with Japan's M2.
Gold started moving in sync with China's M2. [2nd CHART]
When will Gold start turning lower?
See what our data shows for the direction of Gold: https://t.co/V2oxsgo04V
#gold#goldprice#mag7#goldreserve#trumpgold#china $GLD
Gold is up 18% in 2025 and 36% over the past year, unaffected by tariffs or any other news.
Since the Great Financial Crisis (GFC) in 2008, the price of Gold has moved eerily in lockstep with Japan's M2 Money supply [1st CHART]
But in 2022, everything changed for Gold...