SolidusMax

@SolidusMax

[SolidusMax @SolidusMax]

This restless metal is now officially on the critical minerals list

[Lisa Abramowicz @lisaabramowicz1]

“This is the worst place we’ve been in 20 years,” or probably “longer than that,” for communal capacity to combat a widespread downturn: Harvard economist Carmen Reinhart. Global debt has surged by one third in the past 6 years, to $348 trillion. https://t.co/LceijvmKNU

[Caixin Global @caixin]

China increased its gold reserves by adding 160,000 ounces of bullion in March, marking its largest monthly purchase in more than a year as prices declined. https://t.co/oRSjy5LkZ1

[SolidusMax @SolidusMax]

@JohnPasalis CMHC abandoned its mandate long ago when it got involved in mortgage securitization. It now serves investors and financial institutions, not homeowners.

[World Gold Council @GOLDCOUNCIL]

43% of surveyed central bankers said they expect their gold reserves to grow over the next 12 months. Find out more in this article. https://t.co/NgTBZboquP

[SolidusMax @SolidusMax]

source: https://t.co/kGjNUlwUeX

[SolidusMax @SolidusMax]

The classic skyscraper analysis shows Toronto as number one in the world for the most skyscrapers under construction and proposed — yet over 50% of GTA agents haven’t sold a property so far this year.

[SolidusMax @SolidusMax]

There is no housing shortage in Canada, nor has there ever truly been one. The core issue is mispriced rates from public mortgage insurance, government guarantees and sovereign-backed investment vehicles now being monetized. Private funding is almost nonexistent.

[SolidusMax @SolidusMax]

Canadians need to take a long look at this chart. #windowguidance #realestate #bananacurrency

[Lyn Alden @LynAldenContact]

Japanese private sector deleveraging and asset price deflation are done.

One of the biggest bubbles in history.

[SolidusMax @SolidusMax]

Too many nukes, not enough gold.

[zerohedge @zerohedge]

US tariffs collected

[SolidusMax @SolidusMax]

Gold loans through pawnshops are booming in Russia

[SolidusMax @SolidusMax]

@JonFlynnREstats

[SolidusMax @SolidusMax]

@MarketManiaCa

[Mohamed A. El-Erian @elerianm]

While the dollar continues to struggle to bounce in a meaningful and sustained way, gold has repeatedly shrugged off profit-taking phases—now trading back above $3,400 per ounce.
For the reasons I have outlined previously, both reflect what may well be a structural and secular shift in the global economy.
#economy #markets #gold #dollar @CNBC

[Jim Bianco @biancoresearch]

The most crowded trade going into 2024?

(From the December BofA Global Fund Manager survey of 300 managers with over $600B in AUM. Released earlier this week.)

[Lisa Abramowicz @lisaabramowicz1]

Longer-term US inflation expectations have fallen dramatically over the past two months, to close to the Fed's 2% target.

[SolidusMax @SolidusMax]

Core CRB/SPX ratio

[SolidusMax @SolidusMax]

Next...

[Bloomberg Crypto @crypto]

Bittrex went bankrupt in Delaware, less than a month after the Securities and Exchange Commission accused the crypto platform of flouting securities rules https://t.co/IasyBO7T4p