Colorics

[The Kobeissi Letter @KobeissiLetter]

What just happened?

The S&P 500 just erased nearly -$2 TRILLION of market cap just hours after 3rd strongest US jobs report in 18 months.

Meanwhile, Bitcoin is officially down over -50% from its record high in October 2025.

What's happening? Let us explain.

(a thread)

[JustDario @DarioCpx]

⚠️ 👀

[JustDario @DarioCpx]

I think this is the best example, easy to understand for younger generations, of why to buy physical gold as protection against the evaporating purchasing power of fiat currencies:

- Cost of the FIRST iPhone: ~0.92 oz of gold
- Cost of the iPhone17 Pro Max 1TB memory: ~0.36 oz

[Hedgeye @Hedgeye]

It currently costs $87K to mine a bitcoin only worth $67k

[JustDario @DarioCpx]

While everyone’s attention is completely elsewhere, fireworks can begin in any moment here in Japan 👀

[LM @loyalmoses]

OFFICIALLY SIGNED: New York just banned online sales of CNC machines, lathes, and 3D printers. Required surveillance software on every one.

And there's a bill in committee to require a background check to buy them at all. Look around you at who didn't fight, or who ONLY appeared to fight once they saw my video views pouring in. 🤔 Video soon!

[Hedgeye @Hedgeye]

The U.S. Dollar has lost 30% of its purchasing power over the last six years

[JustDario @DarioCpx]

The JPY is close to setting off fireworks again

[Hedgeye @Hedgeye]

U.S. Credit card delinquency rate surges to 13.1%, highest in 15 years

[DaVinci @BiancoDavinci]

The wooden lacework on the facade of this house built in 1896 for Georgian prince. Tbilisi, in Georgia.

[Jeffrey Gundlach @TruthGundlach]

AI energy, materials and water needs might be the catalyst for the 4th turning kicking into high gear. Might turn out that human workers will be cheaper than AI, given resource limitations.

Imagine that!

[Bai, Xiaojun @oriental_ghost]

May 22, 2026, the PM markets data in China.

[TreasuryBonds.com @TreasuryBonds1]

The SpaceX IPO will be the largest in history.

SpaceX claims their TAM is $28 trillion.

Their current valuation implies they will trade at 93x revenue.

[Luke Gromen @LukeGromen]

This is exactly what has been happening, in plain sight.

China has offshore CNY clearing banks in every major gold hub in the world (London, Switz, Dubai, Singapore, HK, Shanghai), & Swiss gold exports to Saudi have exploded higher in recent years:

[maneco64 @maneco1964]

Sell the Long Bond and wear diamonds! None of the experts saw the prospect of a 5% yield in the early part of this decade. This chart tells us 9% by the end of the decade is a possibility.

[JustDario @DarioCpx]

SHFE and SGE silver inventories are rising fast, yet the “China premium” is still 10$. What’s happening here is industrial demand for silver remains strong, but in order to survive and remain a “commodity” market, exchanges cut access to physical silver to non-industrial players

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The UK's 30Y Government Bond Yield surges to 5.85%, its highest level since March 1998.

Global bond markets are bracing for severe inflation.

[Peter St Onge, Ph.D. @profstonge]

A quarter of all the money in the world was printed since Covid 🤯

[MBAeconomics @MBAeconomics1]

#Silver breaks $89.

It’s not too late to sell bitcoin and buy silver.

Bitcoin is down $2,000 this morning.

Silver is superior to bitcoin in every way. It is the future. Bitcoin is the past.

For those that agree, enjoy the Lambo!

For those that don’t, have fun staying poor!

[The Kobeissi Letter @KobeissiLetter]

While April CPI inflation rose to 3.8%, inflation is much higher in many basic necessities:

1. Energy Commodity Inflation: +29.2%
2. Gasoline Inflation: +28.4%
3. Airfare Inflation: +20.7%
4. Energy Inflation: +17.9%
5. Electricity Inflation: +6.1%
6. Fruits and Vegetables Inflation: +6.1%
7. Hospital Services Inflation: +5.5%
8. Motor Vehicle Repair Inflation: +5.1%
9. Apparel Inflation: +4.2%

This has driven cumulative inflation since 2020 to +29%, meaning goods that cost $100 in 2020 now cost $129 today.

Inflation remains a major issue for Americans.