Jonathan Gane

CRO at Orchestrade. Fintech investor. Ex-hedge fund manager. Tech, macro, markets, investing, food, art, music, AI ... & Liverpool FC. Not financial advice.

[Barchart @Barchart]

BREAKING 🚨: U.S. Dollar

Gold has overtaken U.S. Treasuries as the World's Top Reserve Asset 🤯👀

[Barchart @Barchart]

JUST IN 🚨: Stock Market Shiller PE Ratio on the verge of taking out its Dot Com Bubble all-time high 🚨🤯👀

[Impressions @impression_ists]

When Van Gogh found Ukiyo-e in Paris, it broke his brain.

Europe was obsessed with realistic depth.

Japanese woodblocks brought flat, vivid colors, and radical compositions.

For Vincent, this was total liberation.

He threw out the rules, using the "floating world" style to unlock raw emotion.

You can see it from Almond Blossom to The Starry Night.

Monet, Degas, Gauguin, Art Nouveau...

Without Ukiyo-e, modern art simply doesn't happen.

[Impressions @impression_ists]

Claude Monet, Etretat, Sunset

[Olga Tuleninova 🦋 @olgatuleninova]

Edward Hopper
The solitude, 1944.

[Richard Morris @ahistoryinart]

Four years before John Constable painted this in 1821, John Keats was writing about 'Negative Capability: 'when man is capable of being in uncertainties, mysteries, doubts without any irritable reaching after fact & reason.' This is what negative capability looks like in paint.

[Impressions @impression_ists]

Sunset by Gustave Courbet

[katy moukakou @princessekateri]

Mark Rothko

* 1967

[Otavio (Tavi) Costa @TaviCosta]

Powell doesn’t seem particularly concerned about inflation.

Plenty of “tools” left in the toolbox, apparently :)

Two words come to mind:

Hard Assets.

https://t.co/hITFzs7Q38

[Richard Morris @ahistoryinart]

John Nash became well known for his work painted in watercolour during WW1; post-war he started painting in oils. His work owed much to French landscape painting; an evocative style with a sense of tight construction, as is evident in this painting of the Isle of Skye (1974)

[Barchart @Barchart]

BREAKING 🚨: Gold

Gold suffered its biggest weekly decline in more than 40 years 📉📉

[The Kobeissi Letter @KobeissiLetter]

US gold reserves have never been this small relative to government debt:

Gold reserves now reflect just 3% of US federal debt, one of the lowest readings on record.

This comes despite the US holding 8,133.5 metric tons of gold, the largest stockpile in the world, and prices surging to record highs.

By comparison, the ratio was ~18% in 1980, or 6x higher.

At the same level of reserves, gold prices would have to rise +400%, to $26,000/oz, to match the 1980s peak.

Meanwhile, in the 1940s, gold reserves backed over 50% of federal debt.

To match the 1940s ratio, gold would need to surge +1,340% to ~$75,000/oz.

Gold reserves are highlighting just how astronomical US debt has become.

[Impressions @impression_ists]

Gustav Klimt, On Lake Atter

[Impressions @impression_ists]

John Singer Sargent, Staircase in Capri

[Barchart @Barchart]

Japan, we have a problem 🚨🚨 40-Year Bond Yield soars to 4.215%, the highest level in history 🤯👀

[Barchart @Barchart]

JUST IN 🚨: Japan's 40-Year Treasury Yield jumps above 3.87%, its highest level in history 👻😱

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Shanghai silver prices soar to a record $105/oz, now trading at a massive +$13/oz premium to spot silver prices in the US.

The physical silver shortage in China is intensifying.

[Barchart @Barchart]

Warren Buffett Indicator hits an all-time high of 224%, the most expensive stock market valuation in history 🚨🚨

[alaska r.c.h. @145k4]

new years thinking about

rothko - no.4, no.6, no.8 , 1964

[Barchart @Barchart]

BREAKING 🚨: U.S. Banks

Fed Reserve just pumped a staggering $31 Billion into the U.S. Banking System through overnight repos 🤯 This is the LARGEST liquidity injection since Covid and surpasses even the peak of the Dot Com Bubble 👀 Happy New Year!!!