🔥Central bank demand for gold is accelerating:
World central banks acquired 41 tonnes of gold in May, following ~20 tonnes in the prior month.
Year-to-date, Poland has been the biggest buyer, adding 64 tonnes and bringing its total gold reserves to a record 614 tonnes, on track to reach its 700-tonne target.
This is followed by Uzbekistan, which added 33 tonnes. Notably, the country's gold reserves now stand at 87% of its total FX reserves.
Meanwhile, China has bought gold for 20 consecutive months, adding 25 tonnes year-to-date and increasing its gold reserves to a record 2,331 tonnes, or 9% of total FX reserves.
Central banks are aggressively buying every dip in gold.
Strategy has sold 3,588 $BTC for $216 million to fund dividends on our Digital Credit securities. As of 7/5/2026, we hodl ₿843,775 in our BTC Reserves and $2.55 billion in our USD Reserves. https://t.co/Cssgz29Psj
⚠️Bearish bets on US equities are up to a CRISIS LEVEL:
Short interest in the median S&P 500 stock jumped to 3.2% of market cap, the highest since the Great Financial Crisis.
This is DOUBLE the level seen during the 2020 market recovery.
At the same time, short interest among the most heavily shorted 10% of S&P 500 stocks surged to 8.0% of market cap, the highest in 6 YEARS.
Both metrics now are WAY ABOVE the MARKET CRASH levels that followed the 2000 Dot-Com Bubble burst.
Are some investors positioning for another market crash?
Heavy rotations is creating a market of big winners and big losers on a daily basis. I call it Rotational Volatility. The AI related space is sucking capital from a number of areas, and that is powering some stocks to very extended levels as well as fueling powerful bottom fishing rallies. It's a wild ride and not for the faint of heart. When volatility is too high for my risk tolerance, I do one of two things: a. sit out or play small. b. sharpen my timing and tighten my stops. https://t.co/JXzFFTmMtn
The market's character is still one of a bear market or cyclical correction; strong open, fade into close and major average living below the 200-day line. Before a reliable bottom can be established, we need to see better price and volume action, including better action from breakout names forming bases.
We are clearly NOT out of the woods yet. The market backdrop is one where sentiment has improved with rising pessimism, but not a full capitulation. The VIX has reached bear warning levels, but remains below true washout extremes. A volatility washout is not required for a bottom, but would add conviction.
Bullish Scenario
--The war ends
--Oil prices recede
--Stagflation concerns ease
--Central banks continuing their easing trajectory
Under this scenario, we would expect:
-A broadening market advance
-Emergence of new leadership from sound bases
-A Follow-Through Day (FTD) on the NYSE and/or NASDAQ confirming institutional buying with little in the way of immediate distribution
-Significant drop in volatility
Bearish Scenario
--The war persists or escalates
--The Strait of Hormuz remains disrupted
--Oil prices make new highs
--Stagflation becomes evident in hard economic data
This would likely result in:
-Limited general market rally attempts with most breakout stocks failing
-Lack of follow-through from breakout names
-Further deterioration in breadth and leadership
-Dearth of setups in buyable position
-Continued elevated volatility and distribution
In that case, sentiment would likely need to reach higher levels of pessimism before a durable market bottom could form. In its absence, and end to the factors that are pressuring the market could cause the market to bottom in less dramatic fashion.
⚠️BREAKING:
*TRUMP: DENMARK, NORWAY, SWEDEN, FRANCE, GERMANY, THE UNITED KINGDOM, THE NETHERLANDS, AND FINLAND TO FACE 10% TARIFF STARTING FEB. 1 OVER GREENLAND MATTER
*TRUMP: TARIFFS OVER GREENLAND WILL INCREASE TO 25% ON JUNE 1
A winning trade gives you money.
A disciplined trade gives you a future.
The money from one lucky win will eventually be lost.
The skill of discipline, forged through both wins and losses, is the asset that will generate wealth for a lifetime.
Chase discipline, not money.
The money will follow.
Good night 😴
"Decisions:
• If you can’t decide, the answer is no.
• If two equally difficult paths, choose the one more painful in the short term (pain avoidance is creating an illusion of equality).
• Choose the path that leaves you more equanimous in the long term."
@naval
“It is not the critic who counts; not the man who points out how the strong man stumbles, or where the doer of deeds could have done them better. The credit belongs to the man who is actually in the arena, whose face is marred by dust and sweat and blood; who strives valiantly; who errs, who comes short again and again, because there is no effort without error and shortcoming; but who does actually strive to do the deeds; who knows great enthusiasms, the great devotions; who spends himself in a worthy cause; who at the best knows in the end the triumph of high achievement, and who at the worst, if he fails, at least fails while daring greatly, so that his place shall never be with those cold and timid souls who neither know victory nor defeat.” –President Theodore Roosevelt
BREAKING: President Trump sends out more “tariff letters” with the following tariff rates announced today:
1. Cambodia: 36%
2. Thailand: 36%
3. Bangladesh: 35%
4. Serbia: 35%
5. Indonesia: 32%
6. Bosnia: 30%
7. Tunisia: 25%
8. Japan: 25%
9. South Korea: 25%
These tariffs are set to go live on August 1st.
President Trump says any retaliation will be met with increased tariffs.
@PZeroT1@gnak29300274@BeijingDai Nếu không thể làm được gì mà bạn thấy đau lòng và ghen tị với Việt Nam quá thì ra Việt Nam liếm cái cu của bọn tao đi bọn thất đức.
@gnak29300274@BeijingDai Vietnam fucking china forever 😂😂 có vẻ người trung quốc thấy Việt Nam đặt được thỏa thuận có lợi nên ghen tị quá nhỉ, nếu như vậy hãy đến liếm cái cục cặc của người Việt Nam na😂