Kyle_Capital

[Sasha Jovanovic @sasha_civic_gis]

@SnapdragonStdm This is deep into the first half

[Ronnie Stoeferle @RonStoeferle]

The US is pouring more capital into AI data centers in 6 years (~$930B) than the inflation-adjusted cost of the Marshall Plan, Apollo, Manhattan Project, and the Interstate Highway System — combined.

Meanwhile: AI ≈ 45% of the S&P. Energy ≈ 4%.

Everyone is overweight the thing that needs power. Underweight the power.

H/T @ekwufinance

[Francis Hunt - The Market Sniper, CMT (MBA) @themarketsniper]

When the bond market becomes a no go, you get this from the excess liquidity, a badly overvalued equity market. When that busts you get GOLD, Silver & Platinum...again, again and again

The final solution in fiat/debt devaluation times.

[Santiago Capital @SantiagoAuFund]

strange.
very very strange.

[Northstar @NorthstarCharts]

Congratulations - You're living through the 4th signal in 100 years. DON'T MESS IT UP BY LISTENING TO FAIRYTALE NARRATIVES.

[Luke Gromen @LukeGromen]

VERY big signpost...one might even call it "yuge."

[The Astronomy Guy @astrooalert]

🚨: High-definition Images of the Moon.😮

Credit: ig: ibatullin_ildar

[The Astronomy Guy @astrooalert]

The highest quality video of the moon was just released… this is so beautiful.

[The Astronomy Guy @astrooalert]

NASA Artemis passing close to the Moon

[Kyle_Capital @KyleCapital_]

@ResistWire @zerohedge @grok is this fake?

[Northstar @NorthstarCharts]

Commodities or stock markets? No need for fairytale narratives. Technical analysis keeps you on the right side every time.

[Michael A. Gayed, CFA @leadlagreport]

Unpopular opinion: central banks are about to start dumping gold to maintain their fiat power.

[Lukas Ekwueme @ekwufinance]

Most of the time, bonds don’t hedge equities.

Over the past 100 years, on a 24-month rolling average:

- Bonds moved with equities for ~80 years
- Hedged equities for just ~20 years

The belief that bonds hedge equities stems from the fact that the last 20 years
saw a negative correlation.

If you’re looking to hedge both equity and geopolitical risk,
gold is becoming increasingly attractive.

[Northstar @NorthstarCharts]

Gold, silver & stock markets - THIS IS IT...this is all you need to know now 👇

[Luke Gromen @LukeGromen]

China SHFE gold vault tonnage began rising sharply higher right around the same time that non-monetary gold became the USA's single biggest export for 1st time in 20+ years

US exported much of that gold to Switzerland; biggest Swiss gold export destination in that time? China🤔

[SilverChartist @SilverChartist]

@LawrenceLepard Agree 💯, I've got my largest cash position ever and suspect we'll get some bargains before too long.

The $DXY is fundamentally trash, but looks poised for a technical bounce.

Quick deflationary impulse incoming?

[SilverChartist @SilverChartist]

📊 $IEF: 7-10 Yr Treasury Bond ETF

I am normally not one to trade bonds, as they move slower than a sloth and lending hard-earned money to a bankrupt entity like the U.S. Government is not my cup of tea.

That said, there can be times when having exposure makes sense.

[Rick Rule @RealRickRule]

Useful

[Connor Bates @ConnorJBates_]

Here’s one of my absolute favorite short clips with Stanley Druckenmiller.

[Jesse Peltan @JessePeltan]

Imagine being on Europa and this is just up there in the sky.