Bitcoin squiggles tried their best. Kind of sad to see it play out this way when the stock market has been running hot. Was not a good sign to see support break.
US gold producer Newmont generated an impressive $9.2 billion in free cash flow over the past four quarters - the highest by far in its history and the highest ever generated by a gold miner. 🥇👇
Assuming gold remains around the $4,500 per ounce mark and energy costs and chemical prices do not skyrocket, Newmont is expected to generate over $10 billion in free cash flow in 2026.
Major gold miners are printing cash. 💰💸
$NEM
-$16bn
I believe this is near to the most negative delta day I've ever seen.
This is put buying and call selling in size in the SPX.
very very strange, and it feels not great.
BREAKING: President Trump says he is inviting Lebanon’s President Aoun and Israel’s Prime Minister Netanyahu to the White House for the first talks between Israel and Lebanon since 1983.
Daar gaan we weer.
De Nederlandse inflatie is in maart opgelopen naar 2,7%, blijkt uit de snelle raming van het CBS. Opvallend detail: energieprijzen stegen maar liefst 6%, maar het CBS maakt daar verder geen woord aan vuil.
En op basis van wat we hebben gezien, is de kans op een verdere stijging reëel.
→ De gemiddelde spaarrente in Nederland: minder dan 1,30% volgens de DNB.
→ De inflatie: 2,7% en waarschijnlijk verder stijgend.
→ Het verschil: jouw koopkracht verdampt iedere maand harder dan je denkt.
In een wereld van superlage spaarrentes en oplopende inflatie is sparen geen deugd. Obligaties, ook voor je pensioen, evenmin.
Dat is precies de reden waarom ik het Blokland Smart Multi-Asset Fund heb opgericht. Om spaarders en beleggers een alternatief te bieden dat wegblijft van die koopkrachtvernietigende combinatie van lage rentes en hoge inflatie.
Meer weten? Bezoek onze website en download de presentatie. https://t.co/QJ3ZL4RBaI
Heb je vragen? Op de website vind je ook al onze contactgegevens.
Demand for downside protection on US stocks is rapidly rising:
The 1-month put-call skew on the S&P 500 is up to ~12 points, the steepest since December 2021.
This means investors are paying some of the highest premiums for bets on lower prices over bets on higher prices since the 2020 crash.
The put-call skew has nearly doubled since the beginning of the year.
Meanwhile, short positioning in ETFs surged for the 2nd-consecutive week and at one of the fastest rates on record.
Furthermore, ETFs have reflected over 35% of the market trading for 11 straight days, in-line with the longest streak on record seen in 2020, driven by shorts and hedging activity.
Investors are hedging at a near-record pace.
I don't like seeing silver reject below this pennant.
Feels like we may be in for a long period of corrective consolidation before buying picks up again.
Are you bullish on silver here? 🤔
@KevinSvenson_ Haha thx Kev, always level-headed. What's your take on the potential bearish engulfing candle on the weekly? Maybe few weeks consolidation to max $50-55k, reset fear & greed, fundings & OI, then squeeze up?
@truecrypto Thrill IMO (considering the extreme fundings these days and my greengrocer talking about his crypto holdings). Euphoria yet to come (i.e. extreme volume)