RV_Commodity

Info zu Investment & Swing-Trading von Gold, Silber, Energie, Öl, Rohstoff-Aktien. Makro-Infos. Keine Anlageberatung - DYODD.

[Grey Rabbit Finance 🥕 @GreyRabbitFin]

Kevin Warsh the newly appointed Federal Reserve Chair has quietly brought on a key adviser who authored the Project 2025 chapter on the Federal Reserve.
That adviser is Paul Winfree.

Here is an excerpt from the 900 page "Mandate for Leadership: The Conservative Promise 2025” published by The Heritage Foundation. Chapter 24, written by Winfree, lays out the case for radical monetary reform.

Got Gold?

[The Kobeissi Letter @KobeissiLetter]

Inflation in Europe is rising rapidly:

Eurozone Manufacturing PMI Input Prices spiked to 80 points in May, the highest since May 2022.

This also marks the largest monthly increase in costs for firms over the last 4 years.

Furthermore, PMI Output Prices surged to 62 points, the highest in 3.5 years.

The rate companies are increasing the prices they charge for goods they produce has surged +12 points, or +24%, since the start of 2026.

This surge has been primarily driven by rising energy and raw material costs.

Meanwhile, supply chain delays are up to the highest level since the pandemic supply squeeze of 2022, adding further pressure on prices.

As a result, factories are forced to pass higher costs on to customers, which will push inflation even higher over the next few months.

Price pressures across Europe are accelerating.

[Otavio (Tavi) Costa @TaviCosta]

There is nothing more technically bullish than a 40-year resistance level turning into major support.

That is exactly where gold miners sit today.

Act accordingly.

https://t.co/7Y87Aem7Ag

[Lukas Ekwueme @ekwufinance]

Big Oil sees shortages coming

Exxon: We're nearing inventory levels that are truly unprecedentedly low.

ConocoPhillips: critical shortages of oil on the horizon.

Chevron: shortages in oil supply will begin appearing.

Saudi Aramco: fuel stocks are heading for critically low levels.

Meanwhile, markets are hitting all-time highs...

Apparently shortages don't matter until they do.

[Ronnie Stoeferle @RonStoeferle]

Hmmmmm..... ht #BOFA

[Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi]

GS Risk Appetite Indicator is in extreme territory

[RV_Commodity @RV_Commodity]

Längste wöchentliche Gewinnserie bei US Aktien seit vielen Jahren!

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Iran announces it is ending all negotiations with the US and vows to "completely" block the Strait of Hormuz, per CNBC.

Iran says it is ending negotiations due to repeated ceasefire violations including Israeli strikes in Lebanon.

Iran also threatens to block the Bab el-Mandeb Strait.

[Daily Chartbook @dailychartbook]

"Retail traders are the new price setters in the market ... Daily volumes on our cash platform are setting new highs and are on pace to finish nearly ~10% above the previous record established during the January 2021 meme-stock era."

-Citadel Rubner

[Barchart @Barchart]

Warren Buffett Indicator hits an all-time high of 236%, the most expensive stock market valuation in history 🚨🚨

[RV_Commodity @RV_Commodity]

Deutsche #Wirtschaft heute oder wie man effektiv Selbstmord begeht: Überhöhte Energiekosten heute – rationierte Lebensmittel morgen
#deutschland #energiewende
https://t.co/iMyDw1kL2M

[RV_Commodity @RV_Commodity]

Spannende Analyse zum #Ölmarkt: Die Freigabe von strategischen Reserven hat der Welt einige Wochen Luft verschafft. Doch ab Mitte Juli wird die Lage ernst und die echte Knappheit wird einsetzen!
#crude #hormus #hormuscrisis #usairan #commodities #rohöl
https://t.co/3s4WuMuhPz

[The Great Martis @great_martis]

The Dotcom bubble didn’t burst and disappear.
It only slept.

Now it’s awake again, dressed in the sleek armor of AI. Taller towers.
Braver forecasts.

The same golden story, retold with even more conviction.

Those who survived 1999 know the pattern too well
how fast the euphoria turns to ash.

This time the rise feels flawless.
Almost perfect.

That’s exactly when the ground tends to vanish.

History rarely warns twice.

It’s already whispering your name.

She's beautiful.

Free hugs at the bottom.🧸

Yours truly,
The Great Martis. ✨

[David Hunter @DaveHcontrarian]

The stock market is in what I believe is a historic,final parabolic leg of a 44 yr secular bull market.I am raising some of my targets as follows: SPX 10,000, Nasdaq Comp 36,000, DJIA 67,000, RUT 4000, QQQ 950, SMH 800, gold $7000 & silver $200. My other targets remain unchanged.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Iranian state media announces initial details of the "Memorandum of Understanding" for the US-Iran peace deal.

INITIAL DETAILS OF THE DEAL, PER IRAN:

1. US Military forces will withdraw from the vicinity of Iran

2. The US Navy will lift its blockade of the Strait of Hormuz

3. Iran has committed to restoring the number of commercial transit ships through the Strait of Hormuz to pre-war levels within 1 month

4. Iranian state media says military vessels are not included in this draft agreement

5. The management and routing of ship traffic through the Strait of Hormuz will be handled by Iran in cooperation with Oman

6. If a final deal is reached within 60 days, this agreement will be approved in the form of a binding UN Security Council resolution

US oil prices extend losses to drop below $89/barrel.

[TFTC @TFTC21]

95% of central banks expect gold reserves to increase over the next 12 months

[Lukas Ekwueme @ekwufinance]

We are in the midst of a commodity bull market

Since 2020, commodities are outperforming DM stocks.

[Bull Theory @BullTheoryio]

The last 3 major market crashes all coincided with CPI crossing above 3.8%.

Dot-com: −49%.
Financial crisis: −57%.
2022 rate hike selloff: −25%.

CPI is approaching that level again and S&P is sitting near all time highs.

[Katusa Research @KatusaResearch]

Tech bros take note

Commodities are margin monsters

[The Great Martis @great_martis]

The last time an entire monthly candle on the Semiconductor index closed above the upper Bollinger Bands was in… you guessed it, 2000. Add my 10% warning alert it’s currently sitting a staggering 16% above the upper BBs combined with an RSI that has completely left orbit, and you have a setup with zero historical precedent of NOT unwinding in spectacular fashion.

We are going up against 400 years of market data, where every single similar extreme has ended in dire consequences.

This time is no different.

Musical chairs… .

Yours truly,
The Great Martis✨