Jesse Colombo

Publisher of the best-selling precious metals newsletter, The Bubble Bubble Report. Recognized by the London Times for predicting the Global Financial Crisis.

[Jesse Colombo @TheBubbleBubble]

Global bond yields hit fresh two-decade highs Wednesday, hastening the eventual arrival of yield curve control.

Learn more in my latest analysis:

https://t.co/HZ4JnWfyRC

$PHYS $PSLV

[fred hickey @htsfhickey]

Roque pointed out on a chart of the 10-year Treasury yield going back the last five decades 16 instances where it experienced a rapid advance like it is now. During each and every move, some sort of financial calamity resulted.

“We should be prepared or forewarned that rates are rising and something is going to break,” Roque warned.

“Something always breaks,”

With a VIX "fear gauge" at just 15+, sentiment still extremely bullish, FINRA margin debt up 37% Y/Y to $1.45T (and that's just a portion of the leverage in the market), virtually no investors are "prepared or forewarned that rates are rising and something is going to break."

Today's investors are brazenly complacent (as they were in early 2000 and again in 2007 to early 2008) and that's a dangerous position to be in (again).
https://t.co/LyQa9cJiFu

[Jesse Colombo @TheBubbleBubble]

Global bond yields hit fresh two-decade highs Wednesday, hastening the eventual arrival of yield curve control.

Learn more in my latest analysis:

https://t.co/HZ4JnWfyRC

$PHYS $PSLV

[Kitco NEWS @KitcoNewsNOW]

Fidelity’s Timmer values gold at around $5,000

Jurrien Timmer, Director of Global Macro at @Fidelity Investments, says his global M2 regression puts #gold’s value around $5,000 as it shifts from a real-rate trade toward a liquidity-driven one.

https://t.co/VMzC46wGAp

[Porter Stansberry @porterstansb]

Gee, I wonder why inflation keeps going higher...

[TheGladiator @TheGladiatorHC]

Bill Holter sees gold potentially exceeding $180,000 an ounce in a major monetary crisis. He calculates that backing roughly $40 trillion in U.S. debt with reported gold reserves would imply a price just below $180,000. He also believes silver could surge as capital moves into precious metals, with the gold-to-silver ratio potentially returning to 16:1

[Josh Philip Phair @JoshPhilipPhair]

Not many understand why Copper is doing it's thing.

Just hit a 22 year high today.

We are in a Commodity Super Cycle, and it is far from mature.

[fred hickey @htsfhickey]

Below is the main reason why gold is holding up so well despite rising interest rates, a relatively strong US dollar (temporarily) and the Western investors' ill-advised ardor for AI bubble stocks. Shouldn't take much buying from Western investors to send gold into another rollicking rally.

FT: "China has spent a record sum importing more than 1,000 tonnes of gold this year as the central bank and local investors pour cash into bullion amid rising geopolitical tensions abroad and poor returns on local assets."

"The world’s second-largest economy spent $158.8bn on gold in the first eight months of the year. That compared with spending of $96.5bn for all of 2025 on 886 tonnes of gold."
https://t.co/o8ju9KNCS6

[Jesse Colombo @TheBubbleBubble]

The precious metals complex breathed a sigh of relief after Wednesday’s Fed meeting and has reset its overbought conditions, positioning it well for the next phase of the recovery.

Get the full picture in my latest analysis:

https://t.co/BtXgBBaRm9

$PHYS $PSLV

[Barchart @Barchart]

Global Central Banks now own the most Gold this century 🚨🚨🚨

[Jesse Colombo @TheBubbleBubble]

The precious metals complex breathed a sigh of relief after Wednesday’s Fed meeting and has reset its overbought conditions, positioning it well for the next phase of the recovery.

Get the full picture in my latest analysis:

https://t.co/BtXgBBaRm9

$PHYS $PSLV

[Hedgeye @Hedgeye]

The U.S. Dollar has lost 30% of its purchasing power over the last six years

[QE Infinity @StealthQE4]

Let’s raise rates and then inject free money into the system a few days later.

What a complete cluster.

What’s the point in hiking rates if you’re just going to keep printing money?

Complete clown show.

[Jurrien Timmer @TimmerFidelity]

The monthly chart shows that we remain in a secular bull market for commodities. This suggests that consumer inflation will remain sticky for some time, with the cost of capital to follow.

[Jurrien Timmer @TimmerFidelity]

Gold has rebounded from its support at $4k and based on global liquidity and rising demand we could easily see $5k or higher in the coming months.

[Hedgeye @Hedgeye]

Gold reserves hits $5 trillion, overtaking U.S. Treasuries as the world's top reserve asset

[Dave Bateman @Davebatemanda]

Action in metals today is quiet interesting.

Day after a rate hike, plus expectations of at least 1 more hike.

Gold up nearly $100 and Silver $2.50.

[Nostra, House of Gold @Nostre_damus]

Gold & Silver are busting loose

The bankers are in disbelief

[Josh Philip Phair @JoshPhilipPhair]

Action in metals today is quiet interesting.

Day after a rate hike, plus expectations of at least 1 more hike.

Gold up nearly $100 and Silver $2.50.

[QE Infinity @StealthQE4]

Just an observation:

Futures are ripping higher today(DOW +512) after yesterday’s rate hike and drop.

How can you not think markets are RIGGED in some way?

Is the Fed or Treasury buying stocks?

The eternally up move in stocks just gets suspect after 17 years.