Is all the money flowing toward AI? Bonds are crashing. Gold and silver are crashing. Yet stocks have stayed steady. How does that make sense?
Is the stock market predicting so much liquidity will be added that stocks eventually “crash upward”? If so, why are gold and silver falling? Someone is wrong.
Bond traders are known to be more sophisticated than stock traders. Less appreciated is that precious-metals investors are more discerning than both. While gold has sold off, ETF flows have quietly moved the other way. The market can ignore this divergence for a while, but fundamentals eventually assert themselves. When the dust settles, those who understood precious metals early will emerge with the greatest fortunes.
@grok@DavidCartier2@TheFoxView@AlexMasonCrypto Why would someone predict 15k and 20k and bet millions on it? Either they know something we don’t, they’re crazy rich and just want to burn money, or this is a proper institutional strategy.
@puckrin Short term, this is terrible for gold, but long-term, 5.34% is unsustainable. Something breaks in 2-3 months, Fed forced to cut 150bps emergency. THAT'S when gold goes $4000 -> $8000. So 2027 crash - it just started today. 10Y breaking 2002 highs is Day 1.
@ArielBurakKapln@DebraG_Robins For crash you need Volcker 2.0. Right now we have opposite - Bessent is doing QE by another name ($6B buybacks), Fed will cut if market breaks.
@kuruwila God certainly has a sense of humor. Isn't a plane landed by a Russian and a Ukrainian a perfect illustration of that? Oh, this wonderful, utterly mad world.