Andrew Thompson

Andrew Thompson is an internet marketing consultant specialising in working with businesses to leverage the power of the internet to achieve amazing ROI.

[Bai, Xiaojun @oriental_ghost]

The Zhejiang branch of ICBC has set a new record for individual users purchasing physical gold. An ordinary entrepreneur bought over 100 kg of gold in a single transaction, spending more than 90 million yuan.

[Bai, Xiaojun @oriental_ghost]

Chinese customs just released its June import data, showing that 173 tons of gold were imported, a new high since 2024.

[bob coleman @profitsplusid]

Gold Call Option Activity Alert

I have been asked to comment about the Gold call option activity at much higher strikes ( $15,000 and $20,000 per ounce).

This activity does not necessarily mean there is someone making an asymmetric bet on a 4X move for gold.

Most likely this could be a bull or bear call spread, either to grab income from time decay as the price does not reach the strike or reduce the cost of betting on a large upside move (part of a larger strategy).

Another possible scenario is not a bet on the price as much as it is more of a bet on implied volatility. Increasing call volume at higher strikes can increase implied volatility making the calls more expensive. Professionals or institutions playing the options market may be seeking higher implied volatility as a strategy to capture higher premium on other strikes. Meaning they are selling call options are other strikes to capture premium. In essence bying a far outdated call with a low probability of seeing that price could lift the implied volatility premium structure for lower strike prices.

[Bai, Xiaojun @oriental_ghost]

July 24, 2026, the PM markets data in China.

[Bai, Xiaojun @oriental_ghost]

July 23, 2026, the PM markets data in China.

[Bai, Xiaojun @oriental_ghost]

July 22, 2026, the PM markets data in China.

[Bai, Xiaojun @oriental_ghost]

July 21, 2026, the PM markets data in China.

[Bai, Xiaojun @oriental_ghost]

Today in China, while AI high-tech stocks plunged sharply, gold miners and jewelry stocks rose. There has been a big outflow of silver vaults from SHFE and SGE. Today's data is as follows:

[Bai, Xiaojun @oriental_ghost]

Because they met liquidity problem in other markets, or speculated on AI, or tried to save local currency, gold experienced a 5-month selling. Now, the virus funds have been squeezed out. The gold is about to break out. All currencies have enemies, but gold does not.

[Bai, Xiaojun @oriental_ghost]

这表明，货币战和金融战一触即发！当货币战到来时，持有纸币都是充满了不确定风险。在这一次全球性危机中，“现金为王”的时代结束了！黄金，是唯一的避险港湾，因为任何国家无论其政治体制和社会制度多么的不同，都会拜倒在黄金的脚下。纸币则不然。

[Bai, Xiaojun @oriental_ghost]

Stock markets in S. Korea, Japan, CN Mainland and Taiwan all plunged. The liquidity crisis has first erupted in Asian countries. Due to the currency collapse in some countries, "Cash is king" is outdated. Gold is the only correct choice! A comprehensive crisis is coming soon.

[Treasury Secretary Scott Bessent @SecScottBessent]

As America commemorates 250 years of independence, the @usmint will begin striking this new $1 gold coin to honor the enduring legacy of liberty and a lasting symbol of patriotism. Featuring President Trump, it celebrates the strength of American values, and the promise of a nation dedicated to preserving freedom for all.

[Bai, Xiaojun @oriental_ghost]

无论采用什么技术，无法改变元素的物理特性。银的导电性优于铜。铜可以替代银，代价是牺牲部分品质。中国市场有各种品牌的太阳能组件，银的含量不同，效率不同，价格也就不同。中国古语：便宜无好货，一分钱一分货。我不赞同投机白银，但是科学归科学。

[Bai, Xiaojun @oriental_ghost]

July 16,2026, the PM markets data in China.

[Bai, Xiaojun @oriental_ghost]

Some people believe that it is impossible to revaluate the value of gold. But Bessent did it already at the current market price. The question is that revaluation should not be based on market prices, but on the scale of debt, guiding the market to adapt to revaluation.

[Bai, Xiaojun @oriental_ghost]

Bessent was the first US Treasury Secretary to pay attention to Fort Knox gold. Don't forget that $1 T is only enough to pay interest on the total debt for one year. The revaluation of gold is urgently needed. Can the game of issuing new debt to repay old ones continue forever?

[Bai, Xiaojun @oriental_ghost]

July 15, 2026, the PM markets data in China.

[Bai, Xiaojun @oriental_ghost]

July 14, 2026, the PM markets data in China.

[Jaime E. Carrasco @IJCarrasco]

BREAKING:

U.S. federal debt has reached a record $39.4 trillion — and climbing.

US annual interest expense has reached a record $1.35 trillion — and climbing.

At the same time, long-term credit yields are rising across the globe signaling worsening credit risk.

Central Bank continue to take physical gold of the market to hedge for rising credit risk.

Meanwhile 96% of Western investors remain without a meaningful monetary hedge, as if gold weren't money and credit carried no risk.

Central banks clearly disagree.

The debt is rising.
The interest cost is rising.
The yields are rising.

And the institutions closest to the monetary system continue accumulating gold.

Carrasco Wealth Management (CWM)
[email protected]

[Bai, Xiaojun @oriental_ghost]

CN Customs just released new data: Exports denominated in USD increased by 27% year-on-year in June; Imports increased by 36% year-on-year, both significantly higher than expected. The People's Bank of China has the strong ability to continue importing physical gold.