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View all articlesBitcoin is even scarcer than you probably realize (from Bitcoin_apex via Twitter on August 13)…
Read articleThis is what drives Bitcoin’s “parabolic” rallies (from Joe Burnett via Twitter on August 14)…
Read article“On-chain” data show 75% of all Bitcoin in circulation is held by long-term holders (LTH). The last time this was the case was in late 2015, when Bitcoin went on to soar nearly 8,000% over the next two years (from Root via Twitter on August 14)…
Read articleSeveral highly reliable signals suggest a recession is imminent. The Institute of Supply Management (ISM) Purchasing Managers Index (PMI) fell to 46 in June. Over the last 70 years, similar levels have indicated the U.S. was already in a recession with very few false positives (from Charlie Bilello via Twitter on July 3)…
Read articleAnd as Michael Kantro – Chief Investment Strategist at investment bank Piper Sandler – reminds us, every impending recession looks like a “soft landing,” until it doesn’t (from Kantro via Twitter on July 22)…
Read articleThe LEI has also now contracted for 15 consecutive months, a streak that has only occurred twice before: during the severe recession of 1973-1974 and the Great Financial Crisis of 2007-2009 (from Liz Ann Sonders via Twitter on July 21)…
Read articleThe Federal Reserve’s preferred measure of the U.S. Treasury yield curve has never been this inverted without a severe recession following (from Ian Harnett via Twitter on July 5)…
Read articleThe Conference Board’s Leading Economic Index (LEI) – which tracks a basket of indicators whose changes tend to precede changes in the real economy – also declined again in June, bringing its current “peak-to-trough” drawdown to -9.9%. Since 1960, contractions of this magnitude have only occurred when the economy was already in a recession (from Liz Ann Sonders via Twitter on July 21)…
Read articleU.S. households’ net worth is declining sharply for only the second time in 35 years (from Game of Trades via Twitter on July 7)…
Read articleToday’s macro environment shares some “uncomfortable” similarities with some major stock market tops of the past (from The Variant Perception Blog on June 30)…
Read articleU.S. shale production is set to fall next month for the first time this year (from Reuters via Nasdaq.com on July 17)…
Read articleThe shale oil industry is shutting down drilling rigs at the fastest pace in years (from The Wall Street Journal on July 17)…
Read articleA startup aimed at commercializing a more advanced form of nuclear energy – and backed by OpenAI founder Sam Altman – is set to go public (from the Financial Times on July 11)…
Read articleWhile many investors have been shunning investments in fossil fuels, Warren Buffett’s Berkshire Hathaway has been doubling down. In addition to its ongoing purchases of Occidental Petroleum (OXY), Berkshire just made another big investment in U.S. liquefied natural gas (LNG) (from Stephen Stapczynski via Twitter on July 10)…
Read articleJosh Young – portfolio manager for energy-focused investment firm Bison Interests – shares his view on the oil markets, including the implications of an impending recession and the long-term outlook for supply and demand (from Public’s Leading Indicator podcast on July 5)…
Read articleToyota reportedly makes a massive breakthrough in electric car battery technology (from The Guardian on July 4)…
Read articleThe chart below suggests gold is one of the cheapest assets in the world today (from FFTT Tree Rings on July 21)…
Read articlePeriods of low volatility during uptrends – like we’re experiencing today – tend to be very bullish for gold (from Aazan Habib, Paradigm Capital via The Daily Shot on July 14)…
Read articleThe Russian government claims BRICS nations will announce a new gold-backed currency next month (from Kitco News on July 7)…
Read articleThe gold/silver ratio suggests silver remains historically undervalued today (from Jesse Felder via Twitter on July 6)…
Read articleSurging solar panel demand is beginning to “squeeze” silver supplies (from Bloomberg on July 2)…
Read articleElliott is also now targeting troubled drugmaker Catalent (from The Wall Street Journal on July 19)…
Read articleActivist shareholder Elliott Investment Management has established a huge position in offshore oil driller Seadrill Limited (from KEDM’s Monday Monitor on July 17)…
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