The information here is delayed by a few months, members get the most recent content.Date Found: Wednesday, 13 October 2021, 05:30:51 PM
Comment: @TFMetals #NotTransitory #stagflation
Date Found: Wednesday, 20 October 2021, 06:10:29 PM
Comment: @TaviCosta The game is only getting started. Major catch up for silver still ahead of us.
Date Found: Wednesday, 20 October 2021, 06:12:20 PM
Comment: @TaviCosta Interesting how it’s actually quite normal for gold to struggle after breaking out to new highs. We saw a similar price behavior in 1978 and 2008. More importantly: During both times, gold prices came screaming back and immediately resumed its long-term trend.
Date Found: Tuesday, 02 November 2021, 04:53:53 PM
Comment: @TaviCosta A domino effect. The steep rise in Ammonia prices suggests agricultural commodities are the next ones to move.
Date Found: Tuesday, 02 November 2021, 04:55:45 PM
Comment: @TaviCosta Back to fundamentals: Gold and silver miners have never looked this cheap relative to the S&P 500. Their free-cash-flow yield is almost twice the overall market. The value and growth proposition embedded in miners today is unmatched by any other time in history.
Date Found: Sunday, 07 November 2021, 04:54:24 PM
Comment: Well this would be a rush!
Date Found: Monday, 08 November 2021, 07:09:32 PM
Comment: "As inflation continues to develop in the economy, see below the incredible link between #silver and CPI since the Global Financial Crisis." highlights @TaviCosta
Date Found: Tuesday, 09 November 2021, 06:48:41 PM
Comment: @AltcoinDailyio The Economist magazine depicting Cardano, Ethereum, Bitcoin & Litecoin logos on the cover.
Date Found: Wednesday, 10 November 2021, 06:04:50 AM
Comment: @TaviCosta Economic deceleration is likely coming from Asia and spreading to the rest of the world. We are now seeing a significant number of negative surprises in the macro data relative to estimates.So now I ask: If economic growth continues to decelerate while inflation remains historically elevated, what will the Fed do? The set of monetary and fiscal policies needed to fix one problem would worsen the other.
Date Found: Wednesday, 10 November 2021, 09:41:35 PM
Comment: @TaviCosta Now imagine adding Brainard to this: • +400B of QE • 0% rates • Twin deficits/GDP at double digits • No capex growth among commodity producers • Green revolution & ESG policies in full mode This is a macro regime change & gold remains historically undervalued.
Date Found: Friday, 12 November 2021, 04:45:34 PM
Comment: @TaviCosta Time for some quick math: The monthly price of gold is now above its 2011 highs. If miners were to re-test the same levels, it would imply a 61% appreciation from here. Don't forget: The fundamental story behind these companies today is unquestionably better than back then.
Date Found: Saturday, 13 November 2021, 12:29:51 AM
Comment: @TaviCosta To recall: The steep rise in Ammonia prices suggests agricultural commodities are the next ones to move. It’s a domino effect
Date Found: Wednesday, 17 November 2021, 09:10:20 PM
Comment: @GeorgeGammon Vax rate is the orange line, cases are the black line.@ThomasEWoods Vax mandates are being sold to public by claiming they stop/reduce transmission. This, along with everything else the central planners say, is complete BS. It’s not about health…
Date Found: Wednesday, 17 November 2021, 09:14:07 PM
Comment: @crossbordercap Major point to consider for #dollar and #dxy is that US #Fed is easily the loosest of the major #CentralBanks (most since Y2K). In 6/8 occasions
Date Found: Thursday, 02 December 2021, 07:44:37 AM
Comment: @Bellehos THE 10-YEAR.A history of DOUBLE TOPS that have DIVERGENCE.The current DIVERGENCE is SICK. This tells me there is a HIGH PROBABILITY that we see a big BOND RALLY.
Original Post: https://ift.tt/3qhPwOv
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