Recent content by ducati916

It is simply referring to gold as a long duration bond with 0% yield (ie. no coupon or a zero bond). Zero bonds are the most volatile debt instruments, obviously responding to the 'risk free rate' accorded to UST 10y Notes (LOL). Most risky assets have had a volatile stretch since the Silicon...

The cycle is saying all it needs to say: Buy safe haven sectors. And yes — gold is a safe haven. Buy gold, miners, and consumer staples. Dump anything speculative. People don’t buy gold because it’s shiny. They buy it when trust in everything else breaks down. In March, gold surged...

The Volatility Index ($VIX) almost closed below 30 today for the first time in two weeks after reaching a five-year high of 52 last Tuesday. It spent most of the day below 30 but closed slightly above. Jason points out that when the $VIX has dropped from 50 to 30, it has historically been a...

jog on duc

Oil News: Pre-tariff frenzy has helped Chinese exports beat expectations in Q1 2025, with total exports rising 12.4% year-over-year in March, triple of analyst expectations and amounting to a hefty $313.9 billion. - Not even US-China trade saw notable changes last month as Beijing’s trade...

jog on duc

Dreaming.... jog on duc

One of the most reliable signals of market stress isn’t in the headlines — it’s in swap spreads. Swap spreads measure the difference between what banks pay to swap interest rates (SOFR) and what the U.S. government pays to borrow (Treasuries). When that spread collapses, like it just did...

jog on duc

jog on duc

In 2025, the short tenor silver lease rate in London surged from near 0% to 6.5% , initially dropped to 3% after the Trump tariff announcement and is now starting to climb again. On April 10, 2025 the 1-month London silver lease rate stood at 3.8% according to Rob Gottlieb. The shortage of...

Worth a watch: jog on duc

US/China imports/exports:https://www.azcentral.com/story/entertainment/life/2025/04/09/china-us-tariffs-imports-exports-trump/83008270007/ Cutting China out of global manufacturing chains will simultaneously send inflation surging to levels that blow up western sovereign bond markets again in...

Full:https://www.zerohedge.com/markets/sam-altman-back-oklo-among-8-names-selected-provide-nuclear-microreactors-us-military-bases I like uranium here for a long trade: Plays into the longer term trend of reshoring. Reshoring will require gobs of energy. Nuclear will increasingly play a...

President Trump's whiplash tariffs may have inadvertently achieved his goal of reordering the global economy — by inspiring investors to sell U.S. assets and move their money elsewhere. Why it matters: For decades, the world has invested in America. Now, a global moment of clarity threatens to...