Everybody seems to be very good at self promotion these days. It’s almost as if you don’t brag about yourself, how can you be any good? Being a good self promoter is more important than what you are promoting. Sadly, this is the new reality.
The problem with that is the self proclaimed sizzle gets more attention than the steak, and people eventually use your trust to sell you a bag of bullshit.
Anyway…. here is our own awkward attempt at self-promotion. The things we are most proud of these past two years.
(Markets and reports continue below this font)
Gold and Silver: A Point of Pride
Three years ago the precious metals community was hanging on the words of lame copy/paste comments, metal hucksters, salesmen posing as experts on ad-click sites, and MSM pundits deriding our markets non-stop. Most of those people are so infatuated with their own midwit insights, they think money was invented by the USA.
Now we have GoldFix and a better understanding of just how important these markets are for a continually functioning globe. The MSM Neo-keyneisans treat Gold and Silver people like dummies who worship pet rocks. But you have to understand far more about markets and economics to truly understand Gold and Silver.
You have to understand bonds, geopolitics, commodity supply/demand, and truly understand how money functions.
And.. those people will not “see the light.” That is the nature of Neo-Keynesian ideology. It rationalizes errors until finally it must confront them.. When it does, it looks up and says, like the Fox.. “Those grapes are probably sour anyway!’ and walks away ignorant and poorer for it.
Geopolitically and precious metals wise, Some are finally catching up to what was said here the last two years or so. Here are some of those topics of the top of our heads:
Geopolitics/ Macro Economics:
Mercantilism, Bond term structure, collapsing global complexity, monetary multipolarity, geopolitical bifurcation, Secular Stagflation, Anti-Goldilocks, and Cold war. Domestically, the rise of corporatism, the need to rebuild infrastructure, CHIPS as the new money, the 1970s analog, Volcker/Burns, Gold’s new role, and so on…
Specifically about Gold and Silver:
How Gold would be remonetized, how contango works, why backwardation happens, MMT, CBDC, the mTrade platform explanation, Silver’s shrinking supply and stealth demand, China’s role in popularizing Gold ownership, and of course translating the labyrinthine prose of Zoltan Pozsar (Who, along with 2 bullion banks and several other prominent analysts read GoldFix)
The rising importance of Silver globally, actually predicting Gold would be put on the blockchain by the BRICS based on recon into China/Russia Oil for Gold deals, what Basel 3 actually means, the JPM hidden derivatives trick, multiple examples of manipulation, how market structure works, the comparisons with and advantages of Bitcoin (who do you think wrote the questions/content for the famous Saylor Bitcoin debate Danlela Cambone monitored?) …. and so on
That is in addition to the hundreds of current reports on precious metals we’ve shown, and written up. Reports and explanation noone else can or is willing to give.
We’re pretty proud of that track record.
There are two thank-yous in order. First to ZH for giving us a platform to amplify our work. Second to the subscribers who made it worth while. Finally, a special thank you to the original Founders who saw the value before anyone else.
Thank you for making this possible and subscribing.
**Find attached today’s Gold and Silver excerpts as curated and presented for subscribers.**
1- TD CTA Report
Shanghai traders are selling into the safe-haven bid in gold. As Chinese traders return to their seats following Golden Week holidays, our tracking of the largest participants in SHFE gold markets points to evidence that they have begun liquidating their bloated gold length, with 5.5k SHFE lots of net length sold over the last two trading sessions
Comment: Note SHFE longs are selling while US CTAs are now covering. Whoever gets done first will dictate the next bias. But.. the longer this goes on, the higher we go
2- RaboBank Middle East War Implications
This is a nice piece laying out some geopolitical implications
3- Gold Miner Reports
Denison Mines, Eldorado Gold, Foran Mining Corp, Horizonte Minerals
Look for a write up today on Neo-keyensian confidence crisis and possibly an oil post.
