Markets don’t usually shout to get your attention when a paradigm shifts. But they do tend to whisper in unison pretty loudly when historical relationships start to break. In this Market on Close clip, Senior Market Strategist John Rowland, CMT, highlights a rare alignment across global markets that historically only appears during periods of financial stress: More News from Barchart Japanese long-term yields are moving parabolically The U.S. dollar is breaking a 14-year structural trend Gold and ...

Robert Kiyosaki turned a record‑setting day for gold into a new lightning‑rod prediction with a single short post on X. “GOLD soars over $5000. Yay!!!! Future for gold $27,000,” he wrote, celebrating the breakout and dangling a long‑term target that grabbed traders’ attention. That line landed just as gold futures opened around $5,013 per ounce on Monday, up roughly 0.7% from Friday and above $5,000 for the first time. That put front‑month contracts at a fresh all‑time high, according to Yahoo Finance. Sp ...

When silver hit $50 an ounce in June 1980, the news was greeted ecstatically in any region around the world where silver was mined and processed. I was a young newspaper reporter at the time, working on a story about silver mining in northern Idaho. Most people I talked to said $50 wouldn't last because the market had been pushed higher by the Hunt Brothers' attempt to corner the silver market. But the number I kept hearing at the time was silver might fall back into the $20-to-$30 range, which would st ...

That old line — you either own paper or you own hard assets — made sense in a world where inflation cycles were shorter, balance sheets were smaller, and capital still respected gravity. I heard it constantly when I started in this business back in 1982. You picked a side. Paper meant you thought growth was coming. Hard assets meant you thought trouble was coming.What’s changed is not the rule, but the environment it operates in.As we head into the final stretch of 2025, both stocks and precious metals are ...

Thesis Summary Newmont Corporation (NEM) is not just a gold miner. It is my insurance policy against Federal Reserve policy, fiscal dominance, and currency debasement. The Fed has made its position clear. Liquidity is returning, balance-sheet expansion has resumed under a ...

Core Insights - Gold prices have reached a three-week high, exceeding $4,200 per ounce, driven by investor expectations of potential interest rate cuts by the Federal Reserve in December following the release of delayed economic data [1][4][12] - The price of spot gold peaked at $4,215.49 per ounce, marking a significant increase of 60% year-to-date, with a record high of $4,381.21 reached on October 20 [1][17] - The recent rally in gold prices is attributed to a combination of factors including rising ETF inflows, geopolitical concerns, and central banks purchasing gold at unprecedented levels as part of a de-dollarization trend [8][9] Economic Context - The U.S. government has reopened after a 43-day shutdown, which is expected to lead to the release of delayed economic data that could influence market sentiment [2] - A Reuters poll indicates that 80% of economists anticipate a 25 basis-point interest rate cut at the next Federal Reserve meeting, which would typically support gold prices [4][12] - Private surveys have indicated job market weaknesses during the shutdown, further contributing to expectations of rate cuts [5] Market Dynamics - The correlation of gold with traditional market drivers such as the U.S. dollar and real yields has weakened, suggesting a shift towards structural concerns like currency debasement and U.S. debt [6] - Gold has historically been viewed as a hedge against inflation and economic instability, and the current market behavior reflects growing investor anxiety regarding the U.S. fiscal outlook and potential currency devaluation [9] - The surge in gold prices has outpaced equities this year, raising concerns about a potential bubble, particularly in light of speculative risks in the stock market [14][17] Price Movements - As of Thursday, U.S. gold futures for December delivery settled at $4,206.20 per ounce, reflecting ongoing demand for the safe-haven asset amid economic uncertainties [18]

Group 1: Nvidia's Expansion in South Korea - Nvidia has secured a significant deal to supply 260,000 AI chips to major South Korean companies, including Samsung, SK Group, and Hyundai, as the country aims to enhance its sovereign AI capabilities [5][37] - This move is part of Nvidia's strategy to expand its influence beyond China and solidify its position in the global AI market [8][10] - The chips will be utilized in various applications, including smart factories and autonomous vehicles, indicating a strong demand for AI technology in South Korea [38] Group 2: Performance of Major Tech Companies - Apple and Amazon have reported strong earnings, contributing to a significant increase in their stock prices, with Amazon adding approximately $300 billion in market value following its earnings report [2][11] - Amazon's AWS segment experienced a growth of around 20%, surpassing Wall Street's expectations of 18%, and is expected to continue accelerating spending in AI-related areas [13][14] - The overall performance of major tech companies, including Microsoft, Meta, and Alphabet, has been positive, with a notable increase in AI spending across the sector [17][18] Group 3: Market Reactions and Economic Indicators - The stock market is showing mixed signals, with the Dow trading flat while S&P and NASDAQ futures are up, reflecting investor optimism following strong earnings reports from major tech firms [3][53] - Geopolitical developments, particularly the recent meeting between President Trump and China’s Xi Jinping, are influencing market stability, although long-term tensions remain [20][24] - Gold prices are experiencing significant fluctuations, with a notable increase in demand driven by central banks and institutional investors, indicating a shift in market dynamics [27][32] Group 4: Earnings Reports from Energy and Consumer Goods Companies - Chevron reported strong earnings of $185 per share, exceeding estimates, and attributed its success to the recent acquisition of Hess, which boosted production [48] - Exxon, despite reporting adjusted earnings of $188 per share, faced challenges with free cash flow falling to $6.3 billion, raising concerns about its ability to cover dividends and buybacks [50] - Colgate Palm Olive's organic sales growth was below expectations at 0.4%, indicating pressure from weak demand in Asia and consumer spending [52]

RT Carl ₿ MENGER ⚡️🇸🇻 (@CarlBMenger)Every empire dies following the same pattern: military overreach, reckless spending, currency debasement, inflation, lost trust until collapse.Each time, rulers thought this time is different. They were wrong, every single time. Prepare accordingly. https://t.co/G1zrsLONbo ...

Hello everyone. The great rotation from gold to Bitcoin may be upon us. Jordi Vitzer is going to break down the AI bubble. Retail investors can't stop buying the dip. And Elon Musk proves once again why he's the hardest worker in the room. We're live today from the desk of Anthony Pompiano. [Music] Before we get into today's episode, I need your help. My goal is to get to 1 million subscribers on YouTube. The people are saying it's not possible, but with your help, we're going to get there. We have 31,683 s ...

Summary of Key Points from the Conference Call Industry Overview - The focus is on the copper and tin markets, with revised price forecasts indicating bullish trends for both metals through 2026 [1][2]. Key Insights and Arguments 1. **Price Forecasts**: - Copper is expected to rise to $11,000 per ton in the near term (0-3 months) and average $12,000 per ton by Q2 2026, up from a previous forecast of $10,500 per ton [1][2]. - Tin is forecasted to reach $40,000 per ton by Q4 2025 and maintain this average through 2026 [3]. 2. **Market Drivers**: - The upward revisions in price forecasts are driven by anticipated stronger demand and constrained supply growth for both metals [1][2]. - Factors such as currency debasement concerns and expected physical market deficits are expected to overshadow near-term growth fears [2]. 3. **Catalysts for Price Increases**: - Several potential catalysts could accelerate copper prices to $12,000 per ton sooner than Q2 2026: - A new, more dovish Federal Reserve Chair could be announced soon [2][7]. - A potential China-US trade deal may be outlined around the APEC meeting in late October or early November [2][7]. - The US Supreme Court's decision on reciprocal tariffs could create temporary market optimism [2][7]. - A proposed $2,000 rebate per taxpayer could boost risk assets if tariff revenues continue at a high pace [2][7]. - Concerns regarding Federal Reserve independence could lead to lower real rates in the US [2][7]. - Significant cuts to copper mine supply guidance for 2026 may be announced, impacting supply dynamics [2]. 4. **Tin Market Dynamics**: - An expanded crackdown on Indonesia's informal tin mining sector is expected to prolong supply constraints, leading to a more formalized and state-controlled mining sector [3]. Additional Important Information - The report emphasizes the importance of considering macroeconomic factors and potential policy changes that could impact metal prices [2][7]. - The analysis includes a detailed forecast table summarizing the latest base metal price forecasts and revisions, highlighting the expected price movements for copper, tin, and other base metals [6]. This summary encapsulates the critical insights and forecasts regarding the copper and tin markets, providing a comprehensive overview of the expected trends and influencing factors.