RT George Bodine (@Jethroe111)I lived through the worst inflation the US has had since post WW2.I remember watching Nixon uncoupling the dollar from gold in 1971.I watched him on a small TV. It had 3 channels. ABC NBC CBS. You had to jiggle the tuner knob to get it to lock in to the channel.In my mind I still see him talking in black and white.It started slowly after 1971. Like a frog being boiled alive.But the money was untethered, and by 1975 all the OPEC nations were onboard with the Petrodollar.Now the ...

China is scrapping a long-standing gold tax incentive in a potential setback for consumers in one of the world’s top bullion markets https://t.co/CcnUWl2pRG ...

Michael Cuggino, Permanent Portfolio Funds president, joins 'Power Lunch' to discuss why stocks should keep moving higher, bitcoin and gold's recent move higher and much more. ...

Investment Strategy & Market Valuation - Discipline around valuation is crucial as the year concludes [1] - Fundamentals still matter, but momentum can drive market behavior [2] - Gold should be a core holding in portfolios, as it is currently underowned by retail investors [8] Agilent Technologies (A) Analysis - Agilent's equipment aids in analyzing chemicals, food, water, cancer cells, and semiconductors, with a significant service revenue component [3] - Healthcare sector tends to outperform the market in midterm election years, making healthcare tech companies like Agilent attractive [4] - Potential improvements in US-China trade relations and the end of government shutdowns could positively impact Agilent [5][7] - Agilent's year-to-date performance is up approximately 6-7% [6] Macroeconomic Factors - A weaker dollar has helped earnings outperform estimates [9] - Continued deficit issues may exert downward pressure on the dollar heading into 2026 [10][11]

If you believe in tech, invest in AI.If you believe in tradfi, invest in Wall Street.If you believe humanity is doomed, invest in gold.If you believe we’ll rebuild from the ruins, invest in Bitcoin. ...

Big Tech Earnings & AI - Microsoft's earnings were not massively disappointing, and the OpenAI news is positive for the company in the long term [2] - The market is waiting for Amazon's earnings report [3] - Alphabet's search business is strong, with growth in Gemini [3] - AI is a significant theme for all companies, influencing capex decisions [4] Market Inflection & Strategy - The market is in a phase of digestion, pausing to assess recent Fed announcements and earnings reports, while awaiting further earnings and ECB updates [4] Commodity Focus: Uranium & Gold - Uranium miners are a recommended theme due to exploding global power demand driven by AI, EV, and electrification [5][6] - The uranium market is undersupplied, with rising demand from data centers and new reactors, making it a durable commodity story [6] - Gold is currently in a consolidation phase, with clients happy to hold it, and potential for institutional investment [7][8]

Market Trends - Gold is experiencing a steady decline [1] - The report suggests it may be Bitcoin's time to shine [1]

Gold passed the baton off to equities. If history is any indication, as the Fed eases into a growth slowdown, with plans to end QT on Dec. 1, equities will pass the baton off to bitcoin.Early to mid-December. Path of least resistance is more chop until then. Start your engines.Lawrence Lepard, "fix the money, fix the world" (@LawrenceLepard):Gold broke out on Sept. 3.Do the math..... ignition starts on Dec. 12!perhaps sooner..... https://t.co/ezj70xRIUD ...

Gold or Bitcoin? ...

RT Nick Szabo (@NickSzabo4)Gold has severe flaws. Physical locality makes it less secure and far more transactionally local, and thus more vulnerable to politics and less sound, than we can now achieve with Bitcoin, with good key management and taking advantage of its trust-minimized global settlement. https://t.co/UFL9SPY37R ...