The Bitcoin vs. gold debate has heated up over the past few months as investors reassess inflation risks and the future direction of monetary policy.  Yet according to one market strategist, the divide now extends beyond portfolio hedging. In his view, it reflects something far larger: a wager on the trajectory of the American economy itself. Bitcoin vs Gold: Two Assets, Two Visions of America’s Path In a recent post, James E. Thorne, Chief Market Strategist at Wellington-Altus, framed the two assets as ...

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 ...

Group 1: Silver Market Overview - Silver reached $102.925 per ounce on January 23, marking its first close above $100, with Hecla Mining's shares increasing by 290.8% in 2025 and 62.5% in the current year [4] - The demand for silver may be as much as five times the expected supply, with significant time required to bring new mines into production [8] - The iShares Silver Trust (SLV) hit a 52-week high of $92.98, closing at $92.91, up 44% this year, while the iShares MSCI Global Silver and Metals Miners ETF (SLVP) finished at $47.18, up 37.7% on the year and 479% since 2012 [8] Group 2: Factors Influencing Silver Prices - Investors are concerned about currency debasement by governments and ongoing global tensions, particularly following President Trump's comments about military actions towards Iran [7] - Expectations of falling interest rates in 2026, with potential cuts to the federal funds rate, are driving investment in precious metals [8] - Central banks are increasing their gold holdings, with Poland planning to raise its gold reserves from 550 tons to 700 tons this year, reflecting a trend that began after the 2008-2009 financial crisis [8] Group 3: Market Sentiment and Future Outlook - There is a prevailing sentiment among miners and investors regarding the sustainability of the current buying frenzy in precious metals, with some experts warning that prices may be unsustainable [5][6] - The rise in silver prices has led to a shift in consumer behavior in countries like India, where high gold prices have pushed buyers towards silver [8] - Commodities prices surged recently, indicating a broader trend in the precious metals market, with gold also reaching significant highs [5][7]

Core Viewpoint - A significant divergence is emerging between financial assets and hard assets, with precious metals showing stronger conviction in future expectations compared to equities [3][4]. Precious Metals - Both gold and silver are trading near record highs, with gold testing $4,600 and silver touching $84, indicating a strong bullish sentiment in the precious metals market [2][5]. - Major institutions like JPMorgan and Bank of America have raised gold price targets to the $5,000 to $6,000 range over the next two years, driven by factors such as central bank diversification and currency debasement [4][8]. - Silver's market dynamics are particularly favorable due to persistent supply deficits and rising industrial demand, leading analysts to revise price forecasts upward [5]. Equities - The S&P 500 is projected to have a narrower margin for error, with targets clustering between 7,100 and 8,000, which implies limited upside that relies heavily on strong earnings growth and stable inflation [6]. - Current equity valuations are elevated, suggesting that even minor disappointments could negatively impact returns [6]. Future Outlook - Looking ahead to 2026, equities require near-perfect execution to achieve targets, while precious metals only need existing structural trends to continue [7]. - The consensus among analysts for gold prices is between $5,000 and $6,000, representing a potential upside of 10% to 30% from current levels [9].

Core Thesis - Newmont Corporation (NEM) is positioned as an insurance policy against Federal Reserve policies, fiscal dominance, and currency debasement [1] Federal Reserve Policy - The Federal Reserve has made its position clear regarding liquidity and balance-sheet expansion [1]

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 ...