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Showing posts from October, 2023

Bonds and stocks down = commodities up

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Commodities will boom.

Housing Inventory Vs. Housing Starts

When there is too much housing inventory, then housing starts will drop. 

Gold Forecaster Index: Positive Gold - Yield Correlation

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Stocks Vs. Bonds Vs. Gold

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Looks like all 3 were bad. 

Central Banks buying gold

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2000 gold is a strong resistance. 

Risk is increasing

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Market risk is increasing.  

Federal Reserve Selling Bonds to Pensions

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The Fed is selling trashury bonds to the pension funds, which are now deep underwater.  Pension funds buying as market cap increases, but the value of the bonds actually keeps dropping.

Base Metal Inventories Depleting

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Base metals should spike as inventories head lower.