Posts

30 year bond to 10 year bond ratio Vs. Gold

The TYX to TNX ratio leads the gold price as it shows the market's expectation for inflation.

Break-even cost curves

Image
Thread about cost curves .  Silver: Zinc: Copper: Uranium: Tin: Oil: Gold: Iron ore: Platinum: Potash: Lithium: Spodumene: Thermal coal: Natural gas:

Global petroleum inventories drop

Image
Bullish oil. 

Repo is back!

Image
Gold typically does well when the Fed injects repo liquidity.

China Oil Consumption Vs. GDP per capita

Image
As China's GDP per capita rises, energy consumption will rise and some of that will need to be oil.

Lithium cost curve

Image
How low will lithium drop? Look at the cost curve.

FOMC Meeting

Image
New dot plot: Old dot plot: