I have corrected the issues with the copy of the $SILVER and $OIL position some of you mentioned. It looks like etoro algos didn't copy correctly. This happened recently so there is no impact on performance as far as I have seen (I copy myself on my corporate accounts and didn't see a difference... Show More
Taking profit on $TLT (iShares 20+ Year Treasury Bond ETF ) as bonds have corrected from recent spike. Reinvested it in $OIL now at pre-war levels.
Still long $SILVER, didn't touche the position and don't plan to until we are back at 70usd/ounce... Show More
Not investment advice. The author may have financial interests in the mentioned instruments.
I have accumulated personally again today with my corporate accounts copying my strategy. I'm very confident $SILVER will catch up quickly after this nosedive. No idea how low it can go but it will eventually blow up.
No Fed chairman or quant fund or US bank can do anything on the long run against... Show More
another very bearish day for $SILVER , bullish day for the $USDNOK , bearish day for $OIL . It doesn't make sense to me but this is the move we must endure, worse than the previous 2 that happened after the Iran war.
The budget deficit is 2 trillion USD, inflation is out of control and somehow... Show More
Another sharp decline in the book after we had the beginning of a catch up at the beginning of the week. The "reason" for that being the fist FOMC meeting of Walsh yesterday. Basically rates were unchanged and the final report said that the fed was commited to "price stability" and... Show More
Back on April 12, I posted this chart of the inflation pipeline: import prices feeding into producer prices feeding into the CPI. Two months later I have extended it with the latest data, and the picture is even clearer (see graph below).
Look at the right side of the chart. In April, import prices... Show More
$SILVER keeps doing its up and down dance and we are back near a local low. performance of the book is essentially flat since the war in Iran.
Nothing new and the investment rationale has not changed one bit.
Kevin Warsh just took office as the new Fed chairman, and long-term yields are sitting close... Show More
A third big drop in a row in precious metals since February. We are back where we were 2 weeks ago. This follows a very high PPI print this week : +1.4% MoM, the largest monthly increase since March 2022, putting annualized PPI at around 17%. YoY at 6.0%, also a multi-year high.
I am now used to these... Show More
Entered into a short $SPX500 once again. Listening to news about this "Hantavirus" outbreak, I thought it was something to be dismissed and restricted to this boat, but there are some reports that a flight
to South Africa 17 days ago had 8 positive cases. High mortality rate but low transmissibility.... Show More
We use our own and third-party cookies on our websites to enhance your experience, analyze traffic, and for security and marketing. For more info, see our Cookie Policy or go to Manage Settings.
Privacy Preference Center
When you visit any website, it may store or retrieve information on your browser, mostly in the form of cookies. This information might be about you, your preferences or your device and is mostly used to make the site work as you expect it to. The information does not usually directly identify you, but it can give you a more personalized web experience. Because we respect your right to privacy, you can choose not to allow some types of cookies. Click on the different category headings to find out more and change our default settings. However, blocking some types of cookies may impact your experience of the site and the services we are able to offer.
More information
Manage Consent Preferences
Strictly Necessary Cookies
Always Active
These cookies are necessary for the website to function and cannot be switched off in our systems. They are usually only set in response to actions made by you which amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not then work. These cookies do not store any personally identifiable information.
Performance Cookies
These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.
Functional Cookies
These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.
Targeting Cookies
These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant adverts on other sites. They do not store directly personal information, but are based on uniquely identifying your browser and internet device. If you do not allow these cookies, you will experience less targeted advertising.