New 20 page FREE report out on the LBMA, BoE, and stresses in the gold market See it here:

Gold Breaks the LBMA

Gold is soaring to new all-time highs as new stresses appear in the paper markets in London and New York. Is the day of reckoning approaching for t...

If the Bank of England had Bitcoin and was circulating paper promises to redeem said Bitcoin, we could just look at their public wallet address, and audit their holdings ourselves. No “trust me bro” needed View quoted note →

What's happening in the gold markets is insane. We're witnessing a run on the Bank of England's gold.

Reserve Liquidity in the Banking System has been in a serious decline since September of 2024 Reverse Repo is now below $100B and falling rapidly, we could see it drained within a month or two. This means that the Fed will have to start injecting liquidity soon if they want to keep markets rallying upwards

Incredible things are happening in the gold markets. COMEX is rushing to take delivery of millions of ounces of gold from LBMA as the BoE gold certificates trade far below spot prices, indicating that the market doesn’t believe they have the gold. This is a game of hot potato. Who has the gold? 🤔

Things are getting spicy View quoted note →

The GLD ETF borrow fee is going vertical A run on gold has begun

Conspiracy theorists were right once again

Insanity.

Yesterday I went to the dollar store and there was a grandma in line telling me that her 22yo grandson was thinking of joining the military. I told her that he should not join because he’ll be used as a pawn for MIC interests and when he’s out he can suffer service injuries and PTSD. It’s happened to many of my friends, and it’s heartbreaking. There’s a reason why they are suddenly pushing ads like this on young American males. They want you to die in the Middle East for them. Don’t fall for it. ‼️

End of QT is nigh

Tariff trade war lasted 2 days We were so over Sunday night We were so back Monday afternoon Now China has announced tariffs and it’s so over again

It’s so over

Tariffs? Stocks go up. Inflation? Stocks go up. Recession? Stocks go up. It’s all because the forces driving stocks higher (carry, net liquidity, milkshake) haven’t changed and aren’t changing anytime soon

your daily reminder that U.S. labor force participation is at levels not seen since... October 1977

Nostriches I need your help. I would love to start uploading some of my long form YouTube video content to NOSTR. Unfortunately, Damus’ iOS app for Mac keeps crashing and they won’t respond to my tweets. Primal keeps redirecting me to sign in with Alby. I can’t upload large files from my mobile device without cluttering it or causing unnecessary trouble What can I do?

Trading is a zero sum game. Investing is not.

New video out with @npub1zj4v...876g !! Already one of my best performing podcasts I’ve ever done

Milkshake View quoted note →