Composition of household total assets, per Goldman Sachs, $GS:

According to Buffett, companies fall into three categories: 1. High ROIC Businesses with Low Capital Requirements 2. Businesses that Require Capital to Grow; Produce Adequate Returns on that Capital 3. Businesses that Require Capital but Generates Low Returns

There ~370,000 houses of worship across the United States. Here are the 40 religious groups with the most congregations. ~51K Southern Baptists ~44K Non-denoms (surely an undercount) ~30K United Methodists (before the worst of the schism) ~20K Catholic parishes

Hedge funds are SELLING massive amount of US equities: Hedge funds sold $1.7 BILLION last week and $2.1 billion in the prior week, marking their 5th STRAIGHT week of selling. Retail and institutional investors turned to buyers. Nevertheless, the total 4-week selling was $1.9 billion.

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Silver broke its 1980 all-time high. Back in April 2023, when silver was trading ~$25, the Elliott Wave Theorist said: “Silver is probably the only commodity on earth selling for less than it did 43 years ago… Among all the world’s seasoned investments, it is the cheapest. Stocks are a religion. Property is a religion. Bitcoin is a religion. Nobody is paying attention to silver.”

No single country or institution has reduced its Treasury holdings more significantly than the Fed in the past three years. Eventually, the Fed — or another arm of the U.S. government — will need to step back in as the dominant buyer of Treasuries, in my view. Ending quantitative tightening does not itself overhaul Treasury demand structurally, but it’s a necessary part of moving toward that scenario. More importantly: The US is steadily moving toward a framework of full financial repression, and the Fed’s policy stance will need to reflect that shift.

Is gold becoming the world's de facto reserve currency? When looking at the currency composition of central bank reserves as a key metric of reserve currency status, gold could surpass the USD in 2027.

$4,200/oz This is one of the most significant global rebalancings we've experienced in recent history.

I mean no disrespect to technical analysts, but I’ve never seen silver as overvalued with the gold-to-silver ratio still sitting at 80.

Yields are rising in the Euro zone, but spreads are very tight. That ties the ECB's hands, as it can't claim "fragmentation" and thus activate the TPI. France needs higher yields to get political consensus for reforms. Looks like that's where we're headed. robinjbrooks.substack.com/p/the-ecbs-per…