10-14-25 carib
I am no expert, but call options to buy GLD one year forward appear to cost about 8%, meaning if gold goes up over 8% a year from now one makes significant money.
But if Gold, for whatever reason, goes down 50%.. one loses only the 8% wager.
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10-14-25 savo
pills... what wouldit take for the US to become a serious country again...
given the post 9/11 monetary and fiscal disaster... i would say a return to some form of gold standard.
numbers:
US M2 is 22 trn dollars
the US has 8,200 metric tons of gold. One ton equals 32,000 ounces hens the US has 262,400,000 ounces of gold.
22 trn/ 263 mm = 83k
So for the uS to go to a gold standard on the basis of the amount of gold it has in its vault and today's M2 they could do it at a gold price per ounce of 83,000.
Of course they are not going to do that but it gives an idea of how far the current mess which started with the war on terror has gone. |
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10-14-25 pillz
Investors are seeking to protect themselves from threats posed by runaway budget deficits through a phenomenon known as the "debasement trade", pulling away from sovereign debt and currencies.
Precious metals and cryptocurrencies are benefiting from their traditional haven status, with gold up over 50% this year and Bitcoin still up more than 20% this year.
Some strategists believe the debasement trade still has some way to run, while others think markets are just witnessing a "momentum trade" and that currencies and bonds are not replaceable with bitcoin and gold. |
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10-14-25 pillz
Silver prices touched an all-time high above $52.50 an ounce due to a historic short squeeze in London and surging demand for safe-haven assets.
Concerns about a lack of liquidity in London have sparked a worldwide hunt for silver, with benchmark prices soaring to near-unprecedented levels.
The silver market is less liquid and roughly nine times smaller than gold's, amplifying price moves and making it vulnerable to a disproportionate correction without a central bank bid to anchor silver prices. |
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10-14-25 pillz
look at this chart , jnug is up 400% this year , nobody can follow it ....
https://stockanalysis.com/etf/compare/jnug-vs-gdxj-vs-gld/ |
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10-14-25 pillz
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10-14-25 pillz
| What the hell is going on with gold , it's a never consolidation day , it is again up now 4130$, I think that Savo must stop posting on gold :-) |
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10-13-25 savo
the elephants are coming... this is going to end badly.
JP
Our analysts have the highest conviction in the bull case for gold, and believe it has even higher to go as we enter into a Fed-cutting cycle with overlays of stagflation anxiety, concerns around Fed independence, and broader debasement hedging.
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10-13-25 savo
precious metals ended the day at the highs...
it is going to be messy for all those unweighted portfolios and fund managers that kept focusing on funny money returns instead of real money returns. |
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10-13-25 savo
Venezuela closes embassy in Norway...
as expected...
can't be mediator and takes sides...
a solution for veni is more distant now.
clock ticking for Rubio...psychological pressure failed... for now. |
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10-13-25 savo
| i agree with the WSJ.. dollarization or flotation |
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10-13-25 carib
| En la previa de la visita del presidente Javier Milei a Estados Unidos para reunirse con Donald Trump, el diario estadounidense The Wall Street Journal publicó un duro editorial en el que cuestiona la ayuda económica a Argentina y pide avanzar con la dolarización. El texto, titulado “Argentina: país correcto, rescate equivocado”, advierte que los fondos del Tesoro podrían perderse si no hay una reforma monetaria profunda. |
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10-13-25 panasonic
| Wharton's Jeremy Siegel says it's 'scandalous' the U.S. doesn't have a rare earths reserve |
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10-13-25 pillz
| the $ is up today and gold up 2.4% , crazy times |
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10-13-25 savo
carib... false
tell the FT to listen today's interview to Caputo in YouTube |
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10-13-25 carib
Pill: I agree with you on this.
Was glad to buy gold @1.500.. fear of heights @4.000+... |
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10-13-25 carib
FT:
the Argentine bailout probably won’t go through unless the Milei government pays back the money it owes on its Chinese swap line first. While that might be smart US politics, making Congress look as if it is not pouring good money after bad, “it would reduce the effective size of the US support by $5bn and de facto, be a bailout of the People’s Bank of China”, as economist Brad Setser put it on X.
Welcome to the complex and costly world of geoeconomics.
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10-13-25 savo
FWIW... another up day for SPX in funny money... another down day for SPX in real money...
SPX bear market continues. |
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10-13-25 savo
we have moved from Central Banks only FOMO to Central Banks plus Portfolios FOMO... soon retail FOMO.
And silver going up faster than gold is an indication of stress in the physical market...
Silver has been used historically as a short against gold... now it is payback time.
The kind of confirmation that we needed.
The three legs are now in the same frequency... gold, miners and silver.
The domino left to fall is the revaluation of US gold (8,000 tons valued at 42.2 dollars per oz).
The moment the FED revalues that gold... the monetary world as we know it will cease to exist. |
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10-13-25 savo
| better day for silver bugs. |
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10-13-25 spal
FEAM
5E ADVANCED MATLS IN
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6.80 (+20.14%)
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Trade is now minerals and metals in strategic locations.
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10-13-25 pillz
| Carib , yes , but when it will stop for a few days going up ? I is every day that it is going up with more then 1% ??? |
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10-13-25 carib
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10-13-25 panasonic
| Gold 4130$ my love for call spreads grows day after day :-) |
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10-13-25 pillz
| and if one will 3x gold miner there is gdxu |
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10-13-25 victor
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10-13-25 savo
victor... what is the truth? every thing is half truth... or 1/3.
I understand the frustration.. the clock was ticking for Maduro, and suddenly it is ticking for Rubio.
I think this confirms the theory that the nobel prize for MCM was a bad move... Trump is not going to do MCM's biding.
Letter from another Peace Nobel Price winner to MCM (some true some not so true):
Te envío el saludo de Paz y Bien que tanto necesita la humanidad y los pueblos que viven en la pobreza, conflictos, guerras y hambre. Esta carta abierta es para expresarte y compartir algunas reflexiones.
Me sorprendió tu designación como Premio Nobel de la Paz que te otorgó el Comité Nobel. Me vinieron a la memoria las luchas contra las dictaduras en el continente y en mi país, dictaduras militares que soportamos desde 1976 hasta 1983. Resistimos las cárceles, torturas y el exilio con miles de desaparecidos, niños secuestrados y desaparecidos y los vuelos de la muerte de los cuales soy un sobreviviente.
En 1980, el Comité Nobel me otorgó el Premio Nobel de la Paz; han pasado 45 años y continuamos trabajando al servicio de los más pobres y junto a los pueblos latinoamericanos. En nombre de todos ellos asumí esa alta distinción, no por el Premio en sí, fue por el compromiso junto a los pueblos que compartrn las luchas y esperanzas para construir un nuevo amanecer. La Paz se construye día a día y debemos ser coherentes entre el decir y el hacer.
A mis 94 años, continúo siendo un aprendiz de la vida y me preocupa tu postura y tus decisiones sociales y políticas. Por lo tanto te envío estas reflexiones.
El gobierno venezolano es una democracia con sus luces y sombras. Hugo Chávez marcó el camino de libertad y soberanía del pueblo y luchó por la unidad continental, fue un despertar de la Patria Grande. Estados Unidos lo atacó permanentemente: no puede permitir que ningún país del continente salga de su órbita y la dependencia colonial; continúa sosteniendo que América Latina es su “patrio trasero”. El boqueo a Cuba por los Estados Unidos durante más de 60 años es un ataque a la libertad y derecho de los pueblos. La resistencia del pueblo cubano es un ejemplo de dignidad y fortaleza.
Me sorprende cómo te aferras a los Estados Unidos: debes saber que no tiene aliados, ni amigos, sólo tiene intereses. Las dictaduras impuestas en América Latina fueron instrumentadas por sus intereses de dominación y destruyeron la vida y la organización social, cultural y política de los pueblos que luchan por su libertad y autodeterminación. Los pueblos resistimos y luchamos por el derecho a ser libres y soberanos y no colonia de los Estados Unidos.
El gobierno de Nicolás Maduro vive bajo amenaza de los Estados Unidos y del bloqueo, basta tener presente las fuerzas navales en el Caribe y el peligro de invasión a tu país. No has dicho una palabra o apoyas la injerencia de la gran potencia contra Venezuela. El pueblo venezolano está listo para enfrentar la amenaza.
Corina, te pregunto. ¿Por qué llamaste a los Estados Unidos para que invada Venezuela? Al recibir el anuncio que te otorgaron el Premio Nobel de la Paz se lo dedicaste a Trump. El agresor a tu país que miente y acusa a Venezuela de ser narcotraficante, mentira semejante a la de George Bush, que acusó a Saddam Hussein de tener “armas de destrucción masiva”. Pretexto para invadir Irak, saquearla y provocar miles de víctimas, mujeres y niños. Estuve al final de la guerra en Bagdad en el hospital pediátrico y pude ver la destrucción y muertes por aquellos que se proclaman los defensores de la libertad. La peor de las violencias es la mentira.
No olvides Corina que Panamá fue invadida por los Estados Unidos, que provocó muertes y destrucción para capturar un exaliado, el general Noriega. La invasión dejó 1200 muertes en Los Chorrillos. Hoy, Estados Unidos pretende apoderarse nuevamente del Canal de Panamá. Es una larga lista de intervenciones y dolor en América Latina y el mundo por Estados Unidos. Aún continúan abiertas las venas de América Latina, como decía Eduardo Galeano.
Me preocupa que no hayas dedicado el Nobel a tu pueblo y sí al agresor de Venezuela. Creo Corina que tienes que analizar y saber dónde estás parada, si eres una pieza más del coloniaje de Estados Unidos, sometida a sus intereses de dominación, lo que nunca puede ser para el bien de tu pueblo. Como opositora al gobierno de Maduro, tus posturas y opciones generan mucha incertidumbre, recurres a lo peor cuando pedís que Estados Unidos invada Venezuela.
Lo importante es tener presente que construir la Paz requiere mucha fuerza y coraje en bien de tu pueblo, que conozco y quiero profundamente. Donde antes había chabolas en los cerros que sobrevivían en la pobreza e indigencia hoy hay viviendas dignas, salud, educación y cultura. La dignidad del pueblo no se compra ni se vende.
Corina, como dice el poeta: caminante no hay camino, se hace camino al andar. Ahora tienes la posibilidad de trabajar para tu pueblo y construir la Paz, no provocar mayor violencia, un mal no se resuelve con otro mal mayor. Solo tendremos dos males y nunca la solución del conflicto.
Abre tu mente y corazón al diálogo, al encuentro de tu pueblo, vacía el cántaro de la violencia y construye la Paz y unidad de tu pueblo para que entre la luz de la libertad e igualdad.
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10-13-25 victor
savo, primero dices medias verdades, y luego te ofendes? en serio?
yo me veo obligado a poner en perspectiva lo que tu das por un hecho consumado. y tu eres el ofendido?
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10-13-25 spal
| Unfortunately did not catch this one ... but an indicator of the market direction |
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10-13-25 spal
| IDR - Gold with a side of rare earths |
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10-13-25 savo
victor... maybe learn to understand what you read?
why are you being offensive?
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10-13-25 spal
| FEAM (Rare Earths - US) ... |
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10-13-25 spal
| TSSI - position - will buy dips ... AI integrator |
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10-13-25 victor
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10-13-25 victor
savo, the news is that Trump cancelled the invasion plans
..according to miraflores.
maybe learn to understand what you read?
un ** supuesto ** informe del Pentágono, no se sabe si ** apócrifo ** |
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10-13-25 savo
| victor.. do not shoot the messenger .. i am just reporting... the news is not the pentagon's report or what el Pais says... the news is that Trump cancelled the invasion plans. |
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10-13-25 victor
savo, jaime did say the report is from el pais.
and where did el pais get its info from? from miraflores.
unlike you, i dont buy the bs that comes from miraflores.
//
En el Palacio de Miraflores, la residencia y sede del Gobierno chavista, manejan un supuesto informe del Pentágono, no se sabe si apócrifo, que aconseja no atacar Venezuela.
https://elpais.com/america/2025-10-12/maduro-ya-lo-decidio-no-se-va-a-ir-ahora-le-toca-mover-ficha-a-trump.html
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10-13-25 savo
| if silver goes to 100 as some analyst expect...we may be talking about 8,000 gold to keep the current gold/silver 80 ratio. |
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10-13-25 savo
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10-13-25 savo
| find an exit soon of perish |
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10-13-25 savo
| the world does no like the US budget deficit... does not like this fed... and does not want to refinance a 37 trn debt of which 62% matures before.... 2028!!! |
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10-13-25 savo
(Bloomberg) -- Silver hit the highest in decades as a historic short squeeze in London intensified, with a fresh surge in prices adding urgency to a worldwide hunt for bullion that could alleviate the mismatch between demand and supply.
Spot silver climbed as much as 3.1% to near $52 an ounce, exceeding last week’s peak, while gold surpassed $4,070 an ounce, building on a record-breaking run of eight weekly gains. Platinum and palladium also surged, amid signs that market stresses caused by surging investor demand are starting to spread to other precious metals. |
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10-13-25 savo
| spal.. it is not JPs money... it is client's money... they offer the deals internally. |
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10-13-25 spal
JPMorgan Chase (JPM) said on Monday it plans to invest as much as $10 billion in direct equity and venture capital stakes in companies operating within key industries such as artificial intelligence, mineral producers, and defense.
Delinking, re-shoring, debasing ... |
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10-13-25 savo
victor.. according to your friend Bailey .. pentagon presented a report to Trump dis-advising an invasion of Veni. As a consequence, Trump cancelled it.
Clock is ticking.... for Rubio. |
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10-13-25 savo
silver up 5%
reports of mega short squeeze in the physical |
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10-13-25 savo
uranium stocks are exploding higher...
chickens are coming to roost for this very irresponsible fed run by an ignorant surrounded of ignorants. |
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10-13-25 pillz
| it's cool for the option in jnug, as i have double put short then call short |
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10-13-25 pillz
| ‘debasement trade’ , , ,gold at 4073 + 1.35% , gdxj at 102.31 + 2.31% and jnug at 73.5 + 5% |
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10-13-25 spal
Binance
===
Off the charts corruption ... cosmic level. |
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