gold, page-111116

Those LBMA silver stockpile is def dropping significantly. I don't know why under such a signal, prices are also dropping in unison. Very strange. Perhaps just sentiment on industrial production of which my basic understanding that solar panels which makes up the growth in its usage is now taking a backburner.

It is fascinating though that financial markets based on price tends to move first before the confirmation of the fundamentals.

I am sitting here patiently waiting for some signs of the bottoming effect in all the markets but the panic has not set in yet. Loom at the typical 10Y yield, stabilising at the top. Until it starts to taper off, it is confirming a higher IR hike coming soon.

Good to have some discussion instead of the constant adversarial useless argument that does not promote any real discussions of an ever changing environment.