Scorpi18 | Market Insights
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Insights and analysis of the global financial market by investment advisor Sergio Shalamov.

Note: This is not an investment advice.

Chat for investors: https://t.me/+lLbjdcohKhc5MDBi

Contact: @invoyager

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βœ΄οΈπŸŒ•#BTC #gold #macro
Gold / Bitcoin ratio
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S&P 500 / Gold ratio πŸ‘ˆ
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πŸŒ•#etf #gold #history
the first gold ETF was launched in November 2004, when the price of gold was $700
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#BTC based on the history of gold ETP launches, Standard Chartered sees significant potential for the price of bitcoin to rise following the approval of spot Bitcoin ETFs.
βœ΄οΈπŸŒ•#BTC #gold #etf #crypto #analogy
another analogy:

Gold ETF (2004) vs. Bitcoin ETF (present days)

gold has surged more than 6X since the launch of its initial ETF, while Bitcoin is projected to reach $500,000 by the end of 2025.
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earlier: based on the history of gold ETP launches, Standard Chartered sees significant potential for the price of bitcoin
πŸŒ•#gold #monetarypolicy #macro #history
historically, gold experiences a significant increase when the Federal Reserve shifts from a rate-hike cycle to a rate-cut cycle.

#BTC perhaps this time, Bitcoin will exert its influence ...
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many experts warn that historically, U.S. stocks experience significant declines when the Federal Reserve shifts from a rate-hike cycle to a rate-cut cycle.
πŸŒ•#gold
Crescat notes that volatility of call options on gold has has fallen to levels last seen in 2019. The last time volatility was at these levels, gold experienced a 75% rally in the subsequent years.
πŸŒ•#gold #stocks
mining stocks are significantly trailing gold prices = this is a very rare occurrence, happening only a few times in the last 40 years.
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If 2024 turns out to be the year of gold, investing in gold mining stocks may yield substantial profits (chart)
πŸŒ•#gold #macro
Bloomberg Intelligence: over the past 3.5 years, central bank gold purchases have far exceeded the 14-year average.

World Gold Counci: gold demand to hit record with central-bank buying

Citi: gold prices could soar to $3,000 within the next 11 to 17 months
πŸŒ•#gold #macro #history
BofA: the world's central banks are buying gold at a record pace.
πŸŒ•#gold #stocks #macro
gold mining stocks / gold ratio = historical low

either gold prices will drop or gold mining stocks will rise.
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WSJ: old miners are enjoying unrealistic profits amid record gold prices.
πŸŒ•πŸ‡ΊπŸ‡Έ#farmland #us #food #gold
over the past 30 years, farmland has boasted an average annual return of 10.52%, dwarfing gold's 5.67%.

#inflation farmland also acts as a potent hedge against inflation, with its value and the price of agricultural products typically rising in tandem with the cost of living.
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FT: investors plough record amounts into US farmland