🌎#inflation #g7
consumer inflation in the G7 countries continues to fall

🌎#copper #macro
copper / SP500" ratio = historical low
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commodities / SP500" ratio = historical low (chart)

🌕#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

🌕#gold #macro #history
BofA: the world's central banks are buying gold at a record pace.

🌕#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.

⚠️🇺🇸#stocks #us #bubble #warninig #macro
Goldman: US households currently invest 48% of their financial assets in stocks = the highest level since the dotcom bubble of the 2000s.

⚠️🇺🇸#stocks #us #bubble #macro
BofA: tech stocks are trading at record highs relative to the S&P 500, surpassing even the peak of the dotcom bubble.

🇺🇸#stocks #us #sentiment
Sundial: "small speculators" have record long positions in the S&P 500.

⚠️🇺🇸#us #inflation #history #analogy
the current inflation dynamics in the US closely resemble those of the 1970s.
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the markets fear a second wave of inflation akin to that of the 1930s or 1970s (chart)

MarketDesk: Fed's greatest fear is the resurgence of inflation, akin to the 1970s (chart)

🌕🇺🇸#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

⚠️🇺🇸#stocks #us #bubble #warning #macro #commodity
Nasdaq 100 relative to commodity markets is now at Dot-com bubble levels of the 2000s.
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copper / SP500" ratio = historical low (chart)

commodities / SP500" ratio = historical low (chart)

🌎#metals #coal #forecast
BofA has updated its forecasts for metals, coal, and precious metals — research

⚠️#TGA

⚠️#stocks #us #dividends #history
the dividend yield of the S&P 500 is at historical lows

it was only lower before the dot-com crisis #bubble

💎 Performance of the Scorpi18 portfolio:

🇺🇸Gamestop #GME
+565% Days: 1063

🇺🇸Macerich #MAC
+256% Days: 315

🇪🇺Bank of Cyprus #BOCH
+91% Days: 1101

🇨🇳360 DigiTech #QFIN
+66% Days: 1163

🇭🇰OrientalWatch #00399
+63% Days: 219

🇺🇸Silvergate (Pref) #SICPL
+18% Days: 171

🇺🇸CBL #CBL
+9% Days: 164

🇨🇳Daqo New Energy #DQ
-5% Days: 352

🇺🇸Silvergate #SI
-28% Days: 377

👇 View the current portfolio 👇

https://t.me/tribute/app?startapp=s5AY

🇺🇸#food #inflation
fast food price inflation since 2014

#MCD McDonald's is a great business.

🌎#economy #worldtrade #macro
Morgan: world trade is slowing down amid increasing trade restrictions.

⚠️🇺🇸#inflation #us #copper #correlation
the correlation between copper prices and US inflation signals the start of inflationary growth.
—————————
the current inflation dynamics in the US closely resemble those of the 1970s (chart)

the markets fear a second wave of inflation akin to that of the 1930s or 1970s (chart)

MarketDesk: Fed's greatest fear is the resurgence of inflation, akin to the 1970s (chart)

⚠️#bonds #us #inflation
the yield on 10-year US Treasuries continues to rise against the backdrop of potential inflation growth in the US.
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copper prices signal the start of US inflationary growth (chart)

🇪🇺🇦🇹#stocks #europe
JPMorgan: the Austrian stock market is the cheapest among developed European economies — research

🇺🇸#economy #us #recession #macro
Ned Davis Research: the probability of US recession is close to zero — research