US bank failures, so far:

Bill Gross says buy T-Bills amid ‘ridiculous’ debt ceiling issue. Says debt ceiling standoffs like this are ‘always resolved.’ US 1mth yield has jumped to 5.36%, highest level since 2001. finance.yahoo.com/news/bill-gros…

Egypt to decide by Wednesday on allowing citizens to import duty-free gold: Maait

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Core CRB/SPX ratio

Longer-term US inflation expectations have fallen dramatically over the past two months, to close to the Fed's 2% target.

The most crowded trade going into 2024? (From the December BofA Global Fund Manager survey of 300 managers with over $600B in AUM. Released earlier this week.)

While the dollar continues to struggle to bounce in a meaningful and sustained way, gold has repeatedly shrugged off profit-taking phases—now trading back above $3,400 per ounce. For the reasons I have outlined previously, both reflect what may well be a structural and secular

US tariffs collected

Gold loans through pawnshops are booming in Russia

Too many nukes, not enough gold.

Canadians need to take a long look at this chart. #windowguidance #realestate #bananacurrency

There is no housing shortage in Canada, nor has there ever truly been one. The core issue is mispriced rates from public mortgage insurance, government guarantees and sovereign-backed investment vehicles now being monetized. Private funding is almost nonexistent.

43% of surveyed central bankers said they expect their gold reserves to grow over the next 12 months. Find out more in this article. spr.ly/60184eFxg