Meanwhile:

GLD’s assets under management remain nearly 25% below its prior peak.

Central banks have led the way but the gold rush among general investors is yet to unfold.

Silver officially closed above $30 for the first time in over a decade.

Game on.

My macro presentation starts now 👇

Oops 👀👀

Crescat's Live Market Call x.com/i/broadcasts/1…

Don't tell anyone but the junior-to-senior miners' ratio just broke out.

I've been hearing some misguided analyses suggesting that central banks have lost interest in gold at its current prices.

Nothing could be further from the truth in my view.

To reiterate what I said before:

These institutions are not looking for quick returns. Central banks

For those wondering whether gold miners will ever catch up to the recent surge in metal prices, look no further than copper mining companies.
 
As the profitability of copper miners improves with the rising price of their underlying metal, so do gold companies.
 
Despite the

Pessoal, se houver um save the date, coloquem pra terça-feira às 19hrs para assistir essa live com nosso convidado especial Otavio (Tavi) Costa !

Terá uma tocada do Commoditites em Foco que certamente vai expor o cenário de uma forma que poucas vezes você viu!

youtube.com/live/Pv7U6LFWl…

Current state of the precious metals industry:

Gold: ✅
Copper: ✅
Silver: in progress
Miners: waiting

For those frustrated with the wait, here is a reminder:

Every gold cycle we have witnessed resulted in a major bull market among the miners.

Mining investors, the lag is

Just a friendly reminder that triple tops almost never work.
 
Gold was first, silver looks to be next.

We constantly read so many differing stories about China, some positive, some negative, this chart tells me a different story

Thanks Tavi for updating!

US vs. China money supply.

The pervasive phenomenon of global monetary dilution is a fundamental aspect of today’s macro environment.

None of us own enough hard assets.

$GME

Meme stocks vs. inflation expectations
via Otavio (Tavi) Costa

A great chart reminder from Tavi showing that the US Fed is not the only source of liquidity in the world. And this is dated 2021. I would love to see the update. Otavio (Tavi) Costa

Always important to take note of the times when the miners outperform gold despite being a significant down day for the metal.

The likelihood of a historical breakout in the chart below keeps growing stronger.

When a stock surges 90% because of the 'Return of Roaring Kitty', you know we are currently living in one of the most speculative environments in history.