🚨 GOLD ON PACE FOR ITS WORST WEEKLY PERFORMANCE SINCE 1983 The trigger? Markets now price a 52% chance of a Fed HIKE by October — a complete narrative flip. Real yields up. Dollar up. Gold… crashed. What a time to be alive.

#Energy: Is #Europe sleepwalking into its worst gas crisis since 2022?, by Piero Cingari | Euronews euronews.com/business/2026/…

🚨🚨 Something Is Badly Mispriced In The Bond Market WTI crude just hit $97 🛢️ The US 2Y yield? Still at 3.96% 😴 Last time oil was here, the 2Y was above 5% 📈 The bond market is sleeping on inflation ⚠️ When it wakes up — that's when the real pain starts 💥 Chart: John

🚨 𝐆𝐎𝐋𝐃 𝐉𝐔𝐒𝐓 𝐇𝐀𝐃 𝐈𝐓𝐒 𝐖𝐎𝐑𝐒𝐓 𝐌𝐎𝐍𝐓𝐇 𝐒𝐈𝐍𝐂𝐄 𝐋𝐄𝐇𝐌𝐀𝐍 — 𝐇𝐈𝐒𝐓𝐎𝐑𝐘 𝐒𝐀𝐘𝐒 𝐁𝐔𝐘 𝐓𝐇𝐄 𝐂𝐀𝐑𝐍𝐀𝐆𝐄 (𝐖𝐈𝐓𝐇 𝐀 𝐂𝐀𝐕𝐄𝐀𝐓) 𝐖𝐇𝐀𝐓 𝐉𝐔𝐒𝐓 𝐇𝐀𝐏𝐏𝐄𝐍𝐄𝐃 📉 Gold -13% in March — worst monthly drop since October 2008 📉 SPDR Gold

🚨 SOMETHING IS BREAKING IN THE OIL MARKET US WTI Crude Now Trades at Over $3 Premium Over Brent That's the WIDEST Gap Since 2009

🤖You bought the AI wave. 🐄You should've bought a cow Feeder cattle: +131% over 4 years. Live cattle +83%. S&P 500: +51%. 📉The U.S. cattle herd is at a 75-year low and won't recover until 2028. 🥩Beef prices aren't coming down anytime soon. Full story

The Brazilian real is outperforming every major currency in the world year to date. I was told this could never happen — but here we are. Welcome to a new LatAm cycle, folks. Exciting times ahead for this region. tavicosta.substack.com/p/the-brazilia…

Crude oil dropped -13.42% last week. The worst weekly performance since April 2020. The market was pricing in peace. Hormuz reopening. A handshake in Islamabad that would make the supply shock disappear and bring the global economy back to business as usual. Then Sunday

The Nasdaq 100 just logged an 11-day win streak. That's only happened 12 times since 1985. What happened next every single time: → 12M win rate: 100% → Avg 12M return: +26.5% → Median 12M return: +24.5% The short case just got harder to make. $QQQ

The S&P 500 just gained 10.7% in 11 sessions. That's happened 17 times since 1996. What followed every time: → Avg 12M return: +14.9% → Median 12M return: +18.9% → 12M win rate: 73.3% The three exceptions that ended badly: March 2000, April 2021 and October 2021. The