2 HISTORIC BUBBLES - THE A.I. TRADE & U.S. TREASURY’S - ARE NEARING THEIR LIMITS: Gold sits outside both and has 0 counterparty risk. When they finally pop, which way do you believe the capital flows?

Gary Bohm @GaryBohm5 · 3 天前

2 HISTORIC BUBBLES - THE A.I. TRADE & U.S. TREASURY’S - ARE NEARING THEIR LIMITS: Gold sits out…

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#1
U.S. ADDS $1.1 TRILLION TO THE DEBT IN 4 MONTHS: October Alone Produced a $404 Billion Deficit. Deficits now on a $3-4T run-rate on >$5.5T revenues. Pain is coming soon to deal…
Gary Bohm @GaryBohm5 · 8 小时前
#2
GOLD ETFs ARE HIGHER THAN FEB 2025 LEVELS WHILE THE PRICE SITS AT YEARLY LOWS: ETFs, Central Banks and China Continue to stongly buy in 2026. Who is selling and which camp will be…
Gary Bohm @GaryBohm5 · 1 天前
#3
A VERY STRONG & RISING DOLLAR HAS BEEN PUSHING GOLD AND SILVER LOWER IN 2026: Japan is about to strengthen the Yen, which will weaken the DXY & that will lift the metal pr…
Gary Bohm @GaryBohm5 · 2 天前
#4
CHINA MADE EVERYTHING CHEAP FOR 20 YEARS. THAT ERA IS OVER: The U.S. wants to divorce its largest supplier, reshore manufacturing & complete the A.I. buildout at same time. Wh…
Gary Bohm @GaryBohm5 · 3 天前
#5
THE 10-YEAR JUST HIT 5%. GOLD WINS WHETHER THEY HIKE OR CUT: 66 months above target inflation meets a yield spike equals a blown out deficit. Hike or cut and gold wins either way!
Gary Bohm @GaryBohm5 · 4 天前
#6
MORTGAGE DEMAND BACK AT 1995 LEVELS: Sellers starting to cut prices as refinance cash-outs dries up. Consumer options to remain solvent are shrinking! (H/T Nick Gerli for chart)
Gary Bohm @GaryBohm5 · 4 天前

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