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Broadcom 'fake' earnings, ORCL CDS 3y high / UKR-RU getting there ? / Indiana GOP says NO / JPM : XAG

  • Writer: Stéphan
    Stéphan
  • 4 days ago
  • 4 min read
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  • Trump has put a sticker price on the American Dream: $1 million 'Gold Card' - why not..

  • Markets : FED thinks U.S economy losing jobs, Time magazine has been one of the best contrarian indicator over the years... (see below), China has now bought Gold for 13th consecutive months, Powell thinks the US drastically overstating jobs numbers, Oracle's big AI dream is freaking out WallStreet (CDS 3y highs..., data centres spending), now even Broadcom comes up with 'fake' earnings, Indiana Republicans didn't just blow off President Trump today in the 31-19 state Senate vote rejecting a mid-cycle redistricting, they embarrassed him, US Jobless Claims Jump by Most Since 2020 After Holiday Drop >>> signs or talks of QE, metals take off, SILVER magic, risk overall loving lower rates, slightly softer USD, but metals, hard assets the real story

  • Trade : Going to America soon ?... (check what you'll need below..incl DNA..)

  • Geopolitics : Trump Says Ukraine Is Losing the War. Officers on the Front Line Disagree. Kyiv’s military faces major challenges against Moscow’s massive army, but analysts say a Russian breakthrough is highly unlikely, Trump pushing for 'free economic zone in Donbas', Zelenskiy floats referendum over territory as US seeks deal, U.S to seize more oil tankers off Venezuela.., The European Union has triggered Article 122 to indefinitely immobilise the assets of the Russian Central Bank, worth a whopping €210 billion (thread - this seems like a big deal)

  • Is JPMorgan hoarding silver? Here’s what it means as reports claim the bank has been stockpiling the precious metal

  • Investors are now paying 26x peak S&P 500 earnings, highest valuation since 2000 and over 50% above the historical median. A decade ago this same ratio was at 17...

  • The Unfunded Fortress: Bitcoin’s $600 Billion Security Experiment Has Never Been Attempted. Why declining energy costs cannot save a security model built on game theory that no proof-of-work network has ever proven to work

  • Apollo moves fast-growing lending unit out of storied buyout division. CEO Marc Rowan has said private equity is no longer the $900bn group’s growth driver. (FT)





“Synopsis JP Morgan is making a historic silver bet. The bank now holds over 750 million ounces of physical silver, adding 21 million ounces in six weeks. It exited 200-million-ounce paper shorts, leaving zero short contracts for the first time. Physical supply is tightening as the U.S. Mint reports coin shortages. COMEX open interest is 244% of registered silver, lease rates near 30%, and 169 million ounces moved to non-deliverable vaults.”



















 
 
 

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