Gold, Silver, Plat ⏫⏫ / GBP, Gilts up post budget / Saylor's strategy, NVDA, Tether / Happy Thanksgiving
- rmd005
- Nov 27, 2025
- 3 min read
Markets : Platinum jumps (after an exchange in China launched a futures contract on the metal, boosting optimism about the nation’s demand), Oil declined ahead of OPEC+ meeting, equity markets classic rally into month-end, as market priced FED Dec cut, now watch out if 'funding issues' come back into Dec, USD slightly softer, metals roaring, Gold, Silver, PLAT back to recent highs, all pretty easily.. miners on a tear, commods, risk, FED pumping it up !, GBP and Gilts rallied after budget, says it all, nothing dramatic came out..lot of negative were anticipated already..
Trade : Canada to Add New Tariffs to US Steel, Curb Foreign Imports, Pentagon seeks to add Alibaba, Baidu, BYD to China military list, China is making trade impossible - strategy is to replace all imports soonest
Geopolitics : Defiant Maduro wields sword as he sends message to US, France to reintroduce military service amid russian threat
The US Treasury posted a $284.4 billion deficit in October, the worst opening month to any fiscal year in history
Michael Saylor’s Strategy is on the cliff of being kicked out of the Nasdaq 100
Nvidia just named a 7-Page Defensive Memo to Wall Street.. A $4trn company felt compelled to respond to a Substack analysis, alongside Michael Burry
Tether is a stablecoin which is basically a cryptocurrency designed to always be worth $1 USD. Think of it like a digital dollar that lives on blockchain networks instead of in your bank account >>> But here's the problem, S&P Global one of the world's most trusted rating agencies, just gave Tether the worst possible score. They downgraded Tether to 5 (weak), which is basically a red warning light
US margin debt jumped +$57.2 billion in October, to a record $1.2 trillion. This marks the 6th consecutive monthly increase
“There is nothing that China wants to import, nothing it does not believe it can make better and cheaper, nothing for which it wants to rely on foreigners a single day longer than it has to”
USDCNH heading south (usd softer vs most currencies eventually..), ''the current level of the yuan is simply too cheap to support a sustainable rebalancing of global trade'' Shanghai Macro Strategist on X: "Over the past few years, China has been in deflation, while the US has been in inflation. Yet despite this stark divergence, the CNH has still depreciated more than 10% against the US dollar. This combination — falling relative prices in China and a weaker currency — has made" / X
This really is a must follow story Japan’s Takaichi Has Few Good Options to End China’s Backlash
Shanaka Anslem Perera ⚡ on X: "BREAKING: Nvidia Just Named Me in a 7-Page Defensive Memo to Wall Street A four trillion dollar company felt compelled to respond to a Substack analysis. Alongside Michael Burry. Here is what happened and why it matters: On November 23-24, Nvidia dispatched an unprecedented https://t.co/M2fqiGWY0T" / X
Hedgie on X: "🦔HSBC built a model to figure out if OpenAI can actually pay for all the compute it's contracted. The answer is no. OpenAI has committed to $250 billion in cloud compute from Microsoft and $38 billion from Amazon, bringing contracted compute to 36 gigawatts. Based on total deal https://t.co/lAzPelYCym" / X
StockMarket.News on X: "Tether is a stablecoin which is basically a cryptocurrency designed to always be worth $1 USD. Think of it like a digital dollar that lives on blockchain networks instead of in your bank account. Tether started as a tool for traders to quickly move money without paying bank https://t.co/7qwrHmuYlR" / X
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