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Markets : NFP day, must be the first Friday of the month, Goldman say strong job report will cause a selloff, meanwhile JPMorgan says strong job report wil lead to a big rally >>> USDollar slightly weaker, if EURO can't go down on a good old French crisis, then... 1.0550-1.0650+ on weekly would scare a few shorts, other USD pairs not really playing up, yet anyway, #AUDUSD 0.64+ long might be worth a look, #CABLE held 1.25-1.26 area pretty well too to be fair (chart) Defiant Macron seeks new French PM, exit from crisis Republicans in the U.S. House of Representatives will hold a slim 220-215 majority when the next Congress gets underway next month after Democrats picked up a seat in California, according to Edison Research on Wednesday >>> quite important, implies Trump needs to rush stuff through before next primaries! particularly since they will see their majority narrow further at least for some time when the new Congress convenes in January to 217-215 after Trump chose two members for top positions in his administration Chevron Slows Permian Growth in Latest Hurdle to Trump Oil Plan 40% of unemployed job seekers (U.S) report they haven't had a single job interview this year Just because the unemployment rate is low (4.1%), and layoffs aren't surging, doesn't mean the job market is running hot—it isn't #MSTR #MSTU It is effectively a giant short gamma position by retail that bleeds like 0DTE on steroids / Thread below, understand things can swing very sharply Greenspan, Nov 2014 interview #Gold #Silver Syrian rebel who took part in seizing key city of Hama in latest blow for Bashar al Assad speaks to Sky News >>> at this speed, Damascus this weekend? Defiant Macron seeks new French PM, exit from crisis Bloomberg on X: "French President Emmanuel Macron said he will appoint a new premier in the coming days after Marine Le Pen’s far-right party allied with leftist lawmakers to topple his government (translation via AP) https://t.co/6FGDalpV1d https://t.co/dVR21eTwFT " / X Trump picks former Georgia Sen. David Perdue for U.S. ambassador to China Republicans keep narrow US House majority as Democrats pick up last race Bezos doesn't think Musk will use political power against rivals That's going to be popular Biden considering preemptive pardons for officials Trump might target: Source Follow this up, particularly if you are long * Paulo Macro on X: "I think the $MSTU & $MSTX (2x $MSTR etfs) at significant risk of blowing up, XIV/Volmaggeddon style…people really don’t appreciate the risks. Look at their holdings. Dealers won’t extend more swap as market/counterparty risk has become too big for balance sheets especially this https://t.co/8eFxhOaTJS " / X James Anderson on X: "Nov 10, 2014 - $Gold 1,172.00 oz $Silver $15.57 oz Greenspan not only pump'd #Gold but also #Silver as historical counterparty-less payment👑combo We are now at the no not bullion, no plebian, go gamble in sh*tcoin fun https://t.co/SqNcCb5iQ3 https://t.co/Y7SNNXGqu0 " / X Michael Pettis on X: "1/3 Very good FT article on the forces underlying the global manufacturing squeeze: "Xi’s government is redirecting investments away from real estate and infrastructure into advanced industries. As domestic wages and profits stagnate, this... https://t.co/cUHVCiCCOP via @ft" / X Chevron Slows Permian Growth in Latest Hurdle to Trump Oil Plan Repatriated Gold Reaches Historic Highs 40% of job seekers say they haven’t had a single job interview this year | Fortune South Korea latest: President faces impeachment - as martial law chaos a 'wake-up call for West' | World News | Sky News Syrian rebel who took part in seizing key city of Hama in latest blow for Bashar al Assad speaks to Sky News | World News | Sky News Bitcoin breaks $100k: will it be the Digital Gold we have been hoping for? – The Armchair Trader UBS reisst Multimaten raus, kickt Kunden ohne Vorwarnung – Inside Paradeplatz

Powell : Fed leans toward a December interest rate cut, also said the economy looks better now than it did when the central bank began cutting interest rates in September, which means the Fed can move more slowly in reducing borrowing costs, he also added 'the usual' : U.S debt is on an unsustainable path Markets : equity markets loving the low vol and passive buying (ETF etc), FOMO style, EUStocks50 might even join in now, Bonds have had a friendly tone of late, and crypto got boosted again from SEC pick, of note, EURO is no lower after French vote (as discussed few days ago 'a lot has been priced in', those looking for SNB to become aggressive in cutting and possibly interventions should consider an opt play in GBPCHF / EURCHF or indeed USDCHF, take your pick BTC up >100K USD, after Trump named Paul Atkins to lead the SEC, even Powell 'pumped' BTC in his speech! As mostly expected, French government topples as parliament votes to oust Prime Minister Barnier, new PM might step in today, who would want the job ? >>>> the reality is that the budget issues won't go away, overall macro picture still awful Islamist-led Syrian rebels surrounded the key city of Hama "from three sides" on Wednesday as they continued their offensive on government-held territory Zuger Krypto-Börse: Kunden bangen um Tausende Franken Home sales in Miami, FL have collapsed/Thread Missouri bill would ban CBDCs, make gold and silver legal tender #GOLD BOJ's Nakamura: I am not against rate hikes but decision should be data dependent Barnier latest: 'Lot of uncertainty' in heart of EU as French government collapses | World News | Sky News Fed Leans Toward A December Interest Rate Cut Jerome Powell Says He’s ‘Not Concerned’ About Federal Reserve Independence Under Trump Trump picks Peter Navarro as top trade advisor Food prices are at a one year high: here's what may get more expensive Bitcoin Soars After Trump Names Paul Atkins To Lead SEC Missouri bill would ban CBDCs, make gold and silver legal tender 'Is France Now Greece on the Seine?': France's political crisis scrutinized by Western press French government topples as parliament votes to oust Prime Minister (Update) Syrian rebels surround key city Hama on 'three sides', war monitor says Shell and Equinor to combine UK offshore oil and gas assets Zuger Krypto-Börse: Kunden bangen um Tausende Franken | zentralplus Aus von Lykke: Die Hintergründe zur gescheiterten Krypto-Börse aus Zug Vodafone and Three’s £15bn merger approved by competition watchdog | The Standard Nick Gerli on X: "Home sales in Miami, FL have collapsed. Down 48% from their pandemic peak. Miami has experienced the largest drop in buyer demand of any large metro area in the last 3 years. Prices in Miami are still high. But could start dropping in 2025 as a result of this monumental https://t.co/PUDiDBKOh7 " / X You think investors/world is lacking liquidities?...so many of them around.. world gone mad SolanaFloor on X: "LATEST: @HalieyWelchX’s (Hawk Tuah Girl) newly launched token on @Solana soared to $500M before crashing below $60M in just 20 minutes. https://t.co/xjsTxzKB05 " / X

Defiant Macron says he won’t resign, doubles down on Barnier’s survival. The French president also downplayed the possible financial consequences of a no-confidence vote, which should take place later on today China is banning exports of rare minerals to the U.S. in a trade war tit-for-tat South Korean situation last night, is/was significant in the sense, that it  is another example that the norms of behaviour by politicians (in general), even in a democracy, have collapsed, politics getting more volatile EU leaders have embraced Mario Draghi's economic diagnosis as a "wake-up call" but eluded his crucial advise to issue fresh joint debt, as usual coming short of what they should do! The yield on China's 10-year bond is now trading below 2% . It has gotten there in a manner that should worry the Chinese government, and it has led some analysts to refer to the "Japanification" of China Angela Merkel: mother of German decline, she was wrong about everything -except Russia Outrageous Predictions 2025. Saxo's Outrageous Predictions: which one do you like ? GS : Why the great gold rally could continue #MSTR so in 2022, when rates where on the floor and BTC was below 20K, company grew its Bitcoin holdings by only 15%, and over the last couple of months they increased their holdings by over 50%, with rates up here and BTC at 90K... Total US debt is now up ~$13 TRILLION since 2020 and at a record $36 TRILLION. The US is projected to spend $3.8 billion PER DAY on interest expense in 2025 . Why is US government spending at crisis levels if we are on track for a "soft landing?" It is "conceivable" that the European Central Bank will cut interest rates by 25 basis points at its next rate-setting meeting this month but not more, ECB policymaker Robert Holzmann COT Report: Mixed week in commodities as dollar buying continued | Saxo Outrageous Predictions 2025 | Saxo >>>too close to the market probability perhaps? Defiant Macron says he won’t resign, doubles down on Barnier’s survival – POLITICO South Korean lawmakers call to impeach President Yoon after back-track on martial law Why the great gold rally could continue | Goldman Sachs Trump's tariffs would 'spell disaster' for GM, Ford — and the rest of the auto industry China bans exports of rare minerals to U.S. trade war tit-for-tat Australia third-quarter GDP grows at a slower-than-expected 0.3% ECB rate cut of 25 bps possible, not more, ECB's Holzmann tells paper | Reuters EU leaders endorse 'New Competitiveness Deal' but skirt around joint debt | Euronews US move hurts global semiconductor supply chain, Chinese firms have to exercise caution when procuring US chips – semiconductor industry body - YUAN TALKS Why Trump’s Victory Is Musk’s –Merryn Talks Money – Apple Podcasts Tune in! #blondemoney Trump and al that jazz. Think of it as a business : ''A tech Bro coup'', the big question is whether the US folks will be able to handle the truths that will come out China bans exports of rare minerals to U.S. trade war tit-for-tat Berne: le loup n’est plus «strictement protégé» en Europe | 24 heures EU proposal to adapt protection status of the wolf Miliband needs to come clean on green targets South Western, C2C, and Greater Anglia to be renationalised Nomura boss takes pay cut after employee 'tried to kill clients' Italy Prosecutors Reportedly Issue Arrest Warrant for Rene Benko - Bloomberg The Prosecutor's Office in Trento #ITALY  has issued an arrest warrant for Austrian entrepreneur and Signa founder René Benko . Several other individuals have also been detained in Italy, including Bozen-based financial advisor Heinz Peter Hager and Cristina Santi, the mayor of Riva del Garda. Both are currently under house arrest Angela Merkel: mother of German decline - UnHerd “Merkel-Nostalgie” has swept a Germany grappling with war, a tanking economy and a collapsed government Myles McNulty on X: "It's happening...! China has started banning exports of critical minerals to the US, in the latest escalation of trade tensions ahead of Trump taking office next month, and his much touted tariffs. Effective immediately, China has banned the export of antimony, gallium and" / X WHAT ARE GALLIUM and GERMANIUM? The two metals have a vast array of specialist uses across chipmaking, communications equipment and defense. • Gallium is used in compound semiconductors, which combine multiple elements to improve transmission speed and efficiency, in TV and mobile phone screens, solar panels and radars. • Germanium’s uses incl fiber-optic communication, night-vision goggles and space exploration - most satellites are powered with germanium-based solar cells. Trade flows in these small and niche mkts are tricky to track, but China is overwhelmingly the top source of both metals — accounting for 94% of gallium supply and 83% of germanium, according to a EU Union study on critical raw materials this year. Excl. China, other countries with gallium production capacity incl. Russia and Ukraine, where the metal has been produced as a byproduct of alumina, as well as South Korea and Japan — as a byproduct of zinc. In North America, germanium is recovered alongside zinc, lead and other metals at Teck Resources Ltd.’s Trail smelter in British Columbia. Other producers incl specialty materials maker 5N Plus Inc., and Indium Corporation in the US. In Europe, Belgium’s Umicore is a producer of both metals.

ASSET MANAGEMENT Pure Value Metrics has defined unique logic in our approach to Asset Management, combining multiple factors in our search to provide long term value for our Clients. We currently have two different Portfolio offerings; firstly our classical unleveraged Long only Global Equity model (suitable for all investors), and an Equity & Precious Metals Long Short model, designed to generate double alpha (suitable for Professional and Institutional clients only). PVM Global Equity Long A Global Equity strategy focusing on quality and suitable for all investors from Retail to Institutional More PVM Global Value Opportunities Long/Short A Comprehensive Long-Short Strategy for Professional Investors More How to Invest with us Presently we only offer discretionary managed accounts with a starting Capital greater than 500k CHF (or equivalent). ​ If you would like to invest with us, express an interest in our listed offering, or for any other questions, please either use the contact button below or write to us directly at info@purevaluemetrics.com Our Investment Philosophy Investment Matrix Fundamental Design In 2015 we developed our dynamic Investment Matrix consisting of six fundamental variables, designed to identify value opportunities within Global Equities. ​ Our Investment Matrix is constructed to identify and establish sustainable value. There are many reasons why that value may also not be sustainable, such as changing consumer requirements or spending more on share buybacks than current cashflow permits, the PVM Investment Matrix reacts to these changes. Algorithmic Processes Systematic Throughout We utilize daily proprietary algorithmic screening, with a high degree of automation to analyze the global equity universe, monitor our Clients' Portfolios, and identify new opportunities. ​ Furthermore, we use algorithmic execution when buying and selling our clients' portfolios, where appropriate. Qualitative Rationale Deeper Understanding Driven by deep analysis of balance sheets and employing further levels of qualitative analysis, results in a thorough understanding of the companies we invest in. We consider factors, such as; the mix of Goodwill and Intangibles to Net Equity, tracking deviations from recognized Accounting Standards​ and taking a broader view of the global economic landscape. Robust Returns, less Risk Better Together The combination of quantitative systematic analysis, overlaid with qualitative reviews and active management within clearly defined parameters, results in an investment model which is both robust and not easy to replicate. Stable returns are achieved by taking less investment risk, at higher valuations. Investment Process We believe that an uncompromising investment process is a key component in delivering consistent returns. Consistent Systematic Valuation Analysis of Balance Sheet and Global Macro Trends PVM Investment Process

MANAGEMENT TEAM Elke Balters Compliance Officer Qualified Lawyer Read More ProCloud AG Information Technology Provider Cloud Services and Cyber Security Read More SwissComply Compliance ICS Specialising in Finma Compliance Read More Alison Lazerwitz Non Executive Director Legal & strategy advisor Read More Stephan Collet Chief Executive Officer Expert in global macro and derivative products Read More Richard-Mark Dodds CIO & Chairman Detailed knowledge of fund management portfolio construction, accounting and treasury operations management. Read More