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Week ahead : GOLD new highs, Silver catching up nicely!, quiet start this week in terms on and earnings (big techs all reporting between 29th and 31st Oct!... Market focus remains on China, will it work or won't it ? (China will add more and more if they see markets not reacting the way they want, no turning back, all-in over time..) awaiting to see how Israel is/will respond to Iran, not long till the U.S election (#duration the one to watch as both side will spend, Trump spend bigly). In the UK, we have 'the' budget on 30th October to focus minds, and overall ECB turned/is turning pretty dovish preparing for more cuts as long-term inflation is under check and heading towards target >>>> Trump trade on the up...bonds/duration lower, stocks up, crypto up, gold (China, ME also a play int here clearly)... Mining stocks are the next beast to (continue to) own, after physical bullion #GDX #SILJ Inflation in Japan fell to 2.5% YoY in September from 3% a month earlier Trump’s gains on Polymarket have cheered his supporters. But the surge might be a mirage manufactured by a group of four Polymarket accounts that have collectively pumped about $30 million of crypto into bets that Trump will win /Been talked about last couple of weeks >>> Reddit bros pushed GME up more than 1000% in 2021. Moving President Election Polymarket (or anyone else for that matter) a few points is child's play The next winner of the AI boom is also one of its biggest problems. Data centers could consume up to 9% of electricity in the U.S. by the end of the decade Pro EU rally in Tbilisi as Georgia faces crunch election to decide political future, Moldova EU votes in the balance Why the west should be paying more attention to the gold price rise ( ft.com ) Keir Starmer flies into controversy and Japan goes to the polls ( ft.com ) China cuts benchmark lending rates by 25 basis points ( cnbc.com ) Pro EU rally in Tbilisi as Georgia faces crunch election to decide political future ( msn.com ) Moldova voters appear to back EU membership by thin margin - provisional results - BBC News Moldova president condemns ‘assault’ on democracy by ‘foreign forces’ as EU vote hangs in balance | Moldova | The Guardian Musk offers voters $1 million a day to sign PAC petition backing the Constitution. Is that legal? ( msn.com )     Markets starting to price in a Trump election win – The Armchair Trader Israel's military says it attacked Hezbollah's intelligence HQ in Beirut ( msn.com ) Ukraine-Russia live: Leaked video shows North Korean soldiers being kitted out for war, Kyiv claims ( msn.com ) US investigates leaked documents alleging Israel plans to attack Iran | US military | The Guardian Data centers are AI's next winner — and a climate change problem ( qz.com ) A Mystery $30 Million Wave of Pro-Trump Bets Has Moved a Popular Prediction Market - WSJ Britain’s Brexit divorce bill hits £24bn – and there’s still billions to pay EU | The Independent Hong Kong to Bring In Measures to Boost Gold Trading, Chan Says – BNN Bloomberg 'buy and hold physical'.. Boeing strike could end soon after breakthrough deal ( qz.com ) Brazil's Lula cancels BRICS trip after minor brain hemorrhage from fall | Reuters

Markets : China's PBOC launched a swap facility designed to boost their equity market, GDP was slowest swince early 2023 (hence all the action lately, they will keep doing it till they achieved what they need-want), Netflix was a beat, GOLD new highs $2700 (irrespective of higher UST yields and stronger USD lately..), UK retail sales up Gold has quietly outperformed all year, up almost 40% last 12mos, steadily gaining value despite the gyrations in bond yields or inflation expectations #GDX got room and eventually #XPT #XAG and #SILJ will catch up #PLAT Platinum is 30 times more rare than gold PM Modi to attend BRICS Summit in Russia with China's Xi also around next week Druck's interview below - well worth 20mins of your time $500B was added to the national debt in just the last 3 weeks … half a trillion in just 3 WEEKS >>> U.S govt out of control, elections! Intrum Europe's biggest debt collector, said on Friday it will file for voluntary Chapter 11 bankruptcy protection... 'oh the irony!' JPMorgan Chase is winning the AI banking race — and its lead is getting bigger. JP Morgan says the financial markets are pricing in a Donald Trump victory and the possibility of a Congressional Sweep - indeed (though it could all go ''LizzTruss way'', beware what you wish for, volatile it will be, in everyway going into Dec) >>> #duration under pressure UST's The ECB said they are expecting inflation to rise again before declining to target next year ..Christine talked just about any possibilities of what may or may not happen.. Nearly 11,000 North Korean Troops In Russia Preparing To Enter The Fight Says Ukraine’s Spy Boss UK Treasury hints at debt rule change to fund major projects PM Modi to attend BRICS Summit in Russia with China's Xi also around. Here's what's on agenda - The Economic Times ( indiatimes.com ) GYOW 3.0 - 20" Brand | Wayfair ( youtube.com ) Stan Druckenmiller on Fed Policy, Election, Bonds, Nvidia - well worth listening to Intrum seeks U.S. bankruptcy protection to restructure $4.7 bln net debt | Reuters You jut couldn't make this up... ECB’s Lagarde: ‘We’re breaking the neck of inflation’ after cutting interest rates – as it happened ( msn.com ) Treasury hints at debt rule shift to fund major projects - BBC News Japan top FX diplomat says recent yen moves 'one-sided' in fresh warning | Reuters Donald Trump's mass deportations could 'decimate' U.S. food supply ( qz.com ) Janet Yellen goes after Donald Trump in calling high tariffs 'deeply misguided' ( qz.com ) ...more inflation is not what US consumers and FED want Turns out we’ll see a big Jack Smith document dump before the election - Live Updates - POLITICO Hezbollah vows to escalate war with Israel ( msn.com ) Ukraine-Russia war latest: Zelensky says invitation to join Nato is ‘only way’ to end Putin’s war ( msn.com ) China's Q3 GDP hits weakest pace since early 2023, backs calls for more stimulus | Reuters JPMorgan Chase is winning the AI banking race ( qz.com ) Nearly 11,000 North Korean Troops In Russia Preparing To Enter The Fight Says Ukraine's Spy Boss ( twz.com ) AWS CEO says employees unhappy with 5-day office mandate can leave ( cnbc.com )

Amazon is joining Google and Microsoft in going big on nuclear power . While the AI boom has boosted revenues for major tech companies, it's also fueling huge demand for energy Sparks fly as Kamala Harris does first-ever Fox interview Today focus : ECB top deliver 25bps cut, priced in, all about guidance and tone of the presser , China pumping more into property market, U.S jobless claims, retail sales, IP and Philly, Fed Goolsbee and Netflix earnings, Strong NYSE breadth says liquidity is plentiful. Nearly 38,000 UK jobs are set to be created across the UK after a total of £63 billion of investment was announced around Monday’s International Investment Summit China boosts funds for housing projects to support embattled sector. FT-China is turning Japanese - at least that's what the bond market is whispering >>> has chinese luxury and high end brand sales dynamics possibly changed for 'ever', quite possibly Harris clashes with Fox as she tries to peel away some GOP voters | CNN Politics Tim Walz Was Expected to Shore Up Minnesota. Trump is Gaining on Harris - Newsweek It's 50/50.. US election 2024: Four takeaways from Harris's combative first Fox interview - BBC News ECB set for second straight rate cut as euro zone economy ails | Reuters If you’re so happy, why are you buying so much gold? ( ft.com ) Coz Gold makes you happy Stanley Druckenmiller Warns of Fed Policy Risks Amid Market "Melt-Up ( yahoo.com ) This Is About As Bearish As Oil Has Been Since the 2008 Financial Crisis | OilPrice.com Ukraine-Russia latest: Zelensky’s ‘victory plan’ includes joining Nato as Australia pledge 49 Abrams tanks ( msn.com ) Middle East latest: Israel fires at peacekeeper tower in Lebanon, UN says | World News | Sky News International Investment Summit ‘secures £63bn and 38,000 jobs for UK’ ( businesscloud.co.uk ) China is turning Japanese ( ft.com ) Why is Germany shooting its own stagnating economy in the foot? | Simon Nixon | The Guardian Amazon is joining Google, Microsoft on nuclear power for AI ( qz.com ) BHP iron ore output beats, copper production edges up on better grades at Escondida By Reuters ( investing.com ) Nestle misses sales forecast, to streamline organisation | Reuters Higher debt, share buybacks near highs..was a mistake all along TSMC bullish on outlook as Q3 profit beats forecasts on AI boom | Reuters French cement maker Lafarge to face trial on terrorism funding charges | Reuters Donald Trump crypto project World Liberty Financial crashes on day 1 ( qz.com ) >>>> In the fine print it notes that the ‘token’ is not transferable and is locked in the wallet, so you cannot withdraw until this ‘scheme’ sees fit to allow it. Read the small print! Kriegs-Ultimatum an Putin: Merz will eine 180-Grad-Wende der NATO ( msn.com ) Switzerland further tightens sanctions against Russia - SWI swissinfo.ch

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

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