Friday, April 25, 2025

Asset Bubbles

 

US Consumer Sentiment


Gold Market Analysis

  • Large funds have been reducing their Net Long positions in Gold since Feb 2025. 
  • Managed Money has been reducing their Longs while increasing their Shorts, with a slight increase in Spreads.
  • The Gold ETF $GLD experienced a huge outflow of $1.3 Billion on Tuesday, the largest outflow in 14 years!















  • Wednesday, October 16, 2024

    Strategy Thought

    Victorious warriors win first and then go to war, while defeated warriors go to war first and then seek to win. 

    Sun Tzu - War Strategist

    Tuesday, September 17, 2024

    BP to sell non-controlling stake in TAP gas link unit to Apollo

    BP to sell non-controlling stake in TAP gas link unit to Apollo

    Asia becomes cheapest blue ammonia location in August

    Asia becomes cheapest blue ammonia location in August

    European duty-paid aluminum premiums slip on unclear supply-demand scenario

    European duty-paid aluminum premiums slip on unclear supply-demand scenario

    US beef market debates effect of potential International Longshoremen's Association strike

    US beef market debates effect of potential International Longshoremen's Association strike

    Storm Disrupts Operations at Shanghai Port: Reports

    Storm Disrupts Operations at Shanghai Port: Reports

    Oil Extends Gains As Outages Persist In Gulf Of Mexico

    Oil Extends Gains As Outages Persist In Gulf Of Mexico

    Dollar Moves Higher and Gold Falls on Signs of US Economic Strength

    Dollar Moves Higher and Gold Falls on Signs of US Economic Strength

    CLX WTI Crude Oil Commentary 9/17/24

    CLX WTI Crude Oil Commentary 9/17/24

    Wheat Closes with Mixed Trade

    Wheat Closes with Mixed Trade

    Corn Ends with Gains on Tuesday

    Corn Ends with Gains on Tuesday

    Soybeans Hold Higher on Tuesday

    Soybeans Hold Higher on Tuesday

    Hogs Post Triple Digit Strength on Tuesday

    Hogs Post Triple Digit Strength on Tuesday

    Cattle Post Rally on Tuesday

    Cattle Post Rally on Tuesday

    Copper Update

    Copper futures hovered below $4.40 per pound on Friday and were on track for a weekly drop of around 24%, pressured by a surprise US tariff ...