Bridging Wall Street to Front Street. #Commodities #RealEstate #VC #TruthSeeker #Liberterian
Atlanta, GA
Joined August 2011
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FV Investments Group retweeted
Silver is in the Gold-Silver ratio range where its is a very strong buy (~80)
Around 90+ is screaming buy range
Around 60+ is buy range
Around 40-50 it becomes neutral
< 40 becomes more favorable to monetary Gold
< 10-20 is screaming buy for Gold
FV Investments Group retweeted
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FV Investments Group retweeted
What is happening between copper and silver is remarkable.
Copper’s resilience while other metals sell off is too important to ignore.
There is plenty of skepticism around metals right now, and I think this is a very important window of opportunity.
tavicosta.substack.com/p/sil…
FV Investments Group retweeted
$MOVE > 100
As things turn a bit more disorderly in the Treasury market
FV Investments Group retweeted
Today's drop in gold prices was highly unusual.
Gold prices fell -3.4% today, marking one of the rarest single-day declines of the last two decades.
Since 2006, gold has recorded an average daily change of +0.05%, with a standard deviation of 1.19%.
Today’s selloff registered a Z-score of -2.90, placing it deep in the left tail of the distribution.
Statistically, a daily decline this extreme occurs just ~0.2% of the time, or roughly once every 2 years assuming a normal distribution.
The surge in yields is creating an extraordinary disruption across the precious metals market.
FV Investments Group retweeted
Gold dip today is a buying opportunity.
As Ray Dalio explains, debt problem is always followed by devaluation of the currency.
The US can’t pay its debt back, it can only inflate it away as it’s always been.
This makes gold a secular long.
FV Investments Group retweeted
Gold and silver selling off during a bond crisis is a classic algo trap.
Algos are programmed to sell gold when yields rise. But when yields rise because investors are losing confidence in bonds, the entire equation changes.
A full-blown bond crisis will become the biggest catalyst for gold.
Let the bond crisis worsen. Let the forced selling and peak panic play out.
That is when I want to accumulate gold and silver very aggressively.
This will be the trade of the decade.
FV Investments Group retweeted
This four-year-old chart shows the implied global allocation to precious metals. I updated the current reading today using publicly available figures.
2011 peak: 14.5%
Current global allocation: approximately 3.7%
USA allocation: only about 1.7%
Even after the recent strength, precious metals remain materially under-owned, at only a fraction of 2011 peak.
FV Investments Group retweeted
Gold and Silver reacting to U.S. Treasury Secretary Scott Bessent recently declared, "I am the house now,"
Welcome to the Big Leagues of volatility.
SLV ETF Volatility Index about to breakout from a lengthy consolidation. Silver prices looking to test higher as well..
What's in your Wallet?
FV Investments Group retweeted
Silver miners are swimming in cash.
The industry has built its largest cash balance in history.
You know what comes next…
M&A activity is likely on the horizon.
Game on.
tavicosta.substack.com/p/swi…
