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SolidusMax retweeted
CHINA’S GOLD RESERVES RISE TO 9% OF TOTAL HOLDINGS, MARKING THE BIGGEST INCREASE SINCE DECEMBER 2024
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This restless metal is now officially on the critical minerals list
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“This is the worst place we’ve been in 20 years,” or probably “longer than that,” for communal capacity to combat a widespread downturn: Harvard economist Carmen Reinhart. Global debt has surged by one third in the past 6 years, to $348 trillion. bloomberg.com/news/features/…
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SolidusMax retweeted
China increased its gold reserves by adding 160,000 ounces of bullion in March, marking its largest monthly purchase in more than a year as prices declined. caixinglobal.com/2026-04-08/…
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Replying to @JohnPasalis
CMHC abandoned its mandate long ago when it got involved in mortgage securitization. It now serves investors and financial institutions, not homeowners.
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The classic skyscraper analysis shows Toronto as number one in the world for the most skyscrapers under construction and proposed — yet over 50% of GTA agents haven’t sold a property so far this year.
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There is no housing shortage in Canada, nor has there ever truly been one. The core issue is mispriced rates from public mortgage insurance, government guarantees and sovereign-backed investment vehicles now being monetized. Private funding is almost nonexistent.
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Canadians need to take a long look at this chart. #windowguidance #realestate #bananacurrency
Japanese private sector deleveraging and asset price deflation are done. One of the biggest bubbles in history.
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Too many nukes, not enough gold.
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SolidusMax retweeted
US tariffs collected
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Gold loans through pawnshops are booming in Russia
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While the dollar continues to struggle to bounce in a meaningful and sustained way, gold has repeatedly shrugged off profit-taking phases—now trading back above $3,400 per ounce. For the reasons I have outlined previously, both reflect what may well be a structural and secular shift in the global economy. #economy #markets #gold #dollar @CNBC
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The most crowded trade going into 2024? (From the December BofA Global Fund Manager survey of 300 managers with over $600B in AUM. Released earlier this week.)
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Longer-term US inflation expectations have fallen dramatically over the past two months, to close to the Fed's 2% target.
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Core CRB/SPX ratio
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