30 year bond to 10 year bond ratio Vs. Gold

The TYX to TNX ratio leads the gold price as it shows the market's expectation for inflation.

Break-even cost curves

Thread about cost curves. 

Silver:

Zinc:

Copper:

Uranium:

Tin:

Oil:

Gold:

Iron ore:

Platinum:

Palladium:

PGM:

Potash:

Lithium:

Spodumene:

Thermal coal:

Met coal: (2024)

Natural gas:

Global petroleum inventories drop

Bullish oil. 

Repo is back!

Gold typically does well when the Fed injects repo liquidity.

China Oil Consumption Vs. GDP per capita

As China's GDP per capita rises, energy consumption will rise and some of that will need to be oil.

Lithium cost curve

How low will lithium drop? Look at the cost curve.

FOMC Meeting

New dot plot:

Old dot plot:

 

Oil demand to rise end of year

It is a good time to buy oil. 

Nenner Update

Charles Nenner update. 

Global Oil Inventories Dropping

Oil becoming bullish again.

QE has started!

Surprise!

Oil demand supply

Oil demand is soft in Q1 but is expected to rise until the end of the year.

Bank unrealized losses

Unrealized losses for several banks. 

CDS spreads in basispoints you need to pay to protect yourself against default.

Energy Material Demand for Green Revolution

We will need a lot of copper, aluminum, lithium and steel. 

Gold Forecaster Index: Seasonally Weak Gold Period (08-Mar-2023)

 

JP Morgan COMEX Silver Vs. Silver Price

This is a very unusual correlation between JP Morgan registered silver at COMEX Vs. silver price.