Stock-Bond Correlation is Positive

The stock bond correlation is still in positive territory. This means gold goes up with rising bond yields.

Retirement Age Vs. Death

The longer you work, the faster you die. 

HODLers Vs. Bitcoin

Hodlers typically sell, when bitcoin peaks. 

Oil Supply and Demand 2024

2024 YoY demand growth:

2024 YoY supply growth:

 IEA forecasts slight deficits.

China Central Bank Buying Gold

China is buying more gold than reported.

FOMC Dot Plot March 2024

 Dot plot 20-Mar-2024:

Dot plot 13-Dec-2023:

Rate Cuts

Rate cut expectations.

 

Central banks buying gold from ETFs

Central banks buying gold from ETFs.

Gold Forward Curve

Gold forward curve pointing to $2500/ounce gold. 

Gold Forecaster Index: The Gold Rally Hasn't Even Started Yet

 

Gold ETF Flows Vs. Gold Price

Gold price correlation to fund flows. For every $10 billion in gold inflows, the gold price rises 5%.

Free Natty for Europe

EU natural gas will become very cheap. 

Beveridge Curve: Job Vacancy Vs. Unemployment Rate

The Beveridge Curve states that the unemployment rate will rise when job vacancies drop below 5%.

Initial Jobless Claims Vs. WARN notices

Initial jobless claims will rise. Prepare for gold to shoot up.