Non-Farm Payroll Revisions Vs. Gold

Downward revision of non-farm payrolls are coming for June 2023 - June 2024.

https://youtu.be/LKrl_sPwpDg?feature=shared&t=853

https://www.youtube.com/live/fRhmmF_G2O8?t=434s

 

Uranium AISC production cost curve

Uranium AISC curve. 

Sprott Inc Update Q3 2024

Sprott Inc. update.

Buys: New Gold, Collective Mining, Newmont, IAM Gold

Sells: Goldfields

 

Oil surplus in 2025

It's still not the moment to buy energy. 

Yardeni increases outlook on stocks

New:

Old:

Poor Oil Producers

They can't make money.

Nomi Prins: $9000 gold

Nomi Prins ups her target on: 

gold: 

2025: $4000 

2026: $5000 

future: $9000 

silver: 

2025: $50 

future: $100-150

Central bank gold reserves Vs. GDP

Central banks still need to buy lots of gold.

Citigroup: Oil to drop to $60

Oil to drop to $60 due to Trump tariffs and oil production increase.

https://oilprice.com/Energy/Energy-General/Citi-Sees-Oil-Prices-Dropping-to-60-Under-Trump.html