China energy per capita

China energy use per capita is peaking.

 

Population peaking.

China steel production is peaking.

China Silver Import Losses Vs. Silver Price

When China has silver import losses, silver will drop as they import less. 

Stock Bond correlation positive

We are in an inflationary positive correlated stock-bond regime which is positive for gold if yields rise.

VIX Vs. Gold/Stocks

When the VIX rises, gold outperforms stocks. 

Reverse Repo Play Time Is Over

Bank reserves are expected to plunge now. 

Record India Gold Imports

Indians like to buy cheap gold. 

Oil supply and demand: $60 oil

$60 oil is coming. 

Gold to outperform silver in 2025

The unemployment rate is expected to rise to 5% next year, which will push up the gold silver ratio. 

Gold-Oil Crocodile

Gold and oil are going to make a crocodile jaw.