GDP Growth Negative

Tariffs lead to recessions.

Oil Gold Dragon

The oil - gold dragon. 

Stock market FCF all time lows

You don't get a lot of return in this market. 

VLCC Floating Oil Storage Vs. Oil Price

When VLCC storage goes up, it means too much oil is available and oil prices drop. 

Hidden storage should also be accounted for.

Commodity Outlook

What to buy?

Sprott Inc Update

Buys: Royalty companies, Americas Gold and Silver and bitcoins

Sells: Newmont, Coeur, Equinox, i-80 Gold

Chinese insurers investing in gold

The Chinese insurance industry is starting to buy gold. 

USGS Silver Reserves

Global silver reserves are rising, not depleting. 

Gold Lease Rate Spike

Gold lease rates spiking. Signal for higher gold prices.

 

$8000 gold

 Peter Schiff's new target is $8000 gold.

Tariffs are good for gold

25% tariffs on USA, Canada, Mexico. 10% tariffs on China. This is the magnitude of it.

Gold lease rates spike Vs. Borrowing fee

Gold lease rate spikes. Gold to soar. Lease rates can be followed via borrowing fees as they are correlated.

Borrowing fees are correlated to lease rates.