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When America Pretends to Be Reckless
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In this acid breath of mine, I drift between the sublime and the sardonic.
I trace how America, once the debtor, became the empire, h…
5 months, 1 week ago
Copper, Gold and Trading the Fuzzy Cloud
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I began with CPI, but as usual, I ended up somewhere between Beethoven and gold. The headline CPI 3%, core the same. The whisper was …
5 months, 1 week ago
The Quantum Crisis: Gold, China, and the Trust Deficit in Markets
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Perhaps the best, most revealing of this daily series. This is macro analysis as cabaret.
The Japanese call it, rakugoka (落語家), a man…
5 months, 1 week ago
Did Gold Just Crash…or Reset?
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ʏᴇꜱᴛᴇʀᴅᴀʏ’ꜱ ᴛʀᴀᴅɪɴɢ ꜰᴇʟᴛ ʟɪᴋᴇ ᴀ ᴍɪʀᴀɢᴇ. ᴛʜᴇ ᴍᴀʀᴋᴇᴛ ʟᴏᴏᴋᴇᴅ ᴄᴀʟᴍ, ʏᴇᴛ ᴜɴᴅᴇʀ ᴛʜᴇ ꜱᴜʀꜰᴀᴄᴇ ᴛʜᴇʀᴇ ᴡᴀꜱ ꜱʜᴀᴋᴇꜱᴘᴇᴀʀᴇᴀɴ ᴅʀᴀᴍᴀ.
ꜱᴛᴏᴄᴋꜱ ᴅɪᴇᴅ ɪɴ ᴘʟ…
5 months, 1 week ago
The Real Pulse of Money: Gold, Bonds, and the Hidden Trade
Season 1
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October 21st, no fanfare, just me and my thoughts. I have been on X all day, and only later realized gold had fallen sharply. Some pe…
5 months, 1 week ago
Acid Breath: Why Everything’s Going Up for the Wrong Reason
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Creativity, Chaos, and the Signals That Matter
Gold's ripping, stocks are ripping, but this isn't a hedge, it's a hallucination.
In to…
5 months, 2 weeks ago
Acid Breath: Any Fool Could Make Money in Gold
Season 1 Episode 16
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Any Fool Could Make Money in Gold
But Only a Lunatic Could Explain It Like This
The lights flicker but they don't go out.
Today I tracke…
5 months, 2 weeks ago
Acid Breath. Inside the Macro Storm: Fed Policy, TSMC Earnings, and the Next Credit Crunch
Season 1 Episode 15
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There’s a smell in the air, that faint electric tang before a storm. The markets are choppy, the screens green and red in alternating…
5 months, 2 weeks ago
Acid Breath: The Bank of the Sopranos & Unlocking Gresham's Law
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ARM Ascends, Oil Drifts, Queens Endures
I open on macro static and shutdown fog, a strange steadiness where the market beat goes on. T…
5 months, 2 weeks ago
Acid Breath: The Gold-Oil Puzzle
Season 1 Episode 12
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A market meditation disguised as weather report, part Fear and Loathing, part BBC Shipping Forecast.
Markets drift in a haze of cauti…
5 months, 2 weeks ago