Weekend thoughts

No penny for my thoughts

This is a weekly digest of unassociated pictures (graphs mostly) I saw during the week. Not much context is given.

For daily digests: https://no1sdailydigest.substack.com/archive

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gold 15k-20k open interest:

source

Gold worst week since 1983:

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Silver EOY range:

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Silver: triple bottom:

source

Japan 10Y vs gold:

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Fear/Greed index:

source

Bonds getting dumped all around (liquidity scramble):

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Assets vs Liabilities:

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M2:

source

IMF credit outstanding:

sourece

Dollar is rubble now?

source

S&P below 200MA (first since May’25, so possibly nothing):

source

30 major geopolitical events since 1939: in terms of timing - bottom’s in?

source

Asset sales, most in a decade:

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Put/call ratio:

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IMF credit outstanding:

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Oil markets in Asia, EU, US:

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Huge spread in WTI ←→Brent:

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Grain yield when not so much fertilizer is used (famine comes to mind):

source

Oil surge == recession:

source

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