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
S&P trend lines:
Close up:
AI won’t replace us any time soon. We need more electricians first!
Got gold?
Silver price, (official) CPI adjusted:
US market concentration:
Gold/Nasdaq: probably nothing
JPY up, Topix up…
US deficit
Student loans:
Mag7 concentration:
Dec gold options accumulation…
uranium imports in the US. Probably nothun’
Michael Lynch on Gold & Silver ‘s COMEX vault contents:
LLM progress:
Paper losses for Japanese insurers:
Gold volatility:
Historical oil prices:
BTC: massive bearish divergence
Weak home sales:
Gold as % of US debt:
Long term DXY graph:
Managed Money COMEX silver longs (nearly non left!):
I’m thinking of buying some Nasdaq PUTs:
Gold at a massive discount to it’s fundamental price:
😂 Tutto Passa has it figured out.
I'll bet Random Italian Old Man will catch one more lass before he passes and as he passes will say, dayum, what a ride! He reminds me (visually) of my Italian grandfather that was grafting fruit trees with different fruits into his late 80s to early 90s. GMOs: Geriatrically Modified Organisms.