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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COMEX silver withdrawal:

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Nasdaq vs its volatility.

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Gold breakout?

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China's gold purchases:

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Gold miners-to-gold ratio:

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Gold vs real rates:

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Monthly silver demand:

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Silver’s waking up too:

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Multi-decade gold chart:

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Aggregate cash flow for miners 🤑🤑:

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Gold ETF flows:

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Gold/silver breakdown:

https://x.com/potassium_phd/status/2052885748861509731

COMEX silver prices vs. US silver exports chart showing COMEX is being sidelined as physical metal leaves the exchange.

https://x.com/pmbug/status/2053075501770506640

Silver lease rates:

https://x.com/KarelMercx/status/2052667871080124735

Silver weekly log chart:

https://x.com/profitsplusid/status/2052839507595317427

SILJ & silver:

https://x.com/TheApeOfGoldST/status/2051784028563632632

And another take for silver (weekly basis):

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Gold mining sector - 45-year base breakout:

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Gold mining M&A deal flow:

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China's vs US electricity growth:

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Central bank gold demand:

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Hard assets vs. paper assets (watch out above — one can hope!):

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Consumer Sentiment Index:

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Global Supply Chain Pressure Index:

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Oil-shock driven index prices:

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US M2 money supply per capita:

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Nothing to see here… Everything’s fine:

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More everything is fine:

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TIPS ETF inflows:

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Of course it’s AI’s fault…

https://x.com/zerohedge/status/2052769210552479893

Fed rate decision probabilities:

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Don’t count the dollar out just yet:

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Classify under “everything’s fine”:

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WTI price & US oil export volume:

https://x.com/philippilk/status/2051378905542463889

Oil-to-natural-gas ratio:

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Global oil inventories:

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China’s teapot refiner profitability:

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Fertilizer exports through Hormuz alongside a US regional map of farmers unable to afford those fertilizers:

https://x.com/chrismartenson/status/2050939416269488490

Global GDP vs crude oil production. We know what comes next…

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US Strategic Petroleum Reserve:

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Gold vs MAG7:

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DXY breaking down? Decisive moment, but it’s a multi-year graph, so those things take (a lot) of time:

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Shiller CAPE ratio. We’ve been here before right? 🙄

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50% of the S&P 500's recent gains are just 5 stocks:

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