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The Silver Piggy Bank Is Almost Empty

The Silver Piggy Bank Is Almost Empty

Image Source: Pixabay Vince touches on several extremely current and developing situations for Silver.First up is an Arcadia exclusive walkthrough of the most recent bank report on Silver by CitiBank followed by Vince’s elaboration on that analysis from a seasonal perspective.Next he gets into the supply deficit in above ground Silver and how buyers are scrambling […]
The Soft Landing Narrative And Its Critics, Argentina Elections, BBY Earnings

The Soft Landing Narrative And Its Critics, Argentina Elections, BBY Earnings

Image source: Pixabay   We’re in a mini Goldilocks scenario. The soft landing is playing out – Alessio de Longis, Senior Portfolio Manager, Invesco There’s too much reliance on a soft landing at this point. We need to be a little bit cautious – Victoria Fernandez, Chief Market Strategist, Crossmark Global Investments Source: Both quotes from […]
An Elevating Effect On Equal Weight?

An Elevating Effect On Equal Weight?

The trouncing of smaller caps by mega-cap stocks has been one of the hallmark market themes of this year, with the S&P 500® Top 50 outpacing the S&P SmallCap 600®  by 30% YTD.1 As a result of its inherent small-cap bias, the S&P 500 Equal Weight Index (EWI) has suffered accordingly, underperforming the S&P 500 by 11% in the twelve months through October. […]
Industrial Demand For Silver On Pace To Set Record In 2023

Industrial Demand For Silver On Pace To Set Record In 2023

Image Source: Pixabay Industrial demand for silver is expected to set a record in 2023.According to a forecast by Metal’s Focus in conjunction with the Silver Institute, industrial silver demand is on pace to rise by 8% to a record 632 million ounces.  Investment in photovoltaics, power grid, and 5G networks, along with growth in consumer […]
5 ETFs To Tap Nvidia Ahead Of Q3 Earnings

5 ETFs To Tap Nvidia Ahead Of Q3 Earnings

Image Source: Pixabay Investors’ favorite Nvidia (NVDA – Free Report) is set to release its third-quarter fiscal 2024 results on Nov 21, after market close. This graphics chipmaker, currently the world’s most valuable semiconductor company, has been on the hottest winning streak, gaining more than 20% this week and adding an astounding $28 billion in market value. Nvidia, […]
Macro: Leading Economic Indicators — Reflections Of 2006?

Macro: Leading Economic Indicators — Reflections Of 2006?

Image Source: Pexels   “After a pause in September, the LEI resumed signaling recession in October.” LEI signaling a shallow recession. The index is down 3.3% in the last 3 months and -.8% in October.I hate to compare cycles, but the machine does and there are certainly similarities. The similarities became apparent with the release of […]
S&P 500 Forecast: Quiet Thanksgiving Week Makes Nvidia Earnings The Focal Point

S&P 500 Forecast: Quiet Thanksgiving Week Makes Nvidia Earnings The Focal Point

Image Source: Pexels The S&P 500 index rose on Monday as Wall Street traders have a short window ahead of the Thanksgiving holiday on Thursday. Following three weeks of advances, the S&P 500 may continue to rally ahead of the normally strong December month that benefits from the Santa rally. Historically, December is the best month for stock […]
Yields Tumble, Stocks Spike After Stellar 20Y Auction

Yields Tumble, Stocks Spike After Stellar 20Y Auction

We knew that going into this week’s holiday-shortened week liquidity would be challenging, but nobody expected it to be this bad: moments ago the Treasury sold 20Y bonds in a solid auction with decent bidside demand, and while this was a far cry from the recent “catastrophic” 30Y auction, the market reaction was as if […]
Dutch Central Bank Admits It Has Prepared For A New Gold Standard 
                    
How to Prepare for a Gold Standard

Dutch Central Bank Admits It Has Prepared For A New Gold Standard How to Prepare for a Gold Standard

In a recent interview, the Dutch Central Bank (DNB) shared it has equalized its gold reserves, relative to GDP, to other countries in the eurozone and outside of Europe. This has been a political decision. If there is a financial crisis the gold price will skyrocket, and official gold reserves can be used to underpin a new […]
Tesla Trap

Tesla Trap

Image Source: Pexels Here’s a quick observation, though: Tesla, despite all the drama around it, has actually become a very boring stock. (Let’s just kindly assume the process of price discovery has reached roughly equilibrium).I wanted to point out that the price gaps, which I’ve tinted, have done a pretty good job of “bounding” the price action […]