Mátalos suavemente... piped.video/watch?v=JeH-q51O…

When Gold slipped below $4,000, sentiment turned sharply bearish, everyone started calling for a deeper collapse. But the volume profile tells a different story: there was heavy participation in that zone, meaning a huge chunk of shorts got built right there. Now, as price climbs back above that base, those shorts are getting squeezed, forced to cover at higher levels. The more it climbs, the more pressure builds on trapped sellers. #Gold

No defrauda. Los puntos sobre las íes.

(...) y también llevamos mucho tiempo alertando que solucionado el tema inmobiliario, solucionamos otros problemas derivados. No totalmente porque no hay soluciones drásticas relevantes en la cuestión pero ayudarían a sentar bases sobre la Natalidad, Pensiones e Inmigración.

Por el amor de Tutatis, llevamos décadas hablando del rentismo aproductivo inmo desde que tenía tupé (ya lustro calva). Solo con saber que el ser humano primitivo buscaba cobijo antes que la comida (Maslow), pues la noche acechaba, deberíamos tener más que suficiente.

Paparruchas... Solo existen 5/6 Países con unidades especiales submarinas para tal evento. Y desde luego no es Ucrania uno de ellos. Matar al pichón....y proteger al aliado saboteador, lo que podría suponer la desaparición de la OTAN.

La Solicitud de OpenAI de Apoyo Gubernamental desata controversia. share.google/Yujy1S4QA1HsTmw…

“I am excited to be discussing stablecoins…” Stephen Miran

Summary from Perplexity: Stablecoins are no longer fringe. They’ve become a structural source of dollar demand, reshaping global liquidity. •Miran just called it: a “global stablecoin glut” that could push down the neutral rate (r*). •Each new stablecoin minted = more demand for U.S. Treasuries. That’s quiet quantitative easing. •U.S. policy rates may already be too high if r* is falling because of stablecoin-driven liquidity expansion. •The GENIUS Act gave stablecoins legitimacy. Expect explosive institutional adoption under the Fed’s nose. •This is dollarization 2.0 — via code, not conquest. Emerging markets will import Fed policy through stablecoins. •Bank deposits are quietly leaking into tokenized cash equivalents. The plumbing is shifting. •Stablecoins lower U.S. borrowing costs, creating a hidden fiscal dividend for Washington. •Global money velocity is changing rails. Monetary transmission models will have to catch up. •Miran’s message: stablecoins aren’t the future of crypto — they’re the next chapter of monetary policy.

#Tether is stacking #Gold: $12.9B worth 🟨

Nueva rama comercial de Treasuries, digo criptomonedas.

The gold reserve of PBoC is only a small part of CN Govt. gold reserves. Major banks, financial institutions, funds, and central enterprises in CN all are state-owned and hold gold. Just Chengtong PM holds 3000T. The total held by CN has long exceeded the total of the US and EU!

Let’s fucking goooooooooooo We’re about to watch the global Zionist mafia (which is just a conspiracy theory) go to war on American soil. Strap in.

Hong Kong’s sole tokenised gold trading firm seeks Beijing approval for products sc.mp/rtg3g?utm_source=twitt… via @scmpnews

Comentarios de BofA Los booms y burbujas siempre terminan con señales de “ten cuidado” y de “salte ya”. Actualmente hay muchas señales de “ten cuidado”: - Concentración de capitalización bursátil: las Magnificent 7 y las acciones de IA representan más del 40% de la capitalización del mercado. - Amplitud del mercado: véase los últimos 6 meses de la burbuja de 1999 (Gráfico 10). - Valoración: los gigantes de la IA cotizan a un PER de 45 veces beneficios pasados. - Compra global: acciones relacionadas con IA como Advantest (Japón) y SK Hynix (Corea) se han duplicado en las últimas 8 semanas. - Compra minorista: entradas récord de dinero en fondos tecnológicos en los últimos 2 meses. Pero las verdaderas señales de “salte ya” siempre son los tipos de interés, y la Fed no está subiendo tipos, ni los rendimientos están disparándose. Por tanto, los grandes cortos (inversores bajistas) deben esperar su momento. Mientras tanto, nosotros estamos cortos en bonos de los hyperscalers, porque su flujo de caja no es suficiente para afrontar la guerra de gasto en IA (capex) (ver Tabla 1). Han emitido 120.000 millones de dólares en bonos en las últimas 7 semanas, y hasta los reyes de la IA están insinuando que necesitan apoyo gubernamental para bajar su coste de capital. Los spreads de crédito de los hyperscalers (diferencial frente al bono del Tesoro) han subido de 50 puntos básicos en septiembre a unos 80 puntos básicos (Gráfico 9), por lo que los mínimos ya se alcanzaron. Cabe recordar que los bonos tecnológicos estadounidenses cayeron un 8% en los 12 meses previos al pico de la burbuja de marzo de 2000.

No voy a hacer ningún comentario autocrítico con nuestra docencia, porque sencillamente no tengo ni idea, y además son los Países y sus circunstancias, pero.... ¿ Este nivel de especialización es algo normal ?......

10 grams of #Gold per day is 2.5 KG of #Gold per year per Chinese bank. 🙈 There are at least 20 Chinese banks who are SGE tier-1 members that have #Gold accumulate programs. 🙈 That’s 50 KG of #Gold per year that each Chinese citizen can buy from these Chinese banks. 🙈😅👌🙏 Let’s say each bank only allows 30K USD of #Gold withdrawals per year. That’s 600K USD worth of #Gold that each Chinese citizen can withdraw per year from 20 Chinese banks. That’s 150 Troy Ounces of #Gold or 4.7 KG of #Gold per year per Chinese citizen. By the way now that the Chinese banks are limiting physical #Gold daily withdrawals, it makes even more Chinese citizens wanting to buy Chinese state-owned commercial banks’ investment standard #Gold bars…🤣🤣🤣🤣👌 Good luck LBMA…🙈🙈🙈🙈🔥🤣

Central Bank of Brazil data shows that its #gold reserves rose by 16 tonnes in October - meaning it has added a total of 31 tonnes over the last two months. Its gold reserves now total 161 tonnes, accounting for 6% of total reserves.

Alternatively, our political leaders could pick up the phone and call Moscow to reach a mutually acceptable agreement on Europe's post Cold War security architecture - as they should have done 30 years ago

The AI Bubble and Bailout Plea Excellent analysis by Ben Norton on the Geopolitical Economic Report. Below is a brief and the YouTube link below. US big tech executives, led by Nvidia's CEO Jensen Huang and OpenAI's Sam Altman, are warning that China is winning the AI race. Ben argues that this fear-mongering is primarily a tactic to pressure the US government for financial support. The US AI industry is seen as being in a massive speculative bubble, with most companies losing money, while chip seller Nvidia is the primary beneficiary. OpenAI executives have openly asked for a federal "backstop" or loan guarantees to protect them, suggesting the industry is "too big to fail" (Too Big to Fail 2.0). They use the need to "counter the PRC" as justification for direct government funding and reduced regulation. ⚡ China's Core Advantage China holds a significant, structural advantage known as the "electron gap." Its electrical grid capacity is more than double that of the US and is growing rapidly. Because China's state-owned utilities prioritize national development over profit, its electricity costs are less than half of those in the US, making large-scale, energy-intensive AI development significantly cheaper. piped.video/watch?v=4odSW2lS…