reachfred

reachfred

Oil prices in gold in a clear down trend, presumably on the back of increased shale production and greater renewables, and resurgence of nuclear. Unless demand accelerates (AI? middle class growth in India?), this is very supportive of economic growth.

reachfred

Fed expected to cut earlier than RBA China's growth slowing not good for Australia's iron exports

reachfred

Failed at trend resistance $120 three times. nice arc with multiple touches global liquidity anticipating the move down? see link below twitter.com

reachfred

As an Aussie investor with a lot of securities denominated in USD (US markets, Gold), and with brokerage paying an extra 1% on USD (4.3%) vs AUD (3.3%) on cash balances, managing my exposure to the USD has a meaningul impact on the portfolio’s performance. in this chart, I use a combination of Ehlers’ adaptive indicators, volatility bands and 100-week moving...

reachfred

In prior 2008-09 recession, Cameco massively underperformed. In a high volatility regime for stocks (VIX > 20), equities overall tend to do poorly. The arc (a @northstar badcharts favorite) suggest another touch down before resuming its uptrend.

reachfred

**UPDATE - ignore previous publication** Quite simply: constant drop in volume and volatility positive correlation to gold no correlation or discernible pattern to DXY (not behaving like a commodity) price appreciation over 1.5 year slowing down vs since inception bitcoin is turning into a reserve asset that will broadly move in line with gold

reachfred Updated 

Quite simply: constant drop in volatility drop in volume (not shown) positive correlation to gold no recent correlation to broad-weighted traded dollar index price appreciation over 1.5 year slowing down vs since inception bitcoin is turning into a reserve asset that will broadly move in line with gold