Dec. 1 at 1:45 PM
$SLV
https://x.com/goldswitzerland/status/1995396514701820397?s=46&t=RgpuBDUw8u-xZx2n-WhRng
Egon Von Greyerz now calling for whole multiple jumps in silver next year. 100%~200% Recommending 30% allocations to portfolios.
$SPY
$BTC.X Yen carry trade being blamed for the 3rd leverage unwind to hit crypto in 2025.. 🙄
😴
Free Yen era is over as yields rise and yen strengthens. No more arbitrage. Debt now stacked so high against Japanese bonds that they are playing chicken w rate hikes.
$GLD $SLVR timed entry vs volatility on risk assets is key. Yes S&P will rally, but it may be more ideal to lock in gains on the equity risk curve vs EOY rate cut/hike volatility until the Fed officially cuts.
Stay long the phys, 1 more backwardation event like OCT will signal the end of the paper metals tamp!