macrogoldsilver.blogg.se

Skulderna i världen har aldrig varit så höga som de är idag samtidigt som man trycker pengar för att hålla systemet igång. Guld och silver har varit en del av det monetära systemet under flera tusen år. De senaste dryga 40 åren har man dock valt att lämna dessa ädelmetaller utanför och det har medfört ökade skulder och ett ohållbart system.

AG

Publicerad 2020-06-23 13:23:33 i Ekonomi,

Peru’s silver mine supply collapsed by 74% in just a few months.  If we convert to troy ounces, the year-over-year change was a decline from 10.3 million oz (Moz) to 2.7 Moz.  Thus, the world’s second-largest silver mine supply fell 7.6 Moz in April.  Now, if we look at Peru’s monthly mine supply over the past year, we can see that silver production started to decline in March:

 

Hmmm

Publicerad 2020-06-23 10:31:03 i Ekonomi,

China lost at least 40 soldiers in a clash with India at their disputed border this week, a federal government minister has said, as the nuclear-armed countries remained locked in confrontation on the frontline on Sunday.
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Globalt

Publicerad 2020-06-16 10:26:00 i Ekonomi,

INDIAN ARMY SAYS 3 SOLDIERS DIED IN FACE-OFF AT CHINA BORDER - BBG
*CHINA SAYS INDIAN SOLDIERS ATTACKED CHINESE SOLDIERS
 
#NORTHKOREA SAYS IT COMPLETELY BLEW UP INTER-KOREAN OFFICE: YONHAP *YONHAP CITES NORTH KOREAN STATE-RUN TV
 
#NorthKorea Says It May Send Troops Into Parts of the #DMZ - Bloomberg
 
*#SOUTHKOREA TO HOLD NATIONAL SECURITY MEETING AT 5PM: YONHAP
 
 
China Plays Hardball On Trade As Australia Tensions Escalate - Nikkei
 
Virus-hit #Beijing tightens outbound travel; #Shanghai demands quarantine - Reuters
 
 
#BEIJING NOW HAS FOUR DISTRICTS IN WARTIME LOCKDOWN MODE CHAOYANG, FENGTAI, MENTOUGOU AND DAXING - STATE MEDIA - RTRS
 
 
 
 
 

Coronavirus

Publicerad 2020-06-15 11:33:20 i Ekonomi,

India reported its biggest single-day jump in coronavirus cases on Saturday, adding 11,458 confirmed infections and taking the its total count to more than 300,000, according to data from the federal health ministry.
 
Florida reported a 3.6% jump in new cases, the biggest single-day percentage rise since at least late April - Bloomberg
 
Cases in the U.S. up by 28,312 from the same time Friday to 2.06M, according to data collected by Johns Hopkins University and Bloomberg News. The 1,4% was above the average daily increase of 1.1% for the past week, and the highest so far in June.
 
China reported its largest daily increase in cases since mid-April with 57 new infections on
June 13.
 
Turkeys New #Coronavirus Cases at Highest Level in Almost a Month - Bloomberg *The number of new infections rose for a fourth consecutive day on Saturday.
 
Tokyo sees Most Virus Cases Since May 5 as It Eases Restrictions - Bloomberg
 
#Russia's cases pass 520,000
 
#Brazil has the world’s second-highest death count
 
 

Kostnaderna för att producera AG fortsätter att öka då det är svårare att hitta höghaltiga fyndigheter

Publicerad 2020-06-11 14:00:32 i Ekonomi,

The top primary silver mining companies’ average yield fell from 13 oz/t in 2005 to 6.0 oz/t last year.  That’s a 54% decline in average yield from the top primary silver mining industry.  This means these silver mining companies have to extract, transport, and process more than twice the amount of ore than they did in 2005 to produce the same amount of metal.

Hur skall detta sluta??????????????????

Publicerad 2020-06-11 12:03:00 i Ekonomi,

5-day average of put/call as of yesterday now at lowest since July 2000
 
 
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Total user positions at Robinhood was 16.41m on Feb 19, the SPX high.
It surged to 21.48m on Mar 23, the day of the low.
This was a 31% increase as stocks declined 34% in six weeks.
From the low through yesterday, total user positions have soared to 37.13m, up 73%. (1/2)
 
 
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25
 
90
 
292
 

S&P 500

Publicerad 2020-06-10 14:12:00 i Ekonomi,

Market rally has been a giant short-squeeze on low liquidity. A reversal will be quite nasty.
 
 
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5-day average of put/call as of yesterday now at lowest since July 2000
 
 
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June expiration - where is the open interest?
 
Bubblicious

Hmmm

Publicerad 2020-06-09 11:01:57 i Ekonomi,

N.Y. FED: ONE YEAR HEAD INFLATION EXPECTATIONS JUMP FROM 2.6% TO 3% IN MAY
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Pyramidspelet

Publicerad 2020-06-08 11:41:00 i Ekonomi,

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Combined balance sheets of Top4 Central banks (Fed, Bank of Japan, ECB, Bank of England) have jumped to 47% of GDP, almost a five-fold increase since 2007.
 
 
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Hmmm

Publicerad 2020-06-08 09:54:00 i Ekonomi,

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S&P 500 approaching the January 2020 lows when unemployment was 3.5%, GDP growth for 2020 was 2% and earnings growth was expected to be north of 5%.
 
 
 
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James Rickards om marknaden

Publicerad 2020-06-03 12:35:56 i Ekonomi,

American cities are burning, there's a lethal pandemic, and we're in a new Great Depression. Of course, the stock market is up. Why do we persist in calling it a "market?" S&P 500 is really the S&P 6, stocks are traded by robots and financed by $5 trillion of printed money at 0%.
 
 
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FIAT

Publicerad 2020-06-02 11:37:00 i Ekonomi,

Chart of the day! The G4 Central Bank (#Fed, #ECB, #BoJ#BoE) Balance Sheet as a % of #GDP rose to 46.7% in May.
 
 
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Since March 31, $SPX forward 12M EPS has declined by 14.2% while $SPX price has increased by 17.2%. https://bit.ly/2XfutPs
 
 
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Har varit verksam inom den finansiella marknaden i över 35 år. Har därmed varit med om både upp och nedgångar inom olika marknader. Min bedömning är att vi närmar oss en ny härdsmälta på de ekonomiska marknaderna och vill därför med denna blogg dela med mig av min erfarenhet.

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