Macro liquidity Major countries indices image If China by default dont give a shite about Trump about their CLosed capital account, TRUMP will have no choice but to lower the value of Dollar. Only way, he can maintain US economy without Recession. ...

Gold with No Drama

I think its the opposite that is happening. GOLD = FEAR

Gold with No Drama

No cut, continue to hold the position until your account blow up! Because best trading strategy consists a pinch of hoping and praying.

Gold with No Drama

Indeed paper money is not reliable. Real estate is. Good thing, in Africa, real estate are not a bubble like in the US, where 90% of house are owned and controlled by firms. While in Africa, firms only developed these estates, they are sold to ...

Gold with No Drama

Anyone bought the DIP??? MAcro liquidity start to change, thats why SPX, NKD, NAS, and BTC are coming down. Told you here The more we go down, the more we run the risk of large bank to margin call. WHen major players get margin call for ...

Gold with No Drama

When borrowers need to raise cash to cover their leveraged bet, whatever consist in their portfolio, they need to sell off. We will see a waterfall shortly. The high officials in Japan start making it difficult for flow of liquidity. image

Gold with No Drama

Coupled with the above WHY every high beta assets tend to fall when YEN rise?? Answer is here image Japan is the biggest foreign holders of US treasuries. So when BOJ intervenes, they dump US treasuries to buy YEN. OF their $1.2 TRILLION holdings, ...

Gold with No Drama

Ahmm As we speak image

Gold with No Drama

The risk to watch. YEN Futures image AT the circle, BOJ previously intervene to save the YEN. If BOJ intervention expectation start to show up, Everything will be sold off. But the 02y real interest rate in japan is still positive. which push ...

Gold with No Drama

BTCUSD image With 02 year real rate compressing towards downside, the liquidity from Japan (cross boarder) flows support the up price movement. IF BOJ/MOF of japan, do not run the risk of intervenention, Bitcoin will go up to 140k SPX 500 image ...

Gold with No Drama

And somehow he nearly escaped with his shorts with a profit of $1bn. Everytime the price break up and run upside madly his short entry level! she should be the 3rd clown to join Trump-Powell circus. Would make them a good trio.

Gold with No Drama

The major driver of gold is no longer US but China. Thats why JPM moves its precious metals trading desk to SIngapore, and the arbitrage trading between COMEX and SHFE are dead!

Gold with No Drama

That what i say, CHina continue to bid up GOLD. Cause that the actual things they continue to buy, over the last decades, with their massive current account surplus.

Gold with No Drama

03mnth sofr contract - 02Year Sofr contract. Mar 2026 contract - March 2028 contract image With spread falling down, indicating yield to follow. Yield curve are the nemesis of risk curve. With then falling, risk assets continue to bid. Long term ...

Gold with No Drama

Hi, what are the drivers you anticipate to push gold downward? US CPI down BOJ free printer Trump Powell circus China continue to bid up 2 cut priced in for 2026, we can see market priced in 3 cuts. GC call skew not yet blowoff so 'large correction' ...

Gold with No Drama