This chart is fascinating.

Gold miners, arguably the most hated industry in today's markets, are also at their most undervalued state in 40 years based on their price-to-net-asset-value ratio.

I call this the perfect storm.

Buy low and sell high.
 
Natural gas is currently re-testing the lows of its prior 7 major bottoms.
 
If you ask me, time to step in.

My macro presentation starts now 👇

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A valuable lesson from the 70s that is particularly relevant in a day like today:
 
Gold and commodities consistently outperformed while tech stocks endured numerous setbacks.
 
Although this dynamic appears to be unthinkable today, keep in mind that markets often defy…

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Coming up on Kitco NEWS: We tackle tough questions on the stability of the global economy and the resurgence of gold with Otavio (Tavi) Costa. Tune in for a critical look at what lies ahead for markets and investors. Don't miss it! #GoldInvesting #EconomicInsight

For those who appreciate key technical levels:
 
The US yield curve steepener trade is on the verge of a significant breakout, and if it comes to fruition, I see considerable potential for upside.
 
To put this into historical perspective:
 
While the spread between 2 vs 30-year…

Thank you for having me Dale Pinkert

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👀'The multitude of structural forces driving metals has yet, in my opinion, to prompt a major re-rating of the valuations of these businesses, which continue to linger at historically depressed levels.' - Otavio (Tavi) Costa of Crescat Capital.

Source: loom.ly/K_-GseY

“The BoJ is trapped” in one chart.
 
Japan is experiencing increasing inflation expectations alongside a continuous devaluation of the yen, exhibiting an almost perfectly negative correlation.
 
This reflects the dilemma of an economy burdened by excessive debt, necessitating…

This chart speaks volumes about the level of complacency prevailing in markets today.
 
Either the global economy is returning to a disinflationary state with a significantly lower cost of capital, or credit risk is severely mispriced.
 
I believe it is the latter.
 
As shown…

Don't miss this! What Tavi Otavio (Tavi) Costa forecasted for Months is Manifesting Now.

Pretty funny how Slok stole this from Otavio (Tavi) Costa without giving him any credit. That is OK. Imitation is the best form of flattery.

x.com/TaviCosta/stat…

This chart provides such an important perspective on today's yield curve inversion, highlighting it as one of the longest and deepest in history.

Additionally, three key observations:

▪️Deeply inverted curves ultimately see an aggressive steepening move, which I believe we are…