...'real' gold price highest since Jan 1980.

"I would be hesitant to say we are through this earnings season"

...gold hit a new record high intraday as stocks suddenly noticed the recent surge in rates...

"The Fed and election expectations have created a bit of a perfect storm for a Treasury market"

...inflation expectations rising, Trump victory odds rising, gold rising...

“We’re in a market that is betting on Trump"

...stocks, prediction markets, and polls all trending towards Trump...Sell everything to buy NVDA...

“Optimism about a soft-landing abounds, but that narrative is much more relevant for the US"

...bets on a Republican sweep trumped 'no landing' narratives this week as silver soared.

Stocks hoping to close out the week at a new all time high.

..."red sweep" bullish for stocks, gold, & crypto; bearish for bonds.

"TSMC earnings were clearly a positive and allayed some of the worries after that dismal report from ASML."

...during the past 12 days, the market has seemed "very convinced Trump is going to win,” Druckenmiller said...

“If the Federal Reserve is going to continue to ease, we are in the soft landing” 

IDF, WTI, ASML, LVMH, BTC, VIX, WTF FED

Another tumble for oil, just as the Biden admin ordered...

...China's '6 trillion yuan' is a "decent number but nowhere near what they did in the past..."

“A Trump victory would likely be positive for risk sentiment"

Goldilocks it wasn't

A soggy end to another blowout week.