When we check the 2 year bond yield, we can be 100% sure that the Fed will cut rates in March 2020. Remember what happened in 2019 when the Fed cut rates? Gold went from $1300/ounce to $1600/ounce. I expect this to happen again, learn from history.
Month: February 2020
Savings-Investments Vs. Housing
When you subtract investments from savings, you are left with the amount of money that can be invested in the housing market. Looking at the chart below, in 2020 there is a huge amount of savings left to be invested in the housing market, so things are looking good.
Disposable Income Vs. Housing Prices
In order to buy houses you need to have disposable income.
U.S. PMI Crashing
Falling bond yields have been signaling that GDP is going to crash along with the PMI.
Entire Yield Curve Below Inflation Rate CPI
The entire U.S. yield curve is below the CPI inflation rate of 2.5%.
Automakers are substituting palladium with platinum
According to Amplats, automakers are starting to consider using platinum instead of palladium in their cars. It will take about 18 months to do this.
According to Sibanye, gasoline engine cars will need to substitute palladium with platinum. The lab work has been done.
Conclusion: Stock up on platinum!
Gold At All Time High in SDR
Gold is about to make an all time high in SDR basket of currencies.
China's Heart Failure
China\'s Heart Failure
Correlation Economics (Backup) 