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GoldGold
+1+1
⚠️The demand for gold as a reserve asset is remarkably strong

⚠️The demand for gold as a reserve asset is remarkably strong

At the same time, the demand for the US Dollar is weak

Global Markets Investor
Global Markets Investor
🚨The US stock market has rarely been this expensive

🚨The US stock market has rarely been this expensive

The Shiller P/E ratio sits at one of the highest levels in history

Global Markets Investor
Global Markets Investor
1. IMPORTANT WEEKLY ANALYSIS1. IMPORTANT WEEKLY ANALYSIS
US stocks continue to underperform the rest of the world

US stocks continue to underperform the rest of the world

Time for an asset class performance review as of the first half of 2025

Global Markets Investor
Global Markets Investor
INVESTMENT PORTFOLIOINVESTMENT PORTFOLIO
⚠️Portfolio performance review as of June 2025

⚠️Portfolio performance review as of June 2025

Assessment of my long-term investment portfolio as of June 2025

Global Markets Investor
Global Markets Investor
JapanJapan
+3+3
🚨The whole world is cutting rates except the Fed

🚨The whole world is cutting rates except the Fed

At the same time, major central bank are reducing their balance sheets

Global Markets Investor
Global Markets Investor
WEEKLY MARKET RECAPWEEKLY MARKET RECAP
The S&P 500 hit an all-time high for the first time since February. Weekly market recap, trading week 26/2025

The S&P 500 hit an all-time high for the first time since February. Weekly market recap, trading week 26/2025

Summary of the trading week using the most popular posts from the X platform

Global Markets Investor
Global Markets Investor
GoldGold
⚠️CHART OF THE WEEK: China is diversifying its currency reserves out of the US Dollar

⚠️CHART OF THE WEEK: China is diversifying its currency reserves out of the US Dollar

The trend accelerated in 2022

Global Markets Investor
Global Markets Investor
US economyUS economy
⚠️The US economy has never been more dependent on the wealthiest Americans

⚠️The US economy has never been more dependent on the wealthiest Americans

The top 10% accounts now for roughly half of all consumer spending in America

Global Markets Investor
Global Markets Investor
US economyUS economy
+1+1
🚨US Q1 2025 GDP was revised lower

🚨US Q1 2025 GDP was revised lower

Consumer spending last quarter was the weakest since the 2020 Crisis

Global Markets Investor
Global Markets Investor
Trade WarTrade War
⚠️China’s rare earth magnet exports collapsed

⚠️China’s rare earth magnet exports collapsed

China's rare earth exports are critical

Global Markets Investor
Global Markets Investor
US economyUS economy
+1+1
⚠️Leading indicators are again signalling a recession in the US

⚠️Leading indicators are again signalling a recession in the US

The Conference Board Leading Economic Index (LEI) is down ~16% from its peak.

Global Markets Investor
Global Markets Investor
1. IMPORTANT WEEKLY ANALYSIS1. IMPORTANT WEEKLY ANALYSIS
+2+2
The Fed is still clueless about the future path of rates and economy

The Fed is still clueless about the future path of rates and economy

There is no consensus among the Fed members regarding the future rates path

Global Markets Investor
Global Markets Investor
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