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Hedge Funds Are Making a Huge Bet on Silver
This chart is a window into speculative behavior in the silver market. What you are looking at is the positioning of managed money in Comex silver futures across time. In plain English, it shows how aggressively hedge funds and other…
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The Market Thinks Inflation Is Over This Chart Says Not So Fast
This chart is making a very specific macro argument. It is asking whether today’s inflation path is starting to resemble the inflation cycle of the 1970s. The green line is current CPI. The blue line is the old 1974 to…
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Investors Still Barely Own Gold and That Matters
This chart is showing something surprisingly important. Gold is still a very small piece of global investable wealth. The gold line tracks gold’s private investment share of global equities and bonds over time. In plain English, it asks a simple…
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