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Gold and Geopolitics

No1
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G&G: Gold and Geopolitics

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Latest Issues

Length, not temperature

After my last piece on the DXY, left a comment:

Question then - will future post explore what Fed’s indices are saying about the dollar? Any interesting correlations to gold / silver?

Two questions. One thread. Let me pull on it.

In t...

31 hours ago
91
20

Weekend thoughts

This is a weekly digest of unassociated pictures (graphs mostly) I saw during the week. Not much context is given.

For daily digests: https://no1sdailydigest.substack.com/archive

Subscribe now


LBMA silver vault stock vs UK net sil...

2 days ago
56
16

The "Inverse Sympathetic Principle" in financial markets

Thanks for the idea!


The principle of sympathetic magic, as catalogued by Frazer in The Golden Bough (1890), holds that objects which resemble each other are linked across the substance of the world. The voodoo doll and the targete...

3 days ago
72
21

Cut the fuel, cut the future

The IEA filed another “largest in the history of the global oil market” last month. They're burning through superlatives faster than crude.

Brent surged 65% in March.

Global oil output is projected to fall 6.6% in Q2 - the largest quarter...

3 days ago
107
50

Sidelined

People keep asking me when a real repricing of gold and silver is going to happen. And more importantly… what will it look like?

They want a $300 print - preferably by tomorrow, a margin call cascade, a CNBC chyron in red 72-point font, a...

5 days ago
132
51

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  • No1

    /ˈnoʊ wʌn/ Writing musings about geopolitics and precious metals as I see events converging that impact us in our daily lives.

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