Stephen Roach: Are we moving into another phase of supply-driven inflation?

Stephen Roach – X, Released on 8/27/24 Chip shortages led the inflation shock of 2021-23. With the US upping the ante on entity list sanctions and China responding with curbs on chips materials inputs, could we be moving into another phase of supply-driven impediments to disinflation? https://t.co/XADAcogtsB — Stephen Roach (@SRoach_econ) August 27, 2024 Stephen […]

$100 is the new $20

Inverse Cramer (Not Jim Cramer) – X, Released on 8/22/24 $100 is the new $20 Need to fill up? $100 Movie night? $100 Just need a thing or two at the grocery store? $100 — Inverse Cramer (Not Jim Cramer) (@CramerTracker) August 23, 2024

This should provide a tailwind for silver…

Jesse Colombo – X, Released on 8/23/24 Copper is breaking above its downtrend line of the past few months, which should provide a tailwind for silver because the price of copper is an important influence on silver thanks to arbitrage algorithms. $SLV #silversqueeze pic.twitter.com/18FPygPpmI — Jesse Colombo (@TheBubbleBubble) August 23, 2024

China reported record levels of silver imports

Tavi Costa – X, Released on 8/15/24 Meanwhile: China reported record levels of silver imports. pic.twitter.com/LYYP7JYZXd — Otavio (Tavi) Costa (@TaviCosta) August 15, 2024 Tavi Costa is a partner and portfolio manager at Crescat Capital and has been with the firm since 2013. He built Crescat’s macro model that identifies the current stage of the […]

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