Craig Hemke - False Breakdown or Waterfall Cascade in Gold and Silver?
silver marks the start of a cascade waterfall or a textbook false breakdown ripe for a sharp V-shaped recovery.
Bond Yields & Liquidity Events: An evaluation of the decoupling between the Treasury rally and the sharp decline in hard assets, pointing to signs of a global margin-call liquidity flush.
COT Positioning Reaching Multi-Year Lows: Insights into historical Commitment of Traders (COT) data, highlighting how managed money net longs have collapsed to multi-month and multi-year extremes, potentially acting as a major contrarian buy signal.
The High-Stakes Week Ahead: A look at the packed…
The skinny
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