·gold
Record margins for gold and silver miners
Miners are seeing record margins and strong free cash flow; many precious-metals companies still trade below historical valuation multiples.
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Herculis Gold Coin ($XAUH)
We share clear, data-informed perspectives on global markets, commodities, and portfolio ideas—from market breadth and macro drivers to the future of real assets like tokenized gold. Our goal is to turn noisy headlines into actionable insight you can actually use. If you’re looking for concise explainers and thoughtful analysis, you’re in the right place.
·cpi
Economists' biggest fear: US CPI mirrors 1966–1982
Current US CPI path shows a 0.93 correlation with 1966–1982, highlighting wage pressures, persistent services inflation and policy lags.
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·central bank
Chinese central bank remains steady gold buyer
Analysis of China's consistent central bank gold purchases and how reserve diversification from the US dollar supports gold as an inflation hedge and geopolitical reserve.
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·money market funds
Record $8.19T in Money Market Funds
Record $8.19 trillion in money market funds signals defensive investors and large "dry powder" that could fuel equities, credit, or real assets.
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·Berkshire Hathaway
Berkshire Hathaway's 14-quarter stock selling streak
Berkshire Hathaway has sold stocks for 14 consecutive quarters — a sign of Buffett’s caution amid high equity multiples, compressed risk premiums and preserved liquidity.
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·chinese gold etfs
Chinese gold ETFs see eighth monthly inflow
Chinese gold ETFs recorded an eighth consecutive inflow in April (RMB3.5bn); AUM rose to RMB306bn and collective holdings hit 301t amid market shifts.
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·xauh
$XAUH audit confirms 100% proof of reserves
KPMG audit (May 13, 2026) confirms 11,500 $XAUH tokens are fully backed by 11.5 kg LBMA 999.9 gold bullion.
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·nvidia
Nvidia extends rally
Shares jumped ~20% over seven days as investors pile into AI winners; Jensen Huang and Nvidia drew notice after his last‑minute joining of Trump’s China visit.
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·ton
TON is now one of the fastest blockchains
TON offers 0.6s finality and near-zero fees; $XAUH pairs Swiss physical gold with TON speed to enable instant, borderless gold-backed transfers.
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·Tesla
Tesla as a physical AI deployment platform by 2031
Argues Tesla ($TSLA) could be a $375B revenue company by 2031 as AI, robots, services, energy and Cybercab outgrow automotive.
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·agricultural commodities
Agricultural commodities at highest since 2023
Bloomberg's ag commodities index rose 13% in three months — an early inflation signal that pressures EM currencies and increases demand for hard assets.
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·treasury yield
30-year US Treasury yield briefly hits 5%
30-year US Treasury yield briefly reached 5%, pressuring equities; rising oil from the Iran conflict is adding inflationary pressure and reducing rate-cut hopes.
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