1/ We are at a major turning point in global financial markets. When the gold / copper ratio turns down, inflation expectations rise and the bond bubble threatens to burst. That would force the Fed to buy even more USTs and the dollar devaluation would be even faster...
2/ I really think 2021 will go down in history. It will be a year of strong inflation where stability in the financial markets will be completely lost. If #inflation really starts to pick up it will accelerate dramatically at some point. Bond holders get killed!
3/ FREEPORT MCMORAN already in strong bullmode! Every deflationist should question this strong move... The market clearly rally against a strong dollar thesis, price action is serious @goldmarketgirl
4/ Furthermore 10y & 30y USTs trading like YCC (yield curve control) is already implemented. The Fed could never make this public, except in a real economic shock to raise inflation expectations by necessity! I don't trust what they say, I trust what I see!
5/ The market is still pricing inflation way too low, which could be a big surprise in the next 1-2 years. The implementation of fiscal policy is a whole new world that many underestimate. The consequences will be historical
6/ If you overlay the inflation expectations with the gold / silver ratio (inverted) - you get aware of what is coming in the small silver market! An inflationary storm is around the corner! @mauricelenz007 @wmiddelkoop @ttmygh @S_Mikhailovich @JulianMI2
7/ No matter how politics manipulates the yield curve - nominal negative interest rates and 0 or slightly negative interest rates at the long end or nominal interest rates at 0 and sharply rising interest rates at the long end ->...
8/ Both scenarios are extremely bullish for precious metals such as #Gold & #silver!
Central bankers will get their inflation. Commodity price inflation!
At some point they will lose control of the pricing of money.
I think we get to this point in 2021 or 2022!
9/ #GOLD in world currency unit speaks for itself. Strong bulltrend near ALL TIME HIGHS!

A chart like that is worth a thousand words! I go with the trend!


• • •

Missing some Tweet in this thread? You can try to force a refresh

Keep Current with Benjamin Deutsch

Benjamin Deutsch Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!


Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!

Follow Us on Twitter!