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Dec 6 • 7 tweets • 2 min read
JP Morgan 2023 Outlook
Global Tightening
Inflation falling #goods
Supply Chains Improving
Global Recession Coming?
EU Sentiment
Mid-Cap Valuations

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More from @wmiddelkoop

Willem Middelkoop Profile picture
Nov 9
Shortages in (physical) copper markets

‘Codelco, world’s biggest copper miner, has proposed a premium of $140 a tn for 2023, a 33.3% increase

The proposed premium is paid on top (LME) prices for physical delivery of copper cathodes into China, the world’s top copper consumer’
‘Last month, Codelco raised its premiums for sales to Europe to a record $234 a tonne for 2023, up 83% from 2022.
That comes against the backdrop of rising production costs amid soaring energy prices and tightened supply, with consumers shunning metal from Russia’
mining.com/web/codelco-pr…
Read 4 tweets
Willem Middelkoop Profile picture
Nov 7
The amount of climate fear-mongering is INSANE

Today on Dutch national radio an expert warned, the Dutch would be the first climate refugees in Europe

Sea levels have been rising constantly only 2 mm per year, for over 150 years now. No change what so ever

Stop the madness
Image
Amsterdam Image
Read 7 tweets
Willem Middelkoop Profile picture
Nov 2
🧵 Over the last 400 years we build a financial economic system, which was and still is very beneficial for us in the West ..
First we started to trade, than to colonize, using our naval and military skills to suppress most of the rest of the world (RoW)
We financed it through the development of stock (1602 Amsterdam) and especially bond markets (Amsterdam 1623) ..
Read 20 tweets
Willem Middelkoop Profile picture
Nov 1
World Gold Council:

Gold demand in Q3 was 28% higher y-o-y at 1,181t. Strong consumer demand and central bank buying drove the recovery
‘Central bank buying reached a quarterly record in Q3. It was also the eighth consecutive quarter of positive net demand’
‘Retail investment in gold bars and coins jumped to a six-quarter high of 351t. Surging global inflation levels fuelled demand across most markets’
Read 4 tweets
Willem Middelkoop Profile picture
Oct 30
New Dutch law being prepared:

Banks need to monitor ALL payments from 100 euro

This is probably connected to the planned CBDC’s, where small payment still will be anonymous, while larger will ALL be registered and monitored
More details ..

tweakers.net/nieuws/198722/…
Let op formulering van Kaag:

Digitale munt wordt door de ‘ECB onderzocht’, terwijl er duidelijk sprake is van voorbereiding

Vraag Máxima maar 😀
Read 8 tweets
Willem Middelkoop Profile picture
Sep 17
It’s all going to unfold …

#reset
Why?

It was all set in motion with the fall of Lehman in 2008

China, Russia understood the US couldn’t just act like all was just fine. The foundation for the $-system had been under pressure since the 1960’s when the US lost half of its gold to Europe, which led to collapse ..
of the London Gold Pool (Western central bankers trying to keep gold low @$35 en.m.wikipedia.org/wiki/London_Go…)

It failed because Europe called the US (1944) bluff ‘$ is as good as gold
They demanded physical gold bars in return for excess 💵

US gold reserves declined from 20 to 8k ton
Read 27 tweets

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