Macro Liquidity by Sunil Reddy Profile picture
Tracking liquidity, debt cycles & stagflation. Gold, Silver & Macro trading insights. Funded Trader | Mentor. Timing beats Prediction
Oct 11 10 tweets 2 min read
🧵(a thread) FRACTIONAL GOLD SYSTEM — IS YOUR ETF SAFE? (Part 1)
1️⃣/10
Most people think when they buy gold through an ETF or a bullion account, there’s a bar with their name on it.
But in reality, your gold likely exists only as an IOU — not a bar.
Let’s decode how this fractional gold system really works 👇
#gold #Silver #silversqueeze 2️⃣
Start with 1 real bar (400 oz) sitting in a bullion bank’s vault.
Now watch how this same bar is turned into many paper claims across multiple markets.
Oct 4 11 tweets 2 min read
Thread 🧵: Under gold, money was hard and housing was affordable.
Under fiat, money is debt and housing became a lifetime trap.
Here’s how the mortgage system cheats the average person
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Housing was supposed to be shelter.
But after gold was abandoned and money became paper backed by credit, homes turned into the world’s biggest debt machine
#HardMoney #MortgageSlavery #MiddleClassSqueezeImage 2/
When you take a mortgage, you think the bank is lending you savings.
They’re not.
They create new money with a keystroke — and you spend 20–30 years paying it back with your real labor
Sep 22 8 tweets 2 min read
🧵 Why the Rally in Gold Miners Is Not Over Yet

1/ Many are calling miners “overbought.”
But this rally is not just speculation — it’s rooted in macro fundamentals.
Let’s break it down 👇(a thread)
#Gold #Silver #GoldMiners #SPX #Macro 2/ Gold miners = leveraged gold, yes.
But their real drivers are two ratios:
1) Gold/Oil → margins.

2) Gold/SPX → capital flows.

When both rise, miners can run far longer than most expect. Image
Sep 19 10 tweets 2 min read
China is quietly building a digital gold system that could replace the dollar in trade. Here’s how…
1/
💡 Did you know China runs two gold systems?
1) SHFE → futures, speculation, collateral.

2) SGE → spot, physical settlement, international vaults.
Banks constantly shuffle gold between them.

But a new shift could make both redundant 👇
#Gold #DeDollarization #China #BRICS #DigitalAssets #SoundMoneyImage 2/
Today it’s clunky:
1) Want leverage? Park gold in SHFE warrants.

2) Want to settle trade? Convert into SGE warrants.
Slow. Costly. Limited.
Aug 25 17 tweets 3 min read
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The Chart of the Century: Gold vs Dow
For 100 years, the Gold/Dow ratio has traced an expanding triangle (ABCDE).
We are now in Wave E — the terminal phase.

➡️ Elliott Wave target:
• Gold $20,000–$25,000 base case
• Silver $300–$500 (potentially >$1000 in mania)
• Gold/Dow ratio aiming for 20x from here, possibly retesting Upper trendline or a bit throwover
It seems unbelievable today. Bookmark this , in 10 years you’ll see how obvious it was.

The reset decade has begun. #Gold #Dow #ElliottWave #Reset #Markets #Macro #ChartOfThecenturyImage What is GOLD/DJI?
It measures gold’s purchasing power vs equities. When it rises, gold outperforms stocks; when it falls, equities dominate. It’s the cleanest lens on money vs risk.