metals

stated expectation that gold and silver prices will move higher later in the year and through 2026 due to unresolved economic, political, and social problems; specifically, "... the price will consolidate above that before moving higher later in the year." and "... price will find support ... and move higher over the course of the rest of this year into 2026 and possibly through 2026."

ndx

Equity side versus the technicals and equities are crazy... earnings growth... For 2024... 54% year on year growth... So I'm bullish on stocks and urged to continue to look at stocks.

yields

I think the Fed can cut rates, but until then you got yield levels. You can get it down faster and more aggressively than where they are today.

yields

We do think the fed does get underway. That recalibration that was hibernating comes out of hibernation. And they begin cutting in September. Given the expectation of the Federal Reserve starting rate cuts in September due to slowing labor market and inflation data, yields are expected to move sharply down in the short term.

ndx

you can't sit on the sidelines here because there's too much bullish short term momentum

yields

So, they're ready to come down. I think they'll cut here in September. Probably again later in the year. And as I said last time, I think you could continue that into next year. So, you probably get a 100 basis points by this time next year.

ndx

I think that this is the month that the S&P you know makes new highs towards 6000 506,600. Also the market hitting new record highs once again after the CPI report.

yields

I think we could go into a series of rate cuts here, starting with a 50 basis point rate cut in September

ndx

Well, it should be another good quarter. ... the truth is, we're so early in this process ... so this is really a great position for everybody to be in. ... So, you know, it's hard not to like Nvidia. ... it's our biggest position ... it just keeps growing ...

ndx

higher growth and upward revisions for NVIDIA and AMD

dxy

dollar down 40 ticks here sitting at 9752... small lift up in the dollar index recently put a little bit of pressure on gold market.

metals

gold making new highs here... gold recapturing 3,400 sitting at 3416 up about $17... silver futures up 1.68% sitting at 38.64... silver market... up 10% as well

ndx

S&P 500 and the NASDAQ just edging up slightly... NASDAQ up about 50 at 23,990 did breach that 24,000 level.

yields

you can also frontrun that by watching the movements in the dollar index and also 10-year Treasury yields in the gold market... 10-year Treasury yields down edging lower at 4.25% 25%

ndx

Saira Malik said 'We are bullish on technology and continued spending on artificial intelligence. That’s supportive for a stock market which I agree is trading at a worrying premium.'

yields

...that the Fed will likely start cutting rates by 50 basis points next month, reopening credit channels and easing policy.

ndx

buybacks as strong as they are, they're going to accelerate. It says that there's not a lot of great places for companies to invest in their businesses. So they're returning capital to shareholders. That is good for broader markets.

ndx

I do Joe. And ultimately it's going to come down to growth rate next year. Street's looking for 5% just on this upgrade pool. ... I think Apple is going to be one of the top two performing mag sevens over the next year.

wti

Discussed factors such as geopolitical risks impacting oil prices, but no explicit prediction on 'wti' direction.

metals

Silver prices have rallied over 28% year to date, silver is stepping out of gold's shadow, and a potential silver squeeze could drive prices higher; uranium equities show strong fundamentals with increasing free cash flow and term market improvements. Precious metals bull markets typically start with gold but leadership moves to silver as investor momentum builds; structural deficits and record demand support price rises; uranium markets have term contracts lowering capital costs, indicating a bullish long-term outlook.

ndx

stocks are helping to power both the S&P and the Nasdaq higher right now Investors have an insatiable demand for quality and growth companies, particularly those executing on AI strategies.

ndx

The good news about Apple right now in the short term and why their stock is up, is beyond that. They're also performing well.

metals

John Woods mentioned sharp increases in lithium due to supply constraints, leading to potential sharp ups in the metals market short term.

ndx

I continue to believe there's going to be a melt up between now and Thanksgiving.

metals

The key catalysts for gold to just break out higher, is it just a little bit of back and fill in the US stock market, a little bit of volatility and it's August volatility very low. The bull flag is 3300... It's just waiting for the next catalyst to shoot up up to a new high.

metals

Gold market down $73 after a wild and volatile period; metals like gold, silver, copper, aluminum, platinum, palladium edging a bit lower; market showing sharp reactions back and forth due to tariffs and geopolitical uncertainties

yields

Now is a very good time for if people are going to buy bonds because they can make a lot of money as yields plummet.

metals

Gold prices spiked sharply higher in the New York ComX this morning. CPM Group has been projecting for its clients that the price would touch 3,500 in August or September and would probably get up to 3,600 in September or October with higher prices later in the year and into 2026.

ndx

No, I'm keeping the money in the market. You know, we have we're juggling balls just fine. And I think you can get yourself all distracted by, you know, just the sheer velocity of change that's happening here. But if you look at the details and look at those different balls and look at the skills of the jugglers involved here, how can you not be invested?

metals

Gold futures jumped due to a 39% tariff on Swiss gold bars, leading to a surge.

yields

It makes me cautious on longer-term Treasuries.

ndx

I do. I mean, I think that you don't want to abandon technology, right? Because that's where the growth is.

ndx

So I think that's normal. I expect it to we've said that third quarter. We think this is the best chance we could have for some correction or moderation, if you will. But I want to be very clear, it's still early in the new bull market.

ndx

We still are big believers in the tech story. The AI story is only gaining momentum.

metals

I think the same dynamics which have us setting those record highs almost on a weekly basis are alive and well. Gold miners are starting to outperform and have operational leverage, generating massive free cash flow, leading to major upgrades.

ndx

I think the Nasdaq is the place to be. The AI boom is alive and well within the choppiness we've seen with tech earnings.