❗️🌎#metals #forecast
BofA: by 2030, the world is expected to face a structural deficit in many industrial metals.

Increased dependence on critical minerals requires recycling and new capacity expansion to avoid projected structural deficits in several minerals #capex #recycling

📊 Scorpi18 portfolio returns (24 Jan. 2025):

- WEEK: +1%- MONTH: +2%- YEAR: +42%- SINCE 2014: +690%

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👉 *only for 'Scorpi18 Investment Adviser' subscribers

🪙#silver #short #etf
Bloomberg: short interest in the largest silver ETF, #SLV, is once again approaching historic highs.

The last time it was at these levels, silver prices rallied.
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BofA: traders are currently converting silver futures positions into physical silver at a record pace (chart)

There is a shortage in the silver market (chart)

??#stocks #us #election
TS Lombard: historically, the S&P 500 has performed better in the 12 months following a US presidential election under Democratic presidents than under Republican presidents.
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over the past 70 years, $1000 invested in the US stock market during Republican presidencies would yield $27,400 today, while it would yield $61,800 during Democratic presidencies. However, those who stayed invested regardless of political affiliation would see $1,680,000 today (chart)

? Scorpi18 portfolio performance (01 Nov. 2024):

- WEEK: -2%- MONTH: +0%- YEAR: +33%- SINCE 2014: +633%

??#stocks #tech #us #seasonality
seasonality in US tech stocks

✴️#BTC #mining #costprice
the average cost of mining bitcoin among the largest publicly traded mining companies has fallen to $49,500 — CoinShares
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#opinion Bitcoin is often regarded as the new gold. If this assertion holds true, its price-to-mining-cost ratio should be similar to that of gold, which is approximately 1.5 (chart)

⚠️??#stocks #us #concentration #bubble #warning #macro #history
Goldman: the concentration of the largest stocks in the S&P 500 has reached levels comparable to US stock market bubble of the Great Depression in the United States.