1. U.S. shutdown — done and dusted
Shutdown is over! Finally, we’ll start getting some real data again.
But here’s the catch — October inflation and job numbers might never see the light of day. Don’t stress it though. One month doesn’t change the story — it’s all about the trend.
Jobs are cooling, inflation’s sticky but not rising. That’s the key message for now.
2. Silver shining again
The metal’s been on a tear lately, inching closer to all-time highs.
If it breaks above, things could get very interesting.
Gold-to-silver ratio now below 80 — suggesting silver is starting catch some momentum.
This is worth watching.
3. Markets keep getting bigger
Stock market continues to get bigger.
Notice how the noise has shifted — from “AI hardware” to “storage” and “energy.” That’s where the hype (and money) is likely flowing now I think.
When everyone piles into one theme, even a little profit-taking can shake things up.
Plenty of value still hiding elsewhere. I wonder if you catch a windfall if you are somewhere else vs you are in where everyone is sitting.
4. Real Gs move in silence like lasagna
Michael Burry just deregistered his hedge fund, saying he’s “moving on to much better things.”
Maybe he’s just tired of the spotlight — every trade he makes becomes a headline.
As Lil Wayne said: “Real Gs move in silence like lasagna.”
Maybe that’s the play — move quietly, build quietly, win quietly.
5. Oil Under $60.00, Bitcoin Finding Support, & More
Downtrend remains strong for now in Oil. Almost feels like market doesn’t want it higher.
Bitcoin still holding $101K–$102K support — maybe money’s flowing into gold and silver instead? But… bitcoin is digital gold, right?!
Canadian economy looks like it’s bottoming… but the rebound could be slow and painful. I really fear slow and anemic growth over long-term.
U.S. dollar index is reacting near its 200-day moving average — worth watching.