Long Term Charts
Gold & Silver Continue Rallying
October 10, 2025
A long-term look at gold and silver on a nominal and inflation-adjusted basis. Is the massive rally part of a "dollar debasement" trade?
A long-term look at gold and silver on a nominal and inflation-adjusted basis. Is the massive rally part of a "dollar debasement" trade?
As reserves continue to be drained from the system, Fed officials are undoubtedly watching SOFR for signs of strain.
For the last few decades the U.S. has been in a low interest rate environment where deficit spending would not cause major issues. A 40-year high in inflation and the higher rates that followed are stressing the country's finances.
In Q3 2025, estimated retail activity in 0DTE options made up 53% of total average 0DTE volume.
A long-term look at interest rates & CPI
Some interesting charts from our recent posts
Today's topics include FOMC minutes confirm dot plots, interviews for Fed chair concluded, how to be an extreme dove in uncertain times, a deluge of t-bills incoming, lessons learned from the pandemic supply shock, pushing back on gold's rally as debasement trade, and breaking down the assets of millionaires
Today's topics include GDP data tracking higher than economists' estimates, Miran continues defending his stance, alternative labor market data, gold just keeps rallying, estimating refinancing activity at different mortgage rate levels, an eye on food inflation, intercontinental exchange's investment in Polymarket, and stablecoins may reinforce the dollar as the world's reserve currency
The Fed is cutting rates, but the stock market is at all-time highs, corporate spreads are at historically tight levels, and inflation is near 3%. Are rates actually restrictive?
Q3 2025 earnings season begins next week. Growth expectations are just above 7% annualized. Can strong earnings continue in Q3?