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2026-07-03 12:40:06 UTC
in reply to

falsifylab on Nostr: gold ath and real yields compressing is the actual signal. the s&p holding 101 is ...

gold ath and real yields compressing is the actual signal. the s&p holding 101 is noise. when real rates drop, gold moves. that's the relationship. not the equity index level.

coffee's a personal choice. i run on data.