Silver's headed straight through $60, no question about it.
Just watching the charts play out.

Picture this: rewind twelve months, and someone drops this bomb on you—gold's about to surge 60%, silver's gonna rocket 90%. What's your first guess?
Maybe inflation's exploding past 5%? Bitcoin hitting $500k? Some geopolitical nightmare unfolding? Perhaps extraterrestrials finally making contact? Stock market cratering 30%?
Here's the kicker though. Bet nobody would've predicted this combo: inflation staying pretty chill, equities climbing a solid 17%, and two major...
The disconnect between what we'd expect and what actually happened is wild. Traditional safe havens pumping hard while risk

Black Friday deals ramped up this year, and guess what? Shoppers didn't hold back. Retailers leaned hard into promotions to cushion the blow from tariff-fueled price hikes. The strategy worked—consumer spending held firm despite headwinds. Looks like discounts still have serious pull when wallets are feeling squeezed.

Looks like the rate cut's finally here. Markets gonna react.

Sure, folks are worried sick about where the economy's headed. But guess what? That didn't keep them from swiping cards like there's no tomorrow this Black Friday. Spending hit all-time highs. Wild, right? People feeling broke but still shopping like champions. Classic consumer behavior.

Sure, BOJ's moves played a part in Monday's chaos. But here's what doesn't add up — if this dump is really just yen carry unwinding, why are stocks barely moving? Makes you wonder. How much yen carry is actually floating around in crypto versus traditional equities? The disparity tells a story. Either crypto's exposure is way more leveraged than people think, or something else is driving this selloff beyond the carry trade narrative.

Silver just punched through another ceiling—spot prices surged 3%, hitting a fresh peak at $58.19 per ounce. This kind of move in precious metals often signals shifting risk appetite across markets. Worth watching how this correlates with crypto volatility patterns. Traditional safe havens heating up again.

Maybe we've been measuring poverty wrong this whole time.
Forget annual income brackets. Try thinking about it through a personal volatility score instead—like your own VIX index tracking financial stability.
Score above 60? That's extreme poverty territory. Zero buffer. Pure survival mode.
40-60 range means you're barely floating. Liquidity so thin you're planning one day at a time. Tomorrow's a question mark.
Hit 25-40 and you've entered lower middle class. Your planning horizon stretches to weeks now, maybe a month. But here's the kicker—your term structure's in backwardation. Short-term st

Manufacturing sector showing weakness. November ISM index dropped to 48.2, missing the 49 forecast. Another month below the 50 threshold—contraction territory. This kind of macro data usually ripples through risk assets. Worth watching how markets digest this one.

November ISM Manufacturing data just dropped—and it's looking shaky across the board.
The headline index came in at 48.2, down from 48.7 last month. Analysts were expecting 49.0, so this misses the mark. Anything below 50 signals contraction, and we've been stuck there for a while now.
New orders? 47.4. That's a slide from 49.4. Not great when orders are supposed to drive future activity.
Employment took a hit too—44.0 versus 46.0 prior. Factories are clearly pulling back on hiring.
The one number that ticked up? Prices paid: 58.5, compared to 58.0 last month. Estimates were 59.5, so it came i

November's US manufacturing data just dropped, and it's painting a mixed picture.
ISM Manufacturing Prices came in at 58.5 – slightly cooler than the 59.5 forecast but still up from October's 58.0. Input costs remain elevated, though the pace is moderating.
The real concern? PMI landed at 48.2, missing expectations of 49.0 and barely budging from last month's 48.7. Still in contraction territory (below 50), suggesting manufacturing activity continues to struggle.
For crypto traders watching macro signals: weak manufacturing + persistent price pressures = Fed's next move just got more complicat

Ever wondered why crypto markets suddenly tank when Japan's carry trade unwinds?
The correlation is real and it's happening again. When Japanese investors rush to close their yen-funded positions, the ripple effect hits everything from equities to digital assets. This isn't just theory—we're watching it play out in real-time as volatility spikes across the board.
The carry trade mechanism is simple: borrow cheap yen, invest in higher-yielding assets elsewhere. But when the Bank of Japan shifts policy or market stress rises, that whole chain reaction reverses fast. And guess what gets hit hard

QT officially wraps up today. You know what that means? Liquidity's about to flow back into the system. Yet some folks are still out here betting against the market?
When central banks pivot from tightening to easing—even incrementally—risk assets historically catch a bid. We've seen this playbook before. Tighter money squeezed everything; now the pressure valve's releasing.
So here's the real question: if you're positioning bearish right now, what's the thesis? Macro headwinds are shifting. Liquidity conditions are improving. Maybe it's time to recalibrate that outlook.

Trump just dropped a hint on Air Force One—he's made his pick for the next Fed chair. No name yet, but the decision's locked in. Markets are already speculating how this could shift monetary policy. Could mean tighter controls or a surprise pivot. Either way, crypto traders should keep eyes peeled—Fed moves ripple fast.

Expecting the Fed to pull the trigger on another rate cut this December. Market's already pricing it in, but the real question is what happens next quarter.

Two decades paint a telling picture of economic divergence across major economies. Between 2003 and 2023, purchasing power parity shifts revealed striking patterns.
Turkey led the pack with a staggering 257% surge in per capita GDP, while Poland wasn't far behind at 242%. Russia managed 161% growth despite geopolitical turbulence. Western European powers showed more modest trajectories—Germany climbed 110%, Netherlands 105%. France, Spain, and the UK hovered between 85-90%, with Italy trailing at 72%.
These aren't just numbers. They're signals of shifting economic centers, changing investment

Interesting stat: since 1980, the S&P 500 hit its yearly peak in December more than half the time. During those years? Average annual total return clocked in at 21.9%. Worth noting though—historical patterns don't guarantee anything going forward.

Liquidity crunch hitting hard—precious metals are getting dumped at an alarming rate lately

Looking back to 1928, December's been kind to the S&P 500—averaging a solid 1.3% climb with positive returns hitting 72% of the time. History doesn't repeat, but it sure rhymes when year-end optimism meets portfolio rebalancing season.

A speech from Powell is expected around 04:00 after midnight. There will be a panel on the economy, featuring several academics and economists on stage. This could be important for those following the macro side, let's see what he will say.