저자: VinceLanci · 외국인
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라리 핑크(블랙록 CEO)가 인도의 금 선호가 성장을 저해한다는 CNBC 발언을 비판하며, 블랙록 등 금융기관의 구조적 리스크와 중앙은행 QE, 과도한 레버리지를 문제 삼음. 시장 점검에서 달러·금·비트코인 동반 상승을 위기 신호로 해석하고, 금이 2215달러 돌파 시 상승 여지가 크다는 기술적 관점을 제시. 블랙록·금 관련 구체적 방향성 주장은 있으나 1~3개월 매매 판단은 명시되지 않음.
다듬은 글
so when a man like Larry thinkink tells you a pet rock hurts Capital markets by just sitting there when people like he were at Ground Zero for the greatest wealth confiscation in a generation you know who you're dealing with you're dealing with a Salesman who is a capitalist when he makes money and a socialist when he loses it a man who's desperate to sell more product to an opening Market as the one he has operated in for decades is now literally crumbling under his multiplier effect welcome to the morning markets and medals with Vince Lany where each morning Vince brings you the financial and precious metals news to get you ready for your day and now here is Vince good morning I'm Vince Lancy and today's market rundown we will talk about while Larry thinkink uh in premium we have an excellent FX uh report by credit agricult with a nice little section on the drivers behind gold and uh they've been really on top of their gold game lately anyway uh and then we will look at the news but first let's check prices the dollar is up 27 right away I'm just going to tell you the dollar is up 27 and gold is up uh 10 year Bon yeld is up three basis points at 422 S&P 500 is down five handles at 5246 the vix is steady to slightly firmer at 13.04 Gold is up $13 at 22 773 silver is surprise down 22 I'm sorry down 12 cents at 2448 told you sorry I just had to do that uh copper is down 48 basis points at 397 uh Bitcoin is up 1242 at 70 spot 716 ethereum is 3578 up over 2% actually Platinum padium are both up padium is up over 1% at 1,1 and platinum is at $8.99 up $5.87 oil is up 76 again and natural gas is down a penny at 158 grains are mixed with only soybeans down you can see those on your screen right there okay just look at those prices for a second what's going on well some of it's noise right there's always noise involved some of it's getting ready for the next data and there's not a lot of data today uh but this is gold going up with the dollar now if Gold's going up with the dollar you look at bonds are bonds stronger or weaker bonds are weaker than that's people selling bonds putting their money in cash and putting a little bit in gold in Aggregate and that's what you see during a financial crisis right you see that in Europe when there's a problem with say uh uh a Euro problem right you see it in the US with a domestic banking problem or a debt awareness problem or a spending problem or government shutdown problem those are the things uh that correlate with that Triad moving there so I don't know if that's happening but that's symptomatic of it with oil up as well uh it's it could be it could be uh just inflation fears it really could be uh the dollar would be stronger during inflation fears initially because uh the fed the FED might tighten to react to it it's kind of it's kind of disconnected a little bit at the moment but we'll see one thing I will say though is gold is now being bought during Us hours right so so it's not bought in Asia at least lately right uh and it's bought uh in late Europe or mid yor which means people are anticipating buying in the US the whole the whole thing is getting kind of uh the whole world is flip-flopping a little bit all right so Larry think okay uh where is that all right I woke up today and I just I think what's the expression I chose violence here's uh uh the goix homepage and uh King Dollar gets cash traded uh that's getting some views as well on Zero Hedge India's love for gold has done little for its economy and investors that's black Rock's Larry fin talking uh we're going to talk about that uh presently okay India's love for gold has done little for its economy and investors uh good morning I'd like to address the Indian Community of potential investors as well as Americans who see these Larry thinkink the other day had an interview on CNBC about India and its capital markets he was extoling the virtues of American Capital markets and saying that India's propensity to save in assets like gold were hindering its economic growth now there are merits to this concept the US Capital Market has has been a great thing in helping leverage Innovation and Ingenuity towards economic growth and progress for all of humanity but all things can get overdone especially when Capital doesn't get allocated based on Merit and upon being overdone abused Capital markets like anything not taken in moderation cause great Strife for those of us not in the coder of elitists who carry politicians like loose change in their pockets and certainly not the way they were framed by Mr fr thinkink let's be clear about what he was doing he was marketing on a CNBC to Indians to open up India to more Western financialization and his own products that in of itself is not a bad thing but he's doing it at a time when the US way of doing things specifically The Leverage and financialization which he surreptitiously marketed to listeners as quote the multiplier effect is unwinding in the west and leaving destroyed Bridges both domestically and European in its wake leverage grants in healthy Doses and accompanied by robust trust and those utilizing such leverage the ability for a healthy economy to grow it can also easily be abused and then become a vehicle for bubble creation po risk management and what I call White colar welfare more commonly known in the US as corporate socialism black rock is one of the companies that when making bad loans that went bad or failed to properly manage its own portfolio risk ask the FED to bail it out the FED of course obliged them rather than letting the poorly run companies in their portfolio die they vacuumed up the losing trades represented in the form of bonds and ETF portfolios at exorbitant values including shares that black rock held including Black Rock actually executed by black rock all right now these central banks have the implemented QE because that's what that was to the Delight of the world's black rocks are taking major portfolio losses we may not be talking about it too much in the US but they certainly are talking about it in Germany and Europe and they'll be talking about it in the US as well those losses are going to suck money from infrastructure development and social safety nets this is key for you the human being who's not the CEO of black rock those losses are going to suck money from infrastructure development and social safety nets at a time when we cannot afford to cut back on either and are in fact expanding them infrastructure is being expanded to build America back whatever you want to you call it right the social safety net is being taxed is being strained by immigrants and uh a a growing uh cohort of retirees which means if you can't cut back on them which means more printing which means more inflation which means more crime more poverty and lowered standards of living all to balance out the black rocks of the world who are now moving on to the next town from the US to the town of India to sell their products so when a man like Larry thinkink tells you a pet rock hurts Capital markets by just sitting there when people like he were at Ground Zero for the greatest wealth confiscation in a generation you know who you're dealing with you're dealing with a Salesman who is a capitalist when he makes money and a socialist when he loses it a man who's desperate to sell more product to an opening Market as the one he has operated in for decades is now literally crumbling under his multiplier effect gold finally is a barometer of trust in the people running things and from where we sit that trust is starting to run low all the sales pitches in the world will not make you come back make them earn your trust okay so there's the story India Love for gold has done a little for economy you can read that on CNBC or we have a an attenuated version of that here moving on the news Janet Yellen warned in Wednesday's speech that China's surplus of Clean Energy Products is depressing prices in global markets and squeezing us green manufacturing oh no China's being capitalist sorry uh a top Federal Reserve official said disappointing inflation data means the US Central Bank data should push back the timing of cutting interest rates from their current 23 year high I wonder if um if this whole uh pal getting doish was really like something to make him look not political and then he can slowly pull the rug out on uh rate Cuts uh as a uh as data comes in that's what I think is going on well you know I can't prove that the Biden Administration is warned of a lengthy disruption to one of the us as busy as ports you know what that's all about and I'm going to say this uh normally UR would take a hit from that and they may still take a hit but if the federal government says they're going to help people out what they're doing is they're pre- bailing out the insurance companies and you're probably going to see that so it doesn't become a headline crisis for insurers you're going to see that because it's an election year and he can't afford to have any more fires uh uh expand so that he can't put them out quickly Amazon said it's investing additional 2.75 billion in anthropic that's an AI company here's your article right and there's a nice section here on gold and as well as their forecast and that report is PDF at the bottom uh what I would like to do now we did that already let's talk about gold for a second let me put those little lines up that I like to draw okay that's really ugly looking isn't it all right these are the lines that matter just do this forget these goofy lines that I drew right just forget them for now all right so these are the lines that I'm talking about that matter the most uh well actually this line should be lower I don't know why I move that oh I know why because I was never mind I was doing some art uh okay this was the trading range and what I what I had assumed and and I was right about but I was not right about how aggressive they were uh that there was an American buyer in here uh uh I thought they were waiting for pullbacks and apparently they're not so we're above here I was going to come in today and say above this line you're bullish below that line you're bearish bearish because you think the market has a good chance of retracing back to the middle of this range or lower right if you're bearish and bullish because above this this Wick is pretty much done that means we're above 2200 that means once we get above the teens 2215 there will be uh really nothing to hold it back see this year that's option related see that top I mean I'm not saying it's not uh government stepping in related but I'm saying it's option related when you break the teens uh gold can uh it's Escape philosophy at what's going on you know aspects of this Market are telling you that people are worried about either uh government problems or the reaction to government problems which will be more printing anyway I'm Vince have a great day catch you later thanks for watching this morning's markets and metals update with Vince Lany brought to you each day by Miles Frankin precious metals for this week's special is 2023 dated 1o silver CGR for only $310 over spot garands come from one of the major Sovereign mints in South Africa and are also Ira eligible find out more about how precious metals Ira works or to get your cougar ANS call or email us at 833 326 4653 or Arcadia mfranklin docomo licensed Financial trading advice and is to be used for informational purposes only please contact your financial adviser before making any decisions and thanks for watching oh
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