Correlation Economics

Investment attractiveness index - political risk

2026-04-08T07:55:00.002+02:00

Jurisdictional risk.

Oil imports: Americas-Europe-Asia

2026-04-07T19:49:00.003+02:00

The Americas are fine.

$100 Oil Forever

2026-04-04T19:56:00.003+02:00

Energy is a good investment.

Lantern Daily Economic Index Vs. Bond Yields

2026-04-04T19:38:00.003+02:00

The LDEI is leading bond yields.

Silver Supply and Demand - Surplus and Deficit

2026-04-03T12:43:00.001+02:00

Is silver going into a new reality?

https://inflationdata.com/articles/inflation-adjusted-silver-prices/

https://www.fundsindia.com/blog/mf-research/silver-lining-is-it-time-to-add-silver-to-your-portfolio/32139

Oil price increases in various countries

2026-04-02T21:55:00.001+02:00

South Africa is in trouble.

Turkey selling gold

2026-04-02T17:39:00.001+02:00

They can't keep selling forever...

Federal Reserve: To Hike Or Not To Hike

2026-03-31T10:19:00.004+02:00

If Powell doesn't listen to the market, gold will soar.

OPEC Cut and Gold

2026-03-29T19:26:00.001+02:00

The biggest OPEC cut in history should be very bullish gold.

Diesel and Crude Deficits

2026-03-26T09:56:00.002+01:00

USA exports a lot of fuel. Neighbours like Colombia, Brazil and Mexico will be supplied adequately. Kazakhstan is self-sufficient. South Africa and Australia are in trouble.

Latin American countries have plenty crude oil. But Australia and South Africa are short of crude. Kazakhstan remains self-sufficient.

Bonds Vs. Gold

2026-03-24T14:36:12.604+01:00

Gold is going to outperform bonds for at least another 3 years.

Pierre Lassonde Gold Indicators

2026-03-21T20:38:00.005+01:00

Pierre Lassonde's top indicators for gold:

1) Budget deficit

2) Trade deficit

3) Central bank buying

4) Stagflation

5) Geopolitical instability

6) New architecture of global financial order

https://x.com/GoldTelegraph_/status/2035103104413348027?s=20

Oil recession

2026-03-19T00:15:00.001+01:00

It's coming.

James Hamilton: Oil demand elasticity

2026-03-16T19:07:00.004+01:00

Hormuz destroys 10% of supply. Oil demand destruction needs oil at $140. Hamilton.

Hormuz Oil Forecast

2026-03-12T15:40:05.581+01:00

If Hormuz stays closed, oil will keep rising.

The disruption is unprecedented.

Until Hormuz reopens. The oil futures curve points to a much lower oil price if that happens.

Stagflation Winners: Gold and Oil

2026-03-11T18:32:00.002+01:00

Oil supply disruptions benefit oil and gold.

Oil Demand Destruction

2026-03-10T16:36:00.002+01:00

Oil demand destruction scenarios. Oil basically can't go above $100 in less than 60 days.

Hormuz Closure

2026-03-03T18:17:00.001+01:00

Watch the Hummus.

Correlation Economics Interview

2026-03-03T18:15:00.001+01:00

An interview about the gold market.

Gold miners are cheap

2026-03-01T17:24:00.001+01:00

Gold and silver miners are the cheapest sector.

India Funds Buying Gold and Silver

2026-02-26T21:37:00.006+01:00

India broadens rules for $385 billion stock funds to add GOLD AND SILVER.

India’s market regulator has allowed the country’s $385 billion actively managed equity funds to park more of their money in gold and silver, giving them greater flexibility at a time when global demand for hard assets is rising. Under revised rules by the Securities and Exchange Board of India, stock funds can invest the remainder of their portfolios — up to 35% of their assets — in gold and silver instruments, as well as in units of infrastructure investment trusts.

PBOC Balance Sheet Vs. Gold Price

2026-02-25T14:24:00.006+01:00

Michael Howell: The real driver of the gold price is China net liquidity injections.

Silver Supply Deficit

2026-02-23T17:36:00.003+01:00

Silver supply deficits as far as the eye can see.

Silver demand is strong.

Sprott Inc. Update

2026-02-18T18:18:00.002+01:00

Buys: Barrick, Elemental Royalty

Sells: Sigma Lithium, Peabody, Coeur Mining

Goldman: Copper to drop to $5/lb

2026-02-15T17:20:00.645+01:00

Copper to drop back to $5/lb according to Goldman Sachs.