with gold dropping to $4,100 and silver to $68. The margin calls and forced liquidations continue. Some $287 million of gold and silver ETFs were liquidated on Thursday and Friday. But a bottom may be near. Gold is now only 5% about the 50-day moving average, while silver is already there. I expect a bounce back, as all other investment alternatives are getting so much worse. Buy (GLD) and (SLV) on bigger dips. Notice that it's the non-yielding asset classes that are getting slaughtered along with crypto, which are all predicting higher interest rates.

ostensibly because of the government shutdown. Every opportunity to hide the bad news is taken. Private sources like Challenger, ADP, and Standard and Poor’s are offering the only reliable data releases from here on.

The end result is that everyone will have to pay much higher prices for rare-earth dependent parts. Avoid the bubble. The insiders have already made their killing. The problem is that Trump has no money to finance this.

presumably to be assembled at US plants in a direct challenge to Tesla.

After Microsoft’s (MSFT) 12% selloff last week and SAP’s 19% crash, investors are wondering whether the suffering will never end for this sector. It’s more than just AI eating their lunch. Many companies have taken programming in-house and no longer rely on third parties.