Jonathon Davidson’s Post

Many thanks to #GregBonnell and the #MoneyTalk team for giving me the opportunity to discuss the impact Federal Reserve and OPEC+ policy dynamics, along with macroeconomic trends have on #gold, # crudeoil, #copper and #silver. https://lnkd.in/gewavZYj #bartmelek, #bartmelekTDsecurities, #gold, #silver, #crudeoil, #copper, #silver, #China, #TDsecurities #TDstrategy

Yes, enough is enough...way too many investors only have thoughts about the Fed. This is hurting their decisions by over-evaluating or second-guessing about the Fed´s next move...Get over it. #Gold #Silver #Platinium #Palladium #PricesSilver #PricesGold #PricesPlatinum #BuyGold #BuySilver #BuyPlatinium #BuyPalladium #PricesPalladium #Investors #PreciousMetals #NewsToday #ecomomy. https://lnkd.in/ds3UUYnM

Continued head-scratching as Technology underperformance coinciding with massive cross-asset volatility is causing many to overestimate the damage on US Equities. Meanwhile, five sectors managed to make new all-time high monthly closes on an Equal-weighted basis to finish August. While sentiment has slowly gotten a bit more bullish, it's not too optimistic nor complacent. Breadth remains on solid footing, and tomorrow's NFP number likely is a catalyst given that SPX has pulled back to just under 5500. I'll be discussing what's next for USDJPY, TNX, TSLA and also following up on thoughts on Natural gas and Gold tonight, not to mention TSLA- Happy Thursday

POST MARKET COMMENTARY ( 25/07/24) Despite fears of a MELTDOWN due to Global Markets having done so, yet once again our Markets by & large shrugged off the opening cuts & moved steadily to close significantly away from the open. While BN continued to struggle, yet it too closed away from the lows. That is the ONLY pain point in the Market Oil & GAS did well while the RAILWAY Bubble seems to have been pricked while DEFENSE also seems to be under threat. Once again LUCK favored us since we moved into LONG POSITIONS one hour after trading began, & the markets BLESSED us with good gains. IF the US markets stabilise today then expect a HAPPY FRIDAY.

The summer of 2024 proved somewhat melancholy for natural gas bulls, but also for bears, as front-month futures have consistently sported a $2 handle on the vast majority of trading days. What happened to the dire predictions of oversupply heard this past winter? And what about the bullish swing that took over the market in early June? Recent developments have ameliorated both concerns, but as we’ll discuss in today’s RBN blog, new issues may cause volatility to return. https://lnkd.in/gEjqMSrD

US Federal Reserve Chairman Jerome Powell’s statement, that they are getting close to the level of confidence required to start easing their restrictive policies, contributed to strong equity returns in March. The S&P 500 closed out its best first quarter since 2019, gaining 3.2% and outperforming the Nasdaq which gained 1.9%. Commodity markets were also strong during March with Brent up 4.5%, but the real winners were gold and silver, rising 9.6% and 11.2% respectively. Read more about this and other significant world events in our March monthly commentary. #investments #globalinvesting #interestrates

#MarketWatch March marked the fifth consecutive month of gains for the #SP500. It is up 10.06% year-to-date. Historically, such persistent positive momentum is a good sign for the broader market over the next 12 months. Here's a recap of other market performance last week: 🛢 Lots of commodities were up, including oil, natural gas, gold and silver. 💲 Value stocks outperformed growth. 📜 Despite calls by several Fed officials for caution on premature rate cuts in 2024, the Bloomberg Aggregate Bond Index finished the week higher. #FinancialAdvisor #FinancialPlan #FinancialPlans #financialplanner #financialplanning #financialadvice #financialgoals #financialadvisers #financialadviser #financialadvisors #financetips #wealthmanagement #wealthplanning #wealthadvisor #LakelandFinancialAdvisor #LakelandFL #Lakeland #FloridaFinancialAdvisor #AllenandCompany #AllenAndCompanyOfFL #LPLAdvisors #LPLFinancial

The latest from me for HotCopper x The Market Online (Australia): At the time of writing this article – 12pm Sydney time on Monday – US futures for the S&P500 and NASDAQ are flat; +0.03% and -0.03% respectively. That could, if you wanted to be poetic, sum up what global markets broadly are currently thinking about with regards to the USA. They don’t know what to think, especially about the latest landmark event from the Trump Ecosystem of Curiosities. Just last week, markets were rallying up a basket of commodities as Putin threatened to ban exports of key minerals. Then everybody was waiting for this week's US Fed rate cut (Australians will wake up on Thursday to a Brave New World.) Now we've got a new Trump thing, but we're also got the gold story, oil, and the AI story to think about. Talk about chaos. Read my take below on what markets maybe ought to be thinking about. https://lnkd.in/gtBECia9

📆 Market Overview Week 12 💹 Inverse predictions vs magazine covers, copper deficit, and gold (again) #Copper #Gold #BullMarket #OilStocks #MiningStocks