The Crowd Tape
What the street is doing, not what I think
What top X accounts are doing, not what I think
| Accounts | Bull | Neu | Bear | None |
|---|---|---|---|---|
 @LukeGromenViews › | 5 | 1 | 0 | 0 |
 @Jake__WujastykViews › | 1 | 0 | 0 | 0 |
 @PeterSchiffViews › | 6 | 0 | 0 | 0 |
 @KobeissiLetterViews › | 0 | 0 | 1 | 0 |
 @alphatrendsViews › | 0 | 1 | 0 | 0 |
 @TaviCostaViews › | 1 | 0 | 0 | 0 |
 @LindaRaschkeViews › | 1 | 0 | 0 | 0 |
@PeterSchiff: @PeterSchiff: despite a much hotter Sept PPI, gold recovered all losses from the slightly hot CPI; higher inflation is bullish for gold.@LindaRaschke: @LindaRaschke: an upside fill came overnight; if gold futures (GC) take out the prior day high it gives a buy signal helped by bonds; for now a rate of change flip at support.@LukeGromen: @LukeGromen, replying, says the gold/oil ratio would blow out to 200 to 500x with oil at $50 to $100.@KobeissiLetter: @KobeissiLetter: spot gold extends losses to nearly $100/oz today, trading below $4,100/oz, and the US Dollar Index is at its highest since April 2025.Partly aligned. Accounts are on both sides; see the two columns above for where they differ.
@PeterSchiffViews ›@PeterSchiff: despite a much hotter Sept PPI, gold recovered all losses from the slightly hot CPI; higher inflation is bullish for gold.@LindaRaschkeViews ›@LindaRaschke: an upside fill came overnight; if gold futures (GC) take out the prior day high it gives a buy signal helped by bonds; for now a rate of change flip at support.@LukeGromenViews ›@LukeGromen, replying, says the gold/oil ratio would blow out to 200 to 500x with oil at $50 to $100.@TaviCostaViews ›@TaviCosta: gold is already back to pre CPI levels, yields are rolling over and the dollar is starting to follow, which could be very constructive for precious metals.@alphatrendsViews ›@KobeissiLetterViews ›@KobeissiLetter: spot gold extends losses to nearly $100/oz today, trading below $4,100/oz, and the US Dollar Index is at its highest since April 2025.@Jake__WujastykViews ›@Jake__Wujastyk notes a nice hammer candle on the weekly chart for $GLD last week.@LukeGromen: @LukeGromen, replying to @lighthousejerry, says the S&P 500 priced in gold shows the collapse is already well underway in real terms. (Bullish)@PeterSchiff: despite a much hotter Sept PPI, gold recovered all losses from the slightly hot CPI; higher inflation is bullish for gold.
Despite a much hotter-than-expected Sept. PPI, gold has already recovered all of yesterday's losses that resulted from a slightly hotter-than-expected Sept. CPI. Maybe investors are finally realizing that higher inflation is bullish for gold. Buy some now! https://www.schiffgold.com
Reasoning: Macro · Medium term
@LindaRaschke: an upside fill came overnight; if gold futures (GC) take out the prior day high it gives a buy signal helped by bonds; for now a rate of change flip at support.
Posting late as I got in from London past midnight last night...upside fill unfolded in overnight session. Main comment going forward: IF GC takes out PDH, then it gives WRR Buy signal (thanks to help from bonds). For now, ROC flip at support...
Reasoning: Technicals · Short term
@LukeGromen, replying, says the gold/oil ratio would blow out to 200 to 500x with oil at $50 to $100.
@TrendsTailRisks @judyshel @SecScottBessent nah...gold/oil ratio would blow out to 200-500x oil would be $50-100
Reasoning: Macro · Long term Specific
@PeterSchiff: Sept PPI rose 1.3%, almost triple estimates, annualizing to nearly 17%; YoY 6.3%; core +0.7%, nearly 9% annualized. PPI leads CPI, and despite hikes real rates are plunging.
Producer prices skyrocketed 1.3% in Sept., almost triple estimates. That annualizes to an inflation rate of nearly 17%! YoY PPI rose 6.3%. Sept. core rose 0.7%. That annualizes to nearly 9% inflation. PPI is a leading indicator of CPI. Despite rate hikes, real rates are plunging.
Reasoning: Macro · Medium term
@TaviCosta: gold is already back to pre CPI levels, yields are rolling over and the dollar is starting to follow, which could be very constructive for precious metals.
And just like a beach ball held underwater… Gold is already back to pre-CPI levels. Yields are rolling over. The dollar is starting to follow. This could turn very constructive for precious metals. https://tavicosta.substack.com/p/silvers-moment?r=2m39jp&utm_medium=ios
Reasoning: Macro · Medium term
@LukeGromen suggests Bessent could use the ESF with China to drive a gold, oil and rare earth pool, with oil valuing gold at 500 barrels per ounce, and Russia likely joining.
revaluation, yes. but i think Bessent could use ESF and agree w/China to drive the markets there, backed by US oil & Chinese REE's...rest of world would follow. Russia would certainly go along i would think. IE - "the gold/oil/REE Pool" where oil valued gold at 500 bbls per oz
Reasoning: Macro · Long term Specific
Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.