Markets.
Know the move.

Institutional buying accelerating. Central banks globally adding to reserves. Physical demand outpacing ETF inflows. Fed rate cut expectations in September driving safe-haven positioning. De-dollarization trend adding structural demand. Our read: still early in this move.

OPEC+ cuts holding supply tight through Q3. Summer driving season demand fading. Refiner margins healthy. Iranian sanctions compliance a wildcard. EV adoption slower than expected — gasoline demand resilient longer than bulls or bears expected.

Post-halving supply shock playing out on schedule. BlackRock and Fidelity ETF daily inflows absorbing all sell pressure. Historically, the 12-18 months post-halving are the strongest period. Retail not yet back — that's when it gets interesting.

AI earnings continuing to carry tech. Fed September rate cut priced in at 68%. VIX below 15 — market complacent. Watch Q3 earnings revisions and PCE inflation data closely. Election uncertainty will add volatility into fall. Don't be the last buyer at ATHs.

9MM at $0.19/round is near a 3-year low. .223 at $0.32/round — also low. 5.56 NATO at $0.38. This is a stock-up signal. Pricing historically spikes during election cycles and after major events. Buy now, store dry.

Yields coming off their highs as rate cut odds increase. When yields drop, bonds rally, gold rallies, and growth stocks get a bid. Watch for the Fed pivot signal — that's when positioning matters most. TIPS (inflation-protected) still attractively priced.