Carolin Frazier
Shares English posts on Chinese markets, e.g., CSI 300 index moves.
US Sends Back 2025 Gold, Silver Surplus to Origin
In 2026 the US has been sending large tonnages of gold & silver back to from where they came in early 2025. So rather the US is returning surplus stocks back to their home. Export line in the charts from the period from 1992 through to 2020. In 2020 & 2025 there were large imports from London which recently have been sent back home. The US has always been a net buyer of silver. In 2025 it imported large tonnages from London (at the same time it was importing all that gold - Tariffs/Ft Knox)
Gold and Silver Premiums Stay Resilient on 4/24
Good morning china At open on Friday, 4/24 Premiums remain resilient for gold and silver
Oil Rises While Volatility Soars, Market Stays Skeptical
Crude oil futures #CL=F and volatility #OVX have been diverging the past 48 hours as Oil recovered from $80 to $90. OVX has kept climbing to 76 (+10%). Market isn't buying the calm.
Silver Leads Strong March Chinese Imports Across Metals
Chinese Imports & Exports for AU/AG/PA/PL in March. Silver stands out amongst the strong imports. Chart below
Gold Stagnant, Miners Surge—Smart Money Bets on Mining
Gold is flat over the past 3 weeks, but I am still bullish on it. The reason is that during the same period senior gold miners GDX is up nearly 10%. Insiders and smart money accumulating mining shares while most...
Schwab Expands Into Crypto and Prediction Markets
Charles Schwab is making moves. Getting into the crypto markets. Getting into the predictions markets 👀. Plus a world class trading platform in TOS.
JD.com Gold Prices Jump to 1,134 RMB/Gram
Physical gold bars on JD.com the Chinese retailer have surged this weekend, from 1,092 RMB to 1,134RMB/g, equivalent to $4,980 to $5,171 per ounce.
S&P 500's Fastest Recovery: Oversold to Overbought in 12 Days
historic move for the S&P 500. #SPX went from oversold to overbought in just 12 trading days, making this the third fastest recovery ever.
Buffett Indicator >200% Predicts Decade-Long Winning Trade
The Buffett Indicator just hit 223% highest ever & every time this indicator topped 200% the same trade worked for a decade 🚨 Here's what happened the last two times it went above 200% 👇
Record Buffett Indicator Flags Historic U.S. Market Overvaluation
The Warren Buffett Indicator just hit its highest level in history, signalling the most overvalued U.S. stock market on record. This is why Buffett is holding nearly $400 billion in cash much of it in Treasuries and now owns...
Gold and Silver ETFs Surge; SRUUF Climbs without Uranium Purchases
#GLD +73koz #gold #GLDM +22k #SLV +588koz #silver #SIVR +856k #SRUUF +591k units, no #uranium bought
S&P 500 Recovers Fully, Likely Bottomed for 2026
S&P 500 has erased all its losses since the US-Iran conflict and may have bottomed for 2026.
Top and Bottom S&P 500 & Nasdaq YTD Winners
Best and worst performing stocks in S&P 500 and NASDAQ YTD (Past performance is no guarantee of future results #DYOR)
All US Index ETFs Surge Above 50‑DMA, DIA Lags
All of the key US index ETFs across market caps moved back above their 50-DMAs last week with the exception of the Dow 30 ETF #DIA
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#SPX has to drop 7.3% from current levels to break the March lows of 6,316. #SPX has to drop 4.25% from current levels to make April a red month.
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Hyperliquid showing #SPX down 2.3% which Correlates to about a #SPY $665. Actual Futes open in 3 hrs
Oil's 64% Six‑Week Surge Reveals Hidden Market Signal
Oil just did a 64% roundtrip in 6 weeks and here is what nobody is talking about.
PE Fundraising Consolidates, Smaller Funds Face Drying Capital
PE fundraising is consolidating. As funds struggle with distributions, It’s getting harder for smaller funds as fundraising dries up.
Jet Fuel Premium Hits Record, 68% Above Brent
New record for the Singapore jet fuel premium versus spot Brent. Jet fuel in Asia now trades 68% above Brent. Physical crude matters more than paper crude & Refined products matter even more, because the global economy runs on refined...
Buy Critical Minerals Now Before Treaty-Driven Surge
Critical minerals including #silver will be the next major investment narrative. Now is the time to load up on metals and producers - before the announcement of the impending bilateral treaties, not after.
Nasdaq 100 Achieves Rare 8‑Day, 8%+ Streak
Nasdaq 100 is 8-for-8! #NDX is now positive for 8 consecutive days with 8%+ gains for only the 13th time in 40 years.
Bitcoin Surges, Signaling Open Path to $75K
Bitcoin’s climbing steadily right now. The path to $75K is wide open 🚀 My buy signal nailed it again. #BTC
Leverage Aggression Leads to Sharp Market Reversals
This is One thing markets keep reminding us all; Don’t get aggressive with leverage. Silver fell ~30% in a single day. Crude Oil dropped ~20% in a day. Both happened after strong rallies, when sentiment was at its peak. Cont.
News Ignored Futures OI; Gold Up, Palladium Hits Low
News today did not lead to higher PM futures open interest (unless you count gold OI being 2.5k contracts off the bottom)... #gold 357k +2.5k #copper 228k +3k #silver 116k +0.6k #platinum 61k +1k #palladium 14.6k -0.6k new low
WTI Crude Plummets 13% in One Day, Biggest Since 1986
WTI Crude is down over 13% in a single day. One of the largest declines since 1986.
Silver Borrow Fees Plunge, 10M Shares Ready for Shorts
SLV SHARE BORROW FEE DROPS TO 0.41%. 10 Million Shares Available for #Silver Shorts to Borrow as SLV Drops Below $65
SPY Hits Lowest Volume Since Feb, Down 60%
SPY closed with just ~36M shares traded, about 60% below average and the lowest volume since February of last year.
Profitable Russell 2000 Stocks Outperform Non‑Profits YTD
Within Russell 2000, profitable stocks continue to significantly outperform non-profitable ones YTD … opposite last year when non-profitable was +20% and profitable was +10%
Gold Outshines Stocks; Don’t Ignore Bullion Now
Other than Japan's 34 years & 2 months to nominally return to its late 1980s highs, still losing to inflation. Gold bullion, on a relative & % performing basis, crushed those 2 past US Stock bubbles for years that followed. Bet...
Silver Prices Drop 2.8% on SHFE, Hits $80.67/oz
silver traded on the #SHFE closed 2.8% lower at cny17,843/kg or $80.67/ oz #comex eq.
Silver Futures Contango Widening Resurfaces
The spread is waking up again Renewed widening in the contango between #SHFE Silver Futures and #SGE
China's SGE Silver Premium Hits 13.7% Over Spot
Good morning China 🇨🇳 At open on Wednesday, 4/1 SGE #Silver traded at RMB18957.0/kg ($85.484/Troy oz) Spot #Silver is $75.189/Troy oz SGE premium at 13.7% over spot
Silver Open Interest Hits Historic Lows on COMEX, SHFE
Extremely Low Positioning: Both #COMEX and #SHFE #silver open interest are currently trading at the very bottom of their historical ranges
China's Gold Premium Stays Elevated, Signaling Strong Buying
Gold Premium in #China Remains Well-Oriented. local premiums staying elevated during consolidation often reflects strong underlying buying.
Refined Product Stress Spikes, California Diesel Tops $8
Taking stock 1 month into oil market madness: The stress is in refined products. Diesel Price topping $8 in California is picture perfect 👌
Gold Ignoring Yields Signals Q2’s Biggest Move
Gold and Silver Paradigm everyone is ignoring; The correlation that everyone trades on—Oil up, Gold down—just got deleted. And if you don't understand what happens when Gold stops caring about yields, you're about to miss the biggest move of Q2.
Miners Tumble as Market Senses Looming Global Financial Crisis
Max pain for Miners today & they are trading like the market FINALLY is beginning to realize a MAJOR global financial crisis is coming: First Majestic (AG) -7% Hycroft -10% Hecla -6% SantaCruz Silver -10% Southern Silver -14% Trump's comments this morning seemed to finally...
Iran War Triggers Plastic Price Surge, Economic Shock
Price on PLASTICS just DOUBLED‼️ downstream financial repercussions of the Iran war. This is what a supply shock looks like in the real economy.
HDFC's Structural Change Alters Indian Gold ETF Landscape
Most Gold ETF investors in India won’t notice this But HDFC just changed something structural. And the internet is getting it half right here is my full breakdown.
Bitcoin Stays at $70K Amid Six Months of Chaos
I've lost track on all the stuff that has happened over the past 6 months, and BTC is still holding 70k. Lets take a look.
Silver Holds Retest, Former Resistance Turns Support
Silver daily chart: Technical analysis in action. Retest held: previous resistance acted as a support...
Gold Tests 200‑Day MA, Bullish Signal Ahead
GOLD HAS TESTED THE 200 DAY MOVING AVERAGE ‼️ This is big. From a TA perspective this is often looked at in a bull before permission to go higher. And we’re still nowhere close to the prices miners are valued...
China’s SGE Silver Trades 11% Premium to Spot
Good morning china 🇨🇳 At open on Tuesday, 3/24 SGE #Silver traded at RMB 16830.0/kg ($76.088/Troy oz) Spot #Silver is $68.440/Troy oz SGE premium at 11.2% over spot
Treasury Auction Calendar Reveals Hidden Liquidity Map
This is a US Treasury auction schedule and it’s actually a liquidity map in disguise. Here’s the simple breakdown:
Gold and Silver ETFs Face Historic Sell‑Off
Gold and silver ETFs just experienced one of the sharpest sell-offs in history: here is the breakdown 👇
China's Silver Purchases Hit Record February High
China pulls Silver from global markets to meet surging demand; The world's biggest buyer pulled in over 790 tons in the first two months, including nearly 470 tons in February, the highest ever for that month.
Silver Vault Drops 2.6M Oz, Down 142 Tons Weekly
comex silver vault update Registered: 79M oz (2,457 tons) Daily Change : -2.6 M oz (81 Tons) left the vault on Thursday WTD Change : - 142Tons
15 Metric Tons of Silver Withdrawn From SGE, SHFE
Around 15 metric tons net of physical Silver was drained from the SGE & SHFE Silver vaults today.
SHFE Silver Inflows Surge to Two‑Month High
SHFE #Silver Tide Turns 🌊 🚨The Shanghai Futures Exchange just recorded its largest single-day inflow in two and a half months
Shanghai Gold Premiums Stay Firm, 14% Above LBMA
$97.7/oz in Shanghai vs. $85.64/oz in London premiums in #china remains firm, trading 14.1% above #LBMA benchmark