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StockMarketNews @investinq.bsky.social · 3h

Something strange is happening in markets. Stocks keep rising even as growth slows and signals flash red.

I just broke down what’s really driving it and it’s completely FREE to read.

The Quiet Melt-Up: Why Stocks Keep Rising (And Why Smart Money Is Still Hedging)

Stocks are rising on liquidity, not growth, as structural inflows and the debasement narrative keep risk assets pinned higher.

www.thestockmarket.news

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StockMarketNews @investinq.bsky.social · 5h

I present you $4,200 gold.

The metal everyone wrote off a few years ago just hit another record.

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StockMarketNews @investinq.bsky.social · 9h

BREAKING: The State Department has revoked the visas of at least six individuals over remarks made about Charlie Kirk’s death.

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StockMarketNews @investinq.bsky.social · 12h

Electricity prices have exploded since 2020.

Across the U.S., residential power costs are up more than 40% in many states and over 60% in places like California and Maine.

This is what the early stages of an energy crisis look like.

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StockMarketNews @investinq.bsky.social · 13h

I’ll be covering gold and precious metals in my newsletter this week.

Breaking down the full setup, central bank flows, and my price targets.

Sign up here to get it first:

Investinq’s Substack | Stockmarket.News | Substack

We break down the biggest moves in macro and markets every day. Clear and concise, built for readers who want to have a real understanding of markets. Click to read Investinq’s Substack, by Stockmarket.News, a Substack publication with thousands of subscribers.

www.thestockmarket.news

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StockMarketNews @investinq.bsky.social · 13h

This isn’t a momentum trade anymore.

It’s a silent referendum on paper wealth. Gold rises not because of fear, but because faith in the system is thinning.

When confidence breaks, investors stop asking what gold is worth, they start asking what isn’t.

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StockMarketNews @investinq.bsky.social · 13h

ETF inflows confirm what’s happening under the surface.

Asia is leading the demand wave while Europe and the U.S. follow.

Retail buyers are chasing price, but institutions are making allocations. The slow money is finally paying attention.

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StockMarketNews @investinq.bsky.social · 13h

Developed nations aren’t selling either. Their holdings have barely changed for decades.

Even during past peaks, no one touched their stockpiles.

When the institutions that print money refuse to part with metal, that says everything about where confidence stands.

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StockMarketNews @investinq.bsky.social · 13h

China made it clear. Its gold reserves jumped from 1% to 6.5% of total holdings while Treasury exposure fell sharply.

They are repositioning for sovereignty.

The global reserve map is being redrawn in real time, and gold is the ink.

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StockMarketNews @investinq.bsky.social · 13h

Central banks know it.

Emerging markets have been loading up ever since the freezing of Russian reserves proved that trust has limits.The playbook changed overnight.

Gold is outside the system, and that’s exactly what these countries want right now.

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StockMarketNews @investinq.bsky.social · 13h

This is a regime change moment.

The post-war order that made the dollar untouchable is being questioned.

As nations rethink dependence and exposure, gold becomes the asset that doesn’t need permission.

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StockMarketNews @investinq.bsky.social · 13h

The move looks wild, but history has seen bigger ones. In the late 1970s, gold rose more than 400% while silver went vertical.

Today’s rise is steadier, but the forces behind it are stronger.

It’s not about panic, it’s about preparation for what comes next.

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StockMarketNews @investinq.bsky.social · 13h

There’s no major seller anywhere. Central banks are still adding, ETFs are still accumulating, and private investors are still chasing exposure.

The market isn’t trading gold, it’s absorbing it.

Each pullback feels mechanical, each rally feels structural.

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StockMarketNews @investinq.bsky.social · 13h

Gold has stopped trading like a commodity and started behaving like a balance sheet.

It’s no longer about inflation or interest rates, it’s about credibility.

The world isn’t chasing yield anymore. It’s chasing certainty, and there’s not much of that left.

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StockMarketNews @investinq.bsky.social · 13h

Something historic is happening in gold.

The market has realized what central banks already know:

Every system built on debt eventually turns to collateral.

When the paper burns, gold survives the fire.

(a thread)

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StockMarketNews @investinq.bsky.social · 15h

China is installing solar power at a pace the world’s never seen.

In just the first half of 2025, it added more capacity than the U.S. has built in its entire history.

That’s 256 gigawatts, more than double the rest of the world combined.

Remind me again, what’s stopping us?

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StockMarketNews @investinq.bsky.social · 17h

Canceling a 6.2-gigawatt solar project enough to power over 2 million homes makes no sense when electricity prices are hitting record highs.

Why can’t we expand solar while building out other energy sources at the same time?

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StockMarketNews @investinq.bsky.social · 18h

Want to become a smarter investor?

I share all my deeper insights in my weekly newsletter.

Join thousands of readers to become a better investor.

Investinq’s Substack | Stockmarket.News | Substack

We break down the biggest moves in macro and markets every day. Clear and concise, built for readers who want to have a real understanding of markets. Click to read Investinq’s Substack, by Stockmarket.News, a Substack publication with thousands of subscribers.

www.thestockmarket.news

StockMarketNews @investinq.bsky.social · 18h

The smarter our machines get, the hungrier they become.

Every prompt, every upgrade, every training run consumes more power than the last.

AI may reshape the world, but only if the world can keep the lights on.

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StockMarketNews @investinq.bsky.social · 18h

China already has 29 nuclear reactors under construction.

The U.S. has none.

While we argue, others are quietly locking in the energy foundation of the next industrial age.

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StockMarketNews @investinq.bsky.social · 18h

By 2035, AI data centers could consume 1,600 TWh a year.

If they were a country, they’d rank fourth worldwide in power use, behind China, the U.S., and India.

Digital ambition has collided with physical limits.

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StockMarketNews @investinq.bsky.social · 18h

Data centers now use about 5% of U.S. electricity.

McKinsey expects that share to more than double by 2030, adding 40% of all new demand this decade.

Energy is no longer just a resource, it’s the choke point for progress.

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StockMarketNews @investinq.bsky.social · 18h

Electric bills already show the strain.

In deregulated states like Maryland, Connecticut, and California, prices have surged 29% in three years.

California’s up 70% since 2017, with residents now paying twice the national average per kilowatt-hour.

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StockMarketNews @investinq.bsky.social · 18h

Estimates show that by 2026, spare grid capacity across major regions will drop below safe reliability levels.

Blackouts, brownouts, and pricing chaos will become normal.

AI can’t run 24/7 when the grid itself is running on fumes.

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StockMarketNews @investinq.bsky.social · 18h

Meanwhile, companies are signing billion-dollar AI deals that demand more power than some cities.

Oracle’s partnership with OpenAI alone requires 4.5 gigawatts about two Hoover Dams.

The grid wasn’t built for this kind of corporate arms race.

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