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Dow @dow.bsky.social · 32m

“He begged us for it. Begged like a dog.” — Nobel committee member

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Dow @dow.bsky.social · 2h

I think that’s a good way to put it

Dow @dow.bsky.social · 2h

Who needs a drink?

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Dow @dow.bsky.social · 7h

If you don't let your winners run, you can go broke taking profits.

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Dow @dow.bsky.social · 7h

The Nobel committee explained that the award is about courage and integrity.

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Dow @dow.bsky.social · 8h

Buy or sell?

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Dow @dow.bsky.social · 1d

Good news for Anti-Christ aficionados

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Dow @dow.bsky.social · 1d

Would make total sense for gold to pop its head up thru 4k, exhaust the bulls, then fall back below 4k and into a more serious bout of profit taking.

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Dow @dow.bsky.social · 1d

The contest for the highest gold price forecast for 2026 is about to begin. Buckle up.

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Dow @dow.bsky.social · 1d

Not if it incents vainglorious men to slap together fake or bad deals just to try to win the prize.

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Dow @dow.bsky.social · 1d

Gaza cease fire announced today. Nobel peace prize to be announced tomorrow. Not a coincidence. Doesn’t bode well for whatever deal they’ve slapped together.

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Dow @dow.bsky.social · 2d

FTR, it pre-dated him, but he strengthened the view

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Dow @dow.bsky.social · 2d

Big dollar is down 10% since Trump's inauguration and gold is up 50%.

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Dow @dow.bsky.social · 2d

For those of you wondering what I look like IRL, here’s a recent pic

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Dow @dow.bsky.social · 2d

The gold price action at this point is simple: Asset managers, reserve managers and pension managers around the world have concluded the US has become less reliable, and they hold too many $. Given the dearth of alternatives, managers are slowly diversifying into gold. But the gold market is tiny.

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Dow @dow.bsky.social · 2d

Gold the anti-Trump asset. Ironic.

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Reposted by Dow

Renee DiResta @noupside.bsky.social · 3d

“Who was president in 2020?” is the question of our time

Senator Jim Banks V
@SenatorBanks
Follow g..
The 2020 Census was a fraud. The Biden admin used a shady "privacy" formula that scrambled the data and miscounted 14 states.
It included illegal immigrants and handed
Democrats extra seats. Americans deserve a fair count and l'm fighting to fix it.
Zinited Statcs SScnate
MASHNORON DEYNN
October 6, 2025
an. Thow arewutn
Socretary
U.S. Department of Commerce Washington, DXC 20230
Dear Secretary Lutaick:
I urge you to investigate and correct erroes from the 2020 Census that handed disproportionntd political power to Democrats and illogal alicns. The Census Burcau adoptod a now and opaque
voting districts. As preparod by the Biden administration, the 2020 Censas roports miscountod the population of fourteen states, ' wrongly allocating six congressional scats aod Electoral
xx conwuu tmora uy, toc taroro tu mot đoo tnn Cunu lc pung t imber of votine districts. And the reoorts de aniovety inchaded ilecnl nhens widhout track those aliens' citiz enship status, If left uncorrected, these erroes will coetinue diluting the political power of American citizens.
Consus data plays a crucial role in allocating political roprescntation and goverment funding
Under the Constitution, cach state gets Congressional represcotutives and Electoeal College votes- based on "the whole number of persons" within the state." The number of persoes is in
tum clabaabod by a consttubocalty-mandalcd dcccacaal ccavas. Pcual agcco nely on census data to allocate billions of dollars in federal funding, much of which hinges ee opulation. And states use consus data to deaw congrossicnal and voting districts, »hich the
The it eiy of tie soaren alie n tor dur at ce hor inc ae oam toy ee n
nght wilbout statsica ly signilicant ciroo.
Diffcrcntial privacy is opaque and liable to mistakcn count totals. Sure cnough, the 2020 Ccnsus ovarocunted the noculation in cicht states and undercounted it in six." Tihe most extrcmi andercount was Arkansas, at 5.04%, and the larg…

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Dow @dow.bsky.social · 3d

haha

Dow @dow.bsky.social · 3d

Fresh interview. ICYMI
x.com/timgraf/stat...

Timothy Graf on X: "ICYMI, last week’s pod with @mark_dow was #gold...which was one of, like, 85 topics we covered in this tour de force. It also broke every download record we have, so you know it’s good. Thanks for that, Mark. @BehavioralMacro" / X

ICYMI, last week’s pod with @mark_dow was #gold...which was one of, like, 85 topics we covered in this tour de force. It also broke every download record we have, so you know it’s good. Thanks for that, Mark. @BehavioralMacro

x.com

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Dow @dow.bsky.social · 3d

The frog of war

Eyes on the Fright 🎃 @eyesontheright.bsky.social · 3d

Look at what they have to face

Person dressed in a silly looking frog costume at a protest.

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Dow @dow.bsky.social · 3d

Even a very small amount of diversification out of the dollar and dollar assets can represent massive inflows for the markets these funds flow to. This is a point that I think doesn't get enough attention. After all, this game is about flows and absorption elasticities.

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Dow @dow.bsky.social · 3d

the tacos de cachete at tacos los hermanos in lone pine came in a close 2nd.

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Dow @dow.bsky.social · 3d

tikki chana, dal makhani and naan.

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Dow @dow.bsky.social · 4d

Comfort food for Punjabi truck drivers in the Central Valley fully lived up to its promise.

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Dow @dow.bsky.social · 4d

BREAKING: Nikkei rallies massively on the back of a higher discount rate

Blurry TV Headlines @blurrytvheadlines.numbergoup.com · 4d

JAPAN 40-YEAR BOND YIELD RISES 14 BASIS POINTS TO 3.52%

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