Mike McGlone @mikemcglone11
Senior Commodity Strategist - Bloomberg Intelligence Miami, FL Joined August 2013-
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What’s next for stocks, bonds, gold, Bitcoin youtu.be/BUVbOvXiLi0
The launch of Bitcoin on the back of the great recession spurred a proliferation of cryptocurrencies -- about 20-million are listed on CoinMarketCap -- and may be a key risk-asset leading indicator. My graphic shows normal reversion in Bitcoin might be toward $10,000. Full report…
Is 25 next for Bitcoin/gold? A slight downward rotation, common in commodities, may have begun. Full report on the Bloomberg here: blinks.bloomberg.com/news/stories/t… {BI COMD} #gold #bitcoin #stocks #bonds @BBGIntelligence
It’s the “then what” that might matter -- $100,000 Bitcoin, 20 VIX would be just a bit of post-summer doldrums reversion. Full report on the Bloomberg terminal here: blinks.bloomberg.com/news/stories/t… {BI COMD} #bitcoin #stockmarket #gold #macroeconomics @BBGIntelligence
Waning Commodities vs. Gold: 2025 vs. 1987 - The Bloomberg Commodity Spot Index (BCOM) is up almost 9% year to date through Sept. 2, yet gold's outperformance may be an ominous sign for the global economy. The gold/BCOM ratio is now at 262 vs. a base of 100 in 1960. If it holds…
Cryptos led the way up, if there’s a down - youtu.be/d3PFR9dSpAM
Gold Guiding Stuff That's Never Happened - Feint or Profound? It's not a good sign for the global economy that the S&P 500 and Bloomberg Galaxy Crypto Index have flatlined vs. gold for about eight years. Is the ancient store of value ripe for reversal? My analysis of annual…
Trump May Face Hoover- and Nixon-Like Reckoning - "It wasn't different" may be how history views stretched risk assets in 2025. My yearly chart of the ounces of gold divided by the S&P 500 shows a bottoming pattern akin to 1967-72, a period during which President Richard Nixon…
Spiking Gold vs. Silver and Recession Risks - It's what's missing from the gold/silver cross chart that may be disconcerting. At 86 on Sept. 2, the cross has retreated from April's 105 high, but remains near the 1990-92 year-end peak of 91, which is marked by the magenta line…
Back from the future -- The second term of one of the most disruptive presidents in history began with the US stock market as stretched as it had been when Herbert Hoover was elected. The S&P 500 corrected only 19% in the first few months of 2025 -- and then all was good.…
Can Record-Setting Copper End 2025 at a Record? If copper ends 2025 at $4.52 a pound, its price on Aug. 29, it would be the highest year-end close ever. That would signal resilience from this economically sensitive metal in a paradigm-shifting year defined by unprecedented…
December Corn: $3.66 in 2019 or $4.30 in 2024? Supply-elasticity forces are playing out as corn probes for a low-price cure, but risk vs. reward may have started tilting toward responsive buyers. This year's crop is a record, so the December 2024 future expiration at $4.30 a…
When all risk assets are essentially the same trade, what of gold? Correlations are historically correlated, notably Bitcoin and the stock market. A top proxy for the benchmark crypto -- MSTR -- is almost as closely connected to the S&P 500 as it is to Bitcoin on a 100-day basis…
Tariffs, Sanctions & Supply Chains; Brent's $50 Trajectory as USA Seeks ... youtu.be/p5ylzNWiGPM?si… via @YouTube
$100,000 Bitcoin Has Fueled Gold; How Enduring? It's been about 10 months since Bitcoin first closed above $100,000, and the decisive winner has been gold. Will the trend reverse? History suggests the rock is poised to keep outperforming, particularly if the US stock market…
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