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[@mikemcglone11](/creator/twitter/mikemcglone11)
"The Gold President - If 2025 ends with markets at their July XX levels gold will go down in history as a top performer in the first year of the second Trump administration. Volatility often bottoms out in the summer and my base case remains unchanged: the U.S. stock market must continue rising or a typical cycle of deflation following inflation may take hold. Cryptocurrencies are likely to lead the way. The presidents pushback against Federal Reserve independence -- a key factor that had boosted the U.S. premium -- may be contributing to the strength of the ancient store of value. Full report"  
![@mikemcglone11 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1663323588.png) [@mikemcglone11](/creator/x/mikemcglone11) on [X](/post/tweet/1948821387692380418) 2025-07-25 19:03:20 UTC 69.6K followers, 2100 engagements


"Bitcoin cryptos may be fine as long as the stock market keeps going up"  
![@mikemcglone11 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1663323588.png) [@mikemcglone11](/creator/x/mikemcglone11) on [X](/post/tweet/1947279983195398353) 2025-07-21 12:58:21 UTC 69.6K followers, 4489 engagements


"The rising gold/crude ratio may be signaling something historically frequent: deflation often follows inflation. The S&P XXX has an inordinate burden to stay lofty at about 2.1x vs. GDP is my takeaway from the potential for some reversion. Full report on the Bloomberg here: BI COMD #crudeoil #gold #stockmarket @BBGIntelligence"  
![@mikemcglone11 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1663323588.png) [@mikemcglone11](/creator/x/mikemcglone11) on [X](/post/tweet/1947252339951149547) 2025-07-21 11:08:30 UTC 69.6K followers, 2581 engagements


"A Lot May Be Riding on Rising Bitcoin vs. Gold - The Bitcoin/gold cross a top risk-asset leading indicator might be rolling over if its 200-day moving average is a guide. Full report on the Bloomberg here: BI COMD #gold #bitcoin #stockmarket"  
![@mikemcglone11 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1663323588.png) [@mikemcglone11](/creator/x/mikemcglone11) on [X](/post/tweet/1945807789676183968) 2025-07-17 11:28:23 UTC 69.6K followers, 3605 engagements


"Will the Rock Beat Stocks and Bitcoin in 2025 Gold outperforming the S&P XXX is disconcerting but what if the old guard store of value keeps beating Bitcoin in 2025 About 18-million cryptos listed on CoinMarketCap vs. one in 2009 may suggest a bit of irrational exuberance. My 2025 performance chart shows a ho-hum 2025 to July XX. Is outperforming gold anticipating a down year for beta Full report on the Bloomberg here: BI COMD #gold #bitcoin #stockmarket @BBGIntelligence"  
![@mikemcglone11 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1663323588.png) [@mikemcglone11](/creator/x/mikemcglone11) on [X](/post/tweet/1945173944484434005) 2025-07-15 17:29:42 UTC 69.6K followers, 2560 engagements


"Increasing UST Yields Copper vs. China Deflation Path - The trend is up if 200-day moving averages of copper and the US Treasury 10-year note yield are guides but trajectories in China show otherwise. Iron ore and government bond yields in the largest commodity importer are declining. Full report on the Bloomberg here: BI COMD #copper #china #bonds @BBGIntelligence"  
![@mikemcglone11 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1663323588.png) [@mikemcglone11](/creator/x/mikemcglone11) on [X](/post/tweet/1945806572535283930) 2025-07-17 11:23:32 UTC 69.6K followers, 2496 engagements