@NorthmanTrader#Gold & #silver are staying higher for longer. They’ve tested thousands of years of wealth preservation, but what’s the longest fiat that’s lasted? #Dollar & it’s on☠️days.
#preciousmetals will be transacted at more countries than dollars after “it” occurs. Prepare or 👀your💵🔥
#Gold and #silver are selling off. This has nothing to do with their real value particularly in the current macro framework. It is simply deleveraging
The Trump administration is using a "run it hot" framework including fiscal dominance and monetary easing. This benefits gold.
Secondly, inflation targets are being revised higher. We are now 62 months above the Fed's started inflation target of 2%. This signals that 2% is no longer the real target. It is 3%. Gold and silver benefit from that as well.
Thirdly, both gold and silver are now considered critical minerals by the Trump administration. This means these assets and their domestic production are deemed a matter of national security.
Finally, and perhaps the most important, central banks now own more gold than Treasuries. If the people who can literally print money at will are loading up on gold at a pace of 1,000 tonnes per year, what does that tell you.
Gold and Silver are small markets. They can be moved easily. This sell-off is not the end of the bull market. This is short-term pain the context of secular changes. It is different this time. Allocate accordingly.
🚨 PREPARE FOR THE STOCK MARKET CRASH:
I believe a -20% DROP in the S&P is coming.
Everyone thinks the Iran conflict is just an oil story.
It’s not.
Here’s what’s actually at risk:
The Strait of Hormuz is under real threat.
Markets are watching crude.
That’s the wrong variable.
The real risk is second-order supply chains 👇
Sulfur.
90%+ of global sulfur supply comes from oil and gas refining.
Disrupt the flow through Hormuz, and you don’t just lose crude.
You choke the input for sulfuric acid
the most produced industrial chemical on Earth.
No sulfuric acid means no efficient copper or cobalt extraction.
No copper = no grids.
No cobalt = no batteries.
That hits AI, energy, and infrastructure all at once.
Now semiconductors.
Qatar LNG flows through Hormuz.
Taiwan depends heavily on imported energy.
And TSMC produces 90% of the world’s advanced chips.
No stable energy = no chip production.
No chips = everything downstream breaks.
Then food.
A huge share of nitrogen fertilizer feedstock depends on energy flows tied to this region.
Disrupt that, and you’re not just hitting markets.
You’re hitting global food production.
Three systems:
Energy
Chips
Food
All tied to one chokepoint.
Now the macro:
If disruption persists:
• Oil trends higher
• Inflation re-accelerates
• Rate cuts get delayed
• Growth slows
That’s stagflation pressure.
Base case:
Markets correct 5–10%
Tech and growth take the hit
Energy and defensives outperform
If this drags out?
15–20% drawdown isn’t unrealistic.
What matters now:
This isn’t just about military strikes.
It’s about economic pressure.
Disrupt infrastructure
Strain logistics
Limit energy flows
All without full-scale war.
And China?
It loses access to discounted Iranian crude.
That forces higher input costs
right as its economy is already under pressure.
This isn’t an oil story.
Oil is just the signal.
The real story is the fragility of global supply chains.
And how much of the world still runs through one narrow passage.
The Iran War is a bigger crisis to the markets than Covid-19.
I am not a buyer of $IREN till $20.
I am not a buyer of $ONDS till $3.
I am not a buyer of $RKLB till $40.
I am not a buyer of $ASTS till $50.
I am not a buyer of $ASST till $1.
I will announce once I’m bullish.
Many will regret not following me sooner.
@NorthmanTrader The “it” I’ve referred to on my pinned post is when the Government decides to revalue the price of gold…
Silky’s recalled history well!👇
Look at the bags of gold some of those people had… For all our country success we have the most disgraceful moments known to humanity… Turn in your gold or be sent to jail for 10 years, and then immediately after that re-value the price of gold to deflate the currency, we just gave you for your gold… Robbery… much of this gold would’ve been passed down from generation to generation as gold often is securing wealth but instead we got paper money worth dog shit
We are most likely heading into a "SUPER" Capital Rotation Event (CRE).
The last similar process was seen in the late 1960s early 1970s.
That was one of the GREATEST runs for gold & silver, while stocks went NOWHERE.
Buckle up.
Anyone who believes gold is expensive or "too high" right now simply doesn't have all the facts.
Gold is still cheap according to virtually every metric, including against the Dow.
Learn more in my detailed report in the comments below⬇️
$PHYS $GLD
The Chinese central bank is about to surpass the Fed to become the largest central bank in the world again.
The PBOC has officially resumed quantitative easing.
And I believe it’s only a matter of time before the Fed joins the party…
None of us own enough hard assets, in my view.
Palladium
It sure is taking its sweet time consolidating here. It may get renewed strength once the dollar spike is over.
What I'm looking at is a settle over $1,480 first, which would open a move toward $1,600. On the downside, we still have $1,260 support, which I plan to trade long if we get there.
$PALL $PA $SBSW $SPPP
@ThinkInPeach You appear to discourage many men with the way you generalize them, and you don’t seem to care about their progress, except for men who are multimillionaires who are willing to pay you to help them.
My immediate target for silver is $85!
Silver broke out in October 2025 from a 14-year formation. Presently it is going through a grand retest around 2011 all time high.
Once retest is completed, which I expect to happen early November, I expect silver to initiate a parabolic run to $85 before year end 2025. $36 amplitude from 2015-2020 bottom to 2011 high applied to to all time high just under $50 targets $85 mark.
Surely over time silver will rally to triple digit level, but $85 is my immediate target. My target for gold is $4.9k coupled with $85 silver price suggests gold to silver ratio (GTS) of 57. 2016 and 2021 bull runs in precious metals ended at 66 and 62 GTS respectively . So I guess 57 perfectly fits in when you connect 66 and 62 with a straight line.
This post is not an investment advice!
My immediate target for silver is $85!
Silver broke out in October 2025 from a 14-year formation. Presently it is going through a grand retest around 2011 all time high.
Once retest is completed, which I expect to happen early November, I expect silver to initiate a parabolic run to $85 before year end 2025. $36 amplitude from 2015-2020 bottom to 2011 high applied to to all time high just under $50 targets $85 mark.
Surely over time silver will rally to triple digit level, but $85 is my immediate target. My target for gold is $4.9k coupled with $85 silver price suggests gold to silver ratio (GTS) of 57. 2016 and 2021 bull runs in precious metals ended at 66 and 62 GTS respectively . So I guess 57 perfectly fits in when you connect 66 and 62 with a straight line.
This post is not an investment advice!