西螺大橋

Precious Metals

[西螺大橋 @Laidar88]

@RealJohnnyYu This will make a shoulder-head-shoulder reversal type. Korea has been through left shoulder and head, the plan will perfectly work out the right shoulder.

[Penguin X @ThePenguinBTC]

Herkes Japonya'nın faiz kararına bakıyor. Asıl hamle dün yapıldı.

Nikkei dün bir haber paylaştı.

Japonya döviz piyasasına müdahale etti, piyasada dolar satıp yen aldı.

Aynı haberde ikinci bir bilgi vardı. New York Fed rate check yaptı.

Haberin bütün ağırlığı o iki kelimede.

Rate check şu demek.

Fed büyük bankaları arar, o anda dolar yen kuru için alım ve satım fiyatlarını sorar.

Görünüşte sıradan bir soru. Ama bu soru piyasada sadece bir durumda sorulur.

Müdahaleden hemen önce.

Bu yüzden rate check nadiren yapılır. Yapıldığı an piyasa şunu okur.

Karar alındı, müdahale geliyor.

Peki bu kararı kim aldı?

ABD'de döviz müdahalesine Fed karar vermez. Karar Hazine Bakanlığı'nın.

Nikkei de talimatın oradan geldiğini yazdı.

Yani dün yen için düğmeye basan isim Scott Bessent.

Bessent bir merkez bankasının kur savunmasında ne yaşandığını herkesten iyi bilen adam.

1992'ye gidelim.

Bessent o yıl 30 yaşındaydı, George Soros'un Londra ekibinde çalışıyordu.

İngiltere o dönem pound'un belli bir seviyenin altına düşmesine izin vermemek zorundaydı. Avrupa'daki kur anlaşması bunu şart koşuyordu.

Soros'un ekibi bu seviyenin tutulamayacağını gördü ve pound'un düşeceğine oynadı.

İngiltere direndi. Rezervini harcayıp piyasadan pound topladı, faizi aynı gün içinde iki kez artırdı.

Yetmedi.

Akşam saatlerinde pes etti ve pound bir günde %15 değer kaybetti.

O gün tarihe Kara Çarşamba diye geçti. Soros'un fonu o işlemden 1 milyar dolara yakın kazandı.

Bessent bir merkez bankasının nasıl yenildiğini kazanan tarafta durup izledi.

Bugün aynı adam ABD Hazine Bakanı ve döviz müdahalesi yetkisi doğrudan onda.

Birkaç ay önce de Japonya'ya gitti.

Ziyaret o gün rutin bir temas gibi göründü, dün rate check haberiyle birlikte başka bir anlam kazandı.

1992'de fon parasıyla oynuyordu, bugün devlet kasasıyla oynuyor. Daha önemlisi, savunduğu şey Japonya değil.

Peki neyi savunuyor?

Önce Japonya'nın nerede sıkıştığına bakalım.

Japonya dünyanın en borçlu ülkesi.

Kamu borcu kendi ekonomisinin 2,5 katından fazla. Bu oranda başka bir gelişmiş ülke yok.

Borcun tamamı 30 yıllık sıfıra yakın faiz döneminde birikti.

Şöyle düşünün.

Geliriniz sabit, borcunuz çok büyük. Faiz bir puan artınca ödemeniz sizi bitiriyor. Bu yüzden faizin yükselmesini dünyada en çok siz istemezsiniz.

Ama faizi düşük tuttukça paranız değer kaybediyor, dışarıdan aldığınız her şey pahalanıyor.

Japonya tükettiği enerjinin neredeyse tamamını dışarıdan alıyor ve faturayı dolarla ödüyor.

Yen düştükçe o fatura büyüyor, fatura büyüdükçe fiyatlar artıyor, fiyatlar arttıkça faiz artırma baskısı büyüyor.

Faizi artırırsa kendi borcunun altında kalır. Artırmazsa yen erimeye devam eder.

Bugün faizi sabit tutması bu yüzden bir tercih değil, mecburiyet.

Peki artırsaydı ne olurdu?

Japonya'dan ucuza borçlanıp dünyaya yatıran fonlar var. Bu paranın büyüklüğü trilyonlarla ölçülüyor ve gittiği yerlerin başında ABD tahvilleri geliyor.

Faiz arttığı gün o borcun maliyeti artar. Fonlar pozisyonu taşıyamaz, kapatmak zorunda kalır. Kapatmak için de ellerindekini satarlar.

Aynı anda ikinci bir hareket başlar. Japonya'nın kendi tahvili cazip hale gelince Japon parası eve döner.

Japonya dünyada en çok ABD tahvili tutan ülke. Yaklaşık 1,2 trilyon dolar. Dolaylı kanallar eklendiğinde rakam daha yüksek.

ABD ise bu yıl vadesi gelen yaklaşık 10 trilyon dolarlık borcu yenilemek zorunda. Eski tahviller ödenecek, yerine yenisi satılacak.

İki rakamın aynı yıla denk gelmesi bütün meseleyi kuruyor.

Tahvil çıkarmak bir satış işidir.

Malı ortaya koyarsınız, alıcı beklersiniz. Alıcı çoksa iyi fiyata satarsınız, düşük faizle borçlanırsınız. Alıcı azsa fiyatı alıcı belirler.

ABD 10 trilyonluk satış yılında en büyük alıcısını kaybetmeyi göze alamaz. Üstelik o alıcı aynı gün karşı tarafa geçip satıcı olur.

ABD'nin toplam borcu 39 trilyon dolar, faiz ödemesi yılda 1 trilyonun üzerinde. Toplanan her 4 dolarlık verginin 1 doları sadece faize gidiyor.

Bu tabloda her 100 baz puanlık ek getiri yıllık faiz yüküne yaklaşık 400 milyar dolar ekliyor.

Bessent'in dün koruduğu şey buydu.

Japonya bu yükü yalnız taşıyamıyor. Piyasaya daha önce birkaç kez girdi, her seferinde milyarlarca dolar harcadı. Yen birkaç gün toparlandı, sonra aynı yere döndü.

Müdahale kuru değiştiriyor, faiz farkını yerinde bırakıyor. Fark kapanmadan sonuç değişmiyor.

ABD de Japonya'nın yalnız kalmasını istemiyor. Çünkü Japonya sıkışıp ani bir hamle yaparsa faturası en sert şekilde ABD'nin tahvil piyasasında çıkar.

Dün yen'i bu yüzden iki ülke birden savundu.

Geri çekilip tabloya bakın.

Bir merkez bankası kendi parasını savunuyor. Yanında, o parayı savunmakla hiçbir görevi olmayan bir ülke duruyor.

34 yıl önce bir merkez bankasının yenilmesinden kazanan adam, dün başka bir merkez bankası yenilmesin diye emir verdi.

İkisini de aynı sebeple yaptı. Kendi tarafı için.

Bir ülkenin faiz kararı normalde kendi meselesidir. Kendi enflasyonuna bakar, kendi işsizliğine bakar, kararını verir.

Borç yeterince büyüdüğünde o karar başkasının meselesi olur. Alacaklının sıkışması borçlunun faturası haline gelir ve iki taraf ayrı ayrı karar veremez.

Japonya bugün faizi sabit tuttu.

Bu kararı yalnız vermedi.

[Oren Elbaz @thesilverhermit]

If most people knew what we know, the dollar would instantly collapse. The prices of everyday goods would skyrocket overnight. The shelves of every bullion store would be wiped clean. Banks would begin to fail, and the government would declare a bank holiday. The stock market would suspend trading. Who knows? Law and order in major city centers would perhaps disintegrate, and the government would be forced to declare martial law.
The only reason none of this is happening is because most people are oblivious to how desperate the economic situation is. Even if you told them, they wouldn’t believe you. Their ignorance is the only thing keeping the monetary system going. Do you understand now why the government makes such an effort to maintain this ignorance?

[Felix Prehn 🐶 @felixprehn]

150 million Americans could lose 30-40% of their retirement account like in 2008, and they have no idea it’s coming.

2 major events are hitting the economy at the worst possible time.

What each one is & why they trigger a crash:🧵

[Oren Elbaz @thesilverhermit]

As the eyes of the world are on the #FOMC desicion in New York, my eyes are still on #Japan. The rapidly rising yields of Japanese government bonds indicate a looming sovereign debt crisis in the 4th largest economy in the world. The Bank of Japan may use its dollar reserves to stop the bleeding, but this will only put pressure on the US bond market. The Bank of Japan's threat to repatriate all the capital that has been invested abroad (reverse carry trade) only adds fuel to the fire.
I just released a new version of an interview I gave on the matter a few months ago. Here's everything you need to know about this unfolding crisis, in simple and clear language: https://t.co/nJJKHPwKom

[International Stacker @IntlStacker]

🚨Someone Is Making MASSIVE Bets on Gold Exploding by Year-End!🪙

👉Veteran precious metals analyst Ed Steer says something highly unusual is happening in the COMEX options market!

👉Recently, traders added new December gold call options with strike prices of:
🔥$6,000!
🔥$8,000!
🔥$10,000!
🔥$15,000!
🔥Even $20,000 per ounce!

👉According to Steer: "You don't bet this kind of money unless you know something the average person doesn't know!"

👉He says tens of millions of dollars are flowing into these extreme upside bets... But that's not the only unusual development...

📈Despite gold falling more than $500 & silver falling sharply from recent highs, buyers have continued pouring into COMEX futures!

📉Instead of covering shorts, commercial traders have reportedly been forced to increase their short positions as aggressive new buyers keep stepping in!

👉Steer says this behavior is highly unusual & may point to expectations of a major repricing in precious metals!

🦀Crustacean Nation: Are these massive call option bets a sign that sophisticated investors expect something big... Or are they simply expensive lottery tickets?

👇What do you think these traders see that the rest of the market doesn't?
*Not financial advice. Stay stacked!

🎥Full discussion: https://t.co/17bVfKgC7Y

[The SCIF @TheSCIF]

This is exactly how election databases are compromised and pumped full of fake voters to alter election outcomes.

Blue states depend on this to steal elections and why they are fighting so hard not to give access to their voter rolls. They literally need noncitizens, no ID, and the inflated rolls to produce fake votes.

Voter registration databases are deliberately inflated ahead of elections with large numbers of fake voters, dead people, noncitizens, ineligible voters, etc.

This creates a "credit line" of extra names that can later be used to inject ballots, which are controlled by computer algorithms.

The same patterns appear across multiple states and essentially every county examined, pointing to centralized or systematic control rather than isolated local issues.

[Jordan Roy-Byrne CMT, MFTA ⛏⛏ @TheDailyGold]

Tuesday 🧵

Time for a big picture thread.

Gold has corrected sharply following its best 2-year run in decades.

To understand where we are and what comes next, you need to focus on the primary drivers.

In this thread, I break down the three pillars of Gold’s secular bull market.

Let's Go!

[Taylor Kenney @taylorkenneyitm]

🚨 Banks blocking exits into physical gold & silver today, 7/27/26

Capital controls are here.

[The SCIF @TheSCIF]

The theft of the 2020 Election was apparent when states starting shutting down, even in the middle of the day for NO reason at all, besides that Trump held massive leads in multiple states.

Somebody gave the order, and the steal of the 2020 Election was sealed. America went to bed with Trump leading by hundreds of thousands of votes, with around 80%+ of the votes counted, and woke up to a coup successfully executed against our own president.

Coincidentally, every vote that came in after counting resumed just happened to be for Biden. Similar vote spike occurred all over the country with similar ridiculous numbers all for Biden and ZERO for Trump.

One famous example was 138K votes for Biden and 0 votes for Trump. The 2020 election was stolen, it was done poorly, and it was done right in front of us.

[Clandestine @WarClandestine]

Most don’t recognize it, because we are in the moment, but the world is currently undergoing a transformation unlike anything we have ever seen.

The world map is being redrawn, and the “Old Guard” is being uprooted and replaced.

The US Military decided they had to step in and put a stop to the global corruption before it was too late, and what we are witnessing is a carefully constructed timeline to transition from the Old Guard, to the Golden Age of Humanity.

We are sort of in the middle of WW3, it’s just not full-scale global kinetic nuclear war like everyone expected WW3 to be. It’s controlled pockets of fighting, between the US MIL and Deep State proxies/assets, combined with global information/psychological warfare.

We are witnessing a controlled extermination of a transnational criminal organization, that has embedded itself within governments around the world.

Once you understand the gravity of our situation and this period in history, Trump running in 2028 doesn’t sound so crazy. We are undergoing a transformation similar to WW2. We are at war with a global enemy, and defeat is not an option.

Everything is on the table.

[The SCIF @TheSCIF]

Data pulled from the Georgia 2020 Election and 2 other states on election night showed impossible vote spikes all over 136,000 votes for Biden when the consecutive averages all throughout the night ranged from 2,000 votes to 45,124 votes at the highest in Georgia.

Vote Spikes in Georgia at 1:34 am:
136,155 vote spike: 84% for Joe Biden.
18,788 vote spike: 98% for Joe Biden.
13,035 vote spike: 77% for Joe Biden.
9,385 vote spike: 100% for Joe Biden.

Vote dumps contained an average of 49% for Biden in Georgia.

Vote Spike in Michigan at 5:31 am:
141,258 votes for Biden: 94%
5,968 votes for Trump: 4%

These similar spikes happened in Georgia at 1:34 am, and in Wisconsin at 3:42 am.

Vote Spike in Wisconsin at 3:42 am:
143,379 votes for Biden: 85%
25,163 votes for Trump: 15%

These vote spikes all favored Biden in highly abnormal, unrealistic percentages, some 98% to 100% for Biden, indicating fraud. The Secretary of State would not provide exact time stamped data when requested, which is concerning, considering they tell you that it's the most transparent election. This is called a cover up.

Moving on, the ballot totes that contained ballots were all supposed to have red security tamper-proof tags on them. Pictures and witnesses exposed 9 ballot totes without these tags on them.

These "totes" or "suitcases" are very similar to the ones that were hidden under the tables at the State Farm Arena incident where ballots were pulled out from tables without security tags on them and counted throughout the night until Joe Biden cleared the margin of victory needed. Were these the 9 unsecure "totes" placed and pulled out from under the tables that were separate from all of the other ballots after they placed under the skirted table and put into position for the steal?

Finally, how does this all comes together, with these unsecure totes and with fraudulent ballots?

Bernard Talmadge owns a company called the "Operations Group, Ardleigh Group," and possibly, "Block by Block." Bernard Talmadge is a known ballot harvester who has been caught in Indiana, charges were brought against him and people who were for him, but were then dropped, from a corrupt court.

Checks were found in 2018 all made out for $75-$80 dollars, made out from the Operations Group, and sometimes, the Ardleigh Group.

An investigative reporter from Florida named Tom Lauder who did an investigation, and in interviewing witnesses he found that people who worked for the Operations Group and the Ardleigh Group were paid $15 per hour to produce ballots.

They had a quota of 10 per-hour, which works out to 1 every 6 minutes. If your running door-to-door in an apartment complex, there is no possible way to get 1 ballot or registration every 6 mins. So what's really going on here? let's proceed.

According to the Federal Election Commission, his company has taken in $9.1 MILLION for "field operations." $9.1 million divided by the $75 and multiply it by 50 votes, that's enough money to produce around 6 MILLION ballots.

A spreadsheet shown in this presentation shows all the people who gave this company money, what's fascinating is that 1/3 of the $9 MILLION dollars came from the MAINE DEMOCRATIC PARTY.

The Maine Democratic Party didn't even take in $3 million dollars during the 2019-2020 election.

The evidence of the checks used to pay people were then sent out for background information and analysis, over 400 of them. What was found and what was interesting is that, of the checks that were provided, 2 checks were exactly the same, but one was from a company called "Dreams Enterprises," and the other check comes from the "Ardleigh Group."

The signatures on both the checks are exactly the same, the routing numbers are the same, and the account numbers are the same, which can be seen in the video above. So, what kind of illegal ballot producing money laundering operation do we really have going on here?

Then we know that foreign countries interfered in the 2020 election including fraudulent ballots, fake IDs, compromised election machines, with China's hands all over it. This is just another piece of the overall puzzle and steal of the 2020 election.

[Lukas Ekwueme @ekwufinance]

During the greatest gold bull market in history, gold increased 24×... yet most investors wouldn't have been able to stomach the volatility.

During that bull market, gold suffered four pullbacks of more than 20%:

- 1973 (4 months): -29% / 100% higher four months later

- 1974 (3 months): -26% / 50% higher five months later

- 1975-76 (9 months): -49% / 150% higher within 13 months

- 1978 (1 month): -23% / 320% higher within 14 months

None of these pullbacks marked the end of the bull market... Each set the stage for the next major advance, with the final rally being the most explosive.

Today, we are in a secular gold bull market and the current pullback is setting the stage for the next upswing.

The fear of rate hikes will subside as fiscal constraints become impossible to ignore.

Gold will rise to new all-time highs.

If you like this post, follow me for more

[The SCIF @TheSCIF]

2020 Election actual percentage of people registered in each state compared to total population, compared to people registered, compared to under 18.

Alaska: 108% Registered to vote.
Michigan: 103% Registered to vote.
Kentucky: 102% Registered to vote.
North Dakota: 100% Registered to vote.
Alabama: 97% Registered to vote.
Maine: 97% Registered to vote.
Vermont: 97% Registered to vote.
Rhode Island: 95% Registered to vote.
Delaware: 95% Registered to vote.
Colorado: 93% Registered to vote.
New Jersey: 93% Registered to vote.
Iowa: 92% Registered to vote.
Virginia: 92% Registered to vote.
New Hampshire: 90% Registered to vote.
Georgia: 89% Registered to vote.
Pennsylvania: 89% Registered to vote.
West Virginia: 89% Registered to vote.
North Carolina: 89% Registered to vote.
Indiana: 89% Registered to vote.
New York: 87% Registered to vote.
Nebraska: 87% Registered to vote.
Missouri: 86% Registered to vote.
Massachusetts: 86% Registered to vote.
Oregon: 86% Registered to vote.
South Carolina: 85% Registered to vote.
Tennessee: 85% Registered to vote.
Wisconsin: 83% Registered to vote.
Ohio: 81% Registered to vote.
Minnesota: 79% Registered to vote.
Connecticut: 73% Registered to vote.
Arkansas: 71% Registered to vote.

[The SCIF @TheSCIF]

The 2020 election was decided by around 44,000 votes in Georgia, Arizona, and Wisconsin.

Now, we're finding HUNDREDS of THOUSANDS of NONCITIZENS and DEAD PEOPLE on the voter rolls, and that's just from the first 16 states.

Add all of the other fraud exposed and you realize that Trump won in a landslide. The media lied to us, the FBI lied to us, CISA lied to us, the CIA lied to us, and many others.

The media won't report on any of the findings because they were complicit, and know it completely obliterates their narrative.

[MBAeconomics @MBAeconomics1]

Comex December Gold Call Option Activity yesterday:

$5,500 -> 652 calls added
$7,000 -> 267 calls added
$8,000 -> 897 calls added
$15,000 -> 1,535 calls added
$20,000 -> 1,220 calls added

There were some strikes that had contracts closed, but that were more than offset by other increases at other strikes in the options chain.

The above activity shows that extreme OTM calls continue to be accumulated day after day.

[The Old Pretender @Dioclet54046121]

This presumably means the #gold market will never close again, even at weekends.

[Oren Elbaz @thesilverhermit]

By the end of this decade, most of the people you know will be broke. Your friends, your coworkers, your distant relatives, maybe even your boss. Broke. How will that happen? Through the combination of the bursting of the tech bubble, and good old inflation.
People nowadays have such blind conviction in the tech industry, that they can’t see how greedy and corrupt it has become. Tech companies are no longer quirky little laboratories, where the future is being invented. They are financial juggernauts, capable of moving heaven and earth, and during this race towards AI supremacy they’ve overplayed their hand. In the past few years, $1.5T have been spent on the construction of data centers, a gamble which will probably fail. There isn't enough demand for AI services to justify this investment, and what little there is mostly comes from other tech companies. So it's a financial circle jerk. That’s a trillion with a T, mind you, a sum which until recently only governments could fund.
If you inspect the balance sheets of those companies, you won’t find that debt anywhere. It has been carefully tucked away in what they call SPVs - special purpose vehicles. These are subsidiaries which were created for the sole purpose of erecting this massive AI infrastructure, and they were able to raise that capital on their own. In addition, long term contracts have been signed with chip manufacturers and electricity producers, which will burden these companies for years to come, but cannot yet be seen on their financial statements. This is why the price of Google shares dropped by 7% yesterday, even though it reported record profits. The huge Capex involved with AI means that it is no longer a cash cow.
But the "buy the dip" mentality is still there, and I suspect that it's going to persist for a very long time. Every drop in the prices of these shares will be bought, giving the public a false sense of stability. Inflation will play a big part in making that happen. It will keep the nominal prices of these stocks elevated, even as they are losing value in real terms. This is exactly what happened to stocks during the 1970s. Back then the Dow Jones moved sideways for over a decade, as its purchasing power was decimated.
And so the public will never sell. Every decline will be followed by a counter-trend rally, that will give people hope that stocks are about to recover. But time and time again these rallies will peter out. All the while, their cost of living will be rising relentlessly. By the time they realize what is happening, there won't be much left of their retirement savings.
And believe it or not, the federal government wants that to happen. The federal government NEEDS that to happen, because inflation is the only way for it to reduce the value of its humongous debt. It can't afford to see the public panic out of #stocks and #bonds and into #gold and #silver, for instance. Because then the dollar would collapse and the jig would be up. It needs inflation's corrosive effect to work slowly. They call that "financial repression" (lovely name, isn't it?).

[Gold Telegraph ⚡ @GoldTelegraph_]

"Paulson, whose wager against subprime mortgages became one of the most profitable trades in Wall Street history..."

Source: https://t.co/qTG33M0cBE

[MBAeconomics @MBAeconomics1]

The most important development this week is that the negative silver and oil correlation has finally turned positive.

This relationship is naturally positive, but 6 months of #silver and #oil manipulation had caused them to move in opposite directions.

The bull market resumes!