Sandy

[Hans Amato @HansAmato]

Your personality isn't the real reason you feel anxious.

Gut inflammation is.

When the gut barrier breaks down, endotoxin enters circulation. It activates TLR4 receptors on immune cells throughout the body. Inflammatory cytokines fire. The brain interprets this as threat. The HPA axis activates. Cortisol rises. GABA drops. The nervous system locks into fight-or-flight with no off switch.

You're not anxious because of your circumstances.

You're anxious because your gut is sending a danger signal to your brain twenty-four hours a day.

The circumstances didn't create the anxiety. They're just the story your brain builds around a biochemical state that was already running.

[Sean OMara MD, JD @DrSeanOMara]

Don't pay attention to weight.

Pay attention to visceral fat. It's a bigger predictor of metabolic disease.

And the best way to see it is with an MRI.

[Sean OMara MD, JD @DrSeanOMara]

Every carb you eat is a resupply line to the bacteria driving your inflammation, your brain fog, and your expanding waistline.

Pathogenic microbes feed on sugar. They can't survive on fat or protein. So stop feeding them. And rally an army of healthy microbes (fermented foods) to help fight them.

[Ritesh Jain @riteshmjn]

Input costs are clearly on the upswing—energy, raw materials, transportation, and labour are all rising at once. Six months ago, container rates to the US East Coast were $2,650 for a 40’ and carriers were chasing business. Today, those same lanes are running north of $8,000, and securing vessel space can take 3–4 weeks.
At the same time, capacity has been structurally reduced. Across China and the rest of the world, involution—whether market-driven or policy-induced—pushed producers to scale back. Now demand is returning, but supply can’t respond. Even large public manufacturers are caught flat-footed; one key supplier in Indonesia shut down a third of its capacity during the downturn and now can’t keep up.
This is how inflation gets embedded—global supply chains constrained, costs compounding, and no quick way to add capacity. The real pressure is only beginning.

👆view from a Canadian business owner with exports to United States.

[Northstar @NorthstarCharts]

Stock markets versus silver - there are interesting parallels between today and the late 1960's...

[Northstar @NorthstarCharts]

OIL - This chart is about to tell us what oil is likely to do in the next few weeks. No bias or narratives needed.

[Northstar @NorthstarCharts]

SILVER: This is how we remove bias/fairytale narratives & keep our members safe at https://t.co/NmvhraPEJ4

[Alasdair Macleod @MacleodFinance]

Last oil crisis on a similar scale was in October 1973. The table below illustrates the consequences. Note far higher inflation than forecast today, far lower gvt debt to GDPs then, and far higher bond yields. Today's situation will be unfundable for some...

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The median listing price of existing US homes fell -2.4% YoY in May, to $429,500, the largest annual decline since at least 2017.

On a per-square-foot basis, prices declined -2.5% YoY.

This comes as listing prices fell in 35 of the 50 largest US metros, with Memphis leading at -13.0%.

Buffalo followed at -11.6%, Austin at -9.5%, Los Angeles at -7.9%, and San Diego at -5.6%.

In total, this represents a swing of more than 20 percentage points from the peak annual growth rate of +18.0% seen in June 2022.

This comes as mortgage rates remain elevated, buyer demand continues to weaken, and CPI inflation has risen for the 4th consecutive month, further squeezing affordability.

The US housing market correction is gaining momentum.

[Mark @Mark4XX]

GOLD AND SILVER FACE SHORT-TERM PRESSURE BEFORE MASSIVE UPSIDE

Veteran commodities strategist Jeff Currie and Dario, host of the JustDario Cigar podcast,have both mapped out the same clear divergence. Short-term weakness in gold and silver looks likely even if peace talks advance, driven by specific selling flows and the oil situation. Yet the medium- and long-term forces are aligning for immense upside through tighter physical supply and monetary expansion.

THE SHORT-TERM WEAKNESS FACTORS
➡️ Turkey’s central bank is selling gold reserves to defend the lira amid a deepening monetary crisis.
➡️ India is offloading gold to secure dollars for oil imports while the rupee weakens under high energy costs.
➡️ Retail investors in Japan and Korea are rotating out of precious metals into stocks showing stronger recent performance.
➡️ Relief rallies remain largely speculative bets on a fast resolution to the oil crisis rather than broad fundamental demand.

THE MEDIUM-TERM PHYSICAL SUPPLY TIGHTENING
➡️ Higher energy prices will sharply raise mining and refining costs for both gold and silver.
➡️ Silver production, mostly a byproduct of other metals, will face reduced output as energy-intensive operations squeeze margins.
➡️ Miners will need materially higher prices simply to cover elevated costs and keep supply flowing.
➡️ This setup repeats the pattern seen after the 1970s oil crisis, when precious metals prices surged once supply constraints fully emerged.

THE LONG-TERM MONETARY AND DEMAND DRIVERS
➡️ Producer price inflation above 6 percent will eventually pass through to consumers as companies protect their margins.
➡️ Central banks will continue providing ample liquidity to support massive global debt loads and avoid systemic stress.
➡️ Chronic silver deficits near 150 million ounces per year collide with rising industrial demand from EVs, solar, and electronics that cannot be recycled economically at current prices.
➡️ As Jeff Currie highlights, the dedollarization story is still early, with massive upside for gold once monetary conditions turn supportive.

THE BOTTOM LINE
Peace deal or not, short-term downside pressure on gold and silver is probable until the oil crisis stabilizes and immediate selling pressures ease. The combination of physical supply constraints, persistent inflation, and structural monetary growth creates one of the strongest long-term setups in decades.

The same forces that propelled precious metals higher after the 1970s oil shocks are aligning again today from an even stronger base.

HT: @CommodMkt @DarioCpx
#Gold #Silver #PreciousMetals #SupplyCrunch #InflationHedge #Dedollarization #OilCrisis

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The S&P 500 is set to add +$900 billion today after the US and Iran announce a peace deal.

The index is now just 1.2% away from a new record high.

[zerohedge @zerohedge]

The option market has never been more bullish on chips, or more bearish on gold

[Global Markets Investor @GlobalMktObserv]

‼️US consumer sentiment has NEVER been this depressed:

Michigan Consumer Sentiment Index rebounded in June for the first time in 4 months.

Nevertheless, it stands at the 2nd-lowest level in the HISTORY of the survey.

This is even lower than during the Great Financial Crisis and the Great Inflation period of the 1970s.

WHAT IS HAPPENING HERE?

[Gary Brecka @thegarybrecka]

If you can finish eating by 8 PM tonight, do it.

Here is the specific reason this matters.

When you eat within three hours of bedtime, your core body temperature rises to support digestion. Your insulin spikes late in the day when insulin sensitivity is at its lowest. Both of these directly interfere with the thermal and hormonal conditions your body needs for deep sleep.

Finishing dinner early gives your body three to four hours to complete digestion before sleep.

✅ The result: faster sleep onset, more deep sleep, and higher growth hormone release during your first sleep cycle.

This is one of the highest-impact longevity habits available. It does not change what you eat. Just when.

[Macro Liquidity by Sunil Reddy @Macrobysunil]

GDP measured in gold tells a completely different story.

In 1991, US GDP was worth 16.26 billion ounces of gold.
By 2026, it is only worth 6.92 billion ounces.
That is a 57% collapse in gold terms.

China moved from 1.02 billion ounces to 4.44 billion ounces.
That is a 335% rise.
India moved from 0.728 billion ounces to 0.927 billion ounces.
That is a 27% rise.

And the world itself moved from 55.24 billion ounces to just 26.39 billion ounces.
That is a 52% collapse.
So yes, in dollar terms, everything looks bigger.

But in gold terms, the world is smaller.

The US economy looks massive on paper, but against hard money, its purchasing power has collapsed.

China is the clear exception because its productive rise was strong enough to show even against gold.

India has grown, but much slower.

The bigger message is simple:

Fiat GDP shows expansion.

Gold-adjusted GDP shows debasement.

That is why gold matters.

[The Kobeissi Letter @KobeissiLetter]

EXPECTED TERMS OF US-IRAN PEACE DEAL:

1. Extends ceasefire between US and Iran for 60 days

2. Begins 60-day negotiation period for technical discussions around Iran's nuclear program

3. Removes US Naval blockade and reopens Strait of Hormuz

4. US will commit to discuss sanctions relief with Iran

5. US will commit to discuss the release of frozen Iranian funds

6. Peace deal includes permanent end to fighting on all fronts, including Lebanon

7. Final agreement to be signed on June 19th in Switzerland

We expect to receive more detail on terms shortly.

[MBAeconomics @MBAeconomics1]

At what price will you sell your #gold and #silver?

This is the wrong question to ask.

Viewing gold in terms of dollars is a mistake. Whats important is what an ounce of gold gets you.

One of the best indicators is the Dow Jones to gold ratio.

Its not unheard of to wait for 1 oz of gold to buy the Dow Jones.

Will they meet at $25,000? $100,000? Higher? That is the question.

[Secretary Kennedy @SecKennedy]

Thank you, @DNIGabbard, for exposing U.S. funded biolabs around the world. The American people deserve the truth.

[Shehbaz Sharif @CMShehbaz]

Amid ongoing intense mediation efforts by Pakistan, we are fully aware of incessant misinformation campaign being waged by those who want to sabotage the peace deal. Setting aside the noise, we can confirm that a final, agreed upon text of the peace deal has been reached and Pakistan is now working closely with both sides to finalize the next steps. Peace has never been this close as it is now.

@realDonaldTrump
@JDVance
@SecRubio
@SteveWitkoff
@SEPeaceMissions
@drpezeshkian
@araghchi

[DNI Tulsi Gabbard @DNIGabbard]

Today, I’m releasing never before seen intelligence revealing new evidence of past US government funding for more than 120 biolabs in over 30 countries, including Ukraine.

In support of President Trump‘s Executive Order to end federal funding of dangerous gain of function research around the world, and increase transparency and accountability, ODNI will continue working with partners across the Administration to identify where these labs are, what pathogens they contain, and what “research” is being conducted.

https://t.co/pLMD0krc69