Retired LBMA/Comex/JP Morgan precious metals executive. I’m out of hibernation since Silver broke its manipulated chains October 2025. Irresponsibly long Silver
@GigglingGanon I’m all for freedom of speech and freedom of film, but I wouldn’t want to filmed by you guys coming out of the gym. I can understand why you guys get beat up. 👎
@hajiyev_rashad Have you ever thought to yourself that you’re too overly bullish? You keep getting it wrong. I’d like to believe you and i still continue to follow you but, at some point, you gotta admit that your wrong
There is a lot of noise surrounding the potential US/Iran deal.
Here’s what the rumors are so far:
- Iran has agreed to give up its stockpile of highly enriched uranium. Iran currently has 400 kg of highly enriched uranium. Enough for 11 nuclear bombs.
- The US would begin a phased unfreezing of Iran’s $6b to $30b in cash.
- The Strait of Hormuz will open up.
- Iran won’t charge a penny for ships to pass through. No $2m toll fee.
- The US agrees to relieve some of the sanctions.
- War ENDS on all fronts with Lebanon.
- US forces near Iran to withdraw.
- 30 to 60 days to finalize the nuclear deal.
If true, that’s a massive victory for the President.
Here are the winners and losers.
Winners:
1. American people. Oil prices will likely fall. Shipping insurance costs drop. Inflation pressure eases.
2. The President
3. Global markets.
4. Stock market.
5. Gulf states. Temporary tension eliminated. I have them as both winners and losers.
6. IRGC gains legitimacy. They’re not Venezuela. Whether anyone likes it or not. Including myself.
7. China is a major winner. The Strait of Hormuz hurt them the most. They can spin this to their people that the deal got done after the President left China.
8. Russia relies on Iran being a bit more stable.
9. NATO nations were starting to worry. They were pansies shivering about having to help the US. (They’re also big losers in my eyes)
Losers:
1. Iranian people. No one knows what the IRGC will do after this deal to their own people. Their media outlets will say they beat America. That message will 100% be pushed. The Iranian people will be under even more scrutiny by the IRGC.
2. Obama’s administration. This sounds like a much stronger deal than Obama’s administration made.
3. Netanyahu. He wanted regime change or collapse for his legacy, but Trump wasn’t on the same page at the end.
4. NATO was exposed. They showed they don’t have America’s back if shit were to hit the fan. Terrible moment for them.
5. Reza Pahlavi. Another year of not being able to help his people become free. This point will lead to more memes by the RP loyalists but it’s the truth.
6. Gulf states. The IRGC still controls a neighbor capable of firing rockets at surrounding Gulf nations.
7. Iranian proxies and non state actors. Hezbollah, Houthis, and Shia militias will not receive the same funding flow if sanctions are removed under limitations tied to the agreement.
8. Defense contractors and war hawks. They wanted this thing to continue so they could land massive contracts. I’m sure they’re not happy.
9. Oil producers benefiting from high prices.
10. Political extremists on both sides. Those who wanted to see the President lose (woke right) and those pushing for nuclear war.
11. Democrats. They desperately needed this to continue heading into the midterms. They will HATE this deal. Don’t worry, they’ll still find a way to blame Trump. But independents won’t fall for the BS. Democrats and the woke right will follow suit, but not reasonable independents who can see through the nonsense.
I predicted this would be done before June 14th. Lots of people pushed back. Obviously, it’s not done yet, and anything can happen, especially when dealing with Iran, but if the President pulls this off, the news outlets, pundits, and influencers will move on to the next issue after they’re done crying nonstop.
The greatest 60 days of positive distractions are around the corner.
President Trump’s birthday: June 14th
US 250 year anniversary: July 4th
World Cup: June 11th to July 19th
The world will move on, and the President can focus on driving results toward the midterms, Cuba, affordability and other issues.
Love him or hate him, he continues to show how fluid his mind is and that he can change his approach depending on whether things do or don’t go his way.
Future Looks Bright.
-SilverDaddy
Calabasas, CA USA
Facebook Group: THE SILVER FORUM
🚨 What happens to GOLD if new Fed Chair Kevin Warsh cuts rates (and lets the long end run higher) — but real rates tank?
Warsh delivers short-end rate cuts. Long-end yields rise on fiscal/inflation expectations (steepening the curve). But crucially, real yields collapse — either because inflation expectations surge faster than nominals or because the entire rate complex eases aggressively.
⭕️This setup is extremely bullish for Gold. Here’s why:
1. Lower short-term rates crush gold’s opportunity cost Gold pays nothing. When Fed Funds, SOFR, and T-bill rates drop sharply, cash and short paper become far less attractive. Money flows into gold ETFs, futures, and physical. Classic easing tailwind on steroids.
2. Real rates tanking = Gold’s biggest green light Gold has one of the strongest negative correlations with real (inflation-adjusted) yields. When real rates fall hard, the discount rate on future gold cash flows effectively drops, and its appeal as an inflation/financial repression hedge skyrockets. This is the single most reliable driver of sustained gold rallies.
3. Steepening curve + higher long nominals still favors gold Rising long-end yields on fiscal dominance fears, sticky inflation, or term premium returning actually helps here. Treasuries lose safe-haven shine while gold benefits from the inflation component embedded in the steepener. Real rates falling overrides any nominal pressure.
4. Historical parallels are powerful
• Post-2008: Rates slashed, real yields collapsed amid QE → Gold exploded from ~$700 to over $1,900 by 2011.
• 2020-2021: Ultra-low/negative real rates in the reflation steepener → Gold hit all-time highs near $2,070 despite rising nominal long yields.
• Every major gold bull market in modern history (1970s, 2000s, 2020s) featured plunging real rates.
5. Dollar and broader tailwinds Aggressive short-rate cuts typically weaken the USD. Weaker dollar + falling real yields = rocket fuel for gold. Central banks continue stacking physical gold regardless.
Risks become much smaller in this case
Even a strong equity rally or growth optimism is usually overwhelmed when real rates are tanking. The main historical killer for gold (sharp real-yield spikes) is removed.
🎯Bottom line: A Warsh Fed cutting short rates, allowing curve steepening, while real rates tank would be a textbook gold super-bull setup. We’d likely see strong, sustained upside — potentially pushing gold toward $6,000+ and beyond if the dollar softens and geopolitical/fiscal risks stay elevated.
This is the environment where gold doesn’t just rally — it becomes a core portfolio asset again.
Not financial advice — pure macro mechanics + history.