We will do a KEY TRADE livestream today on Gold. Following from Warsh & the US30Y.
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Hit the Bell & 'Always' to not miss todays Gold, Silver & Precious Metals stream.
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Link provided below, do it now, I'll see you shortly. @theresetsniper@thecryptosniper@capitalcosm@maneco64
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Larry Fink: The world is going to be short power.
After years of pressuring companies and countries to "transition" to renewables, Larry has done a 180.
- Data centers need dispatchable power
- Renewables won't get the job done
Funny how the arrival of AI suddenly erased all the concerns about climate change.
I rarely agree with Larry, but the world needs far more baseload power:
- Coal
- Natural gas
- Nuclear
- Maybe even diesel
All this after more than a decade of underinvestment in these sectors, thanks in no small part to people like Larry.
The irony is that the very people who discouraged investment in reliable energy are now warning the world that it doesn't have enough.
Plus a vast horde of US Gold was sold off over the last 5 months, to China.
Reducing the full extent of the potential damage to the deficits.
So it's worse unless of course the US has even more gold to sell?
@themarketsniper
Tariffs were pitched as the fix for America’s trade deficit.
Instead…
Last 18 Months: –$1.80 trillion deficit in Goods.
18 Months Prior: –$1.74 trillion deficit in Goods.
The deficit didn’t shrink. It increased 4%.
Zionist Republicans: “It’s the Chinese! It’s the Cubans! It’s the Muslims!”
Zionist Democrats: “It’s the Russians! It’s the white nationalists! It’s the racists!”
Normal people: “We know who it is and you both work for them”
Now do you believe me...
The entire point of the 2020 lockdowns was to halt money velocity, so they could print $6 trillion and bail out the banking system without causing hyper-inflation.
🚨The cost of insuring AI giants against default is EXPLODING HIGHER:
Credit default swaps (CDS) tied to major AI companies, including Nvidia, Meta, Broadcom, Alphabet, Amazon, Oracle, and SpaceX, have all surged to record levels.
The move reflects growing concerns that hyperscalers are taking on hundreds of billions of dollars of debt to finance data centers, chips, and AI infrastructure before the revenue payoff has fully materialized.
Nvidia’s 5-year CDS has risen to a record ~80 basis points, while Alphabet’s CDS also hit an all-time high after its free cash flow turned negative for the 1st time since becoming a public company.
Furthermore, Meta’s latest $12 billion data center financing has also priced closer to levels seen in B-rated junk bonds, highlighting investor concerns over the scale of AI spending.
Credit markets are increasingly questioning whether AI investment can continue at the current pace without a significant acceleration in cash flows.
The AI debt bubble is riskier and more questionable than ever.
IRANIAN PROF EXPOSES THE PLAN: DESTROY THE U.S. ECONOMY WHILE TRUMP IS PRESIDENT
Iranian Professor Izadi just laid out the clearest statement yet of Tehran’s current thinking. After failed talks and repeated U.S. strikes, a growing number of voices inside Iran no longer believe diplomacy can work. Their answer is simple and brutal: raise the cost until the American economy itself is broken.
THE CORE THESIS: CRUSH THE U.S. ECONOMY TO END TRUMP
➡️ “Make sure the U.S. economy is destroyed while Trump is the president.”
➡️ That is the explicit goal now being discussed among many Iranians.
➡️ Take 20 percent of the oil coming from the region and prices stay high for at least two years.
➡️ High oil prices for two years mean the end of Trump, the end of his presidency, and the end of the American economy — three goals at the same time.
THE MILITARY SOLUTION
➡️ Negotiations have failed for more than 20 years. Every time Iran sat at the table, the United States bombed the table.
➡️ The problem with the United States therefore has no diplomatic solution. It has a military solution.
➡️ Continued attacks are needed to cause enough pain so this never happens again and military deterrence is restored.
THE TARGET LIST
➡️ Oil facilities, hit hard enough that repairs take a long time.
➡️ Desalination plants that supply 98 percent of the water for Gulf countries.
➡️ With 50,000 U.S. troops in the region, if those countries lose water the troops have no choice but to leave and drink water back home in America.
WHY THIS LEVEL OF FORCE
➡️ For 46 years after the 1979 revolution the United States never attacked Iran the way it is attacking now.
➡️ Only in the last year did the attacks intensify because Washington believed it could handle the cost.
➡️ Iranians are tired of being hit every few weeks, losing civilians and infrastructure. Enough is enough.
➡️ The cost so far has not been high enough. Trump keeps attacking. The equation must change.
THE HISTORICAL PLAYBOOK
➡️ America ends wars when its politicians finally realize they made a mistake.
➡️ That is how Vietnam, Iraq, and Afghanistan stopped. Either the executive branch or Congress concludes the price is too high and the funding ends.
➡️ The same logic is now being applied: force the realization that the current policy is destroying the U.S. economy, and the policy will change.
THE BOTTOM LINE
Iran has decided that only the language of force works. Raise the economic cost high enough, for long enough, and the United States will be forced to stop.
This is no longer about limited deterrence. This is about breaking the American economy while Trump is still in office.
HT: YouTube Mario Nafwal
#IranPlan #USEconomy #OilWeapon #TrumpEnd #DesalinationTarget #MilitarySolution #DeterrenceRestored
The US stock market peaked 26 years ago.
Priced in gold, the S&P 500 is still down 66% from its 2000 high.
It is LOWER today than the day Nixon closed the gold window.
You just don't see it — because you measure your life in dollars.
FINANCIAL GRAVITY:
If we divide the S&P 500 by the fed’s balance sheet, the line is basically flat since 2008.
The correlation coefficient between central bank quantitative easing and the price of stock indexes is nearly 1.
The money printed by the Fed, because of the structure of the Open Market Operations, is plugged directly into the Treasury markets, and from there, flows into equities and derivatives.
This has served to primarily enrich the asset owners, financial institutions, and wealthy elites who own the majority of the stock market anyways.
The entire rally has been an illusion, financed by the Fed and maintained through QE.
HOW THEY ENGINEERED THE FAKE PANDEMIC
1. China released staged footage of people “dropping dead” in the streets; scenes never witnessed anywhere else in the world before or after December 2019.
2. A PCR test was rolled out that could not determine whether someone was actually sick. The vast majority of results were false positives.
3. The claim of asymptomatic transmission was heavily promoted to justify restrictions on healthy people and to force mass testing on the entire population; which led to tens of millions of false positive test results.
4. Tech companies and media outlets were mobilized to censor dissent and rebrand inconvenient truths as “misinformation.”
5. Behavioral psychologists were brought in to design fear-based messaging specifically intended to secure public compliance.
6. To keep the illusion of a deadly pandemic alive, they required excess mortality data.
7. Ordinary mild respiratory symptoms alone could not produce those numbers, so the population was subjected to sustained psychological pressure capable of triggering mass psychogenic illness.
8. Relentless fear messaging kept cortisol levels chronically elevated, weakening immune function, particularly among the elderly.
9. Social isolation, delayed medical care, and lockdown policies then generated the excess deaths needed to prop up the narrative.
10. Cloth and surgical masks were suddenly declared effective, something no serious public-health authority had previously recommended for ordinary respiratory pathogens, turning every face into a walking advertisement for fear.
11. People were conditioned to remain isolated “until the vaccine was ready,” buying authorities additional time to expand control.
12. Billions were injected with an experimental product that was claimed to stop both infection and transmission.
13. When those claims collapsed, the goalposts were moved: “Your shot won’t work unless the unvaccinated also take it.”
14. New “variants” were announced every few months to justify an endless series of booster campaigns.
15. A new condition - “long COVID” - was introduced to reframe mounting vaccine side effects.
16. Pharmaceutical companies recorded unprecedented profits, shielded by government contracts and complete legal immunity.
17. Anyone who raised objections was silenced, deplatformed, investigated, or publicly discredited.
18. Once the story became too strained to maintain, the pandemic was abruptly declared over, and the entire episode was treated as if it had never happened.
NEVER FORGET AND PROSECUTE FAUCI!
51% of the S&P 500's market cap is in stocks trading above 10x sales.
Half the index.
In 2002, after Sun Microsystems crashed 90%, CEO Scott McNealy famously said this about his own stock at 10x sales:
"At 10x revenues, to give you a 10-year payback, I have to pay you 100% of revenues for 10 straight years in dividends. Zero costs. Zero R&D. Zero taxes. Zero employees. What were you thinking?"
He was explaining why investors had been insane to pay it.
Today, half the S&P 500 trades there.
Different decade. Same math.
Gold miners are now cheaper relative to the S&P 500 than at any point in history.
This is the uncomfortable accumulation phase.
Fundamentals remain intact, but prices continue to test investors' conviction.
https://t.co/nXbkmVaOWR
As we said 'Money spent' doesn't win you the AI race.
It just ensures the debt collapse on the back end.
Our position is China wins the AI race, on skills, design and competence over shekels.
@themarketsniper
Its a debt crisis again like 2008, with a Tech theme.
@themarketsniper
$SPCX bond yields are the only thing 'mooning', likely heading to MARS? @elonmusk
🚨SPACEX'S BONDS ARE THE REAL STORY, NOT ITS SHARE PRICE:
A $100 million allocation in SpaceX's 2056 bonds is now worth just ~$90.7 million, a loss of -9.3% in under a month since the $25 billion offering priced.
More than two-thirds of that loss came from investors demanding a bigger risk premium specifically for SpaceX, not from the general decline in bond prices.
The $SPCX bond's credit spread, the extra yield paid over Treasuries to compensate for risk, has widened from +175bps at pricing to +231bps now.
This makes SpaceX's 2056 bond the worst-performing BBB-rated US dollar bond among 1,450 benchmark issues with at least $1 billion in face value.
Meanwhile, $SPCX stock has fallen -38% from its post-IPO peak and now trades below its $135 IPO price, while the bonds themselves yield a junk-like 7.5%.
After a wave of massive corporate debt issuance, investors are demanding higher yields and are no longer willing to finance every large deal at tight spreads.
US corporate credit market stress is surging.
Full reveal on why Bitcoin Sub $23K & ETH Sub $600? Plus Point & Figure Downside Targets + ADA DEVASTATION & MSTR Pain Ahead! @themarketsniper@Theresetsniper@realallincrypto
https://t.co/8U5pDqleFT