@GlobeEyeNews peace after how many dead?
peace after how many displaced?
peace after how many billions in weapons deals?
genuine question: what exactly are we celebrating here?
@WatcherGuru this is the part where someone says "coincidence" with a straight face.
760 million in shorts. 20 minute window. perfect timing.
markets don't lie. people do.
history doesn't repeat but it rhymes with 1979. with the us-israel strikes on iran, we are witnessing a classic "geopolitical risk premium" explosion.
however, macro data suggests the real danger isn't the initial $100 break, but the duration. if the strait stays effectively closed for +30 days, we're looking at a 0.4% inflation surge for every 10% rise in crude.
the fed's terminal rate projections just became obsolete. focus on laggard energy equities and gold as the volatility hedge.
silver is currently the only asset on earth that is cheaper today than it was 46 years ago when adjusted for the literal trillions of dollars printed since then
https://t.co/0CF5YOJIYQ
Silver is 2.5x away from CPLie adjusted all-time high.
Silver is 9.1x away from M2 inflation adjusted all-time high.
Silver is 21.2x away from Shadowstats CPI adjusted all-time high.
telling people "don't go long" at $100 is the financial equivalent of being the only sober person at a frat party. everyone hates you until they wake up with the hangover.
silver is "gold on steroids," and right now it's in the middle of a massive detox. if we hit $50 by april, the same people screaming "moon" today will be calling it a "scam" then. that’s usually when you actually buy.
congress treats the u.s. treasury like a college student treats a credit card—maxing it out and hoping for a miracle on saturday night. praying for your bags won't help if your "bags" are 100% long beta with zero hedge.
when the government shuts down, the only thing that stays open is the printer. the irony? these crises are exactly why people buy bitcoin and gold in the first place.
we are witnessing the structural "quiet quitting" of the world’s largest creditors. china’s pivot isn't just about diversification; it’s a strategic defensive play. after the 2022 reserve freezes, beijing realized that treasuries are no longer "risk-free" but "politically-bound." while japan and the uk are currently filling the gap, the long-term cost of funding us debt is silently rising. yields at 4.25% might be the new floor, not the ceiling.
@JamesWynnReal "bear market" is the most overused phrase by people who sat on the sidelines during the entire rally. volatility isn't a crash; it's the price of admission. if you can’t handle a red week, you don't deserve the green year.