Amanda Allen4 said:When there is an influx of cash, inflation follows—it's basic math. Gold is going to climb, and while those holding it might not see massive gains, it serves its purpose: protecting their capital from being eroded by a collapsing purchasing power.
We've seen this script play out far too many times before.
Solid logic regarding capital preservation, though one should remember Nixon closed the gold window ages ago. This strategy is primarily for the middle and upper-middle class living on fixed incomes. Why? Some might argue this is just speculative play... but you should protect yourself. If you ask me, there's still room for profit here. Then, an investigation eventually leads us to silver. It's a different beast entirely, with much stronger potential for significant returns. Currently sitting at $17 USD... As Jim Rickards noted, you can't simply double the money supply from $4 trillion to $8 trillion during a crisis without facing consequences. That kind of maneuvering room is shrinking fast.
Expect a money supply surge of roughly $1 trillion by next summer compared to September levels. Given that the NYSE has been essentially flat for nearly two years, and knowing how investors act in this climate... Both the heads of the Federal Reserve and the ECB have finally started addressing inflation concerns, albeit in their own ways. Interesting. I'm thinking about heavily discounted mining stocks. Time to check the charts...
The forecast calls for an additional half-trillion dollar injection into the monetary base over the next six months. That's a brisk pace. It’s finally becoming apparent that things aren't quite what they seem, and there's no realistic way to trim those expenses once they've been reached. Nothing new on the trade front either... President Trump has reiterated ten times now that the outlook is "good." We'll see. People are also watching Reaganomics, though I'd say that's a secondary factor.
The multi-month breakout in metals is still gaining steam, especially over this past week. Silver is closing in on $20, hitting a multi-year high. Right now, all eyes are on the miners. We touched on Hycroft Mining a few years back—they’ve got a billion ounces of silver in play at a single site, plus some gold to boot. They aren't publicly traded at the moment.
If something happens with this mine in the next few months or even a year—say they go public and things align with the broader market—buying in at the absolute bottom could yield returns comparable to certain cryptocurrencies. That said, I suspect there are even more interesting plays among the mining stocks... A good chunk of those tickers are listed on the NYSE. Word on the street is that it might be time to loosen up a bit...
The economic advisors are forecasting a potential currency devaluation within the expected timeframe. Towards the end of the video, there's an explicit directive for crypto traders to watch for these sharp vertical moves. Opportunities with this kind of magnitude don't come around often...
I’ll say it again: silver is the play here. Nobody can predict what the Fed will decide to do twenty years from now. Since we're all getting paid in fiat, holding precious metals is a sensible hedge. On a twenty-year horizon, the current entry point looks decent. Regarding July, President Trump has gone on Twitter at least four or five times to complain that the Chinese are pumping liquidity into the system and that the dollar is too strong. That kind of repetition matters. So does how long they’ve been stalling on this trade deal. A quick side note on Bitcoin: it climbed from roughly $3k to $14k at one point. That wasn't a bubble bursting; it was anything but. Meanwhile, gold is hitting all-time highs in pounds. Same goes for the Euro. Looking at the Euro-Dollar relationship, it's hard to argue that gold isn't doing its job.
You want to bring manufacturing back to the States? I'm all for it... Provided the benefits actually reach the West Coast. Honestly, I have no idea where this trend of low—or even negative—interest rates ends. The 10-year yield is dipping below 2% again. Meanwhile, the 3-month rate sits at 2.15%. Now we have the new head of the Federal Reserve favoring negative rates. It’s just one thing after another...
Once again, we see why holding physical metals is the only sensible way to shield your capital from every conceivable shock. Certain patterns here look suspiciously like dumping or currency wars. Regardless of the cause, prices are moving up. Silver seems to be the only real play left on the board. The gold-to-silver ratio is hovering near 90 right now—essentially hitting the bottom of a multi-decade range.
A growing number of analysts are signaling that if gold breaks the $1,400 mark per ounce, a jump to $1,700 isn't far behind. I’m inclined to agree. Even the bulls on the "wrong side" of this trade are starting to pivot. Suddenly, there is an 80% probability of a rate cut, with plenty of chatter about a move larger than 0.25%. It all aligns perfectly with President Trump’s push to bolster domestic manufacturing. One can only conclude that...
Regardless of how they play these moves, we are at the end of the credit cycle. You have to hand it to Apple; they are navigating this quite well. Meanwhile, CNBC is busy labeling them as a bear market play. If we see another stock market crash similar to what happened six months ago, quantitative easing will be inevitable. For now, the Dow Jones slide has been halted, but it has been nine months since we saw those 26,000 levels.
So, one minute a deal is "90% likely," and the next, we’re looking at a "five-year horizon." I'll say it again: watch those backroom negotiations. You have the island dwellers over there making sure everyone knows how much their pound sterling matters. Personally, I see that as secondary to the actual trade deal. We also have to consider Tim Cook from the American giant Apple, who is keeping a very close eye on these political shifts.
"Even the futures are starting to look interesting."
The Federal Reserve decided to back the stock market. Gold barely budged, moving just $10 an ounce. Wall Street is already rubbing its hands together. It makes me wonder: what was the point of hiking interest rates since 2015? I’m just starting to ask questions.☕ If I were a banker, I’d much rather push things into a new credit cycle and just eat the losses for a couple of years. Not to mention, if rates spike too hard, regular people are going to feel the sting. We’ve covered corporate profits and stock trading volumes. But the real blow might land right here:
Michael Morgan5 said:So, how do you explain everything moving up simultaneously? The Dow Jones... crypto... metals... real estate... Something has to snap back soon. If it’s the Dow Jones, that $1,400 mark could be hit faster than anyone expects.
We're just waiting on the Federal Reserve. At this point, the question is whether we make money or stop making money.
Fair enough. It’s worth noting that both Jim Rickards and Rob Kirby called that 20% stock market crash with precision. That isn't a minor miss. Jim Rickards was actually back on Twitter recently doubling down on that exact sentiment. Mike Maloney weighed in too, focusing on how interest rates and debt levels render any stock market gains largely irrelevant. If you ask me, a defensive posture was the only move, yet there was zero urgency when the housing bubble was actually inflating. Given current interest rates? Eurasia has roughly 4 billion people, while the US sits at about 300 million. This smells like a banking crisis to me. On the other hand, Jim Sinclair—who really knows his way around these markets—has identified $1,400 per ounce of gold as the critical "inversion point." We aren't far from that mark. I’d go a step further and suggest the most massive percentage swing in the metals market will happen within the very first year.
Any connections here? My regards to the noble soul who would "grill" it all. Life’s impulses come at a cost, though I suspect the banker makes a valid point. It needs to be said. However, one must respect the proper sequence of events. Presumably, this points toward raising interest rates for a more stable start. On that note, one should certainly be wary of those aggressive, ad hoc austerity measures and "revitalization programs."
Robert Vaughn10 said:Bitcoin approx 3600 USD, which is half of that much-hyped 7000 USD mark. Potential crash on the horizon? Or just a liquidity grab?
"Plus, the Chinese people are in total disarray."
Bitcoin has been stuck at this level for nearly two months. We'll see. The bankers are certainly playing a greasy game. Then again, Mike Maloney mentioned gold hitting $20,000 per ounce. The correlation between these numbers is hard to ignore. I'd say there's a connection there. But yes, you can definitely find the right positioning on Forex once you factor in these gold price projections. I’m looking for three zeros, not three decimal places.
I’ll say it again: volatility can hit you from anywhere. These sudden rallies where the Dow jumps about 1,000 points are classic hallmarks of a bear market. Look at the S&P 500—it dropped 20% at one point. Apple and Facebook have both shed dozens of percentage points, and there’s no sign of a bottom yet. On top of that, we’ve seen a bond inversion. The spread between the 1-year and 10-year yields has flattened out. I'd call that a symptom...