Massive selloff in gold and silver. Makes LITERALLY ZERO sense. GOLD the hedge for geopolitical instability is crashing in the face of geopolitical instability.

Gold and silver joined a broad sell-off on Thursday. The metals shed around 5% and 10%, respectively, as fears about the Iran war and inflation gripped global markets. Mining stocks and ETFs linked to gold and silver also fell. https://www.cnbc.com/2026/03/19/gold-and-silver-sell-off-as-inflation-fears-grip-global-markets.html …

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Global mail getting cut off is just another reminder: geopolitical risk is something investors keep forgetting to price in.

*USPS SUSPENDS RECEIVING MAIL FROM SOME COUNTRIES *USPS POSTS NOTICE SUSPENDING SERVICE FROM RUSSIA, VENEZUELA *USPS SUSPENSION ALSO INCLUDES AFGHANISTAN, HAITI AMONG OTHERS pic.twitter.com/qaKAV07YJf — Investing.com (@Investingcom) December 3, 2025 International Mail Service Suspensions Updated: Nov. 28, 2025 The Postal …

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Global Shipping Costs Soar 120% in 6 Weeks Amid Geopolitical Tensions and Attacks in the Red Sea, Posing Challenges for Supply Chains and Complicating the Fed’s Role

Luckily, oil prices have fallen significantly from their highs. It's interesting that oil markets are not concerned about geopolitical tensions. This is offsetting some of the impact of higher shipping costs. Follow us @KobeissiLetter for real time analysis as this …

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