Independent thinking for complex markets and current events
We’re approaching a long-term trendline that has held since the 2020 lows — and momentum is building. Key levels to watch: • First resistance: 95–100 • Macro breakout zone: 135–140 (cycle-level) What’s interesting is the sequence: Precious metals moved first. Then industrial metals followed. Energy came next. Now it’s agriculture’s turn. This rotation across commodities …
People have no idea how rare the events that are unfolding are. Todays guest breaks it ALL down.
The viral panic claiming a new $3,000 reporting threshold for precious metals takes effect on February 15 is a complete fabrication with zero basis in 31 CFR 1010.330 or any recent IRS guidance. In reality, the “Streamline Act” introduced in late 2025 actually proposes tripling the current limit from $10,000 to $30,000 to account for …
via Phoenix Capital Research There are rumors that the crash in precious metals has rendered several financial firms “insolvent.” The reality is that while stocks have hit new all-time highs, things have been troubling for the banks/ financial firms “behind the scenes” for months now. Indeed, it is striking how few investors are aware of …
CME MARGIN HIKE ALERT ON ALL PRECIOUS METALS A Second MARGIN increase in 3 days.Maintenance increasesA 33% increase for gold futuresA 36% increase for silver futuresA 25% increase for platinum futuresA 14% increase for palladium futures This is going into effect Monday Feb… pic.twitter.com/2TMNN88D9C — bob coleman (@profitsplusid) January 30, 2026 The CME officially confirmed …
JUST IN: Bitcoin falls under $81,000 Nearly $1,000,000,000 liquidated from the crypto market in the past 24 hours. pic.twitter.com/mdQ6JRoawy — Watcher.Guru (@WatcherGuru) January 31, 2026 Seems XLM (Stellar) and a small mention of XRP in Epstein Docs … Pretty bad look for BTC at the moment … When people find out who really built it …
Why London sits at the heart of the global precious metals market London’s dominance in global precious metals trading rests on an over-the-counter structure built for flexibility, plus centuries of institutional trust anchored by standardized “good delivery” rules that make bullion fungible across the world. London is the primary clearing hub for OTC precious metals …
https://www.cnbc.com/quotes/@GC.1 https://www.cnbc.com/quotes/@SI.1/ 🚨🇺🇸 BREAKING: The U.S. dollar records its largest daily drop since mid-December 2025, falling 0.7% after Trump’s threats to Europe over the future of Greenland triggered widespread selling of U.S. stocks and government bonds. pic.twitter.com/Tf12qxAduf — Jackson Hinkle 🇺🇸 (@jacksonhinklle) January 23, 2026 Silver hits record high above $100/oz as gold closes in …
Well well well…Howard Lutnick acquired $2 billion worth of Critical Metals Corp. $CRML back in Feb 2024. He was underwater -90% until Trump won the election. The Tanbreez project in southern Greenland is one of the largest heavy Uranium (REE) deposits globally. https://t.co/DecO6f8SLY pic.twitter.com/Uiv7PDGJKk — Financelot (@FinanceLancelot) January 21, 2026 Well well well… pic.twitter.com/7Rjfwv3ynH — …
CHINA JUST BROKE THE GLOBAL ECONOMY!! I’ve been analyzing the market for the past 2 days, and something is clearly wrong. There’s huge manipulation happening behind the scenes and it’s getting out of control. No one has noticed it yet, but it’s far more dangerous than it looks. China is flooding its system with liquidity …
🚨Banks blocking the exits into gold and silver today, 1/16/26 pic.twitter.com/Dff1fyJiNA — Taylor Kenney (@taylorkenneyitm) January 16, 2026
Really hard to imagine why precious metals have been bid. pic.twitter.com/9g2lWKXnli — Markets & Mayhem (@Mayhem4Markets) January 14, 2026 Monetary policy should be on hold until the 12% additional inflation we've had since January 2020 above the 2% trendline is erased. There's no point in having an inflation target if you're not going to adhere …
This new model is different. By linking margin requirements to notional value, the CME has effectively introduced a self-adjusting mechanism: as prices rise, collateral requirements automatically increase. The higher gold and silver go, the more collateral shorts must post. That means: Shorting metals just got way more expensive. Overleveraged paper traders get squeezed faster. Forced …
metals moving like they are made of crypto — Kevin (@KevinEthanRoxto) December 29, 2025 and we are now down a full 5% on silver $SLV folks the problem is, no one knows when the trade is over so if dip buyers dont step in and people think the trade is done because of price action, …
Everything is breaking records at the same time and that’s not strength, that’s stress. When stocks, gold, debt, and delinquencies all hit highs together, it means the system is being force fed cheap money. Cutting rates now doesn’t fix the problem, it pours gasoline on it. This rally isn’t confidence, it’s desperation dressed up as …
There’s nowhere else to park cash with bonds broken, crypto unstable, Japan hiking, and China already heated. Metals aren’t just a trade, they’re the last real safe harbor left before the next wave hits. BofA's contrarian sell signal got triggered Since 2002, 16 sell signals have been followed by a median 2.7% decline in global …
This kind of dislocation only happens at extremes, the kind that shakes portfolios and forces central banks to act. The rarest signal in commodities just triggered. An ounce of silver is now worth more than a barrel of oil. The last time we saw this ratio flip was during the absolute peak of the 2020 …
This was predictable a couple of years ago pic.twitter.com/OaZi1OeAsV — Northstar (@NorthstarCharts) December 24, 2025 Crypto hedge funds are on pace for their worst year since the 2022 crypto winter.@sidcoins pic.twitter.com/agSizaReHb — Daily Chartbook (@dailychartbook) December 24, 2025 *SPOT GOLD HITS $4,500 AN OUNCE FOR FIRST TIME pic.twitter.com/9heNqnCQJC — Investing.com (@Investingcom) December 24, 2025
BREAKING: Silver surges to a record $64/oz, now up +121% in 2025. Gold futures are officially back above $4,300 as rate cuts into stagflation resume. pic.twitter.com/sztfB9sFJn — The Kobeissi Letter (@KobeissiLetter) December 11, 2025 Cutting rates while bonds erode, lol. 2026 is going to be biblical for all the wrong reasons. — The Great Martis …
#Silver has broken out of a bullish triangle after weeks of coiling. The strong breakout candle indicates continuation of bullish momentum. pic.twitter.com/ZMMt99NwOz — Gold Predictors (@GoldPredictors) December 3, 2025 Investors are rushing into the silver market: Physical silver-backed ETF holdings jumped +15.7 million ounces in November. Year-to-date, silver ETF holdings have increased in 9 out …
Gold frenzy explodes in 2025 with 38 record highs, 43% gains, and Fed cutting rates while inflation roars. BREAKING: For the first time in nearly 30 years, foreign central banks hold more gold than U.S. Treasuries. It’s happening… pic.twitter.com/lgSS7T82sZ — Jacob King (@JacobKinge) September 30, 2025
Chapters 00:00 – Introduction 02:08 – Effects of Government Shutdown and Stimulus Checks 05:45 – Impact of Low Interest Rates on Asset Classes 06:41 – Influence of Energy Prices and Outsourcing on Inflation 09:39 – Impact of Trade Policies on Manufacturing 12:51 – Trade Decisions in the Post-Pandemic Era 15:19 – Impact of Sanctions on …
pic.twitter.com/Uc8Ndc22Gw — Tablesalt 🇨🇦🇺🇸 (@Tablesalt13) May 31, 2025 In fact Canada only has 2 main industry- oil and wood 🪵 If global recession comes and oil goes below $40 and housing market crashes , Canada unemployment will go above 20% all within 3 years from now . https://t.co/1pm96R2cND — tic toc (@TicTocTick) May 31, 2025 …
Toothpaste can be widely contaminated with lead and other dangerous heavy metals, new research shows. Most of 51 brands of toothpaste tested for lead contained the dangerous heavy metal, including those for children or those marketed as green. The testing, conducted by Lead Safe Mama, also found concerning levels of highly toxic arsenic, mercury and cadmium …
from Kerry Lutz’s Financial Survival Network We sat down with Ivan Bebek, CEO of Coppernico Metals (🇺🇸 CPPMF — 🇨🇦 COPR), to for a sponsor update to discuss the company’s latest drilling program and the booming metals market. Ivan shares exciting updates on their first 20 drill holes in Peru, revealing promising signs of a massive copper system. With …
ABSTRACT: We examine the role of metals as economic inputs by using a production network model, calibrated for various countries using input-output (I-O) tables. Empirically, we employ local projections to study how metal shocks influence inflation, testing country-level heterogeneity in the sensitivity to these shocks. Our findings indicate that metals price shocks have significant and …
Bitcoin is basically a USD stablecoin at this point. Follows the dollar up and down. Hardly a store of value though if it tanks along with the dollar. h/t Decent-Addition-3140
Russia has proposed that BRICS member countries create their own precious metals exchange in a move that could upend the long-established international pricing mechanisms for gold, silver, platinum, and other precious metals. The news comes on the heels of Wednesday’s declaration adopted by the leaders of the BRICS countries supporting an increase in the exchange …
The U.S. Food and Drug Administration (FDA) is studying metals found in tampons after lawmakers raised safety concerns, a senator said on Thursday. Sen. Patty Murray (D-Wash.) said that the FDA initiated an independent review of the literature on the metals’ health effects in response to a letter she sent in July, which urged the …
via Gloom Boom Doom: For the last few months, I have been going after work (that is for me around 3 am in the morning) to a rather unique place in the world, which to my knowledge only exists in Chiang Mai. It is the Muay Thai Loikroh Boxing Stadium, which consist of an elevated boxing …