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Ibrahim Mbaye • Tactical Report ➡️ Explosive burst but arguably lacks sustained pace ➡️ Smart movement and brave inside the box ➡️ Grounded crosses are strong, but need more examples of whipped balls ➡️ Weak-foot finishing needs work ➡️ Hardworking presser - blocks passing lanes effectively but 1v1 defending...

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Pythagoras In Boots ⚽️

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Jorgen Strand-Larsen | The Scout Report 🔴🔵 Full Report 👉: ➡️Wolves had lowest XG & struggled without Cunha & Ait-Nouri 📉 ➡️Can score with either foot ⚡, strong in the box, aerial flick-ons 🟢 ➡️Cleaner link-up play than Mateta - proven ability to link with inside forwards 🔗 ➡️Could help #CrystalPalace press higher & play more front-foot football 🔥 ➡️Needs more service & consistency, but can be scaled up 🚀 #Wolves #leedsunited #cpfc
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This video is the need of the hour and must watch for all HRM of PSBs and top bosses of any industry. From the Industrial Revolution ➡️ to the Information Revolution ➡️ to today’s Social Revolution — where workplace quality and life balance matter more than just money. But in PSBs, many still cling to old-school ideologies — stuck in a “boss and slave” mindset, fostering a toxic and vulnerable environment. It's time to evolve.The generation needs more work life balance , Not just money and no more slavery treatment ,but a friendly environment to work , And It’s time for #5DaysBanking — not just for productivity, but for respect, balance, and a better future. DFS Nirmala Sitharaman
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This video is the need of the hour and must watch for all HRM of PSBs and top bosses of any industry. From the Industrial Revolution ➡️ to the Information Revolution ➡️ to today’s Social Revolution — where workplace quality and life balance matter more than just money. But in PSBs, many still cling to old-school ideologies — stuck in a “boss and slave” mindset, fostering a toxic and vulnerable environment. It's time to evolve.The generation needs more work life balance , Not just money and no more slavery treatment ,but a friendly environment to work , And It’s time for #5DaysBanking — not just for productivity, but for respect, balance, and a better future. DFS Nirmala Sitharaman

TheBanker’sMirror

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🇺🇲🇺🇦🇷🇺 We talked about what weapons Ukraine needs — they desperately need "Patriots." They would like "Tomahawks." That's a step up... We discussed this with Zelensky," Trump said Other statements by the American president: ➡️ I have to give credit to Ukraine for holding up so well. They are great fighters. Very good fighters. ➡️ I think it would be in Putin's interest to settle this. And I believe he will settle it — we'll see. But if not, it won't be good for him. It won't be good, to be honest. ➡️ We had a very good conversation with Zelensky this morning and yesterday. As you know, we do not send any weapons directly — we send them to NATO, and NATO pays. ➡️ Biden gave Ukraine $350 billion, and we gave them, we gave them... nothing. But we gave them respect and some other things. ➡️ We talked about armaments — they need more, we are considering it. Hopefully, we can provide it. ➡️ You know, our country also needs weapons. We can't give away so many weapons that we have none left. ➡️ Will I send "Tomahawks"? We'll see. I don't know, I'll have to talk to Russia. Do they want "Tomahawks" flying their way? I don't think so. ➡️ I'll have to talk to Russia, I told Zelensky about this. Because "Tomahawks" are a new step of aggression. You understand this very well. I would say to Putin: look, if this war is not settled, I will provide them with "Tomahawks." ➡️ "Tomahawks" are incredible weapons, very offensive. And, honestly, Russia doesn't need this. They don't need it. If the war is not resolved, we can definitely do this. Maybe we won't, but maybe we will. I think it's appropriate. Yes. I want the war to be resolved. See the latest updates with us: Visioner
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🇺🇲🇺🇦🇷🇺 We talked about what weapons Ukraine needs — they desperately need "Patriots." They would like "Tomahawks." That's a step up... We discussed this with Zelensky," Trump said Other statements by the American president: ➡️ I have to give credit to Ukraine for holding up so well. They are great fighters. Very good fighters. ➡️ I think it would be in Putin's interest to settle this. And I believe he will settle it — we'll see. But if not, it won't be good for him. It won't be good, to be honest. ➡️ We had a very good conversation with Zelensky this morning and yesterday. As you know, we do not send any weapons directly — we send them to NATO, and NATO pays. ➡️ Biden gave Ukraine $350 billion, and we gave them, we gave them... nothing. But we gave them respect and some other things. ➡️ We talked about armaments — they need more, we are considering it. Hopefully, we can provide it. ➡️ You know, our country also needs weapons. We can't give away so many weapons that we have none left. ➡️ Will I send "Tomahawks"? We'll see. I don't know, I'll have to talk to Russia. Do they want "Tomahawks" flying their way? I don't think so. ➡️ I'll have to talk to Russia, I told Zelensky about this. Because "Tomahawks" are a new step of aggression. You understand this very well. I would say to Putin: look, if this war is not settled, I will provide them with "Tomahawks." ➡️ "Tomahawks" are incredible weapons, very offensive. And, honestly, Russia doesn't need this. They don't need it. If the war is not resolved, we can definitely do this. Maybe we won't, but maybe we will. I think it's appropriate. Yes. I want the war to be resolved. See the latest updates with us: Visioner

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ART BERMAN ON THE BIGGEST BLUNDER IN HISTORY: GEOLOGIST WARNS OF JULY CRUNCH Nate Hagens welcomes petroleum geologist Art Berman back for another truly fascinating conversation. With over 40 years of oil and gas industry experience and deep expertise on US shale plays, Art delivers a sobering deep dive into the data surrounding the Strait of Hormuz closure. What he reveals about impending shortages, system risks, and the true scale of this conflict will change how you see the months ahead. THE SCALE OF THE CRISIS ➡️ Roughly 21 million barrels per day of oil and refined products normally flow through Hormuz — exactly what the United States consumes daily. ➡️ As of now pretty close to zero is getting through, with only Iranian oil moving at all. ➡️ That leaves about 11 to 12 million barrels offline — roughly 11% of global supply suddenly gone. WORSE THAN THE 1970s SHOCKS ➡️ The rate of loss is up to 100 times greater than the 1979 Iranian Revolution shock when normalized for daily impact. ➡️ Leads and lags mean the US has not felt the full pinch yet but places like East Asia and Africa already have. ➡️ Strategic reserves are being drawn down at the maximum physical rate of about 2 million barrels per day. WHY JULY LOOKS BRUTAL ➡️ Even if peace breaks out tomorrow, hundreds of tankers parked inside Hormuz will take 2 to 3 months to reach destinations. ➡️ Production shut-ins, mines in the strait, insurance issues, and repositioning delays all add months more. ➡️ By July gasoline and especially diesel prices will reach levels where many people simply cannot afford to fill their tanks. THE DIESEL HEART ATTACK ➡️ Diesel powers ships, trains, trucks, farms, mining — basically the entire global economy. ➡️ Spot prices in places like Singapore have already hit the equivalent of $210 per barrel. ➡️ Higher diesel costs cascade into everything you buy, from groceries to delivered goods. THE US OIL ILLUSION ➡️ America is a net energy exporter on paper but remains a significant net importer of crude oil. ➡️ We export light shale oil ideal for gasoline but must import heavy oil to make enough diesel and jet fuel. ➡️ Our complex refineries are specifically designed around this mix — there is no quick fix. THE REFINERY SQUEEZE ➡️ Physical oil is trading at $140–$160 per barrel while futures sit much lower. ➡️ Refineries need strong margins to operate profitably at these prices. ➡️ If margins collapse, throughput will be cut, making shortages even worse regardless of crude availability. PEAK MATERIALS REALITY ➡️ Steel, cement and fertilizer production have already been declining for years. ➡️ Plastics are flattening. ➡️ These four pillars support modern civilization — their peak means we were already slowing before Hormuz. THE RENEWABLES LIMIT ➡️ Solar panels, wind turbines and EVs still require massive steel, plastics and concrete. ➡️ Critical minerals are overwhelmingly controlled by China. ➡️ We are simply trading Persian Gulf dependence for Chinese dependence. THE BOTTOM LINE Art Berman and Nate Hagens lay out why this conflict represents the biggest military, geopolitical, and economic blunder in modern history — driven by energy blindness and a failure to grasp system implications. Even in the best case we are screwed through the rest of the year no matter what happens next. HT: YouTube Nate Hagens Art Berman Nate Hagens #TheGreatSimplification #ArtBerman #HormuzCrisis #OilShortage #DieselCrunch #EnergyBlunder #GreatSimplification
1:40

ART BERMAN ON THE BIGGEST BLUNDER IN HISTORY: GEOLOGIST WARNS OF JULY CRUNCH Nate Hagens welcomes petroleum geologist Art Berman back for another truly fascinating conversation. With over 40 years of oil and gas industry experience and deep expertise on US shale plays, Art delivers a sobering deep dive into the data surrounding the Strait of Hormuz closure. What he reveals about impending shortages, system risks, and the true scale of this conflict will change how you see the months ahead. THE SCALE OF THE CRISIS ➡️ Roughly 21 million barrels per day of oil and refined products normally flow through Hormuz — exactly what the United States consumes daily. ➡️ As of now pretty close to zero is getting through, with only Iranian oil moving at all. ➡️ That leaves about 11 to 12 million barrels offline — roughly 11% of global supply suddenly gone. WORSE THAN THE 1970s SHOCKS ➡️ The rate of loss is up to 100 times greater than the 1979 Iranian Revolution shock when normalized for daily impact. ➡️ Leads and lags mean the US has not felt the full pinch yet but places like East Asia and Africa already have. ➡️ Strategic reserves are being drawn down at the maximum physical rate of about 2 million barrels per day. WHY JULY LOOKS BRUTAL ➡️ Even if peace breaks out tomorrow, hundreds of tankers parked inside Hormuz will take 2 to 3 months to reach destinations. ➡️ Production shut-ins, mines in the strait, insurance issues, and repositioning delays all add months more. ➡️ By July gasoline and especially diesel prices will reach levels where many people simply cannot afford to fill their tanks. THE DIESEL HEART ATTACK ➡️ Diesel powers ships, trains, trucks, farms, mining — basically the entire global economy. ➡️ Spot prices in places like Singapore have already hit the equivalent of $210 per barrel. ➡️ Higher diesel costs cascade into everything you buy, from groceries to delivered goods. THE US OIL ILLUSION ➡️ America is a net energy exporter on paper but remains a significant net importer of crude oil. ➡️ We export light shale oil ideal for gasoline but must import heavy oil to make enough diesel and jet fuel. ➡️ Our complex refineries are specifically designed around this mix — there is no quick fix. THE REFINERY SQUEEZE ➡️ Physical oil is trading at $140–$160 per barrel while futures sit much lower. ➡️ Refineries need strong margins to operate profitably at these prices. ➡️ If margins collapse, throughput will be cut, making shortages even worse regardless of crude availability. PEAK MATERIALS REALITY ➡️ Steel, cement and fertilizer production have already been declining for years. ➡️ Plastics are flattening. ➡️ These four pillars support modern civilization — their peak means we were already slowing before Hormuz. THE RENEWABLES LIMIT ➡️ Solar panels, wind turbines and EVs still require massive steel, plastics and concrete. ➡️ Critical minerals are overwhelmingly controlled by China. ➡️ We are simply trading Persian Gulf dependence for Chinese dependence. THE BOTTOM LINE Art Berman and Nate Hagens lay out why this conflict represents the biggest military, geopolitical, and economic blunder in modern history — driven by energy blindness and a failure to grasp system implications. Even in the best case we are screwed through the rest of the year no matter what happens next. HT: YouTube Nate Hagens Art Berman Nate Hagens #TheGreatSimplification #ArtBerman #HormuzCrisis #OilShortage #DieselCrunch #EnergyBlunder #GreatSimplification

Mark

57,339 Aufrufe • vor 3 Monaten

THE SILVER SELL-OFF IS BRUTAL – BUT DON’T MAKE THE MISTAKE OF SELLING TOO Silver just broke hard. Gold slipped under 4000. Silver crashed to 56. If you bought anywhere near the January high near 121, roughly half your position has vanished and it feels like the bottom may never arrive. But the number flashing on the screen is lying about what is actually happening. The sellers dumping metal right now are handing their ounces to buyers who see a sale, not a verdict. THE CORE THESIS Silver didn't get less valuable this week. The dollar got stronger. And that is a completely different thing. ➡️ The US dollar index just pushed above 101 for the first time in about a year. ➡️ When the dollar rips, every asset priced in dollars gets repriced lower almost automatically because it now takes fewer of those stronger dollars to buy the same ounce. ➡️ This is not the market rejecting silver. This is the measuring stick getting longer. ➡️ The Fed's new dot plot shows roughly half the committee projecting at least one rate hike this year, with traders pricing in as many as three quarter-point hikes before year end. THE DOUBLE HIT SILVER ALWAYS TAKES Silver wears two hats and both are getting slammed at the same time. ➡️ It is a monetary metal fighting the strong dollar. ➡️ It is also an industrial metal facing slower growth fears from higher rates. ➡️ That combination is exactly why silver falls roughly twice as hard as gold in moves like this. ➡️ The gold to silver ratio blows out because it is the nature of silver, not a flaw in silver. THE MECHANICAL SELLING DRIVING THE PAIN A lot of this selling is not anyone deciding silver is a bad investment. It is forced. ➡️ Margin requirements got jacked up. Leverage players had to dump their most liquid holdings to raise cash. ➡️ Stop losses tripped. ETFs rebalanced. The selling turned violent and mechanical. ➡️ This kind of forced selling eventually burns out when the sellers run out of metal they are willing to dump. ➡️ Conviction buyers do not run out of conviction. They are the ones quietly stepping in. THE PHYSICAL MARKET TELLS THE TRUTH The spot price is getting shoved around by macro forces and margin. The physical market is doing something very different underneath. ➡️ When metal gets crushed on the screen you would expect a flood of people dumping physical. That is not mostly what is walking in the door. ➡️ Yes, capitulation sellers who bought the top are handing over ounces. ➡️ But serious buyers are stepping in with both hands because to them a strong dollar selloff is a sale, not a verdict. "The weak hands are handing their ounces to the strong hands. That's what a bottoming process actually looks like." ➡️ Premiums on real coins and bars are holding firm and even rising. Demand is alive and well if you watch the all-in price instead of just spot. THE LONG-TERM MATH HAS NOT CHANGED The reasons you own silver in the first place are still sitting right there. ➡️ The debt has not gone anywhere. ➡️ Currency debasement over time has not gone anywhere. ➡️ Central banks are still net buyers. ➡️ The long-term destination remains 120 silver. This selloff does not erase the thesis. WHAT TO DO THIS WEEK ➡️ Do not sell into this panic unless you genuinely need the cash inside the next two years. ➡️ If you must raise cash, sell generic rounds and bars first. Protect your sovereign coins and anything inside your IRA. ➡️ For long-term buyers this is a sale, but watch the all-in price not just spot. Ladder your buys and keep dry powder. ➡️ Stress test how you hold your metal. If you have paper claims this is the week to move toward allocated segregated storage or take delivery. THE BOTTOM LINE The metal did not change this week. The dollar did. Don't let a strong dollar and a scary headline talk you out of the one asset they cannot print. Before you hit that button ask yourself one honest question. Do I actually need this money in the next 24 months? If the answer is no, you are not escaping a collapse. You are selling your insurance in the middle of the storm to the very people who will be happy to sell it back to you later at a much higher price. HT: YouTube Summit Metals #SilverSelloff #DontSellSilver #DollarStrength #PhysicalSilver #Stacking #PreciousMetals #SilverStacker
1:22

THE SILVER SELL-OFF IS BRUTAL – BUT DON’T MAKE THE MISTAKE OF SELLING TOO Silver just broke hard. Gold slipped under 4000. Silver crashed to 56. If you bought anywhere near the January high near 121, roughly half your position has vanished and it feels like the bottom may never arrive. But the number flashing on the screen is lying about what is actually happening. The sellers dumping metal right now are handing their ounces to buyers who see a sale, not a verdict. THE CORE THESIS Silver didn't get less valuable this week. The dollar got stronger. And that is a completely different thing. ➡️ The US dollar index just pushed above 101 for the first time in about a year. ➡️ When the dollar rips, every asset priced in dollars gets repriced lower almost automatically because it now takes fewer of those stronger dollars to buy the same ounce. ➡️ This is not the market rejecting silver. This is the measuring stick getting longer. ➡️ The Fed's new dot plot shows roughly half the committee projecting at least one rate hike this year, with traders pricing in as many as three quarter-point hikes before year end. THE DOUBLE HIT SILVER ALWAYS TAKES Silver wears two hats and both are getting slammed at the same time. ➡️ It is a monetary metal fighting the strong dollar. ➡️ It is also an industrial metal facing slower growth fears from higher rates. ➡️ That combination is exactly why silver falls roughly twice as hard as gold in moves like this. ➡️ The gold to silver ratio blows out because it is the nature of silver, not a flaw in silver. THE MECHANICAL SELLING DRIVING THE PAIN A lot of this selling is not anyone deciding silver is a bad investment. It is forced. ➡️ Margin requirements got jacked up. Leverage players had to dump their most liquid holdings to raise cash. ➡️ Stop losses tripped. ETFs rebalanced. The selling turned violent and mechanical. ➡️ This kind of forced selling eventually burns out when the sellers run out of metal they are willing to dump. ➡️ Conviction buyers do not run out of conviction. They are the ones quietly stepping in. THE PHYSICAL MARKET TELLS THE TRUTH The spot price is getting shoved around by macro forces and margin. The physical market is doing something very different underneath. ➡️ When metal gets crushed on the screen you would expect a flood of people dumping physical. That is not mostly what is walking in the door. ➡️ Yes, capitulation sellers who bought the top are handing over ounces. ➡️ But serious buyers are stepping in with both hands because to them a strong dollar selloff is a sale, not a verdict. "The weak hands are handing their ounces to the strong hands. That's what a bottoming process actually looks like." ➡️ Premiums on real coins and bars are holding firm and even rising. Demand is alive and well if you watch the all-in price instead of just spot. THE LONG-TERM MATH HAS NOT CHANGED The reasons you own silver in the first place are still sitting right there. ➡️ The debt has not gone anywhere. ➡️ Currency debasement over time has not gone anywhere. ➡️ Central banks are still net buyers. ➡️ The long-term destination remains 120 silver. This selloff does not erase the thesis. WHAT TO DO THIS WEEK ➡️ Do not sell into this panic unless you genuinely need the cash inside the next two years. ➡️ If you must raise cash, sell generic rounds and bars first. Protect your sovereign coins and anything inside your IRA. ➡️ For long-term buyers this is a sale, but watch the all-in price not just spot. Ladder your buys and keep dry powder. ➡️ Stress test how you hold your metal. If you have paper claims this is the week to move toward allocated segregated storage or take delivery. THE BOTTOM LINE The metal did not change this week. The dollar did. Don't let a strong dollar and a scary headline talk you out of the one asset they cannot print. Before you hit that button ask yourself one honest question. Do I actually need this money in the next 24 months? If the answer is no, you are not escaping a collapse. You are selling your insurance in the middle of the storm to the very people who will be happy to sell it back to you later at a much higher price. HT: YouTube Summit Metals #SilverSelloff #DontSellSilver #DollarStrength #PhysicalSilver #Stacking #PreciousMetals #SilverStacker

Mark

34,639 Aufrufe • vor 1 Monat

WHY Ibrahim Mbaye Could Become Liverpool's Next Pressing Monster... Liverpool's search for explosive wingers isn't just about replacing Mohamed Salah. It's about building a frontline capable of thriving under Andoni Iraola. Ibrahim Mbaye fits that vision perfectly. He's relentless in and out of possession, attacks defenders with pace, completes a huge volume of dribbles and has the work rate to press aggressively from the front. Those qualities are becoming the blueprint for the modern winger. Tactically, Mbaye has spent most of his time at PSG operating from the right, where his game revolves around stretching the pitch, getting to the byline and delivering dangerous cut-backs rather than constantly cutting inside to shoot. That profile could complement a more goalscoring winger on the opposite flank, giving Liverpool another outlet capable of breaking down stubborn defences while maintaining the intensity Iraola demands. There are still rough edges. His passing isn't yet at an elite creative level, his left foot remains underdeveloped and he doesn't quite have the technical flair to consistently beat defenders in the toughest one-versus-one situations. But at just 18, that's exactly why Liverpool could see an upside. The reported £30–45m fee might look ambitious, but the Telstar Transfer Index places Mbaye alongside some of football's biggest bets on teenage wingers, including Vinícius Júnior and Rodrygo. Liverpool fans, how much of an impact can Mbaye make at Anfield? 👀🔴 📹Samson Kalnińş Brough CC: This Is Anfield Gradient Sports
1:35

WHY Ibrahim Mbaye Could Become Liverpool's Next Pressing Monster... Liverpool's search for explosive wingers isn't just about replacing Mohamed Salah. It's about building a frontline capable of thriving under Andoni Iraola. Ibrahim Mbaye fits that vision perfectly. He's relentless in and out of possession, attacks defenders with pace, completes a huge volume of dribbles and has the work rate to press aggressively from the front. Those qualities are becoming the blueprint for the modern winger. Tactically, Mbaye has spent most of his time at PSG operating from the right, where his game revolves around stretching the pitch, getting to the byline and delivering dangerous cut-backs rather than constantly cutting inside to shoot. That profile could complement a more goalscoring winger on the opposite flank, giving Liverpool another outlet capable of breaking down stubborn defences while maintaining the intensity Iraola demands. There are still rough edges. His passing isn't yet at an elite creative level, his left foot remains underdeveloped and he doesn't quite have the technical flair to consistently beat defenders in the toughest one-versus-one situations. But at just 18, that's exactly why Liverpool could see an upside. The reported £30–45m fee might look ambitious, but the Telstar Transfer Index places Mbaye alongside some of football's biggest bets on teenage wingers, including Vinícius Júnior and Rodrygo. Liverpool fans, how much of an impact can Mbaye make at Anfield? 👀🔴 📹Samson Kalnińş Brough CC: This Is Anfield Gradient Sports

Pythagoras In Boots ⚽️

27,237 Aufrufe • vor 4 Tagen

TRUMP'S GAS PROMISE COLLAPSES: OIL FUTURES LOCKED HIGH UNTIL 2032 Donald Trump and his team repeatedly promised gas prices would drop like a rock once the Iran conflict ended. But the futures market tells a brutal different story. Oil prices are staying elevated for years, hammering everyday costs and shattering approval ratings even inside the Republican base. THE POLLING DISASTER ➡️ Republican net approval on inflation has flipped from plus 68 points to minus 5 in recent Ipsos data. ➡️ On gas prices specifically it cratered from plus 51 last summer to minus 4 now, a staggering 55-point swing. ➡️ This is not the general public. These are Trump's own voters turning sour fast. THE BROKEN PREDICTIONS ➡️ Trump and aides claimed prices would tumble immediately after the war, with oil flooding out of the Strait of Hormuz. ➡️ They said it would drop lower than pre-war levels and come tumbling down like never before. ➡️ Reality shows the opposite, with repeated assurances now exposed as wishful thinking. THE LONG ROAD AHEAD ➡️ Clearing the Hormuz bottleneck with 170 stuck tankers and 13 million barrels trapped is no quick fix. ➡️ Restarting damaged production takes weeks while rebuilding blown-up facilities, especially the massive LNG port, could require two full years. ➡️ Futures markets signal we won't see sub-$70 oil again until 2032, meaning sustained high energy costs. THE DAILY PAIN MULTIPLIER ➡️ Clothing, airfare, shipping, and nearly every consumer good stays more expensive for years ahead. ➡️ Gas prices remain around $4.49 nationally, far above pre-war levels with potential to challenge 2022 records. ➡️ Republicans now rank the economy and cost of living as their clear top issue, right as Trump's numbers sink underwater. THE BOTTOM LINE High oil futures are cementing a long-term economic squeeze that is already eroding Trump's support where it matters most. This energy reality is reshaping everything, and the pain is only beginning. #OilFutures #GasPricesForever #TrumpApprovalCrash #EnergyCrisis #RepublicanPain #2032Oil #InflationDisaster
1:05

TRUMP'S GAS PROMISE COLLAPSES: OIL FUTURES LOCKED HIGH UNTIL 2032 Donald Trump and his team repeatedly promised gas prices would drop like a rock once the Iran conflict ended. But the futures market tells a brutal different story. Oil prices are staying elevated for years, hammering everyday costs and shattering approval ratings even inside the Republican base. THE POLLING DISASTER ➡️ Republican net approval on inflation has flipped from plus 68 points to minus 5 in recent Ipsos data. ➡️ On gas prices specifically it cratered from plus 51 last summer to minus 4 now, a staggering 55-point swing. ➡️ This is not the general public. These are Trump's own voters turning sour fast. THE BROKEN PREDICTIONS ➡️ Trump and aides claimed prices would tumble immediately after the war, with oil flooding out of the Strait of Hormuz. ➡️ They said it would drop lower than pre-war levels and come tumbling down like never before. ➡️ Reality shows the opposite, with repeated assurances now exposed as wishful thinking. THE LONG ROAD AHEAD ➡️ Clearing the Hormuz bottleneck with 170 stuck tankers and 13 million barrels trapped is no quick fix. ➡️ Restarting damaged production takes weeks while rebuilding blown-up facilities, especially the massive LNG port, could require two full years. ➡️ Futures markets signal we won't see sub-$70 oil again until 2032, meaning sustained high energy costs. THE DAILY PAIN MULTIPLIER ➡️ Clothing, airfare, shipping, and nearly every consumer good stays more expensive for years ahead. ➡️ Gas prices remain around $4.49 nationally, far above pre-war levels with potential to challenge 2022 records. ➡️ Republicans now rank the economy and cost of living as their clear top issue, right as Trump's numbers sink underwater. THE BOTTOM LINE High oil futures are cementing a long-term economic squeeze that is already eroding Trump's support where it matters most. This energy reality is reshaping everything, and the pain is only beginning. #OilFutures #GasPricesForever #TrumpApprovalCrash #EnergyCrisis #RepublicanPain #2032Oil #InflationDisaster

Mark

14,964 Aufrufe • vor 2 Monaten

THE MAN WHO CALLED 1987, 1990, AND 2000: MARC FABER'S UNFILTERED WARNING ON RATES, BRICS, AND CASH Marc Faber stands as one of the most respected and feared voices in global finance. With more than fifty years of experience that includes calling the 1987 crash, the Japanese asset bubble, and the dotcom mania, his words carry weight that mainstream analysts simply cannot match. When he speaks about the true state of inflation, the safety of American gold, and the future of money itself, smart money listens closely. THE LEGENDARY TRACK RECORD ➡️ Marc Faber has more than five decades of stock market experience under his belt. ➡️ He not only witnessed but also predicted the October 1987 crash, the Japan bubble collapse in 1990, and the dotcom bubble burst in 2000. ➡️ As editor of the legendary Gloom Boom Doom Report, he continues to deliver unvarnished analysis to subscribers around the world. THE INFLATION REALITY CHECK ➡️ Official statistics claim inflation runs at just 2 to 3 percent in the United States and Europe. ➡️ Faber cites rigorous calculations from Shadowstats showing actual consumer cost increases closer to 10.5 percent per year. ➡️ These hidden costs include insurance, housing, education, and automobiles that far outpace the manipulated official numbers. THE FORT KNOX GOLD DOUBT ➡️ Faber harbors serious doubts that America's gold reserves remain safely stored in Fort Knox. ➡️ He wonders aloud whether past officials or presidents may have removed the gold without anyone noticing. ➡️ "Tell me, what is the word of an American worth?" he asks pointedly, referencing broken promises from Vietnam to questionable election results involving mail-in ballots. THE RISING YIELDS AND LONG-TERM CYCLE ➡️ After four decades of falling interest rates from 1981 to 2020, a new rising trend has begun. ➡️ Faber expects this upcycle to last until around 2040 or 2045 and possibly exceed the 15 percent peaks seen in 1981. ➡️ Higher borrowing costs will feed directly into business expenses and ultimately higher prices for consumers. THE BRICS AND THE UNIT ➡️ BRICS nations have launched a pilot gold-backed trading currency called The Unit to reduce reliance on the dollar. ➡️ This move follows repeated US seizures of foreign currency reserves held in America. ➡️ Faber advises central banks to pull their physical gold out of US custody because its very existence there remains unverified. THE AI WINNERS AND LOSERS ➡️ Massive technological shifts driven by artificial intelligence will cause most companies to go bankrupt. ➡️ A select few survivors will make enormous amounts of money in the process. ➡️ Asia enjoys a structural advantage because it lacks the green activists and heavy socialist interventions that stifle growth in Europe. THE CASH RECOMMENDATION ➡️ Faber strongly advises to diversify and avoid taking huge risks in the current climate. ➡️ Almost everyone is rushing into stocks, real estate, and collectibles, leaving cash with low returns and unloved by the crowd. ➡️ This very fact makes cash potentially interesting right now, precisely because nobody wants it. ➡️ When the risk-off moment arrives, cash becomes king, exactly as Warren Buffett has long described. THE BOTTOM LINE Marc Faber entered this interview with the same directness that has defined his five-decade career. He sees a world of eroding trust, hidden inflation, and dangerous policy interventions, yet he offers a clear path forward through diversification and a fresh look at cash that nobody else seems to want right now. Cash is king when everyone else is chasing the next bubble. HT: YouTube Kettner-Edelmetalle (Gold & Silber) #MarcFaber #GloomBoomDoom #RealInflation #FortKnoxGold #BRICS #InterestRateCycle #CashIsKing
1:24

THE MAN WHO CALLED 1987, 1990, AND 2000: MARC FABER'S UNFILTERED WARNING ON RATES, BRICS, AND CASH Marc Faber stands as one of the most respected and feared voices in global finance. With more than fifty years of experience that includes calling the 1987 crash, the Japanese asset bubble, and the dotcom mania, his words carry weight that mainstream analysts simply cannot match. When he speaks about the true state of inflation, the safety of American gold, and the future of money itself, smart money listens closely. THE LEGENDARY TRACK RECORD ➡️ Marc Faber has more than five decades of stock market experience under his belt. ➡️ He not only witnessed but also predicted the October 1987 crash, the Japan bubble collapse in 1990, and the dotcom bubble burst in 2000. ➡️ As editor of the legendary Gloom Boom Doom Report, he continues to deliver unvarnished analysis to subscribers around the world. THE INFLATION REALITY CHECK ➡️ Official statistics claim inflation runs at just 2 to 3 percent in the United States and Europe. ➡️ Faber cites rigorous calculations from Shadowstats showing actual consumer cost increases closer to 10.5 percent per year. ➡️ These hidden costs include insurance, housing, education, and automobiles that far outpace the manipulated official numbers. THE FORT KNOX GOLD DOUBT ➡️ Faber harbors serious doubts that America's gold reserves remain safely stored in Fort Knox. ➡️ He wonders aloud whether past officials or presidents may have removed the gold without anyone noticing. ➡️ "Tell me, what is the word of an American worth?" he asks pointedly, referencing broken promises from Vietnam to questionable election results involving mail-in ballots. THE RISING YIELDS AND LONG-TERM CYCLE ➡️ After four decades of falling interest rates from 1981 to 2020, a new rising trend has begun. ➡️ Faber expects this upcycle to last until around 2040 or 2045 and possibly exceed the 15 percent peaks seen in 1981. ➡️ Higher borrowing costs will feed directly into business expenses and ultimately higher prices for consumers. THE BRICS AND THE UNIT ➡️ BRICS nations have launched a pilot gold-backed trading currency called The Unit to reduce reliance on the dollar. ➡️ This move follows repeated US seizures of foreign currency reserves held in America. ➡️ Faber advises central banks to pull their physical gold out of US custody because its very existence there remains unverified. THE AI WINNERS AND LOSERS ➡️ Massive technological shifts driven by artificial intelligence will cause most companies to go bankrupt. ➡️ A select few survivors will make enormous amounts of money in the process. ➡️ Asia enjoys a structural advantage because it lacks the green activists and heavy socialist interventions that stifle growth in Europe. THE CASH RECOMMENDATION ➡️ Faber strongly advises to diversify and avoid taking huge risks in the current climate. ➡️ Almost everyone is rushing into stocks, real estate, and collectibles, leaving cash with low returns and unloved by the crowd. ➡️ This very fact makes cash potentially interesting right now, precisely because nobody wants it. ➡️ When the risk-off moment arrives, cash becomes king, exactly as Warren Buffett has long described. THE BOTTOM LINE Marc Faber entered this interview with the same directness that has defined his five-decade career. He sees a world of eroding trust, hidden inflation, and dangerous policy interventions, yet he offers a clear path forward through diversification and a fresh look at cash that nobody else seems to want right now. Cash is king when everyone else is chasing the next bubble. HT: YouTube Kettner-Edelmetalle (Gold & Silber) #MarcFaber #GloomBoomDoom #RealInflation #FortKnoxGold #BRICS #InterestRateCycle #CashIsKing

Mark

28,372 Aufrufe • vor 2 Monaten

DAVID JENSEN: SILVER NEEDS A MASSIVE RESET – VAULTS ARE EMPTYING FAST! In a powerful new interview on Commodity Culture, precious metals analyst David Jensen breaks down the explosive silver market. From the brutal January 30 crash to accelerating global shortages, the message is clear: physical demand is overwhelming paper markets, and prices must rise dramatically to restore balance. THE JANUARY 30 CRASH: WHAT REALLY HAPPENED ✅ Silver plunged 26% in one day on COMEX after international markets closed. ➡️ An 18% drop in under an hour – should have triggered dynamic circuit breakers at ±10%. ❌ But breakers failed to pause trading visibly; only hidden "velocity logics" activated briefly. 🔍 High-frequency traders can reset guardrails easily – "circuit breakers in name only." THE GROWING SUPPLY DEFICIT: 7 YEARS AND COUNTING ➡️Silver Institute shows deficits for seven straight years when including ETF investment demand. ➡️ UBS forecasts a 300 million ounce deficit this year in a ~1.25 billion ounce market. ➡️ COMEX vaults down to ~102 million ounces, with 25% drawdown in the last 30 days. ➡️ Shanghai vaults at ~25-26 million ounces – 90% drop since 2020, with 8-9% single-day drains recently. SHANGHAI PREMIUM: THE EAST-WEST DIVIDE ✅ Post-crash, Shanghai traded at up to 29% premium; now ~7-13% spot, but wholesale (with VAT) hits ~$99/oz. ➡️ That's a $15-19 spread over Western ~$80-85/oz prices. ➡️ Massive incentive to ship metal East – draining Western vaults rapidly. 📍 "Asia will determine the price" – physical reality trumps paper suppression. THE END OF PRICE FIXING & THE RISE OF SOUND MONEY ✅ Decades of paper promises worked while no one demanded delivery. ➡️ Now true shortages from suppressed mining + surging safe-haven buying collide. ➡️ Parallel economy emerging: people using physical silver for transactions as trust in fiat collapses. ➡️ "Gold and silver are money... you don't sell money, you use money." THE PATH AHEAD: MULTIPLES HIGHER ✅ Current prices (~$80-85/oz) won't solve the crisis – need "multiples" higher for liquidity. ➡️ Currency crisis looms as debt bubbles burst and fiat weakens. ➡️ Gold as official money, silver as parallel private money – inevitable in unstable times. THE BOTTOM LINE David Jensen sees silver's run driven by undeniable physical shortages, failed suppression tactics, and a historic East-West shift – setting the stage for explosive upside as vaults empty and real demand takes over. No top in Silver – it's just getting started in a new monetary reality. Stack accordingly. HT: YouTube Commodity Culture Jesse Day #Silver #PreciousMetals #SoundMoney #SilverShortage #GoldAndSilver
0:55

DAVID JENSEN: SILVER NEEDS A MASSIVE RESET – VAULTS ARE EMPTYING FAST! In a powerful new interview on Commodity Culture, precious metals analyst David Jensen breaks down the explosive silver market. From the brutal January 30 crash to accelerating global shortages, the message is clear: physical demand is overwhelming paper markets, and prices must rise dramatically to restore balance. THE JANUARY 30 CRASH: WHAT REALLY HAPPENED ✅ Silver plunged 26% in one day on COMEX after international markets closed. ➡️ An 18% drop in under an hour – should have triggered dynamic circuit breakers at ±10%. ❌ But breakers failed to pause trading visibly; only hidden "velocity logics" activated briefly. 🔍 High-frequency traders can reset guardrails easily – "circuit breakers in name only." THE GROWING SUPPLY DEFICIT: 7 YEARS AND COUNTING ➡️Silver Institute shows deficits for seven straight years when including ETF investment demand. ➡️ UBS forecasts a 300 million ounce deficit this year in a ~1.25 billion ounce market. ➡️ COMEX vaults down to ~102 million ounces, with 25% drawdown in the last 30 days. ➡️ Shanghai vaults at ~25-26 million ounces – 90% drop since 2020, with 8-9% single-day drains recently. SHANGHAI PREMIUM: THE EAST-WEST DIVIDE ✅ Post-crash, Shanghai traded at up to 29% premium; now ~7-13% spot, but wholesale (with VAT) hits ~$99/oz. ➡️ That's a $15-19 spread over Western ~$80-85/oz prices. ➡️ Massive incentive to ship metal East – draining Western vaults rapidly. 📍 "Asia will determine the price" – physical reality trumps paper suppression. THE END OF PRICE FIXING & THE RISE OF SOUND MONEY ✅ Decades of paper promises worked while no one demanded delivery. ➡️ Now true shortages from suppressed mining + surging safe-haven buying collide. ➡️ Parallel economy emerging: people using physical silver for transactions as trust in fiat collapses. ➡️ "Gold and silver are money... you don't sell money, you use money." THE PATH AHEAD: MULTIPLES HIGHER ✅ Current prices (~$80-85/oz) won't solve the crisis – need "multiples" higher for liquidity. ➡️ Currency crisis looms as debt bubbles burst and fiat weakens. ➡️ Gold as official money, silver as parallel private money – inevitable in unstable times. THE BOTTOM LINE David Jensen sees silver's run driven by undeniable physical shortages, failed suppression tactics, and a historic East-West shift – setting the stage for explosive upside as vaults empty and real demand takes over. No top in Silver – it's just getting started in a new monetary reality. Stack accordingly. HT: YouTube Commodity Culture Jesse Day #Silver #PreciousMetals #SoundMoney #SilverShortage #GoldAndSilver

Mark

24,678 Aufrufe • vor 6 Monaten

ALERT 🚨 PAKISTAN HAS INVADED TEXAS! Meet the Corrupt Pakistani-born Democrat Rep. Salman Bhojani — The Lone Star State’s Own Zohran Mamdani Texas isn’t just under attack from the outside - it’s being reshaped from within. ➡️ 7 tax-forfeited businesses ➡️ Multi-million-dollar lawsuits ➡️ Accused of exploiting a widow’s trust ➡️ Lies about his past to play the “poor immigrant” card ➡️ Living in a $3M mansion bought by a shady trust ➡️ Tied to shell companies, secret wealth, and sectarian self-dealing But that’s just the tip of the iceberg. Since 2022, Bhojani has introduced or supported 15+ legislative efforts to inject Islamic practices into Texas law: ⚠️ Recognizing Islamic holidays in state code ⚠️ Pushing halal mandates in public schools ⚠️ Honoring Pakistan Day in our Capitol ⚠️ Silencing dissent with “Islamophobia” resolutions ⚠️ Promoting foreign religious leaders in Texas law This isn’t “representation.” It’s ideological conquest — cloaked in diversity and driven by a man who has more loyalty to Karachi than Austin. 📣 Would a Christian be allowed to move to Pakistan and pass laws to Christianize their government? Didn’t think so. 🛑 Texas is not for sale. 🛑 Texas is not Pakistan. 🛑 And Texas will not be conquered from the inside. Salman Bhojani is unfit to serve — and thanks to brave leaders Tarrant County GOP Chairman Bo French for helping to expose this threat to Texas and America! SEE THE FULL REPORT HERE:
7:32

ALERT 🚨 PAKISTAN HAS INVADED TEXAS! Meet the Corrupt Pakistani-born Democrat Rep. Salman Bhojani — The Lone Star State’s Own Zohran Mamdani Texas isn’t just under attack from the outside - it’s being reshaped from within. ➡️ 7 tax-forfeited businesses ➡️ Multi-million-dollar lawsuits ➡️ Accused of exploiting a widow’s trust ➡️ Lies about his past to play the “poor immigrant” card ➡️ Living in a $3M mansion bought by a shady trust ➡️ Tied to shell companies, secret wealth, and sectarian self-dealing But that’s just the tip of the iceberg. Since 2022, Bhojani has introduced or supported 15+ legislative efforts to inject Islamic practices into Texas law: ⚠️ Recognizing Islamic holidays in state code ⚠️ Pushing halal mandates in public schools ⚠️ Honoring Pakistan Day in our Capitol ⚠️ Silencing dissent with “Islamophobia” resolutions ⚠️ Promoting foreign religious leaders in Texas law This isn’t “representation.” It’s ideological conquest — cloaked in diversity and driven by a man who has more loyalty to Karachi than Austin. 📣 Would a Christian be allowed to move to Pakistan and pass laws to Christianize their government? Didn’t think so. 🛑 Texas is not for sale. 🛑 Texas is not Pakistan. 🛑 And Texas will not be conquered from the inside. Salman Bhojani is unfit to serve — and thanks to brave leaders Tarrant County GOP Chairman Bo French for helping to expose this threat to Texas and America! SEE THE FULL REPORT HERE:

Amy Mek

305,888 Aufrufe • vor 1 Jahr

Hello YouTube Support Team YouTube YouTubeCreators TeamYouTube , From 15:48:43 CET on 12 Dec 2025, the NinestarStudiosTH channel ( has shown an alarming and unprecedented surge in views. As of now (21:07 CET), the channel has continued to accelerate rapidly. I’m writing to report and request a thorough audit because this spike appears suspicious and may indicate manipulation or artificial traffic. Key observations and timeline: ➡️Starting point: 15:48:43 CET, 12 Dec 2025 ➡️Current time of report: 21:07CET (approx. 5 hours after the spike began) ➡️Observed view growth: nearly 1.8 million views within ~5 hours ➡️Estimated hourly rate based on the spike: ~333,200 views per hour; ~5,550 views per minute ➡️Prior window (last 10 months): channel’s hourly average views were about 5-20k, No new content was published by the channel during the period of the spike that would reasonably account for such an increase ❗️Attachments: ➡️I have included screenshots capturing hourly view counts from 4pm to 8pm ➡️and a screenshot illustrating the moment when the velocity change occurred; ➡️the video playback - The acceleration by a factor of 10 is observed in specific segments of a two-hour footage. The two-hour video is available in normal speed for verification, but the accelerated portions are included to illustrate the velocity change as evidence. Requests for investigation: 1⃣Please verify whether the sudden surge is organic, bot-driven, or the result of any third-party manipulation or faulty analytics. 2⃣Check for unusual traffic patterns to identify possible sources (e.g., spikes from a limited set of IPs, referral sources, or bot-like behavior). 3⃣Review watch-time, audience retention, and engagement metrics during the spike to determine if the views are being replayed or inflated. 4⃣Assess whether this spike affects the channel’s eligibility for monetization, recommendations, or any policy-constrained actions. Attachments: Any additional logs or data you can request to facilitate your analysis I appreciate your prompt attention to this matter. If you need any more data (time stamps, raw CSV exports, or additional screenshots from other days for comparison), please let me know and I’ll provide them. Please take take decisive action: begin origin-and-authenticity review NINESTAR IS UNGRATEFUL #StandAgainstNinestar
11:56

Hello YouTube Support Team YouTube YouTubeCreators TeamYouTube , From 15:48:43 CET on 12 Dec 2025, the NinestarStudiosTH channel ( has shown an alarming and unprecedented surge in views. As of now (21:07 CET), the channel has continued to accelerate rapidly. I’m writing to report and request a thorough audit because this spike appears suspicious and may indicate manipulation or artificial traffic. Key observations and timeline: ➡️Starting point: 15:48:43 CET, 12 Dec 2025 ➡️Current time of report: 21:07CET (approx. 5 hours after the spike began) ➡️Observed view growth: nearly 1.8 million views within ~5 hours ➡️Estimated hourly rate based on the spike: ~333,200 views per hour; ~5,550 views per minute ➡️Prior window (last 10 months): channel’s hourly average views were about 5-20k, No new content was published by the channel during the period of the spike that would reasonably account for such an increase ❗️Attachments: ➡️I have included screenshots capturing hourly view counts from 4pm to 8pm ➡️and a screenshot illustrating the moment when the velocity change occurred; ➡️the video playback - The acceleration by a factor of 10 is observed in specific segments of a two-hour footage. The two-hour video is available in normal speed for verification, but the accelerated portions are included to illustrate the velocity change as evidence. Requests for investigation: 1⃣Please verify whether the sudden surge is organic, bot-driven, or the result of any third-party manipulation or faulty analytics. 2⃣Check for unusual traffic patterns to identify possible sources (e.g., spikes from a limited set of IPs, referral sources, or bot-like behavior). 3⃣Review watch-time, audience retention, and engagement metrics during the spike to determine if the views are being replayed or inflated. 4⃣Assess whether this spike affects the channel’s eligibility for monetization, recommendations, or any policy-constrained actions. Attachments: Any additional logs or data you can request to facilitate your analysis I appreciate your prompt attention to this matter. If you need any more data (time stamps, raw CSV exports, or additional screenshots from other days for comparison), please let me know and I’ll provide them. Please take take decisive action: begin origin-and-authenticity review NINESTAR IS UNGRATEFUL #StandAgainstNinestar

Magda/Mag/Magsss ||✊|| FY🤍💛

13,742 Aufrufe • vor 8 Monaten

Last year, Save Windermere, in partnership with Richard Flemmings , embarked on a groundbreaking data collection programme, backed by the UK Space Agency , to study England's largest freshwater lake, Windermere. Well, now we are incredibly excited to announce that we have the results! And they are incredibly straight forward: ➡️ There is a direct correlation between visitor loading in the area and algal growth in Windermere. ➡️ Algal growth has been shown to worsen when lake temperature increases. ➡️ There is no correlation between agriculture and algal spikes in Windermere. ➡️ In the last 3 years, there have been single days where over 300,000 people were in the catchment. ➡️ Despite owning the vast majority of sewage infrastructure in and around Windermere, United Utilities refused to provide any data for this publicly funded study to help protect our lake. This work builds on Save Windermere’s growing, rigorous scientific portfolio working closely with organisations like Windrush WASP and WildFish but this catchment-wide study with Richard Flemmings , looking at the overall health of Windermere, has now clearly demonstrated that when more people are here, we see more algae in the lake and the climate exacerbates this issue even further. This underscores the necessity for a long-term infrastructure investment plan, which surpasses the current inadequate proposals, addressing both untreated and treated sewage. Save Windermere now has even more evidence that justifies our overarching campaign message; stop putting sewage in Windermere. This solution has been implemented in lakes all over the world including the famous Lake Annecy in France. Their lake is now free from sewage and is classified as the cleanest in Europe. Similar action must be taken to protect this nation’s lake forever. Our full blog can be found here which also links to the full report and analysis produced by Map Impact ⬇️ BBC News (UK) story here ⬇️ BBC Breakfast Jonah Fisher
2:09

Last year, Save Windermere, in partnership with Richard Flemmings , embarked on a groundbreaking data collection programme, backed by the UK Space Agency , to study England's largest freshwater lake, Windermere. Well, now we are incredibly excited to announce that we have the results! And they are incredibly straight forward: ➡️ There is a direct correlation between visitor loading in the area and algal growth in Windermere. ➡️ Algal growth has been shown to worsen when lake temperature increases. ➡️ There is no correlation between agriculture and algal spikes in Windermere. ➡️ In the last 3 years, there have been single days where over 300,000 people were in the catchment. ➡️ Despite owning the vast majority of sewage infrastructure in and around Windermere, United Utilities refused to provide any data for this publicly funded study to help protect our lake. This work builds on Save Windermere’s growing, rigorous scientific portfolio working closely with organisations like Windrush WASP and WildFish but this catchment-wide study with Richard Flemmings , looking at the overall health of Windermere, has now clearly demonstrated that when more people are here, we see more algae in the lake and the climate exacerbates this issue even further. This underscores the necessity for a long-term infrastructure investment plan, which surpasses the current inadequate proposals, addressing both untreated and treated sewage. Save Windermere now has even more evidence that justifies our overarching campaign message; stop putting sewage in Windermere. This solution has been implemented in lakes all over the world including the famous Lake Annecy in France. Their lake is now free from sewage and is classified as the cleanest in Europe. Similar action must be taken to protect this nation’s lake forever. Our full blog can be found here which also links to the full report and analysis produced by Map Impact ⬇️ BBC News (UK) story here ⬇️ BBC Breakfast Jonah Fisher

MattStaniek

118,372 Aufrufe • vor 2 Jahren

SILVER'S EPIC BREAKOUT: THE 45-YEAR BULL IS JUST STARTING Silver has shattered a 45-year consolidation, surging from $50 to $120 before pulling back to $73. Analyst Christopher Aaron sees this as the launchpad for massive gains ahead, drawing parallels to other commodities' historic runs. THE BIG PICTURE BREAKOUT ✅ Silver's 45-year base from 1980 is the longest in commodity history. ➡️ After breaking $50 three months ago, it doubled quickly—but that's just the beginning. ➡️ "The longer the base, the higher the move," Aaron explains, likening it to building a strong foundation for explosive growth. COMPARING TO OTHER COMMODITIES ✅ Gold, copper, oil, platinum, and palladium broke their 1980 peaks decades ago and averaged a triple in four years. ➡️ Silver's consolidation was twice as long, so expect even bigger upside. ❓ If others tripled after 20-28 years, why would silver fizzle after 45 years and only a double? PRICE OUTLOOK: MID-TRIPLE DIGITS ➡️ Aaron targets $250-$350 for silver in the next few years. ➡️ That's based on historical cycles—gold's 7x from its 1980 peak implies similar for silver. 📊 "This market's going to need to consolidate above $50, then round up dramatically." BUYING THE DIP STRATEGY ✅ For physical silver stackers: Average in now at $70s or if it dips to $60s/upper $50s. 🚫 Avoid buying during parabolic spikes when sentiment screams "it can't go lower." ➡️ "You want to be making your final purchases below $100 before silver goes well over." SILVER STOCKS: DEVELOPERS & EXPLORERS SHINE ✅ Focus on undervalued developers with defined deposits—still trading at 1/100th of above-ground silver value. ➡️ Examples like Equity Metals' 85M oz Silver Queen show huge appreciation potential to 5% of spot price. MANIPULATION REALITY CHECK ✅ Spoofing and slams happen—banks like Deutsche got fined, but it's slap-on-wrist stuff. 🤔 All markets are distorted by central banks controlling money's value since 1913. ⚖️ "Markets win in the long run. Play in the ocean with turbulence or hide in manipulated cash." DOW-TO-GOLD RATIO SIGNALS ✅ The ratio's "fourth turning" broke in favor of gold, implying 90% Dow decline vs. gold—or gold to $9,00 📉 After 10 years of sideways, gold outperformed Dow by 150% in the last year alone. 🌟 This puts wind at precious metals' backs for years ahead. PGMS AND THE COMING MANIA ✅ Platinum hit new highs; palladium could buy low at $1,200-1,300 for long-term gains. ➡️ But gold/silver lead—palladium won't match their performance. ➡️ The cycle ends in mania, not subtly: "If you think recent spikes were crazy, wait until the end." THE BOTTOM LINE Silver's historic breakout signals a multi-year bull run to triple digits, offering smart investors prime buying dips now before the inevitable mania unleashes unprecedented highs. Current personal portfolio for this commodity supercycle: HT: YouTube Investing News InvestingNewsNetwork Christopher Aaron #SilverBull #PreciousMetals #CommodityBoom #InvestingWisdom #MarketCycles
1:30

SILVER'S EPIC BREAKOUT: THE 45-YEAR BULL IS JUST STARTING Silver has shattered a 45-year consolidation, surging from $50 to $120 before pulling back to $73. Analyst Christopher Aaron sees this as the launchpad for massive gains ahead, drawing parallels to other commodities' historic runs. THE BIG PICTURE BREAKOUT ✅ Silver's 45-year base from 1980 is the longest in commodity history. ➡️ After breaking $50 three months ago, it doubled quickly—but that's just the beginning. ➡️ "The longer the base, the higher the move," Aaron explains, likening it to building a strong foundation for explosive growth. COMPARING TO OTHER COMMODITIES ✅ Gold, copper, oil, platinum, and palladium broke their 1980 peaks decades ago and averaged a triple in four years. ➡️ Silver's consolidation was twice as long, so expect even bigger upside. ❓ If others tripled after 20-28 years, why would silver fizzle after 45 years and only a double? PRICE OUTLOOK: MID-TRIPLE DIGITS ➡️ Aaron targets $250-$350 for silver in the next few years. ➡️ That's based on historical cycles—gold's 7x from its 1980 peak implies similar for silver. 📊 "This market's going to need to consolidate above $50, then round up dramatically." BUYING THE DIP STRATEGY ✅ For physical silver stackers: Average in now at $70s or if it dips to $60s/upper $50s. 🚫 Avoid buying during parabolic spikes when sentiment screams "it can't go lower." ➡️ "You want to be making your final purchases below $100 before silver goes well over." SILVER STOCKS: DEVELOPERS & EXPLORERS SHINE ✅ Focus on undervalued developers with defined deposits—still trading at 1/100th of above-ground silver value. ➡️ Examples like Equity Metals' 85M oz Silver Queen show huge appreciation potential to 5% of spot price. MANIPULATION REALITY CHECK ✅ Spoofing and slams happen—banks like Deutsche got fined, but it's slap-on-wrist stuff. 🤔 All markets are distorted by central banks controlling money's value since 1913. ⚖️ "Markets win in the long run. Play in the ocean with turbulence or hide in manipulated cash." DOW-TO-GOLD RATIO SIGNALS ✅ The ratio's "fourth turning" broke in favor of gold, implying 90% Dow decline vs. gold—or gold to $9,00 📉 After 10 years of sideways, gold outperformed Dow by 150% in the last year alone. 🌟 This puts wind at precious metals' backs for years ahead. PGMS AND THE COMING MANIA ✅ Platinum hit new highs; palladium could buy low at $1,200-1,300 for long-term gains. ➡️ But gold/silver lead—palladium won't match their performance. ➡️ The cycle ends in mania, not subtly: "If you think recent spikes were crazy, wait until the end." THE BOTTOM LINE Silver's historic breakout signals a multi-year bull run to triple digits, offering smart investors prime buying dips now before the inevitable mania unleashes unprecedented highs. Current personal portfolio for this commodity supercycle: HT: YouTube Investing News InvestingNewsNetwork Christopher Aaron #SilverBull #PreciousMetals #CommodityBoom #InvestingWisdom #MarketCycles

Mark

31,713 Aufrufe • vor 6 Monaten

🚨Thrilled to share our new CFR China Strategy Initiative report with CFR Global Health's Tom Bollyky, , Olivia Webb Kosloff, & Elena Every: "The Pharma Choke Point." The US is dependent on Chinese production for essential medicines, creating a "rare earths" problem in this sector. Seven hundred medicines approved for use in the United States depend on at least one chemical produced solely in China. For the last year, our study group of pharma and biotech specialists, China scholars, and industrial policy experts came together to: 1⃣ Use commercial data to map the dependencies 2⃣ Devise a typology of three unique "archetypes" of these dependencies 3⃣ Craft solutions to address these dependencies A few key points follow below: ➡️China's Leverage is real — Beijing doesn't need a wartime crisis to exploit it. It can slow shipments, delay licenses, or reroute flows through "peacetime weaponization." That's the playbook it has already run on rare earths. ➡️Current dependence is structural — It's the product of decades of Chinese state investment and Western pursuit of the low-cost solution. China controls the raw/starting materials for 94% of US amoxicillin, 74% of heparin, and 70% of acetaminophen. It's dominating preclinical work in biotech. And diversifying downstream offers no real protection from upstream dependence. ➡️Archetype 1: Upstream Dependence — Roughly 700 medicines Americans depend on at least one chemical made only in China, including antibiotics, blood thinners, ER drugs. Solutions include: - building a strategic reserve of critical medicines - building "allied scale" to create diversified production - mix various long-term supply and demand interventions to change economic viability for KSMs, APIs, and other upstream inputs (more in the report) ➡️Archetype 2: Competitive Displacement of U.S. Biomanufacturing and Clinical Trial Capacity — For innovative biologics—medicines made from living cells—such as monoclonal antibodies, the risk is not a single upstream choke point but competitive displacement across every stage of the value chain: discovery, clinical development, contract manufacturing, and market access. The U.S. is losing a critical capability: now, WuXi alone handles nearly half of US clients' development programs. China alone is more than half of all late-stage monoclonal antibody programs. Lock-in deepens at every stage. Solutions include: - accelerating first-in-human clinical trials in the United States - funding and incentivizing the adoption of advanced biologics manufacturing technologies (e.g., low-cost capital from the USG) - building contract research alternatives in allied countries like South Korea - bolstering the U.S. biomanufacturing workforce - creating a system to secure artificial intelligence (AI)–ready biodata and digital chemistry, manufacturing, and controls. ➡️Archetype 3: Dependence on PRC Infrastructure — Here, the vulnerability is not disruption in the supply of an existing product, but Chinese control over the research-and-development (R&D) infrastructure underlying future pharmaceutical innovation. Growing reliance on China for DNA synthesis is just one example. Solutions include: - improving DNA supply chain security - enhancing transparency and disclosing provenance - increasing federal investment in next-generation DNA synthesis technologies - and bolstering allied cooperation on standard-setting and procurement to encourage the adoption of these technologies. ➡️Key Takeaway: China has both the tools and demonstrated willingness to weaponize U.S. pharmaceutical dependence: the structural conditions enabling it run through nearly every tier of the pharmaceutical supply. The question is not whether to act, but if the United States will manage to do so before a crisis makes the cost of decades of inaction unavoidable. I am so grateful to Tom, Prashant, Elena, Olivia, Chloe, Ben, Aarya, CFR's publications team, and so many others who made this possible. It was tremendously educational to work together on this project.
2:30

🚨Thrilled to share our new CFR China Strategy Initiative report with CFR Global Health's Tom Bollyky, , Olivia Webb Kosloff, & Elena Every: "The Pharma Choke Point." The US is dependent on Chinese production for essential medicines, creating a "rare earths" problem in this sector. Seven hundred medicines approved for use in the United States depend on at least one chemical produced solely in China. For the last year, our study group of pharma and biotech specialists, China scholars, and industrial policy experts came together to: 1⃣ Use commercial data to map the dependencies 2⃣ Devise a typology of three unique "archetypes" of these dependencies 3⃣ Craft solutions to address these dependencies A few key points follow below: ➡️China's Leverage is real — Beijing doesn't need a wartime crisis to exploit it. It can slow shipments, delay licenses, or reroute flows through "peacetime weaponization." That's the playbook it has already run on rare earths. ➡️Current dependence is structural — It's the product of decades of Chinese state investment and Western pursuit of the low-cost solution. China controls the raw/starting materials for 94% of US amoxicillin, 74% of heparin, and 70% of acetaminophen. It's dominating preclinical work in biotech. And diversifying downstream offers no real protection from upstream dependence. ➡️Archetype 1: Upstream Dependence — Roughly 700 medicines Americans depend on at least one chemical made only in China, including antibiotics, blood thinners, ER drugs. Solutions include: - building a strategic reserve of critical medicines - building "allied scale" to create diversified production - mix various long-term supply and demand interventions to change economic viability for KSMs, APIs, and other upstream inputs (more in the report) ➡️Archetype 2: Competitive Displacement of U.S. Biomanufacturing and Clinical Trial Capacity — For innovative biologics—medicines made from living cells—such as monoclonal antibodies, the risk is not a single upstream choke point but competitive displacement across every stage of the value chain: discovery, clinical development, contract manufacturing, and market access. The U.S. is losing a critical capability: now, WuXi alone handles nearly half of US clients' development programs. China alone is more than half of all late-stage monoclonal antibody programs. Lock-in deepens at every stage. Solutions include: - accelerating first-in-human clinical trials in the United States - funding and incentivizing the adoption of advanced biologics manufacturing technologies (e.g., low-cost capital from the USG) - building contract research alternatives in allied countries like South Korea - bolstering the U.S. biomanufacturing workforce - creating a system to secure artificial intelligence (AI)–ready biodata and digital chemistry, manufacturing, and controls. ➡️Archetype 3: Dependence on PRC Infrastructure — Here, the vulnerability is not disruption in the supply of an existing product, but Chinese control over the research-and-development (R&D) infrastructure underlying future pharmaceutical innovation. Growing reliance on China for DNA synthesis is just one example. Solutions include: - improving DNA supply chain security - enhancing transparency and disclosing provenance - increasing federal investment in next-generation DNA synthesis technologies - and bolstering allied cooperation on standard-setting and procurement to encourage the adoption of these technologies. ➡️Key Takeaway: China has both the tools and demonstrated willingness to weaponize U.S. pharmaceutical dependence: the structural conditions enabling it run through nearly every tier of the pharmaceutical supply. The question is not whether to act, but if the United States will manage to do so before a crisis makes the cost of decades of inaction unavoidable. I am so grateful to Tom, Prashant, Elena, Olivia, Chloe, Ben, Aarya, CFR's publications team, and so many others who made this possible. It was tremendously educational to work together on this project.

Rush Doshi

12,464 Aufrufe • vor 2 Monaten