Gold prices are hitting record highs despite elevated money supply, suggesting potential for significant further gains during the next inflationary crisis.
Bullion banks are record short gold with 250,000 contracts (25 million oz) in New York versus 2.25 million oz in London, potentially setting up a short squeeze.
A silver short squeeze may be brewing as open interest falls from 190,000 to 130,000 contracts while price remains around $30, indicating potential for speculators to drive price to $50 in months.
By end of October, reverse repos will drain to $0, potentially causing a 10% overnight rate hike due to insufficient bank reserves to meet $2.2 trillion daily repo demand.
The Federal Reserve is expected to cut rates to 0% in an emergency meeting, potentially triggering stock market chaos and a surge in gold/silver prices.
A 40-year military and intelligence professional warns of a 30-75% chance of World War III starting soon, with a high likelihood of nuclear escalation.
China is predicted to invade Taiwan on September 20-22, potentially triggering a global conflict involving the US, Russia, Iran, and Houthi rebels.
The CIA and FBI are allegedly terrified of Donald Trump taking office due to their corruption exposed by 100 Biden laptop documents and involvement in the Russia collusion hoax.
The US reportedly spent $5 billion in 2014 to overthrow Ukraine’s legally elected government, orchestrating a civil war that has killed 14,000 people in breakaway provinces.
The conflict between the debt-based West and resource-based East is centered on control of resources, with the US potentially using war as an excuse to default on its $36 trillion debt.
The US military is described as overloaded and incompetent, with a culture of giving out medals for attendance rather than achievements, exemplified by a 4-star female general having 21 medals compared to Dwight Eisenhower’s 6.
Gold is strengthening against stocks, tech, and foreign currencies, signaling a potential bull market regardless of economic conditions like recession or inflation.
A three and a half year breakout for gold vs. 2021 levels is possible, as it has been steadily grinding higher since spring 2024.
Commodities are positioned for a potential burst with rate cuts, showing the most negative positioning in 10 years.
The market is discounting higher inflation, with potential for 3-4% inflation and weak job growth in the second half of 2024, setting up conditions for stagflation.
The Fed is likely to start rate cuts soon, with the 10-year yield serving as a key indicator of stagflation risk, potentially causing the yield curve to blow out to the upside.
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