Howard Nutlick

Pure speculative opinion, not financial advice. $300 silver before year end

Israel now occupies more of Lebanon than Russia occupies of Ukraine. But of course that's a 'good' invasion. So there is silence.

Hourly wages are up 3% since 2019. Corporate profits are up 50%. Labor’s piece of the economic pie is the smallest it’s been in over 75 years, while corporate profits’ share is the *biggest* it’s been since 1950. This is what a rigged economy looks like.

You either choose to allow people who never did it, won't try or can't believe it, to convince you the same... or you work for it, until you proved them wrong. Only one choice lives a legend life.

@RudyHavenstein This will break the silver market

“Inflation’s going to soar, but they’re going to lie about it. Inflation will be running 12% to 15% easy. But they’re going to tell you it’s four, four and a half.” Luke Gromen

I have learned in this life, the more people try to talk you out of doing it, the more they try to explain how it can't happen like you envisioned it... the more you need to dig your heels in and remove their influence over you. Everyone else retired broke, or still works. Remember this.

@jackcoder0 What about the CEO’s knowingly lying about the reason of the layoffs being AI? Do they get held accountable for not taking accountability of their company’s poor performance? Instead they claim “AI efficiencies” so they can boost their stock short term

Two economists just published a mathematical proof that AI will destroy the economy. Not might. Not could. Will — if nothing changes. The paper is called "The AI Layoff Trap." Published March 2, 2026. Wharton School, University of Pennsylvania. Boston University. Peer reviewed. Mathematically modeled. The conclusion is one sentence. "At the limit, firms automate their way to boundless productivity and zero demand." An economy that produces everything. And sells it to nobody. Here is how you get there. A company fires 500 workers and replaces them with AI. A competitor fires 700 to keep up. Another fires 1,000. Every company is behaving rationally. Every company is following the incentives correctly. And every company is building a trap for itself. Because the workers who were fired were also customers. When they lose their jobs faster than the economy can absorb them, they stop spending. Consumer demand falls. Companies respond by cutting costs — which means automating more workers — which means less spending — which means more falling demand — which means more automation. The loop has no natural exit. The researchers tested every proposed solution. Universal basic income. Capital income taxes. Worker equity participation. Upskilling programs. Corporate coordination agreements. Every single one failed in the model. The only intervention that worked: a Pigouvian automation tax — a per-task levy charged every time a company replaces a human with AI, forcing them to price in the demand they are destroying before they pull the trigger. No government has implemented this. No major economy is seriously discussing it. Meanwhile the numbers are already tracking the curve. 100,000 tech workers laid off in 2025. 92,000 more in the first months of 2026. Jack Dorsey fired half of Block's workforce and said publicly: "Within the next year, the majority of companies will reach the same conclusion." Nobody is doing anything wrong. Companies are following their incentives perfectly. That is exactly the problem. Rational behavior. At scale. Simultaneously. With no mechanism to stop it. Two economists built the math. The math leads to one place. Source: Falk & Tsoukalas · Wharton School + Boston University ·

🚨Michael Burry just said Elon Musk and Nvidia's deal is built on fake numbers. Burry published a detailed breakdown calling the entire structure "Fugazi", his word for fake. He is alleging that billions of dollars in Nvidia chips are being hidden off balance sheets, and that American retirees are unknowingly funding the whole thing. Nvidia, the world's largest AI chip company sold $5.4 billion worth of its most advanced GPUs, the GB200, to a company called Valor. Valor is not a real operating business. It is a special purpose vehicle, a shell company created specifically to hold these chips and nothing else. Nvidia also invested $1.9 billion of its own money directly into Valor on top of the sale. Those 100,000+ chips are now physically inside xAI's data center. xAI is Elon Musk's artificial intelligence company, the one that builds Grok. xAI is using every single one of those chips right now to run its AI models. But here is what Burry is flagging. Neither Nvidia nor xAI owns those chips on paper. Valor, the shell company holds legal title. That means $5.4 billion in GPU assets do not show up on Nvidia's balance sheet as inventory. They do not show up on xAI's balance sheet as assets. They are legally invisible to both companies. Nvidia gets to book the $5.4 billion as a completed sale and record it as revenue. xAI gets full use of the chips without owning them. And the risk disappears into a shell company in the middle. Now here is where American retirees enter the picture. Valor needed $3.5 billion in debt to fund this structure. Apollo provided it. Apollo is one of the largest asset managers on earth with $1.03 trillion under management and $834 billion specifically in private credit. Apollo raised the $3.5 billion, packaged it into debt securities, and sold those securities to Athene. Athene is Apollo's own insurance company. It sells fixed and indexed annuities, retirement savings products, to ordinary Americans. When a retiree buys an Athene annuity, they believe their money is sitting in safe, stable investments. That money is now inside a structure funding Elon Musk's AI data center. The numbers inside Athene are most alarming. Athene holds $74.2 billion in reserves. It has moved $217 billion in assets into a captive insurer based in Bermuda, meaning those assets sit outside normal US insurance regulation and oversight. Of the entire portfolio, 34.7%, equal to $103 billion, is classified as Level 3 assets. Level 3 is an accounting classification that means there is no observable market price for these assets. No outside party can independently verify what they are actually worth. The leverage sitting on top of those unpriced assets is 16 times. Burry's says: Every step of this structure is technically legal and publicly disclosed. But the entire thing was deliberately engineered across 8 to 12 steps to move credit risk off balance sheets and away from any market pricing. - Nvidia books the revenue. - Apollo collects the fees. - xAI gets the computing power. - And retirees sitting at the bottom of a 16x leveraged Bermuda insurance structure, holding $103 billion in assets with no market price carry the risk without knowing it exists.

@Menthalo1 Tbh, I think they’ll keep shorting oil until the shortages appear. My assumption is US drains reserves too low until things start breaking

Brent to reach 150 or 160 $ in june #oil #Exxon Neil Chapman, vice-CEO of ExxonMobil, said that these prices could be reach in 2 or 3 weeks. JPM had even forecasted 200$ in june. This should burst the actual bubbles in Wall-Street

🚨BREAKING: Rep. Ansari stepped out of Pam Bondi's Epstein files interview to tell the American people what's happening behind closed doors. "The DOJ has been weaponized by Donald Trump to ensure that the most massive cover-up in American history is carried out." She didn't stop there. Ansari also accused James Comer, Mike Johnson, and Republican leadership of helping enable it. They’re not even trying to hide it anymore. A total sham.

The banks selling 10 years of paper silver at 2am to bring the price down 50 cents.

UNREAL: 🇺🇸 🇮🇷 The New York Times says Trump is preparing to hand Iran a $300,000,000,000 "investment fund" as part of whatever deal they cut to end the war. Just to put into context how INSANE that actually is: For years, MAGA howled about the $1.7 BILLION Obama returned to Iran, money that was already Iran's, frozen since 1979. Now Trump allegedly wants to hand Tehran $300 BILLION to reopen the Strait of Hormuz. Let's put $300B in perspective. U.S. individual income tax revenue: ~$2.66 trillion. Proposed Iran fund: $300 billion. $300B ÷ $2.66T = 11%. That's roughly 11 cents of every federal tax dollar, shipped to the same regime they spent a decade calling the #1 threat to America. You already paid the tariffs earlier this year. Now you get to help rebuild Iran too. Honestly, this is too stupid to be true.

NEW AD FOR GOLD JUST DROPPED.

@Polymarket @DanHaskins25151 From Obama’s 1.6 billion…. How is this a win? Lmao

JUST IN: A draft U.S.-Iran deal reportedly references a possible $300,000,000,000.00 “investment fund” for Iran.

Scott Bessent: 'We Outright Grabbed The Wallets' 🔥

@Zoe_anat @profitsplusid Agreed

@profitsplusid Here comes the usual bullshit. CME lowers margins to lure in fresh victims for the big boys to fuck. Gold and silver holders getting ready to get raped again. What a rigged fucking game

Gold Silver Platinum Palladium Futures Alert CME is lowering margin requirements on Comex Gold and Silver Futures, as well as, Nymex Platinum and Palladium Futures effective at the close of business on May 29, 2026 Gold margin decrease by 16% Silver margin decrease by 10% Platinum margin decrease by 18% Palladium margin decrease by 16%

@KingKong9888 Yup. Saw this first mentioned last week and said the exact same thing Eric. They can track AND “just pull it” off the blockchain. I have no clue what the argument for btc is anymore. When something is everything it’s actually not, it’s nothing

Bessent is proving to the world that cryptocurrencies and Bitcoin provide no confiscation-proof security. True safety comes only from physical #Gold and #Silver that you hold in your own possession.

@misterrcrypto Warren Buffet would call you a rat for posting this lol

BUFFETT'S $400B WON’T STAY IN CASH FOR LONG, HERE'S WHERE IT GOES. Buffett sees 1999. Burry sees 1999. Livermore's framework says S&P is entering correction. All three know: stocks are the trap now. But capital doesn't disappear. It rotates. History shows where. Bitcoin.

Entregamos paquetes escolares al 100% de los niños y jóvenes que estudian en todas las escuelas, parvularias e institutos públicos de nuestro país. En el mundo, ya somos un ejemplo en SEGURIDAD. Primero Dios, dentro de algunos años, también lo seremos en EDUCACIÓN.

@SilverDegen @MBAeconomics1 I agree. On top of that, we don’t have the gold. We also know China has more.

@MBAeconomics1 If you genuinely believed this you’d bet on it. You’re not betting on the timing bc you don’t believe in it. Hope that clears things up for everyone. It’s just talk to land interviews and grow your account.

Everyone who believes in the gold revaluation next month is buying naked calls, right? If you truly believed this narrative it’s time to make generational wealth. Let’s see the positions or you’re a liar who doesn’t believe what they spew.

Sharing private letters from your dead husband for the express purpose of fundraising is as tasteless as it is classless and I am without patience for those pretending otherwise. There is nothing beautiful about this. It is shameless emotional-manipulation for money, made worse by the fact that these e-mails are not even authored by her.