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Brian Fantana
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Brian Fantana
@Kuwalla_T
🇵🇷 Hoy la calle la dejamo' 'esbaratá Minion Mentality On my Marty Mauser shit love movies and finance
Katılım Mayıs 2025
101 Takip Edilen438 Takipçiler
Gold will not only go back to its all-time highs, but exceed it in this gold bull run.
The debasement of fiat currencies and de-dollarization has been driving this bull run.
And really think about this situation after all this mess with the war, both debasement and de-dollarization will accelerate, which makes gold even stronger.
The Kobeissi Letter@KobeissiLetter
BREAKING: Gold futures surge above $4,550/oz, now up +4% on the day, as optimism grows over US-Iran peace talks.
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Im Out-of-Sight but i still ain't hit my peak
The Kobeissi Letter@KobeissiLetter
BREAKING: US oil prices extend losses to -11.5% on the day, dropping below $87/barrel, as markets price-in a potential end to the Iran War.
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Brian Fantana retweetledi
BREAKING: US oil prices extend losses to -11.5% on the day, dropping below $87/barrel, as markets price-in a potential end to the Iran War.
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Brian Fantana retweetledi
BREAKING: President Trump responds to Iran denying his statement of "productive discussions" to end the Iran War.
President Trump says:
1. He hopes the US and Iran will "meet soon and settle this"
2. He plans to "get together" with Iran via phone call
3. "Iran would like to make a deal, we would like a deal too"
4. The US has talked to Iran's "top respected leader"
5. "We want to see no nuclear weapon for Iran"
Buckle up for another volatile week ahead.
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If we go above 5% on the 30 Year Yield, Trump, Bessent and The Fed will need to do something, maybe not immediately but definitely in the near future
The Kobeissi Letter@KobeissiLetter
Oil prices are no longer the biggest threat to markets. It has become increasingly clear that bond markets will dictate just how long President Trump can continue increase pressure in the Iran War. The 10Y Note Yield is now up ~45 basis points since the war began on February 28th. This is in-line with the rapid surge seen around "Liberation Day" in April 2025. As the 10Y Note Yield surged above 4.50% in April 2025, President Trump began floating a potential tariff "pause." And, once the 10Y Yield broke above 4.60%, President Trump officially implemented a 90-day pause on his reciprocal tariffs on April 9th, 2025. With the 10Y Note Yield now up to 4.40%, we believe the 4.50% to 4.60% range will be the "line in the sand" again. The US economy cannot handle a 5% 10Y Note Yield.
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@KobeissiLetter x.com/Kuwalla_T/stat… already said this
Brian Fantana@Kuwalla_T
Damm this is a little crazy treasury bonds are selling off and If we cross 5%, Trump and Bessent will probably panic lol. The last time it was like this, Trump and Bessent call off and delay Liberation Day. This took down gold and silver as well so yea atm the situation can get worse before it gets better and that’s a real possibility. If we go above 5% on the 30 Year Yield, Trump, Bessent and The Fed will need to do something, maybe not immediately but definitely in the near future Whether it emergency rate cuts or accelerate the money printing who knows but yea
English
Oil prices are no longer the biggest threat to markets.
It has become increasingly clear that bond markets will dictate just how long President Trump can continue increase pressure in the Iran War.
The 10Y Note Yield is now up ~45 basis points since the war began on February 28th.
This is in-line with the rapid surge seen around "Liberation Day" in April 2025.
As the 10Y Note Yield surged above 4.50% in April 2025, President Trump began floating a potential tariff "pause."
And, once the 10Y Yield broke above 4.60%, President Trump officially implemented a 90-day pause on his reciprocal tariffs on April 9th, 2025.
With the 10Y Note Yield now up to 4.40%, we believe the 4.50% to 4.60% range will be the "line in the sand" again.
The US economy cannot handle a 5% 10Y Note Yield.
English
Is there anything worse than a crying baby on a plane?
I wish parents would control their children. It’s so disruptive. I refuse to believe a baby cries for 10 hours. At some point this is just bad parenting, right?
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@princess1007701 @Donaxbt Gold isn't going anywhere lol, i don't understand why one needs to fail for the other to be successful.
When oil rises because of geopolitical supply shocks, the dollar can actually strengthen and because of that gold isn't going to rally
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The rotation is happening RIGHT NOW.
Not in 2029. In March 2026.
Gold down $1,000 this week.
Bitcoin whales accumulating silently.
Exchange cold storage at records.
The ones positioning NOW (while everyone debates 2029 targets) will own the move before April.
On-chain data doesn't lie:
- Whale wallets UP
- Stablecoin positions UP
- Capital flowing IN
By the time your $800K target is on everyone's radar, the early accumulators will have 10x'd.
The chart follows the data. The data is speaking NOW.
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Nobody is ready for the biggest Gold to Bitcoin rotation in the history.
Bitcoin to $800k by 2029 ~ 2030
DonaX₿τ@Donaxbt
This was A transitioning Cycle for Bitcoin and Crypto, next Bull run is going to be huge. $800,000 per Bitcoin in 2029-2030
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NEW: Awards Radar Community: What is the One Oscar Result This Year That You Would Have Changed?
By @JoeyMagidson #AwardsRadarCommunity #Oscars
awardsradar.com/2026/03/21/awa…
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Damm this is a little crazy treasury bonds are selling off and If we cross 5%, Trump and Bessent will probably panic lol.
The last time it was like this, Trump and Bessent call off and delay Liberation Day.
This took down gold and silver as well so yea atm the situation can get worse before it gets better and that’s a real possibility.
If we go above 5% on the 30 Year Yield, Trump, Bessent and The Fed will need to do something, maybe not immediately but definitely in the near future
Whether it emergency rate cuts or accelerate the money printing who knows but yea
English
@Duhlorean98 Inga was rob but im happy she got nominated if this was a america film she would of won
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SENTIMENTAL VALUE (2025):
9 total Oscar nominations including Editing and Directing.
4 acting nominations, which is the most for an international film.
And yet all they could give this movie is Best International Feature??
I’m still beyond pissed yo. We wanted an acting win!
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@ciinemourn damm are u sad but i just rewatch in the mood for love last night if that is anything
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there a rush to cash but there’s not a rush towards the dollar as the reserve asset. Not only has gold’s progress stalled temporarily, but US Treasury bonds still continue to sell off.
So I’m not concerned as I see the situation as not just a headwind for precious metals, rather, a headwind for the general market, a sell-everything environment.
The dedollarization narrative hasn't' ended, it is stronger than ever now.
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@Kuwalla_T Do you think rising oil prices will continue to strengthen the dollar, or will the market find a breakout point for gold and silver?
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Makes LITERALLY ZERO sense. GOLD the hedge for geopolitical instability is crashing in the face of geopolitical instability. Can’t make this up.
The Kobeissi Letter@KobeissiLetter
BREAKING: Spot gold extends its selloff to -$400/oz on the day, now trading at $4,500/oz for the first time since February 2nd.
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@zoomyzoomm How do people not understand lol,
When oil rises because of supply shocks, the dollar can actually strengthen and because of that
Gold and silver won't rally up because of the dollar strengthening.
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can someone please tell me why gold is CRASHING ???
The Kobeissi Letter@KobeissiLetter
BREAKING: Gold drops below $4,700/oz and silver falls below $70/oz as rates cuts are priced out due to rising inflation and the Iran War.
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@Donaxbt Don't forget the Fed has a dual mandate price stability and maximum employment with unemployment rising that could give them a excuse to cut rates despite the inflation.
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Weak labor market is one reason to cut
*Walter Bloomberg@DeItaone
*FED SAYS GOVERNOR STEPHEN MIRAN DISSENTS IN FAVOR OF RATE CUT
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