Razvan Balanescu

@KingKong9888 So they cut and sacrifice the dollar. Boost exports and get some stimulus. It s the only way, as always. Hiking, nope.

The idiots out there do not understand simple math. How the hell can the U.S. government solve this without revaluing the only thing of real actual value on their balance sheet?

@KingKong9888 Much more likely to cut/hold them hike. A hike is very deflationary for the economy which already sucks.

🚨 What happens to GOLD if new Fed Chair Kevin Warsh cuts rates (and lets the long end run higher) — but real rates tank? Warsh delivers short-end rate cuts. Long-end yields rise on fiscal/inflation expectations (steepening the curve). But crucially, real yields collapse — either because inflation expectations surge faster than nominals or because the entire rate complex eases aggressively. ⭕️This setup is extremely bullish for Gold. Here’s why: 1. Lower short-term rates crush gold’s opportunity cost
Gold pays nothing. When Fed Funds, SOFR, and T-bill rates drop sharply, cash and short paper become far less attractive. Money flows into gold ETFs, futures, and physical. Classic easing tailwind on steroids. 2. Real rates tanking = Gold’s biggest green light
Gold has one of the strongest negative correlations with real (inflation-adjusted) yields. When real rates fall hard, the discount rate on future gold cash flows effectively drops, and its appeal as an inflation/financial repression hedge skyrockets. This is the single most reliable driver of sustained gold rallies. 3. Steepening curve + higher long nominals still favors gold
Rising long-end yields on fiscal dominance fears, sticky inflation, or term premium returning actually helps here. Treasuries lose safe-haven shine while gold benefits from the inflation component embedded in the steepener. Real rates falling overrides any nominal pressure. 4. Historical parallels are powerful • Post-2008: Rates slashed, real yields collapsed amid QE → Gold exploded from ~$700 to over $1,900 by 2011. • 2020-2021: Ultra-low/negative real rates in the reflation steepener → Gold hit all-time highs near $2,070 despite rising nominal long yields. • Every major gold bull market in modern history (1970s, 2000s, 2020s) featured plunging real rates. 5. Dollar and broader tailwinds
Aggressive short-rate cuts typically weaken the USD. Weaker dollar + falling real yields = rocket fuel for gold. Central banks continue stacking physical gold regardless. Risks become much smaller in this case Even a strong equity rally or growth optimism is usually overwhelmed when real rates are tanking. The main historical killer for gold (sharp real-yield spikes) is removed. 🎯Bottom line: A Warsh Fed cutting short rates, allowing curve steepening, while real rates tank would be a textbook gold super-bull setup. We’d likely see strong, sustained upside — potentially pushing gold toward $6,000+ and beyond if the dollar softens and geopolitical/fiscal risks stay elevated. This is the environment where gold doesn’t just rally — it becomes a core portfolio asset again. Not financial advice — pure macro mechanics + history. #Gold #Fed #RealRates #Macro #Investing #KevinWarsh

@NorthstarCharts @baldguymoney man, as a paid subscriber, I don t understand your vibe. Today "we told you so..." gold down. Tomorrow... gold up... "We warned you."

@baldguymoney The top for gold/silver/commodities/energy & oil won't be in until these charts say so.

I got this comment in May 2025 (almost a year ago to the day). Gold was about $3350 per ounce and had hit $3500 in early April. I’m still singing the same song today - top isn’t in. Not yet.

@baldguymoney I ve never seen a broke gold bug. Only crypto bros and tech bros.

@PoindexterPete @baldguymoney I bought more than I can afford 😅

@R9414000 @baldguymoney Buy

The day I turn bearish (on an intermediate basis) on Gold & Silver will be a happy day. It will be a day when I am unloading my miners at a massive profit.

@DonDurrett Haven t sold a single option, Yet. Sold some near the top. Bought some near the bottom.

I'm sure he wasn't the only one who got bucked off. There won't be any posers left. Congrats to the diamond hands. 🧐

@Louis___83 @badcharts1 Agree.!It has not outperformed gold yet. It should be $10-11 or more to outperform gold. It needa to be $7.20 just to match the old ATH... most miners hit ATH after ATH (surpassed the 2011 and 2020 peaks).

@badcharts1 Look at something like B2Gold. Nothing is priced in but risk!

1) Miners have NEVER outperformed gold for this long, this hard, so not sure about nobody not seeing this coming. 2) Which brings me to this important point, how much of this of ALREADY priced in? 3) Finally, what OTHER narratives aren't you aware of that can counter this?

@badcharts1 @VictoriaViorela What about miners that still have not overperformed gold? Some are due for a re rating now as their balance sheets improve.

@VictoriaViorela See the evidence.

Even now trying to disprove facts. $GDX

@StealthQE4 Central Banks prefer inflation. No Hike, HOLD or CUT.

The Fed needs to hike rates. Like an emergency hike or inflation is going to run wild. The Fed is way behind. The 2 year yield has gotten way ahead of the FFR. THE FFR should be 4%. We’re now at 3.50-3.75%.

@MONETARY_MAYHEM And a new Camry would be $350 😅😅

If they did a 100 to 1 reverse split on the dollar,gold would be back to $45

@KingKong9888 b2gold call options. Fingers crossed 😅

Silver's 6-month triangle is about to find a resolution in the coming days and weeks of May. Note that during previous 3-month run, silver gained 170% from October 27, 2025 to January 28, 2026. The next rally is going to be more violent and could easily produce 200% from present

@baldguymoney @saylor When Saylor Moron will go bankrupt and Bitcoin will bleed, that s when I ll buy.

@saylor Seeding the idea that you may need to sell Bitcoin. Bearish!

Buy more bitcoin than you sell.

@seethetrees1 In 2 months they r good. Let s hope Gold doesn t drift lower

B2GOLD - finally market wakes up - $btg $4.98 +0.9% , yet #gold $4739 -1.5% #silver $77 -3.5% $gdx -3.9% $nem -3.6% $aem -4%. With Q2 -35% oz prod hit @ Goose (fire), BS 👀: Finland divestment +$325M, $vmet.to +25% ytd (B2 owns 28%) & the ELEPHANT prepay ends in 70 days. $bto.to

@RossDurane @GoldTelegraph_ If he hikes above inflation, depression 2.0 comes

@GoldTelegraph_ The change will be devastating for gold. He will hile above the rate of inflation. Sell now and lock in any profits you may have.

BREAKING NEWS FEDERAL RESERVE CHIEF NOMINEE KEVIN WARSH CALLED FOR "REGIME CHANGE" AT THE U.S. CENTRAL BANK Here we go… Boom.

@eurofounder 15M maybe, 0.15M is a joke. Just as your opinions.

Just discovered my 19 year old daughter has an OnlyFans account I was devastated She clearly must not be registered as a sole proprietor with the the German Trade Office I sat her down and asked how much she'd made She said €4,200 I nearly collapsed That's at least €1,890 in unreported VAT obligations She started crying but I did the only thing a good father could do We spent the entire weekend filling out forms together She's now fully compliant with a business registration and tax ID Makes €340/month after taxes and social contributions I've never been more proud of her Only 19 and already an online entrepreneur She has a bright future ahead of her

@KaneCapz @davidbateman nice joke

@davidbateman Btc growing supply at 0.8% per year with increasing demand; zero counterparty risk.

Dollar supply growing at 7%+ per year with decreasing demand + vast counterparty risk Gold supply growing at 1.5% per year with increasing demand; zero counter party risk. Silver supply shrinking by approx 6% per year with wildly increasing demand; zero counter party risk. Our minds are as malleable as our store of value

@Rajatsoni I wanted to start learning for CFA... but after seeing this moron, I changed my mind.

There will only ever be 21 million Bitcoin It is mathematically impossible for 2.1 billion people to own 0.01 Bitcoin Most people will never own any

@Silver__Santa biggest mistake of my life: good assets, good mindset, patience, <5% cash... big mistake...

Holding cash is underrated.