amitbarkan

Here is my latest review for wheat (members only). northstarbadcharts.com/outlook-for-wh…

Congratulations - You're living through the 4th signal in 100 years. DON'T MESS IT UP BY LISTENING TO FAIRYTALE NARRATIVES.

3 out of the 4 horsemen are already galloping. 1) Bankruptcies on the move. 2) 10 minus 2 year yields on the move. 3) Unemployment Rate on the move. 4) Only initial jobless claims left to move. Time is ticking for the business cycle to roll over...

MYTH BUSTING. ACCELERATING money supply increase will NOT always help the markets go up. Other macro forces in play.

I don't care how many diplomas you have OR how many dollars you manage. If price ain't trending up and away from your entry point, you aren't making any gains. It's pretty simple.

The following is CONTRARY to mainstream belief and might SHOCK some of you. The BEST way to get trapped into a corner, reducing your options as a market participant, is to actually STUDY the fundamentals of any single instrument. MORE time you study, more dangerous it is. You are wiring your brain to think that instrument can ONLY go up, that you are right. Ego then gets involved. If you want to be FREE floating, and simply play ANYTHING that is breaking out of a big base, starting to trend UPWARDS, is to learn NOT to learn. You won't feel like you HAVE to study the fundamentals for 5 years to be comfortable BEFORE entering the a trade. You will SIMPLY be accepting that the plethora of OTHER market participants did their homework, placing their bets accordingly. The IS the actual price chart, and is all that WARRANTS analysis. The OTHER stuff is time consuming and mental TRAPS, making it much harder for you to exit when the price falls apart. You have been PROGRAMMING yourself to seek confirmation bias AND dismiss any contrary takes. ANYBODY telling you to read a white paper OR any non chart defined piece of evidence, are slowly helping you get trapped. Spend time learning PROPER chart analysis. It is THE tool that will give you LIBERTY, not take it away.

In 1973, US debt/GDP was 31%...today it's 122%. US fiscal deficit/GDP was 1%...today, it's 6% on its way to 8-10% (or more if the war drags on.) Translation: "That 70s Show" will feel like "1980s Argentina with US characteristics."

Our digital credit vehicle achieved escape velocity this week.

Confirmation that the big $STRC buyer yesterday were Strive. They bought a cool $50M worth. Some other important updates: 1) $SATA dividend reserve increased to 18 months (12 months cash + 6 months $STRC) up from 12 months of just cash. 2) $SATA dividend increase to 12.75%. 3) Strive to not issue $SATA via ATM or offering below $100 (no more discounts). I must say this is some good work from the team. The company is in a much stronger position now than 6 months ago. The fun truly begins when $SATA trades consistently at par.

STRIVE UPDATES - $SATA dividend increased to 12.75% - Targeted SATA price range narrowed to $99-$101 - Updated guidance to not issue SATA below $100.00 - SATA dividend reserve increased to 18 months - Purchased 179 Bitcoin & now hodl 13,311 BTC - Purchased $50M $STRC $ASST $SATA

Bitcoin Vs Gold: ETF Flows Point To Early Capital Rotations Signs zerohedge.com/crypto/bitcoin…

Anthropic's Revealing Chart on AI's Impact on Jobs Anthropic has unveiled a pivotal chart that underscores the chasm between AI's capabilities and its real-world application in the workforce. Derived from analyzing 2 million actual conversations with Claude, this radar chart, titled "Theoretical Capability and Observed Usage by Occupational Category," paints a stark picture of untapped automation potential across various job sectors. At its core, the chart is a spider web diagram plotting occupational categories around a circular axis, with values ranging from 0 to 1.0 representing the share of job tasks. The expansive blue area illustrates the theoretical coverage tasks that large language models (LLMs) like Claude could perform right now based on their inherent abilities. In contrast, the much smaller red area shows observed usage, drawn from real user interactions. The visual disparity is immediate and profound: blue spikes outward significantly in fields like computer and math (reaching about 0.75), business and finance, and office administration, while red hugs close to the center, often below 0.2 across most categories. This gap isn't just academic; it's a "career runway," as highlighted in discussions around the chart. For programmers, 75% of tasks are theoretically automatable, yet actual usage lags far behind. Similar vulnerabilities appear in customer service, data entry, and financial analysis, roles traditionally seen as white-collar strongholds. Meanwhile, hands-on fields like construction, agriculture, and protective services show lower theoretical exposure, with blue areas dipping to around 0.1-0.3, suggesting AI's current limitations in physical or unpredictable environments. Broader data amplifies the chart's message. As of early 2026, 49% of U.S. jobs expose at least 25% of tasks to AI, up from 36% a year prior. Yet, mass layoffs haven't materialized; unemployment in AI-vulnerable roles remains steady. Instead, subtler shifts are underway: a 14% drop in hiring for 22-25-year-olds in exposed positions indicates companies are prioritizing experienced workers, shortening entry-level pathways for recent graduates. The implications are clear: while AI's red footprint grows incrementally each month, the blue expanse signals accelerating change. College-educated, higher-earning professionals, once insulated are now most at risk, flipping the script on traditional labor disruptions. Anthropic's chart isn't a doomsday prophecy but a wake-up call, urging workers and businesses to bridge the gap through adaptation, upskilling, and ethical integration of AI tools. Please read the 5000 Days Series at ReadMultiplex.com for answers on how you can thrive in the Interregnum.

What all BITCOIN MAXIS refuse to acknowledge...

🇺🇸 LATEST: Jerome Powell says not to read much into the rise in gold prices.

Silver eating up years of Bitcoins gains. If we can confirm this breakout at the end of the month, it points to a LONG TERM trend change, with silver outperforming Bitcoin for many more years ahead.

So, you're interested in precious metals: I did online marketing after my poker career and one of my clients was a precious metals dealer (a competitor to JM Bullion). Since it was my job to market it, I wanted to understand everything about gold/silver. Over my time there, I sold ~$300mm in gold/silver. Inflation adjusted that's a few billion $ now. Average age of metals buyer was ~63 y/o when I started, and when I ended 10 years later it was 73 y/o. I assume the average age of a metals buyer is nearly 80's now. We desperately tried to get anyone under 40 to buy, but it never took. We finally gave up and blocked ads from showing to anyone under 55. And this was before crypto and online sports betting. It has to be insanely bad now. No one wants gold/silver, not even these companies, not even the US Mint. Our bulk silver buyer overbought at a high price during the run up in 2009 and we still had that inventory when I left many years later. Dealers had to take stock of any inventory they ordered, because the US mint didn't want this trash, either. No take backs! Gold has inflation of 1.5-2% in supply every year. Yes, gold has inflation! The meme of cAn'T mAkE mOrE gOLD is nonsense and you need to laugh at retards who thinks there's a fixed supply of metals. There's more gold & silver produced each year than the market can handle. Grok estimates $500B increase in the amount of gold each year. The market has to absorb that each year before price can go up. BTC current inflation, FYI: 0.8%. The metals companies are basically traders! They try to predict price and won't buy in a downtrend. Why? Because the public won't touch gold/silver unless it's at all time highs! Just like crypto. The dealers for metals know it's useless and there's more supply out there than they can handle. The big scam is graded & collectible coins. Each coin is graded (by hand! lol) just like pokemon cards and you get a certificate and case for it's grade. MS-70 is the top. The markup on these is 10-20% over spot yet you'll only get -10-20% UNDER spot for the melt value. The bid/ask spread is 40%, you'll lose a tremendous amount on these. Historically, none of the precious metals return value over inflation. Almost all the value is a few price spikes: 1979, 2009, and 2025. If you bought during these times, it'll be another generation until you can sell. And you don't even make any money after inflation, carrying costs, and selling under spot. And no you can't get spot price when you sell it, because even the companies themselves can't get spot price for their inventory. Subtract 10-20% from what value you think you have, and then another 10% and you might be close. The offices & warehouse were littered with gold and silver. No one bothered to steal it because there's nowhere to sell it. Why risk your job for yellow shiny in your drawer? And no one at the company bought any, either. You realize first hand how worthless it is if you can barely give it away. We stopped giving sales because the same number of sales happened at a discount as regular price. Selling more at a discount this week means you're going to sell less next week: you're just shifting future revenue to current revenue. The big money was the call center. It was getting seniors on the phone to buy the latest release of some graded coin and remind them of their youth and ask how the grandkids were doing. Whales were assigned specific callers who would talk about their lives with these old people. I'm not over-exaggerating: the ENTIRE demand for gold/silver is tricking old people over the phone. Precious metals are just as predatory as reverse mortgages or life insurance. The most profitable profession to target: doctors. Older, had disposable income, and didn't have time to research better alternatives. Gold buyers are overwhelmingly male. Any analytics that said a female purchased was an accident, usually a family computer. Unless of course the gold buyer was somehow also interested in children's TV shows. Also conservative and like guns. The people at the US Mint are a pile of retards. I was so good at my job, the US Mint filed cease & desists against us for our online advertising and threatened to withhold first releases from the company. They eventually let it go because we ordered so much from them. Ah, "first release" reminds me of another scam: "first release" coins are early in the print run and are supposedly more "fine" because the die is fresh. It might even be true, but you'll still only going to get offered -10% spot for melt value yet pay an up-charge. Google ad reps are the most useless people on the planet. Their only advice is to throw money into a hole. Client wanted to feel important so we met with the Google reps quarterly, and I lost brain cells every time. Client lost money testing every Google rep suggestion. When I was finally let go for being too expensive, sales cratered 75% and 90% of the company was laid off 6 months after I was gone. I just checked: they haven't even modified the website since we updated it in ~2012. Lulz. Dead company. Regarding online ads in general: LLM's are EXCELLENT at it. It's one of those areas where normies didn't pollute the dataset. Don't bother with an ad agency, just have AI write your ads and devise a strategy. Tinfoil hat time: I suspect the gold in Fort Knox was melted down and sold to the public. The US goes off the gold standard in 1971. In the 1980's, the US Mint started producing non-circulation coins like silver/gold eagles. What do the years 1979, 2009, and 2025 have it common? All years immediately post-recession and right before the money printer turned back on. Either smart people are trading cash for stuff, or the US gov is pumping markets to sell worthless metals because they're desperate for cash. Anyway, gold & silver are just shitcoins you can hold in your hand.

Spent 2025 convincing family that crypto replacing the old system Outperformed by 92-year-old grandma holding Gold and Silver.

Bitcoin priced in silver is now marginally below the 2017 all time high.

China weaponized rare earths v. Japan in 2010; 16 years later, China reportedly still supplies ~60% of Japan's rare earths. Will the US do in < 2 years what Japan couldn't in 16 yrs? It just took Elon 3 years to build one lithium plant in Texas. Take the "over" on time & cost.