do better

@StackSmarter A few days ago trump said we don’t even know who is in charge, a day ago Iran said they have heard rumors and messages passed from allies. Every time we follow the military build up we see escalation.

Ceasefire rumors are circulating, but Iran’s new Supreme Leader is signaling anything but de-escalation. Markets are rallying anyway - a move that should be viewed with a healthy dose of skepticism.

@MrGlobal2025 So like 2046?

The administration is saying gas prices will be at multi year lows as soon as the war in Iran is over

@KoutureMag @StackSmarter Inflation goes down when the economy grinds to a hault.

@StackSmarter this will affect gold as dxy will go down short term gold will go up but fed will be forced to increase rates due to higher inflation which will push gold down

Markets are beginning to price in what has been inevitable all along: a return to debt monetization by the Federal Reserve in the form of QE. AKA Massive currency debasement.

The path of the military build up is consistently the path that is taken.

@kaitlancollins @ksadjadpour That straight goes back to normal risk level if a new regime is in power and actively suppress all terror threats in the region.

"If all we get, all the president gets from this very costly war is that the Strait of Hormuz has been reopened, I think that's going to be viewed as a major strategic failure," @ksadjadpour says.

Cramer with the inside scoop

This era brings a new meaning to stupid rich.

@TheStalwart He’s willing because you can’t stop the leading sponsor of terror from attacking a ship.

Futures jumping on that WSJ headline

As Oil approached 107 we get a story…

@Liathetrader that would mean it's a popular opinion

Unpopular opinion: Republicans are going to lose midterm.

@atbright this data is not correct

silver to new highs will be one of the most obvious plays of this cycle my line, gordon and the insiders approve but $1000 would be nuts tbh

@brhodes millions voted for him and believe the previous election was stolen.

It's truly amazing that there are traders who consistently believe Trump is telling the truth about the war.

its been a month.

@MonillParikh @CryptoNobler @grok cme has puts up to 190 in Dec 26...

@CryptoNobler @grok please check if the data is true

🚨 WARNING: SOMETHING VERY UNUSUAL IS HAPPENING RIGHT NOW!! Insiders are buying silver options at $900 - $1,000 for December 2026. Meanwhile, silver is sitting at ~$70. This means THEY EXPECT THE SILVER PRICE TO PUMP 1,300% THIS YEAR. And this is NOT just reckless gambling… Let me break it down simply: This positioning didn’t show up at the highs. It’s concentrated FAR out of the money. We’re talking 10–15x ABOVE the current price. That’s the part most people miss. Retail trades what’s in front of them. Smart money positions for what’s coming. Even with silver at ~$70… Open interest is HEAVILY stacked at the $900–$1,000 range. We’re talking tens of thousands of contracts clustered at the extreme end. And here’s what matters: Max pain sits way down near ~$300. Price is ~$70. But the biggest positioning is nearly 15x higher. That’s NOT normal. That’s not hedging. That’s not routine positioning. That’s a tail-risk bet on a full repricing of silver. Now connect the dots. No mainstream forecast is calling for $1,000 silver. Yet that’s exactly where size is building. That tells you everything. This is NOT positioning for a normal bull run. This is positioning for a monetary event, a system shock, or a market collapse. Any of these events will send silver into true price discovery. And the timing matters. This isn’t happening during peak hype. It’s building quietly, far from attention, while most people aren’t even looking. That one detail explains a lot. Because real money doesn’t chase narratives. It builds where disbelief is highest. So if you’re wondering what this means, it’s simple: Someone with serious capital is paying for EXTREME upside in silver - from $70 to $1000. That’s not speculation. That’s preparation. I’ve spent 10 years studying markets, and I’ve called most major tops and bottoms along the way. And I’ll call it again in 2026. Follow me and turn notifications on before it’s too late. Don’t become the exit liquidity.

@clkleinmonaco @KingKong9888 I agree, it appears we differ on the future trajectory of the world economy.

@beerbattered219 @KingKong9888 Good luck with that assumption. The “green economy” (solar + EVs + grid upgrades) are the growth drivers

#Silver Back in 2024, a very wealthy friend of mine and I took a close look at silver’s supply and demand fundamentals, focusing purely on the industrial side. Back then, when silver was trading around $25, we both concluded that supply was critically tight relative to growing demand. We decided to go long. One key driver was the surging need for solar power (each panel requires roughly 20 grams of silver). My friend, however, was bearish on crude oil at the time (around $57–60). When silver surged above $90–$100 while crude remained near $60, he felt silver had become too expensive relative to solar panel economics and turned bearish. I exited my leveraged silver positions between $92 and $101 (as documented in my feed), not because I turned bearish, but because volatility had spiked dramatically (to $111). In my view, $100+ silver was never “too expensive” relative to solar panel pricing. Moreover, I remain strongly bullish on both gold and silver from a monetary perspective. Fast forward to today: crude oil is flirting with $100, while silver is trading below $70. From a pure industrial supply/demand standpoint, ask yourself this: with crude exploding higher, isn’t it logical that demand for solar energy will accelerate significantly? If that happens, higher oil prices should also allow solar panel prices to rise comfortably, giving silver substantial room to move higher.

@jackprandelli And we still mix with corn

🚨 The US produces more oil than anyone on earth Yet Americans still pay some of the highest pump prices in the developed world. Here's why US shale produces light sweet crude. US refineries were built for heavy sour crude. So America exports its own oil. Then imports heavy crude from Canada & Venezuela. Then charges you full price at the pump. The last US refinery was built in 1976. Half a century ago 🛢️ America is energy rich. The problem isn't underground. It's above ground. 💡 Subscribe to my newsletter ☑️ Link in my bio

@clkleinmonaco @KingKong9888 So silver demand decreases

@beerbattered219 @KingKong9888 No, it usually declines. Add to that an energy crisis with the subsequent logistic disruptions

@StackSmarter This is probably to complexed to chart but at what % of economic decline do you lose a % of silver demand? Will the prospect of value gain as a hedge out weigh industrial demand loss?

Lots of energy infrastructure in the middle east damaged/destroyed over the weekend. Even if this conflict ended tomorrow, it will take years to get back to baseline capacity. And it's not looking like it's going to end tomorrow. Oil headed much higher.

@LukeGromen Or when China cuts them off like usa-cuba

What happens to the market cap of Mag-7 and NDX if Taiwan has to start rationing LNG and helium? 🤔