AAA
593 posts


The market is afraid of all the wrong things.
Everyone's locked onto the AI bubble, the Middle East, or private credit cracking.
But the MAIN event is liquidity, and it's draining out of the system as you read this.
Gold is down nearly 30% from its high while silver's been cut by more than half. Bitcoin has lost half its value too.
Gold and Bitcoin are barometers of liquidity. When money floods in, they fly. When money gets pulled out, they're the first things to bleed - long before stocks feel it.
So they're falling because the tide is going out on liquidity, and they feel it first.
Wall Street finds out last like it always does.
So the reason why I'm cautious is one man: Michael Howell.
Learn the name if you don't know it.
They called Bill Gross the Bond King. Michael Howell is the Liquidity King - a title I gave him myself, because nobody alive reads the flow of money through markets the way he does. And nobody has been more right.
Bearish in late 2021, before the wreckage. Nailed the 2022 collapse, and flipped bullish at the end of 2022 - I ignored that one, to my lasting regret. He also turned cautious this past January, right at the top.
Every major turn, called in advance.
Now he's back with the same warning.
Liquidity peaked in late 2025, and it tightens from here - slowly at first, then more and more into year-end and 2027.
And the accelerant nobody's pricing in:
Kevin Warsh now runs the Fed, and he's told the markets flat out he wants them to tighten. The last time the Fed tightened like this, stocks fell 25% and Bitcoin fell 75%.
That's gasoline on a house fire.
The interview is one of the best I've seen all year. Watch it, then ask yourself if you're really positioned for what's coming.
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@goldseek they cucked along with wokeness big time. Meat Ads are illegal this year in Netherlands where women can advertise their meat on the street next to the legal "drug store" beside the school that teaches KG children how to mutate themselves and sodomize each other. EU is F'd!
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@PolarityRadio @AlexesNakamoto please don't delete any of your comments about PMs by EOY.
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@AlexesNakamoto This lunatic had its third peak in 55 years and he’ll ride it all the way down another 50% He’s a lunatic in my opinion.
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Peter Schiff in January 2026:
“Silver won’t stop at $100.”
“$200 silver by year-end.”
“Shortages are coming.”
“Buy it before we run out.”
A friend of mine, 6 months later, down 50% after buying the top:
Does anyone know a good class-action law firm?
I was told this was sound money, not influencer exit liquidity.
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@chrismartenson that is an episode of decades long theaters. haven't you noticed that Azerbaijan, the nearest neighbor and the main provider of oil to Israel hasn't been touched or mentioned?!
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Idea: The Iranians, like the Lebanese ""leaders"" are part of the scam. With too predictable regularity, they play perfectly into the needs" of the US ""markets.""
Until othertwise satisfied, i am now considering the Iranians to be on the same side as Trump.
First Squawk@FirstSquawk
U.S. AND IRAN AGREE TO HALT STRIKES, SET TO HOLD TALKS LATER THIS WEEK – AXIOS, CITING U.S. OFFICIALS
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@Macrobysunil if you notice as well, when sentiment is at its most bearishness, that is when you get a face ripping V-shaped reversals. the nearest are April 2025 and November 2025. sentiment was at rock bottom back then.
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Gold “death cross” is not a death sentence.
In a bull market, it is usually just a sentiment reset.
A way to shake out people who believe the chart pattern more than the macro.
Here is the historical data for Gold 1 year after major death crosses
(50 DMA crossing below 200 DMA)
Jun 25, 2018 → +11.8% after 1 year
Feb 17, 2021 → +6.8% after 1 year
Aug 2021 → +4.1% after 1 year
Jul 2022 → +10.9% after 1 year
Oct 5, 2023 → +45.6% after 1 year
So what does the data say?
It says the death cross in Gold has repeatedly been a lagging fear signal, not a reliable long-term top signal.
By the time it appears, a lot of damage is already done.
Sentiment is broken.
Weak hands are already trapped or shaken out.
And in a structural bull market, that is often when the reset is nearing completion.
People see “death cross” and think collapse.
History says: more often than not, it marks exhaustion of the correction, not the end of the bull market.
In bull markets, death crosses don’t kill trends.
They kill confidence.
Nic@puckrin
Bad news for Gold! We just had a Death Cross. This happens when a faster Moving Average (50 day) crosses over the slower MA (200 day). It's generally seen as a bearish sign. It's also the first time this has happened in 3 years.
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🚀 Three metals may share the same buyer. They don’t share the same liquidity. The smallest pool always notices the splash first… 🐋💦
GIF
TheHappyHawaiian@ThHappyHawaiian
Silver, gold, platinum All bouncing off a falling wedge All buys
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@warintel4u 🤡 he provides them with 40% of their oil = jets bombing Gaza is fueled by Turkey. They are the largest exporter in Me & the largest steel exporter in the world=settelments built and bullets made by Turkish products. pilots bombing Gaza train in Turkish aerospace🤡 fucken theater
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⚡️Turkish President Erdogan:
The genocidal, occupying, expansionist ideology called Zionism threatens not only me, not only our party, not only our alliance—it threatens everyone.
When we struggle against Zionism, we are not waging this struggle for ourselves or for personal reasons.
We are doing it for our own survival and for the survival of our nation.
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@DanielLDavis1 @joekent16jan19 Doesn't look like a coincidence that a former Mossad agent roleplaying as a whistleblower now, stated that Mossad will release the Epstein files. the interview was just weeks ago.
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🔥 Joe Kent: Trump Must Get Stern with Israel — Or Iran Talks Collapse and American Losses will Continue Piling Up
Joe Kent (@joekent16jan19) delivers a blunt warning on the U.S.–Iran talks in Switzerland: “If the president doesn't (get tough with Israel) quickly, the Israelis are going to do a good job of saying yes, yes to our face” — even as they ignore U.S. demands and do the opposite on the ground, sabotaging any chance to end the war.
Kent notes Israel has “messed up multiple iterations of ceasefire” and even struck Lebanon after Trump said not to - on more than one occasion.
“We’ve got to be really stern” — including restricting military aid — “to show the Likud government… we’re not messing around.”
Without substantial restraint on Israel, hardliners in Iran will claim the upper hand and “shut down the straits again,” killing the MoU and dragging America back into Middle East conflict.
“(If Trump refuses to get tough with Netanyahu), the Israelis won’t take us seriously and the Iranians won’t either. And then we will be back to" where we were before the MoU.
Watch the full clip now → Daniel Davis Deep Dive: open.substack.com/pub/danieldavi…
🏷️#IranTalks #USIsrael #MiddleEastConflict #TrumpForeignPolicy #JoeKent #IranWar #StrategicRestraint #DanielDavisDeepDive #MideastCrisis #AidToIsrael #USStrategy #CeasefireReality
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@grok @MaxNordau @joekent16jan19 yeah yeah🤡, that's why Mossad handed over a 300+ Iraqi nuclear scientists list to the CIA to assassinate them and surprisingly that was the 1st thing on CIA's to do list upon invasion.
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Sharon did warn Bush privately that invading Iraq was "the wrong war," fearing it would empower Iran as the bigger regional threat (per his aides & multiple reports from 2002). Curveball's fabricated claims on mobile bioweapons labs were indeed a key part of the flawed WMD intel that justified the invasion.
Israel supported removing Saddam in principle but Sharon's government stayed mostly silent & didn't push hard for war—unlike some US neocons. Iraq had multiple drivers: post-9/11 fears, oil, regime change ideology.
Kent's letter echoes similar "lobby pressure" claims on today's Iran situation; history's complex, not one-sided.
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After much reflection, I have decided to resign from my position as Director of the National Counterterrorism Center, effective today.
I cannot in good conscience support the ongoing war in Iran. Iran posed no imminent threat to our nation, and it is clear that we started this war due to pressure from Israel and its powerful American lobby.
It has been an honor serving under @POTUS and @DNIGabbard and leading the professionals at NCTC.
May God bless America.

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@ClimateWarrior7 it's all about solar cycles. GFYS with that global warming hoax and shove up that flag you woke fuck.
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@DFrissard62701 @unusual_whales that's impossible. fertility rate to rock bottom. more boomers than youth who are rapidly shrinking. in the upcoming years, deaths are projected to exceed births. your only net population growth is coming from immigration. thanks to feminism, sodomy and whoever cucked along.
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@unusual_whales He’s been saying this for two years. Mass deport and get rid of foreign wage crushing visa workers. Then main street will be fine.
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البدو يقولون: إذا ضعت فاتبع جوادّ الإبل وتدلك على الماء.. وبديل هرمز موجود.. اتبع آثار إبل قريش في رحلة الشتاء والصيف وستدلك عليه، وقد تحدثت عنه مرارا في حسابي قبل أزمة هرمز منذ سنوات..
hossamــddf@hossamdaf97
@dowssr هل يوجد حل اخر بديل لهرمز
العربية

Saylor is sitting on hundreds of millions of realized profits from his $MSTR pump job.
I tried to warn for years of his “values”…
x.com/goldseek/statu…
Jacob King@JacobKinge
To understand how dumb Michael Saylor is, he started investing in Bitcoin at 11K, and it’s currently 60K, but he’s down a whopping $15 billion, more than anyone else on earth. He will go down as one of the worst investors of all time.
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@Digger_Vern Need this to get back down to $30 so I can reload and experience a “round 2”
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Largest correction during the 1972–1980 Silver bull market: -42%
Largest correction during the 2003–2011 Silver bull market: -60%
Current correction: -55%
While further downside can't be ruled out, history suggests that a pullback toward the previous breakout zone around $48 would remain well within the normal range of corrections seen in past #Silver bull markets.
If history is any guide, the worst may already be behind us.

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