Did Fed Chair Warsh Just Kill QE? Bubba Horwitz on Gold, Rates & a 40-60% Crash
Hard assets/commodities are entering a powerful bullish commodity supercycle
50 is a coin flip. Higher means a creator's past calls beat chance on the assets and periods they were made in; lower means they did worse.
A high score does not predict the next call. We tested whether it does, and it does not. We publish the ranking because the record should exist and be checkable. Our scoring is not financial advice and the method behind it is not published.
crispy — edges luck. This does not predict their next call. We tested whether it does and it does not. Our scoring is not financial advice.
Most coveredGold 15 →Silver 12 →US stock market 11 →
Hard assets/commodities are entering a powerful bullish commodity supercycle
A market built on multiple bubbles faces a 40-60% crash
Physical gold has outlasted every currency and has no counterparty risk, positioned as the asset to hold as the dollar fails.
Silver protects wealth through the escalating debt crisis and potential currency reset
Continued debasement of the USD
A $5.1 trillion property tax and municipal bond fraud will contaminate U.S. Treasuries and trigger a financial collapse.
Soloway is cautious/bearish on Bitcoin despite a near-term bounce, citing treasury-company strategy risks.
The coordinated U.S.-Japan yen intervention marks the beginning of a fiat currency crisis for the yen.
Adyton Resources is positioned to become a gold producer with Feni Island upside, and investors should watch it now.
With the Fed redefining inflation and the debt doom loop accelerating, physical gold is the asset that protects purchasing power.
Miners and royalty companies are a buy now and offer the best opportunities in this precious metals cycle.
Physical silver is presented alongside gold as protection when the bubble bursts.
Banks will need bailouts like 2008 as the housing loan market breaks down.
Pento identifies a real estate bubble that will burst as part of the three simultaneous bubbles.
Michael Pento warns of simultaneous credit, real estate, and equity bubbles that dwarf 2008, with the next recession metastasizing into a depression.
Private credit is a 'slow motion train wreck' with zombie private credit and private equity funds
Chris Whalen warns of a brewing housing crisis / housing crash
China's AI advances could challenge Big Tech dominance and the crowded AI trade could falter
China's AI advances could pressure the U.S. dollar
Copper's long-term cycle is just beginning; deposit scarcity means supply cannot respond, 'copper window is now'
Tara Christie believes Banyan Gold is approaching a major re-rating as it advances toward its first PEA, with resource potential beyond 10 million ounces
Junior miners remain deeply undervalued and investor capital could soon flood into the sector
Collin Kettell says the biggest gains in the gold bull market are still ahead and Palisades' 1.7 billion warrant portfolio will benefit
Bubba Horwitz says the July 24 launch of 24/7 CME gold contracts will spread volatility and reshape gold pricing
Silver remains an ultimate wealth preservation asset heading into a currency reset
'We're not going to get as cheap oil as might have been in the past' — persistent energy price pressure
Mark Skousen says the stock market's AI-driven highs may be an illusion, with small business and B2B spending weakening
We are entering an era of permanent inflation as the Fed cuts before reaching 2%
Oceanic Iron Ore is an undervalued mining asset that Frank Giustra is all-in on.
Bitcoin levels signal margin call territory as Saylor sells — further downside ahead.
U.S. Treasuries are losing their safest-asset status amid a stealth default.
The BOJ is losing the war to save the yen as Japan panics.
Treasury buyers are vanishing and 30-year yields are surging toward 2007-level warnings.
Gold matters now as protection against the debt doom loop and inflation.
Rates are going higher; the ten-year is going to 6%.
Short-term pain is coming for gold to flush out traders; gold could drop below $4,000.
The dollar's purchasing power is falling and pressure on the dollar is building
Physical silver will protect and gain as currency devaluation accelerates
A major bear market is coming in which overexposed stock investors could lose up to 65% of their value.
Oil will surge amid the UAE's OPEC exit and rising Middle East instability.
Rising Treasury yields signal trouble as bonds lose their safety premium.
Physical precious metals may be the only safe haven as the rigged system and debt burden bankrupt households.
Silver's current lack of a rally is temporary; it rises as the currency reset accelerates.
Ian Harris: 'Dr. Copper's breaking out' — inventories at two weeks of supply with AI and electrification driving a generational crunch.
The petrodollar is dying and dollar dominance is ending, taking the dollar down with it.
Treasury prices fall as foreign buyers disappear and central banks sell.
Celente predicts a stock market crash in 2026.
Gareth Soloway says gold must wash out speculative froth first — i.e. drop to his buy level — before a true safe-haven bid returns.
The long-term gold thesis is still intact despite the selloff; forced liquidations are temporary and gold recovers.
Oil volatility is surging and a Middle East oil shock will push oil prices higher, driving inflation.
Confidence in fiat currencies will fail 'gradually, then suddenly,' collapsing the dollar's value.
Physical silver is positioned for the next leg higher ahead of a private credit crisis.
Blue Owl's private credit troubles will become 'quite a mess when it really unfolds'
Brent crude is spiking toward $100 amid escalating conflict
Blue Owl's redemption freeze is just the start of an impending private credit and shadow banking collapse
Revaluation proceeds would fund a strategic Bitcoin reserve
Commercial real estate is cracking under credit and liquidity stress
We are in a global bubble that was inflated deliberately and will be collapsed on purpose
Physical gold and silver are the protection against the coming engineered collapse
Markets are crashing/turning red as margin calls hit
Skeet spotlights his high-grade Mexico Silver Creek project as a rare pure silver solution that could 'explode' as the deficit bites.
Oliver cites a breakout in the commodity complex as underway and continuing.
Oliver predicts a U.S. sovereign debt/bond market crisis mirroring Japan's spiral (yields up, bond prices down).
Michael Oliver projects silver could rocket to $300–$500 an ounce by summer.
Rosenberg warns silver's wild vertical surge is an overheated move due for a humungous dip.
Rosenberg calls for 'humungous' dips in gold, warning the vertical parabolic move faces a sharp correction.
Macgregor predicts the erosion of U.S. dollar dominance as nations flee to gold and BRICS alternatives.
Ivan Bebek argues global copper supply is unprepared for soaring demand, making copper the most critical metal of the next cycle.
Japan's bond crisis will echo globally, implying further JGB weakness and rising yields.
Gold's $300 seven-day jump is the first signal of a much larger monetary reset move higher.
Bond markets worldwide are breaking in unison with yields rising, implying further bond price declines.
Celente predicts commercial real estate loan defaults from soaring office vacancies will take down many banks within about five months.
Celente warns the U.S. has roughly five months before a repo market blowup sparks the 'Greatest Depression' — a systemic market collapse.
Horwitz makes the case for nuclear power as an investment theme.
U.S. dependency on Venezuelan heavy crude amid a collapsed Venezuelan oil industry implies upward oil price pressure.
Tucker warns a second inflation wave in 2026 will add pressure to the housing market.
Tucker's gold and silver outlook is bullish, with junk silver and physical metal demand surging.
With $9 trillion of U.S. debt maturing in 2026 and central banks dumping Treasuries, demand is declining and Treasury prices face pressure.
Gold will rise substantially as central banks buy and a new gold-backed monetary system takes hold.
The dollar is being sacrificed — QE and currency devaluation are coming as foreign buyers walk away.
The silver squeeze is escalating amid acute inventory shortage, implying higher silver prices ahead.
Clem Chambers: unwinding of the yen carry trade forces trillions out of U.S. Treasuries, tech stocks and European debt, creating a violent liquidity squeeze across markets.
Peter Grandich: the vanishing 'invisible bid' from Japan is already hurting U.S. Treasury markets, pushing borrowing costs higher.
Soloway is targeting a swing-trade bounce in Solana.
Soloway is targeting a swing-trade bounce in Ethereum.
Soloway: semis are as far from their 200-week moving average as at every prior instance that preceded a 40% drawdown — a 40% collapse in the AI trade follows.
Soloway argues platinum could be the next 'sleeping giant' for investors diversifying away from the dollar.
The S&P 500 is hitting a precise multi-year trendline that has triggered major rejections before, implying a pullback.
Giustra argues Bitcoin is not digital gold and will not serve as the monetary hedge gold does.
Gold is set to skyrocket as China challenges the dollar order — 'gold is just getting started.'
Goggin points to GLD shares outstanding as proof the masses haven't started buying yet, implying substantial upside ahead.
Describes 'Nvidia's $5 trillion bubble' — asserting the valuation is a bubble set to deflate.
David Morgan: the physical reckoning is not over — razor-thin inventories and a world running short of metal mean the physical market takes control of the paper price.
'Markets are melting up while the dollar melts down' — government-engineered inflation drives the dollar toward a currency reset and hyperinflation.
Giustra cautions that a stock market correction will happen and will have a knock-on effect on the overall economy.
Celente ties CBDC rollout, $337T global debt and AI-driven control to gold's rise, positioning gold/silver as protection going forward.
The S&P 500 can keep doing very, very well because it is driven by earnings and profits, with hundreds of stocks doubling.
Commercial real estate is on the brink of collapse.
Platinum is an overlooked opportunity as investors crowd into AI-driven equities.
Municipal bonds face potential collapse as systemic risk mounts.
Unprecedented AI stock speculation signals mounting systemic risk across financial markets.
The overbuilt multifamily housing market is the canary in the coal mine — housing will roll over and drag down GDP.
The dollar-based petrodollar system is being displaced by China's Renminbi Settlement System already used by 11 Asian and 5 Middle Eastern states.
The Nasdaq Composite is at the highest valuation as a factor of GDP ever, and with liquidity and credit contracting the stock market will go down.
Dohmen is not a fan of Bitcoin.
Silver will retain its purchasing power and is a favored holding.
Rising Japanese bond yields and Japan dumping Treasuries threaten a massive US bond selloff with yields moving higher.
The market is overvalued and a severe crisis/reset is coming, driven by private credit and private debt blowups.
Gold will continue rising as inflation and policy missteps drive a reset.