Policy Intervention Is Keeping The Bull Market Alive | Weekly Roundup

the dollar was basically set up to break out this morning. Like we're watching it tick higher and higher through 100. And this is causing gold imploding.

the policy rate is too high on nominal yields while inflation's dropping. So the Fed's kind of too tight here... breakeven's going lower, right? So I think inflation's dropping here. And the Fed is behind on easing now.

That's why I'm levered long silver futures because I think if you're super bearish on Trump, I mean, which I think he's master manipulator. So like that's not necessarily the case. You know, things go to shit. They cut, I think hawkish expectation