Summary
➡ The Federal Reserve has cut rates, which is expected to normalize the yield curve between 10-year and 3-month rates. This could lead to a recession and financial crisis soon. Despite a drop in commodity prices, including gold and silver, these commodities are expected to rise rapidly as currencies, including the dollar, collapse. This could result in a new economic landscape with a weakened industrial complex.
Transcript
Today I want to open up this silver report with something you might not be familiar with but it is the connection between 19th century drug wars and silver and I think we are in a repeat of that history today with the election of Donald Trump we have with him the RFK regime Robert F Kennedy who will hopefully have enough power to clean up American health and deal with the worst parts of insanity of American culture led by Big Pharma and hopefully with God’s help he will be able to burn down figuratively this is not a call for violence the most corrupt parts of the Pharma industrial complex with a reforming firehose I’ll show you how exactly what we’re going through now is what happened in the 19th century and it was centered around opium and silver and drug dealing by a big monopolistic elite exactly like we have Big Pharma now and where is silver going to play a role in it this time I believe it will be the collapse of a dollar when silver returns as money hopefully soon after RFK is able to straighten out the whole Pharma industrial corruption complex continuing this week’s silver report we have 1.4 trillion dollars more debt for China silver to commodities is that major technical resistance we saw what many people would call a dump in gold and silver this week but it was not it was a dump in all commodities which generally happens when you have risk on days as when Trump was elected the market decided to go risk on and risk assets including stocks and Bitcoin surged but gold and silver fell but not relative to other commodities that ratio is stable and in fact we are at the May 2011 high when silver hit $50 of the silver to commodities ratio believe it or not 10 year yields are at an intermediate trend line the 30 year yield has already broken through suggesting that 10 year yield will break through as well maybe in the next few weeks the 10 year to three month yield curve is on the verge of normalization could happen any day now and let’s continue with this week’s silver report brought to you by the dirty man safe use code end game 10 at checkout for 10% off you’ll probably need it because conventional safes are just targets and store your silver in a bank and you might lose because the banking system will confiscate safety deposit boxes check the link in the description below and also consider signing up to be my patron on patreon where last week we learned why communist regimes always fight organized religion and speaking of fighting religion and fighting God we have this document from the CDC from July 2020 detailing how they would have set up medical concentration camps I will read one paragraph from this monstrosity and then we’ll go into how silver is related to this and where RFK fits in here we go July 26 2020 interim operational considerations for implementing the shielding approach to prevent infections in humanitarian settings what is the shielding approach there are no names of authors on this paper they want to remain anonymous because what they are suggesting is basically stripping human rights from everybody the shielding approach aims to reduce the number of severe cases by limiting contact between individuals at higher risk of developing severe disease and general population which is low risk high-risk individuals would be temporarily relocated to safe or green zones established at the household neighborhood camp sector or community level depending on the context and setting they would have minimal contact with family members and other low-risk residents this is the paragraph that really shook me to the core social cultural religious practices consideration plan for potential disruption of social networks explanation community celebrations like religious holidays bereavement funerals and other rites of passage are cornerstones of many societies proactive planning ahead of time including strong community engagement and risk communication is needed to better understand the issues and concerns of restricting individuals from participating in communal practices because they are being shielded meaning interned in a camp failure to do so could lead to both interpersonal and communal violence no shit why is this in the silver report well consider this from the 19th century and think about how it reflects and interlocks with what is going on in the world today with the pharma industrial complex we have here I have the source in the description below if you want to check it out drug wars RFK FDA and silver consider what is going on today how the farm industrial complex is terrified of RFK jr.
being part of the Trump administration listen to this for many years great Britain worked within the system to run a three-country trade operation it shipped Indian cotton and British silver to China and Chinese tea and other Chinese goods to Britain in the 18th and 19th centuries the balance of trade was heavily in China’s favor sound familiar one major reason was that British consumers had developed a strong liking for Chinese tea as well as other goods like porcelain and silk but Chinese consumers had no similar preference for any goods produced in Britain because of this trade imbalance Britain increasingly had to use silver to pay for its expanding purchases of Chinese goods in the late 1700s Britain tried to alter this balance by replacing cotton with opium meaning with hard drugs also grown in India in economic terms this was a success for Britain by the 1820s the balance of trade was reversed in Britain’s favor and it was the Chinese who now had to pay with silver this eventually erupted into the first and second opium wars where Britain fought China for the ability to import drugs into China causing much of the Chinese population to become drug addicts which is exactly the business model that big pharma has for the United States and the rest of the world silver than one of the linchpins in this whole story well let’s continue with more financial and monetary analysis and this week’s silver report there are 160 billion dollars left in reverse repos this is the home stretch you can see here November 7th 159 billion dollars there’s some math on the next page as to when this finally goes to zero here is the math how it works is reverse repos are replaced by tea bills by Treasury bill short-term Treasury debt they gradually replaced reverse repos the money goes into the Treasury through the tea bill sales and then into bank reserves so we have here I highlighted April 23rd 2024 when reverse repos were at 436 billion dollars and I have highlighted the net issuance of Treasury bills since April 2024 and that is 123 billion dollars of net issuance of Treasury bills short-term debt so since April 23rd remember back here we were on your 160 billion and in April of 135 billion so 435 123 is about 300 billion dollars so we’re at even lower than that now 160 billion so I think we need maybe about a hundred billion 150 billion more in total net Treasury issuance for November in order to zero this out and once that happens bank reserves start to fall and we will hit the next banking crisis possibly around or slightly before Trump hits office on January 20th was there a silver smash this week no not really all commodities fell together and silver fell slightly less you can see that here because we are at a major high our resistance in the silver to commodities ratio we have three touches here the count this is one generally but you can see that it was a major resistance zone even back in 2011 and 2012 the only time since then that we went above it was during the 2011 high over here that was when silver hit $50 we’re right around that right now and we hit it here we hit it twice a second here during the 2016 top and over here this I’m not counting because it was influenced by the lockdowns which are entirely artificial but we’re at this major resistance zone right now and silver to commodities is looking very strong it’s all commodities that were hit down on the risk off sorry the risk on day after Trump’s election that will reverse itself when we go back into normal times in the next few weeks 10-year yields what’s happening with 10-year yields they just hit an intermediate trend line you can see here that they’ve been having lower highs and lower lows since around October of 2023 this is probably going to break through and we’re gonna see higher yields on the 10-year and 30-year the long-term rates and this follows the 25 basis point cut made by the Fed yesterday so that is going to normalize the fit the yield curve between the 10-year and the 3-month and typically when we have a renormalization after it’s been inverted for so long we have a Keynesian style recession within the next three four months or possibly even sooner the reason I think the 10-year yields will break through the intermediate trend line is because the 30-year yield already has it’s broken through its intermediate downtrend line since October 2023 you can see here that it’s now above it firmly we’ll see what happens to longer term yields but they will head higher as we head close to a financial crisis and I think that will be the final financial crisis speaking of the feds rate cut yesterday we have the 10-year to the three-month yield curve almost normalized as I said before we’re at a high of only six basis points here that six basis points just below zero this could normalize any day now that the cut has taken place it could be any week it’s gonna be very soon and once it does renormalize we are headed straight for a Keynesian style recession which will be accompanied by a financial crisis as I keep saying and so yes we had a risk on day that brought down the prices of gold and silver but it brought down the prices of all commodities so it’s all commodities that are really being suppressed whether you want to blame that I’m manipulation or not and I feel the entire futures market complex as the main manipulation as in the practice of selling more futures than commodities that physically exist it’s not just in the gold and silver but in the end as the dollar collapses along with all the other currencies which are derivatives of it it will be the commodity complex that rises the fastest commodities will rise faster than any other asset and the fastest commodity to rise or the commodity to rise the fastest will be silver followed in my opinion by gold and that’s why the prices of everything will fall in terms of precious metals and we will be in a new endgame hopefully with a much weakened pharma industrial complex at least that much you can hope and pray for this is roth of the endgame investor with this week’s silver report or the endgame investor and I’ll see you guys next week
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