More from @honzacern1
Nov 10
🧵 THREAD: Trump’s new $2,000 stimulus checks — economically insane, politically brilliant. 👇
1️⃣ New $2,000 checks for every American sound generous.
But in reality, it’s an inflation bomb — and a nightmare for the Fed. 💣
2️⃣ U.S. national debt just passed $38 trillion.
It’s rising by $1 trillion roughly every 100 days.
And now more free money?
That’s not stimulus — that’s gasoline on the fire.
3️⃣ The Fed is preparing to cut rates. Trump’s move would throw a wrench into that plan:
more money → more inflation → the Fed forced to stay hawkish.
➡️ A direct clash between fiscal and monetary policy.
Read 5 tweets
Nov 9
🧵 When money printers start humming again… stackers will already be holding the real thing.
1️⃣ China’s not playing games.
Th…
More from @honzacern1
Nov 10
🧵 THREAD: Trump’s new $2,000 stimulus checks — economically insane, politically brilliant. 👇
1️⃣ New $2,000 checks for every American sound generous.
But in reality, it’s an inflation bomb — and a nightmare for the Fed. 💣
2️⃣ U.S. national debt just passed $38 trillion.
It’s rising by $1 trillion roughly every 100 days.
And now more free money?
That’s not stimulus — that’s gasoline on the fire.
3️⃣ The Fed is preparing to cut rates. Trump’s move would throw a wrench into that plan:
more money → more inflation → the Fed forced to stay hawkish.
➡️ A direct clash between fiscal and monetary policy.
Read 5 tweets
Nov 9
🧵 When money printers start humming again… stackers will already be holding the real thing.
1️⃣ China’s not playing games.
Their M2 just exploded past 335 trillion yuan. They call it “supporting growth.” I call it printing.
2️⃣ And the U.S.?
They won’t say “QE” out loud — not yet.
But watch the signs: Fed balance sheet creeping up, repo stress, RRP shrinking.
That’s stealth QE in motion.
3️⃣ They can’t stop creating liquidity.
Too much debt. Too many promises.
Once deflation knocks, they open the floodgates again — every time.
Read 8 tweets
Nov 8
🧵 THREAD: This time they can’t suppress silver. 🥈
1️⃣ Michael Oliver just shocked the commodity world: He’s scrapped his $60–70 target for silver and now sees $100–200/oz within two quarters.
That’s not hopium — it’s structural. Let’s unpack why this time might be different. 👇
2️⃣ In 1980 and 2011, silver exploded too — 📈 6 → 50 USD (+730%) 📈 17 → 49 USD (+194%)
But both times, they managed to crush it back down. This time, the world has changed.
And the system that kept silver “under control” is cracking. ⚡
3️⃣ 🇺🇸 The U.S. just classified silver as a Critical Mineral. 🇨🇳 China imposed export controls (starting 2026). 🇦🇺 Australia made it one of its 5 priority metals for 2024–2035.
Three continents, one message: Silver = national security asset, not just an industrial metal.
Read 11 tweets
Nov 8
🧵 THREAD: 🥈 Why SILVER’s inclusion on the U.S. Critical Minerals List changes EVERYTHING 👇
1️⃣ When the U.S. adds a metal to its Critical Minerals List, people usually shrug:
“So what? There are 50 of them already.”
But this time… it’s different. Because Silver isn’t just another mineral.
2️⃣ When Lithium was added, it meant: ⚡ “We need batteries.”
When Copper was added, it meant: 🔌 “We need wiring.”
When Silver was added, it meant: 💣 “We need CONTROL over the entire energy and technology chain.”
3️⃣ Unlike other critical minerals, Silver has no substitute. Copper is slower. Aluminum overheats. Graphite burns. Lithium leaks.
Only Silver conducts electricity and heat better than anything else on Earth.
And that makes it the bloodstream of modern civilization.
Read 12 tweets
Nov 8
🧵 THREAD: The U.S. Supreme Court just allowed President Trump to block full SNAP funding. PART 1
Let’s unpack what this means for 41 million Americans who depend on food assistance — and why this decision hits deeper than just “budget discipline.” 👇
1️⃣ What happened:
The Supreme Court issued a temporary stay — letting the Trump administration delay or reduce November’s SNAP payments while the case moves through the appeals court.
This isn’t a final ruling — but the damage begins now.
2️⃣ What is SNAP?
SNAP = Supplemental Nutrition Assistance Program, aka food stamps.
It helps low-income families buy groceries.
Cutting it, even temporarily, means empty fridges, longer food-bank lines, and chaos in stores like Walmart or Dollar Tree.
Read 14 tweets
Nov 8
🧵 LONDON JUST BLINKED — SILVER ISN’T “PLENTIFUL.” IT’S RUNNING OUT. 🥈
Lease rates exploded.
London had to yank 53.8M oz into the system just to calm things down.
You don’t do that when supply is comfy. You do it when metal is scarce.
Thanks to @jameshenryand
1⃣
The vaults tell the truth.
LBMA silver: from ~1.1B oz (’21) → ~770M oz today.
That’s a third gone. While deficits run 5 years straight. Paper can lie. Inventory cannot.
2⃣
Gold looks stable. Silver does not.
Why? Because silver is consumed — in solar, electronics, defense, medicine.
It leaves the vault, enters the real world… and doesn’t come back.
Read 13 tweets