FOMC Keeps Rates Unchanged as Expected
Iran conflict will dominate moving forward -nothing else matters-Everything has Changed
Its hard not to comment on the FOMC on a decision day, but honestly, everyone knew this was going to be a big nothing burger. Rather let’s focus our attention to the only thing that matters, that is the ongoing Iran War. We knew and warned our readers that this was not going to be some “shock and awe” U.S. bombing campaign to be followed with a declared victory. The writing on the wall for a more prolonged conflict was always going to be the result from our lens as we are well versed in geopolitics and deciphering pure propaganda and rhetoric that we have all been so accustomed to. There are far too many variables floating around, far too many “coincidences,” to not take notice that the rest of the world has grown tired of American hegemony and unfortunately this means one thing—VOLATILITY!
We have learned long ago that America’s debt pile has grown far past its utility and its a debt pile that has been built on the mountains of endless cash spent being the worlds hegemony. This debt which will hit $40 Trillion some time in the next few months, is destroying the global economies even if they do not know it. Too much of anything is never a good thing and we believe we are at the forefront of a global repositioning that will define the next 100 years. Throw in the exponentially increasing capabilities of AI and well, all bets are off as to where humanity will find itself in the next decade.
One thing is certain, the baby boomer debt fueled monetarist asset price inflation of the last 50 years will end because the structural dynamics of what pushed everything to those limits will no longer be viable. So few see it, so few can prepare for it, rather they will just be caught off guard and unless you continue to walk the path with us, you too will succumb to the coming changes and find yourselves much worse off. To put it plainly—EVERYTHING HAS CHANGED!
Looking ahead, the coming decade is likely to be defined by meaningful disruption. The monetary framework that supported the last cycle’s growth is inherently fragile. In this environment, assets such as gold and silver are positioned to respond quickly as markets reprice systemic risk.
The impact will not be evenly distributed. A small group of investors will recognize these signals early and adjust accordingly, while many others will not. The following analysis lays out the key indicators, the most probable scenarios, and the reasoning behind our positioning, connecting these elements to reveal patterns that often go unnoticed and providing a framework for thinking critically about what comes next.
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