2026 Lunatic Fringe - Market and Trade Chat

[Perry]

Michael is always the most bullish.

Warren Buffett has the largest cash position at age 95. He thinks everything is overpriced, but I am not sure, prices can stay high as purchasing power erodes $usd. gold to 48,000? Just making a crazy guess and I think big bankers need to acquire profitable royalty companies to treat them as their bank. lol

 

[Goldhedge]

Hmmm

 

[Goldhedge]

 

[Goldhedge]

What does it mean?

 

[Goldhedge]

 

[pmbug]

What does it mean?

Menu: brrrrt

 

[Goldhedge]

Next up: Blackrock

Luongo says Blackrock is connected to The City of London

 

[Goldhedge]

Our 5th warning:

The bond market crisis is intensifying.

The US 10Y Note Yield is now officially above 4.55% for the first time since May 2025.

After weeks of euphoria, the market is beginning to react today.

As we have been stating for the last few weeks, the current situation in the bond market is unsustainable.

We are now above levels seen when President Trump implemented a "90-day tariff pause" in April 2025 due to a collapsing bond market.

Furthermore, the market now sees a 60%+ chance that the Fed's next move is an interest rate HIKE, with rate cuts entirely priced-out.

We expect to see 7%+ mortgages next, all as auto loan delinquencies have reached 32-year highs.

Inflation is back and higher rates are coming.

 

[Perry]

Our 5th warning:

The bond market crisis is intensifying.

The US 10Y Note Yield is now officially above 4.55% for the first time since May 2025.

After weeks of euphoria, the market is beginning to react today.

As we have been stating for the last few weeks, the current situation in the bond market is unsustainable.

We are now above levels seen when President Trump implemented a "90-day tariff pause" in April 2025 due to a collapsing bond market.

Furthermore, the market now sees a 60%+ chance that the Fed's next move is an interest rate HIKE, with rate cuts entirely priced-out.

We expect to see 7%+ mortgages next, all as auto loan delinquencies have reached 32-year highs.

Inflation is back and higher rates are coming.

Not rates but real rates... if inflation spikes (very real) then real rates turn negative even without lower interest rates which is again bullish for gold. gold can react negatively in reaction to rising inflation but unlikely but not always easy to predict when the Feds will act quickly to do rate hikes. How does that affect the 37 Trillion in debt? How are they going to absorb the interest payments? Not pretty

 

[Cigarlover]

So we have about 1.5 trillion in interest payments on 40 trillion in debt. Congress borrows 2 trillion to pay the interest. The other 1/2 trillion goes to Wall Street where they make donations to congress for re election. Everyone is happy except 98% of the real American population. DC doesn't give a shit about them though.

 

[pmbug]

... How are they going to absorb the interest payments? ...

brrrrrrrrrrrrrrrrrrrrt until the dollar dies

 

[Perry]

incredible post on x, I still need to understand that concept. if someone can explain the benefits on that that would helpful. link:

 

[pmbug]

IMO, the talk about gauges is all BS. The Fed is not data driven. They decide what they want to do and then justify it however they can.

 

[Perry]

it's all speculation isn't that new chair recommended by trump to lower the rates? The Fed chair is a hot seat filled with charcoal and ashtrays.

 

[Someone_else]

The Fed has used Core PCE, which excludes food and energy...

The stupidity should be obvious. What else is at the top of the list, maybe housing and cars? Please show me how housing and car prices have lowered to offset the leaps in food and energy prices.

 

[Perry]

They use a weighted system so no one is going to know that secret formula. I'll be more concerned if they are politically driven, unlikely but it could happen.

 

[Lancers32]

All of the data is rigged.

 

[pmbug]

I’m shocked to see how little people care about the escalating situation in the bond market. I guess they simply don’t understand what’s happening. So let me put in simple words - your government spent so much that no one wants to lend it anymore, and it’s about to go bankrupt. But it has this friend, called the central bank, which has a magic printer in his basement that can produce an infinite amount of dollars. So the central bank is going to bail out your government.

But here’s the thing - the magic printer can’t print real wealth. Whenever it spits out dollars, it is stealing some of the purchasing power of your savings. It’s as though it is reaching out with a very long straw, drinking your milkshake.

That’s right, it is YOU who will be bailing out your government, whether you like it or not, until the currency is worthless and you have no more savings. Are you angry yet?

Good. Now go and get yourself some #silver .

 

[Goldhedge]

Interesting concept... what if the numbers they're already using are fake??

 

[pmbug]

Narrator: of course they are

 

[Cigarlover]

Sounds like they want to play "lets pretend things aren't that bad"

 

[Perry]

dow jones to 100,000, gold to 48,000, silver to infinite. regular gas to $10?

 

[pmbug]

Watch China et al accelerate Treasury dumping when the Fed makes it clear that they will not even attempt to save the dollar.

 

[nickndfl]

Somehow this is gonna affect the cost of hookers & blow. I just know it!?

 

[Viking]

Somehow this is gonna affect the cost of hookers & blow. I just know it!?

You should stack blow now then. And maybe start a charity like mine: "Home for Wayward Women."