Rory Johnston explains why oil exports through the Strait of Hormuz are still moving, but at a much higher cost. U.S. Navy protection is helping ships pass through the region, while shipping costs have jumped sharply, forcing Gulf producers to accept lower prices for their oil.
#oil #hormuz #energy #commodities #oilprices
Rory Johnston breaks down what’s really driving today’s oil market.
Venezuela, the Permian, diesel shortages, Hormuz, Russian refinery attacks, the SPR, and why the real bearish oil story may have been pushed out to 2028.
Francis Hunt says the Western debt crisis is accelerating as yields rise and refinancing costs compound.
He discusses sovereign debt, oil, hard assets, gold, silver, and why he believes precious metals may be approaching another major opportunity.
@themarketsniper @MoneyLevelsShow
Matthew Piepenburg explains why the U.S. Treasury market could become harder to manage. If there are not enough buyers for government debt, he believes policymakers may create more money to support the market and keep interest rates under control, putting more pressure on the dollar.
#treasuries #bondmarket #inflation #fed
Matthew Piepenburg believes rising bond yields are exposing a global debt problem that central banks cannot solve without further currency debasement.
Today he joins Darrell to discuss gold, Treasuries, France’s fiscal crisis, AI risk, gold revaluation, and why hard assets may lead the next major cycle.
Melody Wright explains why she believes the bond market is now leading the Federal Reserve. Instead of setting the direction on its own, the Fed may be reacting to Treasury yields, while the government still needs enough buyers to keep financing its debt.
#bondmarket #fed #treasuries #markets
Andy Schectman explains why he has bought gold and silver every two weeks for nearly 37 years. For him, the goal is not to trade the metals for quick gains, but to build long-term wealth through discipline, saving, and paying himself first.
#gold #silver #wealth #investing #preciousmetals
Melody Wright says the AI data center boom may be one of the last major supports holding the economy together.
@m3_melody @MoneyLevelsShow
Andy Schectman says the biggest money in the world may be quietly accumulating gold and silver while most investors remain focused elsewhere.
He discusses massive COMEX deliveries, central bank buying, resource equities and the shift toward a more multipolar monetary system.
@MilesFranklinCo @MoneyLevelsShow
David Stockman discusses the long-term U.S. debt outlook and why he thinks official projections may be too optimistic. The CBO projects public debt reaching about $150 trillion by mid-century, and Stockman argues that assumptions about future interest rates could make the real number even higher.
#usdebt #cbo #interest #economy #markets
Michael Pento explains why gold could initially fall during a liquidity crisis as investors rush to raise cash. But if the Federal Reserve responds by cutting rates and printing money, he believes falling real yields could create a much stronger setup for gold and gold miners.
#gold #miners #fed #interestrates #liquiditycrisis
David Stockman says America’s fiscal path is unsustainable, but he doesn’t expect an immediate dollar collapse.
He discusses rising rates, overvalued AI stocks, $100+ trillion in total debt, gold, short-term Treasuries, and whether a more hawkish Fed could finally end the bailout cycle.
@DA_Stockman @MoneyLevelsShow
Michael Pento says the U.S. is sitting on three major bubbles at once: equities, bonds, and real estate.
He explains why a liquidity crisis could hit risk assets first, why he’s already neutral, and why the Fed’s eventual response could set up a powerful move in gold.
@michaelpento @MoneyLevelsShow
Doomberg explains why he buys gold on a regular schedule instead of trying to time the market. His goal is not to trade gold for quick gains, but to use it as a long-term way to preserve purchasing power.
#gold #investing #savings #preciousmetals
Ted Oakley explains why central banks may keep buying gold. He believes many countries are becoming less interested in holding extra U.S. Treasuries and are choosing gold instead. That continued demand could support much higher gold prices over time.
#gold #centralbanks #treasuries #investing
Ted Oakley says today’s market is far less diversified than many investors realize.
He discusses AI concentration, expensive stocks, energy, gold, miners, short-term bonds, and why he believes the next decade could favor hard assets.
Mike McGlone explains why higher Treasury yields could put pressure on stocks and other investments. Investors can now earn around 5% in relatively safe government bonds, making riskier assets less attractive. He believes that could become a major problem if market volatility keeps rising.
#treasuries #markets #interestrates #bonds #investing
Mike McGlone says the next major move in metals, crypto, and commodities may depend almost entirely on what happens to the U.S. stock market.
He discusses 5% Treasury yields, recession risk, falling oil, pressure on gold and Bitcoin, and why he believes Treasuries may be the trade investors are overlooking.
@mikemcglone11 @MoneyLevelsShow
Chris Whalen explains why he still views gold and silver as long-term holdings despite recent volatility. He believes both metals remain in tight supply, and that future money printing or quantitative easing from the Federal Reserve could provide another tailwind for gold.
#gold #silver #fed #investing #preciousmetals
Lyn Alden believes gold and silver still have long-term potential, but the easy gains may be behind us. After a strong run, the risk-reward is less obvious, and mining stocks now require much more careful selection.
#gold #silver #miningstocks #preciousmetals #investing
