저자: PeterSchiff/FrancisHunt · 외국인
요약 보기
연준이 인플레이션 싸움에서 졌고, 물가가 예상보다 높을수록 금에 호재라고 주장. 6월 CPI 하락에도 근원물가 둔화로 금이 급등했다고 설명. 중앙은행의 달러 자산 축소·금 매입 흐름을 근거로 금 매수 기회를 강조. 하이퍼스케일러 투자 과대평가, 중간선거 리스크 과소평가, 금리 인상 위험 과소평가 등 시장 컨센서스 반박. 달러 단기 강세 후 암호화폐·MSTR·코인베이스·반도체(SOX) 약세를 예상하며 현금 확보와 금·은 매수, 공매도 학습을 권유.
다듬은 글
The Fed has already lost the battle against inflation. That's what all these higher-than-expected inflation figures show . Therefore, the fact that inflation remains worse than expected is not bearish for gold because it means the Federal Reserve will have to work harder to beat it. It's bullish for gold because it means the Federal Reserve can't do enough to beat it and that inflation has already won.
Hyperstagflation. Economic stagnation. Devaluation of fiat money. High prices. CPI. The CPI is a lie, of course, but even in the liar's matrix, it's a third, a third, a third. Gold. Gold will return . The money will come back. The question is when. How long to wait? It 's not another leveraged operation, just an elite investment game.
The global economy faces a critical turning point as traditional fiduciary systems buckle under the weight of sustained inflation and structural mismanagement. Investors are increasingly turning to safe-haven assets as the disconnect between official economic data and the reality of households grows significantly.
Peter Schiff, a leading financial commentator and global strategist, and Francis Hunt, an experienced market technician and macroeconomic analyst, point out that the Federal Reserve has officially lost its battle against rising prices. They argue that higher-than-expected CPI data serves as a bullish catalyst for gold because the central bank lacks the resolve or economic tools to force a significant adjustment to its arbitrary target.
Schiff predicts a powerful recovery in gold and silver once inflation wins, making the Fed's optimistic two-year stabilization timeline a complete fantasy. While short-term declines in the CPI might trigger temporary market rallies, these metrics are mere distractions from a systemic inability to restore purchasing power.
. The Fed has already lost the battle against inflation. That's what all these higher-than-expected inflation figures show . Therefore, the fact that inflation continues to be worse than expected is not negative for gold, because it means that the Federal Reserve will have to work harder to overcome it.
This is positive for gold , because it means the Federal Reserve cannot do enough to overcome it, and that inflation has already won. I believe inflation has exceeded the Federal Reserve's 2% target for almost 6 years. If the Federal Reserve had the intention or the means to reduce inflation to 2%, it would have done so already.
The fact that he has been talking about it for 6 years, but has not achieved this goal despite constantly predicting that inflation will return to 2% in 2 years. And, again, I've mentioned in previous podcasts that this prediction is not based on any concrete evidence. The Federal Reserve is simply predicting that inflation will return to 2% because that is its target.
So they simply predict that they will achieve their goal and, suddenly, they propose a 2-year timeframe just like that, out of nowhere, without further thought. Well, it's all just hope, but it never happens. And the reason why inflation hasn't fallen below 2% again is because the Federal Reserve can't reduce it to 2 % without doing many other things it doesn't want to do.
And we've focused on the fact that Kevin Warsh has said that inflation is a choice, and again that came up in today's hearing, but it's a choice that Kevin Warsh is going to make. In fact, he has already made that decision. He's simply not letting the public know that he's made the decision. He's simply deceiving them with his rhetoric.
But anyway, let me move on to the inflation figures that were published this morning. Well, the inflation forecast for June, in general, was minus one point. And that would be a big improvement over the plus point five of the previous month. In fact, we got less than point four. Therefore , a much larger drop in the May CPI than expected.
In year- on-year terms, the previous month we recorded a year-on-year increase in the CPI of 4.2% . Due to the smaller increase or decrease in June, the year-on-year increase is now only 3.5%. Therefore, this is a significant drop compared to the previous month and is lower than the expected 3.8% . Good news, right?
, regarding the lower inflation. And the underlying inflation rate, excluding food and energy, remained unchanged for the month compared to the expected increase of 0.2% we had in the previous month. And the year-on-year underlying inflation rate fell from 2.9% in May to 2.6% in June. Therefore, the markets celebrated immediately .
Yields fell, bonds rose, and gold climbed $100 an ounce . Central banks are actively withdrawing their holdings of US dollars to accumulate gold, signaling a fundamental loss of faith in current reserve currencies. This strategic shift creates a unique, leverage-free buying window for prudent investors to accumulate physical assets before supply shortages inevitably arise.
Current market projections for tech giants are very optimistic, with the consensus assuming an impossible investment of one trillion dollars from hyperscalers next year. Furthermore, the political landscape is being largely misinterpreted, with predictions that the upcoming midterm elections will bring a much harsher rejection of the political leadership than the market is currently pricing in.
These huge discrepancies between optimistic market assumptions and emerging fiscal realities point to an imminent correction for which most participants are completely unprepared. Reliance on status quo projections is a significant liability in a landscape defined by rapid changes in liquidity. Now, let's get back to the interview.
Central banks are reducing their dollar holdings and increasing their gold holdings. That's a fact. That's where we are. So what should you do? Panic about the price of gold? No. Take advantage of the discount opportunity. That's what needs to be done. Or a non- leveraged blue port acquisition. No stories of scarcity.
No drama. Simply acquire. They will return. But that will happen when everyone else tries to buy. Scarcity for you. Central banks will have everything they need. Hartnett says the market is already discounting it. These are their arguments. We're going to bring them to light. He says that current markets are pricing in the following and disagrees with all four points.
Let me warn you. Ongoing investments by hyperscalers are increasing. Therefore, they expect 800 billion this year. The market, he says, is acting as if the tech giants are going to invest a trillion next year. The assumption is that there are no qualms about the current hunger for investment among hyperscalers.
That's what he's saying. That's what the market is pricing in. He disagrees. He says there are 800 billion already discounted for this year. It's a huge sum, by the way. And their expectation will be 1 trillion next year. He does n't believe any of that. Point number one. Point number two is a political point.
The political point is that the market expects only a minor rejection of Trump Drumpf by his real name in the midterm elections. It is not discounting a significant windfall of blue votes that would push Democrats into a powerful blocking position in the Senate. He disagrees . He believes Trump faces a tougher midterm election than the market anticipates.
That's point number two. The number one point was investment in hyperscalers. The assumption is a continuous investment in hyperscalers, without reduction. An additional 25% increase next year to one trillion. Another quarter. Point number three. Interest rates. The market is not pricing in any major expectations of interest rate hikes.
The market is gently reflecting the risks of interest rate hikes. Wash your closet, dove, we've got it under control. There will be no market rate hikes . The next important move, I'll see it on my Twitter feed. The next step in interest rates is cuts. Everywhere . The dollar is a crisis currency, and I believe we are heading into an even more severe crisis.
I believe it will be driven by rising debt interest rates, and when debt interest rates rise, the dollar will strengthen. We still have upside targets for the yen to weaken and, of course, for the Korean won to weaken. Two currencies aligned with the West, if not the West itself. Slave-owning nations.
We can see that some dollar strength is coming, which will restrict metals for a while, possibly, but not forever. We believe that when the dollar's strength recovers, cryptocurrencies will be weak, MicroStrategy will weaken again, and Coinbase will weaken as a stock. Semiconductors, the SOX index will weaken.
All this is yet to come . This weakness, this downward fragility due to the debt markets and the trust markets. And as I mentioned last time, this is just another excuse for bankers to do what they always do: create a debt and credit crisis with a technological issue. And that's what they love and that's what they understand.
And they make it our problem. So, cash, get ready for the silver and gold from Blue Pot Investments. Learn to short sell or simply stay out of the stock markets. A severe debt and credit crisis is rapidly developing beneath the surface of the global financial system , largely linked to current vulnerabilities in the technology sector.
Although the market is currently pricing in a series of interest rate cuts, the reality points to a severe economic crisis driven by rising interest rates on the enormous outstanding debt. This dynamic is expected to trigger a sudden period of temporary dollar strength, which will act as a double-edged sword by containing precious metal prices in the short term.
However, this imminent dollar surge will expose enormous fragility in speculative sectors. Specifically, the main predictions indicate that cryptocurrencies will suffer strong downward pressure, causing extreme weakness in digital asset stocks such as MicroStrategy and Coinbase. Furthermore, the semiconductor industry and the SOX index in general are expected to face intense selling pressure as this credit crisis intensifies .
Forward-thinking investors should focus on building strong cash positions and preparing for acquisitions of physical silver and gold during these market downturns. Learning to short sell in overvalued technology sectors or simply staying out of these volatile markets is the safest strategy to protect your wealth before it blows up. . Mhm.
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