FWIW - Focus on Global Economy*

easymillion · November 23, 2025, 1:17am

Do you wonder about the monetary reset? The following two youtube videos discuss the Genius Act and the role of Stable Coins. Genius Act solves a problem. … Stable Coin explained https://youtu.be/pEgqIhbVVW0?si=N1JGVB2uo3URM2v8++ Note Rickards says the price of gold is the monetary reset, but also has a warning of the risk concerning stable coins. …. https://www.youtube.com/watch?v=6fNUfptMYuA

I use all the information, including opposing views from various sources, to form my opinions on a variety of topics. The more information the better. It doesn’t mean anything more than I use information as a tool when considering the validity of new information others bring forward. Andy Schectman and Jim Rickards have much more information available than I ever will, so I consider listening to what they have to say worthwhile in trying to sort through a changing chaotic global economy.

EZ

easymillion · January 29, 2026, 4:55am

I hope you find this as interesting as I do. This Michael Oliver video is 5 months old, but it’s a good narrative on what his method is showing in various sectors, especially precious metal miners and commodities. Oliver has a unique way of evaluating markets (Momentum Structural Analysis - MSA). Superlative narrative, so listen closely. I’ve followed him for years and found him highly accurate. This is mostly an explanatory interview of what he was predicting months ago, looking forward and back, for a macro view of the market. He knows what he’s talking about. Listen to what he says about Bitcoin at about the 29 minute mark. No Charts to follow in this one.

Michael Oliver

https://www.youtube.com/watch?v=WMtQ0V4WoBg

This one is 6 months old with lots of charts visually to show his MSA methodology. Easy to follow and very convincing. Anyone can see how his analysis panned out since early July.

Michael Oliver’s URGENT Warning to Gold Buyers

https://www.youtube.com/watch?v=vH5nvNjvf1I

Michael presents a very important narrative above in explaining each of his charts. Important to hear all of what he has to say as he walks through each sector. In the line graph below, silver is close to closing at an annual 45 year high for 2025. (It has since closed end of year 2025 at ATH)

The nominal price “melt-up” in mutual funds and IRA investments over the past 15 years was driven by a combination of strong corporate performance, technological innovation, an influx of retirement capital, and most significantly, the Federal Reserve’s prolonged period of historically low interest rates and quantitative easing (QE). In response to the 2008 financial crisis and again during the COVID-19 pandemic, the Fed aggressively cut the federal funds rate to near-zero levels (0%-0.25%). With interest rates on safe investments like savings accounts, certificates of deposit (CDs), and government bonds offering very low yields, income-oriented investors were incentivized to move their money from the bond market to the equity market in search of higher returns. This influx of capital increased demand for stocks and bond funds, driving up their prices. The Fed undertook large-scale asset purchases, buying trillions of dollars worth of Treasury and mortgage-backed securities. This action injected significant liquidity into the financial system, putting downward pressure on longer-term interest rates and making other assets, like stocks, relatively more attractive. In essence, the Fed’s policies, by making borrowing cheaper and returns on fixed-income investments less attractive, channeled significant capital into the stock market, contributing substantially to the nominal price appreciation in mutual funds and IRAs during this period. But look what’s happening if the sector is priced to gold instead of the dollar. Is this just inflation of fiat currency?

Capital Rotation Gold vs S&P 500

As those investors making phenomenal profits sell off and redeploy cash it is moved prominently into the commodity sector. This includes all commodities, but special focus is on gold, silver, and the PM miners. Some analysts suggest the current rotation could escalate into a “super capital rotation,” where a significant amount of capital shifts from stocks to hard assets like gold and silver, especially if the stock market experiences a severe bear market. Commodities, especially the precious metal miners, are ascending into a very noticeable long trend Secular Bull Market at the present point in time. Michael Oliver, The Northstar and Bad Charts guys, Kevin Wadsworth and Patrick Karim make the case:

https://youtu.be/6YA5HyPs_D8

^^^Capital Rotation Event 2026

Actually, miners are a leveraged play as outsized profits result from the increased price of the underlying metal for each ounce produced; this includes uranium, platinum and base industrial metals. Eventually, oil will follow. There will be a lot of volatility along the way, but the miners will continue to make oversized new highs as a parabolic move in prices increase … starting mostly mid 2026 and become fully parabolic in 2027. You have to realize the graphs being shown are not traditional price charts, as explained throughout the earlier part of the video. Of special interest to me was the tech:gold chart at the 37 minute mark and explanation of what appears to be the start of a Bear Market as the tech sector rolls over.

In the video, charts display the ratio of a sector based on the price of gold at each point in time instead of price in dollars. (Nominal prices typical of the stock market charts most investors are all familiar with are in dollars.) The base line displayed is the 3 year average of the ratio (based to the price of gold to the total sector value in dollars). If the sector is displayed above this 3 year green average base line, the sector is in a bull market (compared to the price of gold). Compared to this baseline, all sectors (accept for tech) have started a long bear market decline as shown throughout the earlier part of the discussion. Commodities, especially the precious metal miners, are ascending into a very noticeable long trend Secular Bull Market at the present point in time. Note the accuracy of these charts as they were made some time ago. “It’s tough to make predictions, especially about the future.” Yogi Berra

Anyway, enough to get started for a few new ideas.

EM

easymillion · February 2, 2026, 2:10pm

Anyone here upset about the pullback we’re seeing in the metal markets and mining stocks? Although there are few visitors on this thread, I feel compelled to reach out with important recent information. I urge everyone to review their current investments, as we are anticipating major market shifts in the next 6-18 months. There are many factors each investor necessarily has to become more educated on. Many investors overlook the potential of targeting assets positioned to thrive during a major market rotation. As capital shifts between sectors, you should anticipate heightened volatility and adjust your strategy accordingly.

Metals have completed the first part of the bubble phase of a very mature (26 year) Secular Bull Market, or if not completed, the rally is taking a pause. This correction should be recovered quickly. When it does, that will bring in the general public, and that is what drives the second part of the bubble phase. The fact that the corrective phase, separating the first part from the second part wasn’t allowed to play out naturally, just guarantees the final top will be even higher. Friday’s attack to rescue the banks from their short positions has significantly increased the odds that we could see an upper target level of $500 for Silver. Michael Oliver proposed this possibility will occur within the next 6-8 months. The gains made during this first part have been mind blowing, but you haven’t seen anything yet.

I like what Rick Rule had to say about the pullback:

FYI: “We’re in a bull market - don’t waste it. - In the 1970s, the gold price fell 3 times by 30% or more - 1971-1975: Gold increased 6x, from $35 to $200 - In 1975, gold fell from $200 to $100 Everyone shaken out at $100 missed the move to $850 by 1980. You have to prepare yourself financially and psychologically for 20-50% pullbacks.” Gary Savage had similar remarks regarding precious metals saying that he sees the current dip in gold and silver not as trouble—but as the perfect pause before an explosive second leg up.

A trio of analyst’s all converge on likely future outcomes, now that minimal targets have already been reached, with many individual stocks going much higher. Each analyst uses different methods and supporting narratives that converge on a similar outcome: precious metals and precious metal stocks are all likely to continue a longterm upward trend. I learn something new from each of these presentations that follow using critical thinking skills in applying what is important to me. I simply discard what does not apply to my current situation and continue to listen and learn. These are presented in the sequence they optimally should be listened to. Listen to the entire presentation before moving on to the next to best apply sequential information. There is diverse information throughout each with Jim Rickards supplying an indepth history of how we arrived at this point in time. Invest the time listening to each and consider it a worthwhile investment to your future. It is not necessary to accept all that is said. Apply information appropriately to your own situation.

“GOLD Could Surge to $20,000+ ‘A Lot Faster Than People Expect’: James Rickards”

https://youtu.be/Nm6cDaSPUk4?si=vmSDHKPdlPbvqscF

Jordon Roy-Byrne discusses Volatility and has a superb presentation of charts.

https://youtu.be/_iLPhCiChgA

I like Jordon’s discussion around these two charts that begin around the 9 minute mark.

On a personal note, after taking profits in any one of the mining stocks, I typically put in a bid 15-25% lower to refresh the shares of stocks I just sold and maintain a core. In the very unusual smashdown of metal prices along with mining companies, I have put in lower GTC bids for stocks I want to acquire for 20-35% lower than last price sold. I consider it a good way to park my profits and this practice acts as a sort of insurance instead of placing a put. I cautiously acquire stocks incrementally and rarely swing for the fences. The recent sell off was anticipated to some degree, however it was VERY unusual. End of the month, options trading, and just profit taking on oversized gains from last year in a new tax season all contributed. Jordon makes a powerful case for gold retracing near the 200 day moving average to $4,400 (discussed around 9 minute mark). If this happens it is a very powerful buying opportunity. Personally, I discount it will reach this level for the producing gold and silver mining companies. I’m dismissing this dip in miners because the upcoming Q1 reports essentially look backward at profits generated when gold and silver were significantly cheaper. This is because modeling for the reporting is based on the period ending in December 2025. Likewise, the same is true for Q2; it is a look back. I’m buying selected miners on these pullbacks. Growth is likely to accelerate in the second half of the year for these major silver miners:

The statements above are not professional investment advice, and major silver producers shown above are FYI only. These are my personal choices, made by applying critical thinking to my own values and priorities. I filter information based on it’s relevance to my current circumstances as I continue to learn and evolve. Listen to the entire presentation for a perspective of these experts. Invest the time necessary to listen and consider it a worthwhile investment to your future. The Fourth Turning may be a cleansing event. Fiat currencies are a decaying source of value. The next 12-18 months are a pivotal change in global reality. Assimilating the information from several experts, it is important to diversify and spread your investment dollars among a number of stocks.

From Thoughtful MoneydotCom: Silver to hit $500 by Summer, Gold target $8,000: Michael Oliver

https://youtu.be/n1UnKhXhALk

^This last one is a long and thoughtful discussion by one of my favorite analysts. I hope these expert perspectives provide a clearer roadmap for navigating the current secular commodity bull market. It is a commodity rotation taking place, however other individual stocks will be doing well also while others decline. Know your investment goals short and long term. Feel free to talk it over at any time.

EM