Posted by ipso facto
@ 16:49 on June 26, 2026
The Hormuz Letter
@HormuzLetter
·
1m
BREAKING: US forces struck Iranian missile and drone storage locations and coastal radar sites today as a response to Iran’s drone attack yesterday on a cargo ship in the Strait of Hormuz, per CENTCOM.
These are the first US strikes since the MOU was signed.
Posted by treefrog
@ 16:49 on June 26, 2026
jitters about what might happen over the weekend ??
Posted by goldielocks
@ 16:48 on June 26, 2026
Right or the fact that houses were thrown off the foundations. Cement in between brick or brick without say rebar enforced just crumble and bricks fall when the shaking starts. Nails in wood usually in corners by themselves pull apart. I don’t know all that much about building but I know what I saw first hand before they made building changes. Japan high rise buildings have survived 9 after improving construction codes for earthquakes.
Posted by ipso facto
@ 16:48 on June 26, 2026
The Hormuz Letter
@HormuzLetter
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13m
BREAKING: The US military is currently conducting strikes in the area of the Strait of Hormuz, per US official.
The Hormuz Letter
@HormuzLetter
·
25m
BREAKING: More than three consecutive explosions heard in the Strait of Hormuz, near Sirik, southern Iran, per IRIB.
This comes shortly after Trump, when asked about potential US response to Iran’s recent attacks on vessels in the Strait, replied “you will find out.”
Posted by ipso facto
@ 16:47 on June 26, 2026
Graddhy – Commodities TA+Cycles
@graddhybpc
Gold is in a 45-year parabolic slingshot-move.
Posted on the blue breakout in linked post.
Target is $15 000 – $20 000 since many years back, and might raise it further.
Now in a much needed consolidation/pullback, which could last longer than many thinks.
https://x.com/graddhybpc/status/2070408744530321660
Posted by ipso facto
@ 16:41 on June 26, 2026
Evidently we are hitting some Iranian targets in retaliation for the attacks on shipping …
Posted by ipso facto
@ 16:34 on June 26, 2026
I’d hate to live in a high rise where the builder paid scant attention to the foundation!
Posted by goldielocks
@ 14:48 on June 26, 2026
Those building in South America if they don’t start building to earthquake codes it’s gonna continue to cost more lives. I didn’t see any mass emergency responses for the ones still trapped in the debris. Last time I was deep in South America traveling around with a friend around 2005.. the retired crew chief also contractor saw a two story building that concerned him. Had to do with safety. I asked if it was not good he said no it wasn’t.
Posted by ipso facto
@ 12:10 on June 26, 2026
James Woods
@RealJamesWoods
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19h
Ho hum.
Posted by ipso facto
@ 11:56 on June 26, 2026
Tony Lane 🇺🇸
@TonyLaneNV
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12h
A woman hiking in Canada nearly became a grizzly’s next meal and the video circulating right now is genuinely one of the most intense wildlife encounters you will ever watch – her dog is with her, a massive grizzly is right there, and somehow she kept her head together long enough for both of them to walk away breathing.
Video
Posted by Buygold
@ 10:54 on June 26, 2026
SM roaring back. Rates down a little, dollar down a little. Oil down to $69 and threatening lower.
Would be a special gift if silver could close above $60, gold $4100.
Like winning a trophy for last place.
Posted by treefrog
@ 10:11 on June 26, 2026
Posted by Buygold
@ 9:05 on June 26, 2026
Apparently, the information war is hotter than the real one.
Says Iran’s pledge of no nukes demands “very strong” verification..
Posted by Buygold
@ 8:48 on June 26, 2026
about a bank shutdown over the 4th of July weekend. I’m sure it’s just chatter like so much other crap that gets thrown out there. The other thing is of course the false flag.
It would make for a helluva 250th anniversary celebration though.
Posted by ipso facto
@ 8:10 on June 26, 2026
If the EU starts penalizing the NG importers their imports will fall off a cliff. Talk about shooting yourself in the foot!
Posted by ipso facto
@ 8:08 on June 26, 2026
Mark
@Mark_IKN
·
9h
Interior of our building, this morning. We slept in the car park. Our crazy good fortune began to sink in while taking this footage. Walked out with just a few scratches, kids untouched. Their mother was a hero.
https://x.com/Mark_IKN/status/2070330799719686496
Posted by Buygold
@ 8:02 on June 26, 2026
PM’s up a little, everything else down? Even the dollar is down a smidge.
Can’t imagine that will last.
GDX bounced where it had to, pretty weak bounce though. Lose 15% in 3 days, gain back 1%. Maybe it will hold.
Posted by goldielocks
@ 6:31 on June 26, 2026
Looks like it’s formed a hammer if it holds. Means a sign of a reversal or bottom but needs confirmation.
Posted by ferrett
@ 6:21 on June 26, 2026
Posted by goldielocks
@ 5:45 on June 26, 2026
Looks like someone gave her some Carolina Reaper hot sauce before she went jogging.
https://youtube.com/shorts/VNksjDENQ4A?is=laHqWZ1-8RgcwgBC
Posted by Maya
@ 3:17 on June 26, 2026
Posted by goldielocks
@ 0:06 on June 26, 2026
.
Analysts project the gold-to-silver ratio (GSR) to compress from the mid-60s to between 40:1 and 55:1 by 2030. This historical mean reversion will be driven by gold prices potentially reaching $7,000 to $8,000 per ounce, while silver outpaces it to hit between $100 and $175 per ounce.
Long-term projections leading up to 2030 are categorized by the following macroeconomic drivers and market scenarios:
- Consensus Target (40:1 – 50:1): Models from institutions like Incrementum and ByteTree forecast gold prices to top $7,000/oz. Because silver acts as an industrial metal and a monetary hedge, sustained supply deficits are projected to push silver to $140 – $175/oz, causing the GSR to fall significantly.
- Conservative Scenario (55:1 – 60:1): Analysts like those at BMO warn that if green energy and solar sector demand slows or if silver faces physical surpluses, silver could underperform gold. In this scenario, the ratio remains closer to the long-term, post-gold-standard average of around 54:1 to 60:1.
- Bull Run / Overshoot (Below 40:1): In periods of heavy monetary devaluation or a supply shock in green energy tech (e.g., in solar or solid-state batteries), silver could see triple-digit rallies, which would cause the ratio to compress below 40:1.
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- Structural Supply Deficits: The Silver Institute projects that global silver demand will continue to outpace new mine supply. Mine supply is expected to remain flat, setting up structural deficits that heavily favor silver’s appreciation.
- Industrial Demand: Silver consumption is underpinned by green technology, specifically photovoltaics (solar panels) and electric vehicles. New use-cases in AI infrastructure and solid-state batteries are expected to consume over 100Moz annually by 2030.
- Monetary Policy: Gold and silver remain sensitive to interest rates and dollar strength. If the Federal Reserve eases monetary policy, the resulting dollar weakness is a primary catalyst that historically causes the GSR to compress
Posted by goldielocks
@ 23:57 on June 25, 2026
The 2026 silver shortage was a
real structural deficit, not a fake scare. Mining output did not instantly increase because roughly \(70\%\) of silver is extracted as a byproduct of copper, lead, and zinc mining. The structural squeeze was heavily exacerbated by China implementing strict export controls starting January 1, 2026, which effectively restricted the outflow of Chinese-refined silver to global markets. [
1,
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3,
4,
5]
The 2026 Supply & Demand Reality
Despite some thrifting and substitution in the solar (photovoltaic) sector, the silver market is tracking a
sixth consecutive annual deficit (projected at roughly \(46.3\) million ounces). A single massive short-squeeze in early 2026 sent silver prices to an all-time nominal high of \(\$121.64\) per ounce before profit-taking and margin adjustments corrected spot prices to around \(\$56\) to \(\$58\). However, physical supply at the institutional and retail levels remains exceptionally tight. [
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4]
Silver Price Outlook for 2030
Most institutional analysts and market experts believe
silver prices will continue to rise, potentially reaching targets between \(\$100\) and \(\$140\) per ounce by 2030, driven by the following factors: [
1,
2,
3]
- Irreversible Industrial Consumption: Silver is permanently consumed by high-growth industries like artificial intelligence infrastructure, EV manufacturing, advanced electronics, and the ongoing rollout of 5G. [1, 2]
- Inelastic Supply: Because global silver production depends heavily on base metal prices and features long lead times (5–10 years) for new primary mines, supply cannot rapidly scale up to meet this demand. [1, 2, 3, 4]
- Strategic Metal Reclassification: China’s reclassification of silver as a strategic material has severely tightened global supply lines, forcing the U.S. and other nations to treat physical metal as a critical resource. [1, 2]
Posted by goldielocks
@ 23:45 on June 25, 2026
Pentagons one focus doesn’t help.
The main point is not that China suddenly has a new weapon everyone can identify. It is that the ground around its nuclear silos is changing quickly, and that change fits a wider buildup the Pentagon says could leave China with more than 1,000 nuclear warheads by 2030.
Posted by overton
@ 23:18 on June 25, 2026
