iShares Silver Tr

U.S. stocks were slightly lower as oil and 10yr treasury yields ticked higher. Gold, silver and bitcoin rose, and chip names were mixed. $Broadcom(AVGO.US) slipped after slight miss in revenue guidance. U.S.-Iran strikes continued with no resolution in sight. Traders priced a 62% chance of a Sept. Fed hike, although I don’t see it given slowing job growth and temporary nature of oil supply shock. S&P 500 2026 EPS estimates have continued to climb on AI and energy sector gains. S&P 500 forward earnings yield remains below 10-year treasury yield (no equity risk premium; normal +50-100 bp premium). Tesla’s Austin Cybercab event is today; I remain cautious on $Tesla(TSLA.US) shares amid negative TSLA long term earnings revisions, unsupervised autonomy being commoditized, and an extended valuation.

We are officially in a bearish market that rallies then dump. Since Gold and silver dump despite global warning debt raised at an alarming rate. Institutional funds are not buying the dip, retail investors are fast in out the market. Main word be cautious do not bag hold as there might be a big drop incoming. DCA slowly if you want really fomo on a particular stock.

Gold, silver , REITs, Hang Seng Tech …… all dropping like nobody business🫣 .

All feeling the heat after Warsh’s Jackson Hole speech.😔 Coming NFP will be scary numbers 🫣….

$SLV 270115 90 Call(SLV270115C90000.US)

Beat around the bush, scare the market, with no action taken. I'm guessing the prediction market will be happy for this .

The US market is so volatile. It is anyone's guess where it is headed. The year ahead is so unpredictable with so many things going on in the world.

The numbers go up and down, up and down, and will do so for the foreseeable future. Such is life.

Warsh issued a hawkish policy signal, warning that despite recent cooling inflation reports, underlying trends have not “meaningfully improved”. He indicated that the central bank might need to raise interest rates in the coming months if inflation persists stubbornly, emphasising the need for confidence that underlying inflation is moving towards the objective. Otherwise, he stated, “We have work to do.”