Housekeeping: Good Morning.

“Silver is trading at a higher level than Gold’s price on US Government’s balance sheet.- Jordan Roy-Byrne

Topics:

* Gold Revaluation Game On

* Silver Enters a New Price Reality

* New Chat format

Market Analysis:

Continues in Premium: Silver Enters a New Price Reality

Related Posts:

ICYMI:

Coming Soon/ Chat:

Data on Deck: Jobs

* MONDAY, SEPT. 29 Pending home sales

* TUESDAY, SEPT. 30 S&P Case-Shiller home price index (20 cities)

* WEDNESDAY, OCT. 1 PMIs

* THURSDAY, OCT. 2 Factory orders

* FRIDAY, OCT. 3 U.S. employment report Sept.22,000/ 4.30

Charts and Final Market Check: Margin raises and their effect

Housekeeping: Good morning.

***NO-SUNDAY-DISCUSSION-DUE-TO-TRAVEL-PLANS.***

Main Points Discussed: (Translations footnoted like last week)

* Fed might be considering less cuts after mkt performance

* **While never readers/us to buy miners, interpreting Hartnett putting clients in them these past 6 months was the right call.

* Watch Long Bonds, Oct 15th CPI, and Oil

* Closest risk is Fed saying “No” to more cuts

Housekeeping: Good Morning.

Things are moving faster now

Topics:

* UBS: Raise Targets as Silver (Finally) Falls in Line

* Margin Raise Comment

Market Analysis:

Continues in Premium: UBS: Raise Targets as Silver (Finally) Falls in Line

Related Posts:

ICYMI:

“We now believe that the target [for gold] is probably closer to $4,200 with a possibility of going as high as $6,000 by the end of 2029.”

- JPMorgan

Coming Soon/ Chat:

Data on Deck: PCE

* MONDAY, SEPT. 22 Fed speakers

* TUESDAY, SEPT. 23 PMI, Powell speaks

* WEDNESDAY, SEPT. 24 New home sales

* THURSDAY, SEPT. 25 Fed speakers

* FRIDAY, SEPT. 26 PCE

Charts and Final Market Check: Margin raises and their effect

Housekeeping: Good Morning.

Things are moving faster now

Topics:

* Gold is Overvalued Now, But This Ain’t 1979 by a Long Shot

* **G7 May Use Price Floors and Hoarding to Spur Commodity Demand

Market Analysis:

Continues in Premium: **G7 May Use Price Floors and Hoarding to Spur Commodity Demand

Full Analysis in the Premium post: Gold is Overvalued Now, But This Ain’t 1979 by a Long Shot

Related Posts:

ICYMI:

Coming Soon/ Chat:

Data on Deck: PCE

* MONDAY, SEPT. 22 Fed speakers

* TUESDAY, SEPT. 23 PMI, Powell speaks

* WEDNESDAY, SEPT. 24 New home sales

* THURSDAY, SEPT. 25 Fed speakers

* FRIDAY, SEPT. 26 PCE

Charts and Final Market Check: Top down. Need= change in ideology= change in policy= intended change in economy. (Secular— macro—micro)

Housekeeping: Good Morning.

Things are moving faster now

Topics:

* China Enters Central Bank Gold Storage Business

* China is Going After The BiS Now

Market Analysis:

Full Analysis in the Premium post: China Enters Central Bank Gold Storage Business

continues in: China is Going After The BiS Now

Related Posts:

ICYMI:

Coming Soon/ Chat:

Data on Deck: PCE

* MONDAY, SEPT. 22 Fed speakers

* TUESDAY, SEPT. 23 PMI, Powell speaks

* WEDNESDAY, SEPT. 24 New home sales

* THURSDAY, SEPT. 25 Fed speakers

* FRIDAY, SEPT. 26 PCE

Charts and Final Market Check: throwing in towel on inflation.. focused on economy now.

Housekeeping: Good Morning.

Things are moving faster now

Topics:

* Market Recap

* Gold's Rally is Nothing Like the 1979 Blow-off

* The US is Engineering a Bubble

Market Analysis:

Full Analysis in the Premium post: Gold's Rally is Nothing Like the 1979 Blow-off

Related Posts:

ICYMI:

Coming Soon/ Chat:

Data on Deck: PCE

* MONDAY, SEPT. 22 Fed speakers

* TUESDAY, SEPT. 23 PMI, Powell speaks

* WEDNESDAY, SEPT. 24 New home sales

* THURSDAY, SEPT. 25 Fed speakers

* FRIDAY, SEPT. 26 PCE

Charts and Final Market Check: throwing in towel on inflation.. focused on economy now.

Housekeeping: Good Morning.

Things are moving faster now

Topics:

* How High Could Gold Go? $6,600 Says Jefferies, $11,900 Says Money Supply

Market Analysis:

Full Analysis in the Premium post: Jefferies: Gold to Peak at $6,571 Why that might be low

Related Posts:

ICYMI:

Coming Soon/ Chat:

Data on Deck: PCE

* MONDAY, SEPT. 22 Fed speakers

* TUESDAY, SEPT. 23 PMI, Powell speaks

* WEDNESDAY, SEPT. 24 New home sales

* THURSDAY, SEPT. 25 Fed speakers

* FRIDAY, SEPT. 26 PCE

Charts and Final Market Check: throwing in towel on inflation.. focused on economy now.

Housekeeping: Good morning. Founders CFTC discussion at 2pm today. Link will be emailed shortly.

Housekeeping: Good Morning. Gold to Average $4,000, Silver $45 in 2026

Things are moving faster now

Topics:

* India’s Silver Story Turning Heads Again

Market Analysis:

Full Analysis in the Premium post: **Special Silver Comments

Related Posts:

ICYMI:

Coming Soon/ Chat:

Data on Deck: Fed Day

* MONDAY, SEPT. 15 8:30 am Empire State manufacturing survey

* TUESDAY, SEPT. 16 8:30 am U.S. retail sales

* WEDNESDAY, SEPT. 17 2:00 pm FOMC interest-rate decision

* THURSDAY, SEPT. 18 8:30 am Initial jobless claims Sept.

* FRIDAY, SEPT. 19 2:30 pm San Francisco Fed President Mary Daly speech

Charts and Final Market Check:

Gold to Average $4,000, Silver $45 in 2026