New Predictions
See quote
[2:50] It is pointing to potentially 6 and 1 half yield as the first level all the way up to 8% which uh will wreak havoc, right, and create a financial crisis, a global financial crisis most likely.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
See quote
[3:51] we're running at a pace of 35% growth for 2026. Really incredible. That's going to fall by more than half as we get into 27. growth should fall to about 15% is what current consensus is.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
See quote
[14:16] we we looked and said okay over the next 3 years as this asset comes online on an EV performing barrel basis, we probably could make something like a mid- teens return. I think something like 15% compounded over the next 3 years to get to where Black Rod's fully producing these 30,000 barrels.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
See quote
[1:20] I could see us heading to about 8,000. But the key factors here are is that we saw the PCE data, which is inflation data. It came in a little bit better than expected... And I think that's where we're probably headed by year end. I would even wonder if we could get there by the midterms.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
See quote
[2:27] I believe we are making a major bottom in in the bond market here. major top in rates. Uh I focus on 10 year. Third year's gone obviously broken out and gone above uh levels and and people are projecting higher. I'm not so worried about the 30-year. What really matters what what loans get priced off of, mortgages get priced off of is the 10-year. We keep bumping up against the kind of 530 535 536 level.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
See quote
[1:20] I could see us heading to about 8,000. But the key factors here are is that we saw the PCE data, which is inflation data. It came in a little bit better than expected... And I think that's where we're probably headed by year end. I would even wonder if we could get there by the midterms.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
See quote
[1:07:20] Overall outlook: material equity correction ahead, bonds as a safer ride
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
See quote
[25:44] I have the downside move for for gold is about 3,100 uh an ounce if this pattern is to play out. And I I think that's I think that's going to be an amazing opportunity whether you like metals or not being able to pick it up at a discount
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
See quote
[12:32] I just look out say say to myself 5 years from now is gold going to be higher um well there's no way that the US is going to be able to cut down their deficits I mean Elon Musk tried but it's clear like you have to go after entitlements and which president is going to go after entitlements? It's so deeply unpopular.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
See quote
[31:10] it's got about a 13% move up to 94,500 and if you notice this this level let's just zoom in a little bit more it's hit it's 6 it's 618 level and the way it usually works is if you've gone up and you hit the 618 and it pulls back and pauses you almost always go up to the 100% measured move.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
See quote
[31:02] I'm actually in the camp that we may have a little bit more upside here, but I'm looking for a bigger pullback to maybe as low as 67,000 where I would be a a big buyer at that point.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
Recently Settled
See quote
[4:33] I think this week, I think we'll probably see 85 before the week is over.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
The prediction claimed oil would reach $85 during the week of October 6, 2026. The price on the prediction date was already $89.44, and the period low was $86.86, meaning oil never dropped to $85 — it was already above $85 the entire week. The bullish prediction of reaching $85 was already exceeded before the prediction was even made, so the target was met (and surpassed).
See quote
[10:18] we're we're in this narrow channel right now for both gold and silver going up and down in a trading range. Um, and then we have to wait until we either break above or break below the support or the resistance levels and that then we'll have an idea of where we're going, but right now it's going to be an up and down chop until something major happens.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
The prediction claimed sideways choppy trading range behavior, but gold dropped from $4298 to a period low of $4091.2 (a -4.8% decline) and closed at $4182.3 (-2.7%), which represents a clear directional breakdown below key levels rather than sideways chop - the price broke down significantly rather than staying in a narrow channel.
See quote
[9:27] the percentage of unemployed Americans now who've been out of work for 27 weeks or more, that surpassed the number of job levers in the August report. Meaning we are already in recessionary territory when you look at the scarring that's occurred in the job market. Normally when permanent job losses surpass that of individuals switching to get a different job, you are in the teeth of a recession.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
While long-term unemployed (1.9M) did exceed job leavers (914K) in the August 2026 BLS report, the broader economy showed 162,000 jobs added in August, a stable 4.1% unemployment rate, positive GDP growth, and a Sahm Rule reading of -0.07 — with Polymarket placing a 91.5% probability on the US avoiding recession in 2026. No official recession was declared. (https://www.bls.gov/news.release/empsit.nr0.htm)
See quote
[0:00] I am not bullish today, but I am looking for the moment probably within the next week to turn bullish and then I'm going to be bullish as all get out.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
The prediction claimed a bottom within the next week followed by a 'strong bullish advance.' The period low was $7610.52 on trading day 1 (Sept 18), and the period high was $7782.19 on trading day 3 (Sept 22), representing a ~2.25% rise from the low, but by the target date the price was only up 0.2% from the prediction date. The bottom did occur early (day 1), and there was a brief rally to day 3, but the 'strong bullish advance' claim is not supported by the modest 0.2% net change by target date, and the high of $7782.19 represents only a ~1.9% gain from the prediction date price—not a 'strong' advance.
See quote
[37:55] I'm going to go that he's he's going to hike 25.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
The FOMC voted 12-0 on September 16, 2026 to raise the federal funds rate by 25 basis points to a target range of 3.75%–4.00%, and Kevin Warsh is indeed the current Fed Chair. Both elements of the prediction — Warsh as Chair and a 25 bps hike — proved correct. (https://www.cnbc.com/2026/09/16/fed-rate-decision-september-2026.html)
See quote
[11:43] I believe we are going to see the dollar push higher. And you and I talked about this a long time ago. I said as the dollar continues to mature, I see it going back up to a $120, way, way up here to these crazy heights
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
See quote
[4:11] my main thesis is that we're probably going to see suppression of yields alongside with some sort of uh weakening of the dollar. And any thematic investment theme that that falls into the category of uh being favorable uh through those lenses in my view look attractive and mining is one of them and gold is one of them.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
See quote
[0:00] the fact that rates have come back up means that we're likely to see some more disinflationary pressure, deflation in some things, disinflation in others, and ultimately that will be helpful.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
See quote
[10:51] I think inflation has peaked. Again, oil will be a part of that story if I'm wrong and oil spikes the other way. Uh inflation can eat up some more. But really, the you know, we've seen in the recent inflation prints that there is some beginnings of rolling over in inflation... I would argue that inflation is basically going to surprise people on the downside going forward.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
See quote
[10:10] if we have a nasty bare market cuz the hyperscaling capex game ends. Um, are they going to buy 10 years? They historically do when they get scared. Is that going to help the mortgage market? Yeah. we could actually see a pickup in the US economy while we have a pretty nasty risk asset market comparatively.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
See quote
[1:57] I worry about the situation where we end up in this overtightening scenario. Um because as I mentioned the broader economy is sort of lukewarm right now and is really only the AI economy that is running red-hot... we're going to run into this situation where an overtightening um causes the the broader lukewarm economy to actually slow. And then if we see any hiccup on the AI side, well, the economy is going to be in a pretty bad place. And I could see a situation where we get that growth scare.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.