Oh god I’m dead. lol

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People are very conditioned to jump into safety when red starts appearing on the screen. The time to do that was weeks/months ago. I am now looking at the super risky stuff that has been face melted down 30 - 60%, especially anything rate sensitive that was massacred with the 10yr move higher.

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Lorie Logan, who dissented in July but not this week, says two hikes are still in her base case: "Skipping a meeting does not change the monetary policy destination. Indeed, by making the destination clear, the FOMC can better help the economy adapt and obtain the promised benefits of a skip."

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Fed officials signaled they were comfortable with the central bank's decision to hold rates steady this week because they anticipate delivering (at least) another increase in December No shortage of guidance today:

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Silver was beautiful in the last half of 2025 and into early 2026. I had it from a basis of 22, didn't quite get the 115, but out at 110, so almost exactly a 5x. I'd had my gold since October 2022, sold that in early 2026.

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