Slack: C0A2YGTBDLZ/ts:1774054436.7291

Author: Michael Moshiri Date: 2026-04-07 Type: slack Evidence: 3 Themes: 3

treasury-bond-crisis-rates

🟢 [E471] Confirms T-bond futures closed below 114 this week. Asks about expected lag between this trigger and upside in real money assets (gold/silver/commodities). Notes gold, silver, oil charts show probabilities pointing to downside right now.
supporting · 2026-04-07

inflationary-bust-commodity-barbell

🟡 [E493] MSA calls for gold, silver, commodities upside after T-Bond breakdown. But looking at charts of gold, silver, oil - sees probabilities pointing to downside right now. Not sure how to reconcile these viewpoints.
contested · 2026-04-07

gold-silver-precious-metals-structural-bull

🔴 [E403] Looking at charts of gold, silver, and oil and sees probabilities pointing to the downside right now. Not sure how to reconcile with the MSA bullish thesis.
challenging · 2026-04-07