Slack: C0A2YGTBDLZ/ts:1774248452.6440

Author: Jesse Date: 2026-04-07 Type: slack Evidence: 5 Themes: 5

treasury-bond-crisis-rates

💬 [E472] Market pricing war and stagflation = energy + food + dollar. Once it shifts to pricing recession, may see flight to safety recovery in bonds and gold. Best guess is low in Sept. Watch gold retest $3K, silver retest $50, XLP and 2/10 year yields.
commentary · 2026-04-07

inflationary-bust-commodity-barbell

🟢 [E120] Market is pricing war and stagflation right now = energy + food + dollar. Once it goes to pricing recession then may see flight to safety recovery in bonds, gold, and staples. Best guess is low in September.
supporting · 2026-04-07

equity-market-correction-positioning

💬 [E497] Best guess is low is Sept. Watch for various technical levels as market works through volatility.
commentary · 2026-04-07

gold-silver-precious-metals-structural-bull

🔴 [E116] Market is pricing war and stagflation right now = energy + food + dollar. Once it goes to pricing recession then we may see 'flight to safety' recovery in bonds and gold. Watch for gold to retest $3K and Silver to retest $50.
challenging · 2026-04-07

iran-hormuz-cascading-supply-shock

🟢 [E1382] Market is pricing war and stagflation right now = energy + food + dollar. Best guess is low in September.
supporting · 2026-04-07