May. 10 at 10:45 PM
$GDX $JNUG $GLD $B $SLV
And by the way, not just in this current "recession" or concern for recession. Historically, we've always seen some - like within fresh protein, we've always seen, when there's a recession, whether it was '99 or '00 or 09 - 08, '09, '10, we would see - some sales penetration shift from beef to poultry and pork. We have seen some of that now. I think anecdotally, I heard a few months ago from our Head of Food and Sundries buyer, that we saw some switch even to some canned products like canned chicken and canned tuna and things like that.
QEvin Warsh takes over on May 15th 2026 & 37 days until the 1st FOMC. Watch what happens as we go from milkshakes to speedballs. Heavy metals in those 37 days leading into that FOMC hope to see a very nice pullback before the moves higher begin to take place
This year its estimated the deficit will be @
$2.1 trillion for fiscal 2026 & for 2027 I would imagine the fiscal deficit reaching
$2.5 to
$2.7 trillion.
