Here's a link to this year's macrocast. If you're interested in following the precious metals in 2026, please take time to look this over and then join us at TFMR! tfmetalsreport.com/blog/1350…

A draft of the US-Iran memorandum of understanding included diluting highly enriched uranium within Iran and the release of $25b of Iran’s frozen assets, Reuters reports citing a senior Iran official Final deal to be discussed in the 60 days following agreement by the two sides Also includes Iran immediately reopening Hormuz Strait to all commercial vessels and US lifting its naval blockade Tehran in draft agrees ⁠that will neither produce nor acquire nuclear weapons To maintain the nuclear status quo until final deal is ⁠reached, including by not enriching uranium and not expanding nuclear facilities

The Romans built fish ponds on the coast 2,000 years ago. They're still there, still filling with seawater. Reality has a way of challenging climate narratives.

Look, I have no idea what the short-term future holds geopolitically. That said, this chart sure has all the signs of a classic washout, sub-200 dma low.

A little USA2026 present from my friends @APMEX apmex.com/?utm_source=tfmr&u…

fwiw... I'm looking to hit the ATM and enter The Casino. However, I'm not doing shit until Jul26 Comex silver clears both the short-term trendline AND the 200-day. There's plenty of gain to make AFTER it does. Until then, I wait and watch.

Yes, that's a new ATH weekly close for copper.

I saw Steven Spielberg's "Disclosure Day" last night. It's worth seeing and VERY worth discussing afterwards. If the conspiracy theories are true that it's a psy-op to prepare us for a real disclosure day, then the ending is REALLY important. I don't believe it is, but the government has used Hollywood for propaganda for decades. So, we need to have this conversation. Keep two things in mind when you see it: predictive programming (the idea that entertainment can preload the public with ideas years in advance) and cultivation theory (the theory that heavy media consumption cultivates your sense of reality). And a third thing: Always ask WHO profits from the fear.

🚨 BREAKING: THE WHITE HOUSE JUST BRIEFED US ON NEW DETAILS ON TRUMP’S IRAN DEAL… AND WOW! 🚨 WH Sources say Iran is READY TO SIGN, the TERMS are SET— now they’re negotiating a PLACE 🔥 THE DEAL? Iran is handing over the NUCLEAR DUST 🔥

“At my direction, the United States Southern Command delivered a swift and lethal kinetic strike to successfully execute Niño Guerrero, the infamous leader of Tren De Aragua, one of the most bloodthirsty Terrorist Organizations on Planet Earth.” - President DONALD J. TRUMP 🇺🇸

Iran launched multiple one-way attack drones in an attempt to strike commercial ships transiting the Strait of Hormuz. U.S. forces have downed all of them in recent hours as traffic flow through the strait continues unimpeded. The international trade corridor remains open for transit.

'Gold equities are as cheap as they've been in a long, long time right now': Newman bnnbloomberg.ca/video/shows/…

An array of solar panels destroyed by a powerful tornado in Washburn, Illinois yesterday. Completely granulated, and pretty narrow!

Gold is creeping further and further away from its north star (global liquidity), and is probably worth a look at these levels.

*SPACEX SHARES INDICATED TO OPEN AT $160, 19% ABOVE IPO PRICE

We're still busy. For everyone watching prices drop and wondering what we're seeing on the ground: these coins and bars are all customer orders. These bars and coins are worth over $460,000. Despite lower spot prices, more metal is leaving our vault than coming in.

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