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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: TobagoJack who wrote (218192)

12/6/2025 12:58:34 PM

From: Box-By-The-Riviera™

Respond to of 218919

as the cancer spreads

The Layoff Wave That's Worse Than 2008: Here's Why 1.17 Million Job Cuts and Counting Guarantees More Money Printing!this is a must read!

Metals and Miners

Dec 6

Preview

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The numbers are staggering, and they tell a story of a silent, rolling crisis that is rapidly gaining momentum. 307,000 government employees. 48,000 at UPS. 30,000 at Amazon. 24,000 at Intel.

These are not just statistics; they are careers, families, and futures being systematically dismantled. This is not a cyclical downturn. It is a structural upheaval, a permanent destruction of good, skilled jobs driven by a relentless push for A.I. powered efficiency and profitability.

What happens when the job market changes faster than society can adapt? Where do millions of displaced workers go? The answer is nowhere.

And that is precisely why, despite soaring inflation and catastrophic deficits, the Federal Reserve will be forced to turn the money printers back on.

The social powder keg is getting primed, and the only tool the government has left is to debase the currency in a desperate attempt to keep it from exploding.

The Data Doesn’t Lie: A Tsunami of Job CutsThe headlines are relentless, but it’s only when you aggregate the numbers that the true scale of the crisis becomes clear. According to the latest data from Challenger, Gray & Christmas, U.S.-based employers announced 71,321 job cuts in November.

While this is a drop from the shocking 153,074 in October; the highest number of layoffs for any October since 2003, the year-to-date figure is what truly reveals the trend.

As of November, companies have already announced 1.17 million job cuts in 2025. This is a 54% increase from the same period last year and the highest year-to-date total since the pandemic lockdowns of 2020.

This is not a story of a few struggling sectors. It is a broad-based culling across the entire economy.

The government leads the way with a staggering 307,000+ cuts, followed by the technology sector at 153,000+. Major household names are shedding workers by the tens of thousands: UPS (48,000), Amazon (up to 30,000), Intel (24,000), Ford (11,000), and Microsoft (7,000) are just a few.

These are not minimum-wage, entry-level positions. These are good-paying, skilled jobs that form the bedrock of the American middle class.

This isn’t just a tech or manufacturing story. It’s a government story, a logistics story, a consulting story, a media story, and a fresh out of college story.

It is a systemic culling of the white-collar workforce, and it is happening at a speed and scale that is unprecedented outside of a full-blown depression.

So, Let’s Dig Into The Following:

The A.I. revolution threatens to make this time permanent! excerpt:“CEOs speak of a fundamental re-architecting of their businesses around ‘efficiency’ and ‘leveraging technology.’ These are not the words of executives navigating a temporary dip in demand. These are the words of leaders executing a permanent shift in their capital-to-labor ratio. They are replacing variable, high-cost, unpredictable human workers with fixed-cost, low-cost, ruthlessly efficient software.”
The illusion of the unemployment rate.
The now broken promise of a college degree!
Why the social safety net is a lie. excerpt:“The system was designed for a different era. It cannot cover today’s mortgages, which were taken out at the peak of the housing bubble. It cannot cover the $700-$1,000 auto loan on the car that is now a depreciating asset. It cannot cover the six-figure student loan debt, the soaring health insurance premiums, or the credit card bills racked up just to make ends meet.“
The growing psychological crisis and social powder keg!
The inevitable return of QE and debasement of the dollar’s purchasing power! excerpt: “Despite all the tough talk about fighting inflation, the Federal Reserve will be forced to pivot. We are already beginning to see the early evidence of this. The social and political pressure from a full-blown unemployment crisis will become overwhelming. And lay-offs and unemployment are increasing daily for the last 2 years.”

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Restack

To: TobagoJack who wrote (218192)

12/6/2025 1:46:20 PM

From: Box-By-The-Riviera™

2 Recommendations

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Cactus Jack
Pogeu Mahone

Read Replies (2) | Respond to of 218919

kind of another POV

Making Sense of the "Silver Glitch"We're running out...get ready

John Rubino

Dec 6

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Silver is in the news lately, as it smashes old records and (apparently) wreaks havoc in metals exchanges.

But, as usual in global finance, many of the details range from technical to incomprehensible. So here’s an article from Katusa Research that explains some of silver’s recent action and why it’s every bit as bullish as it sounds.

Silver’s “Cooling Failure” Cover UpIf you tried to trade silver last Thursday night, you saw something terrifying.

Nothing.

For 11 agonizing hours, the CME Group (the world’s largest derivatives exchange) went dark. Gold, oil, Treasury bonds, and crucially, Silver… all frozen.

The “official” story will tell you it was a cooling system failure at the CyrusOne data center in Chicago.

Maybe that’s true.

But in my 20 years in this business, I’ve learned that there are no coincidences when money this big is on the line.

Because the moment the screens flickered back on Friday morning... Silver violently repriced to a new all-time high above $55.

The reaction was the story. The system blinked and when it opened its eyes, the truth was staring it in the face.

We are witnessing a market that is primed to break on contact. The paper market is glitching because the physical reality underneath is shifting tectonically.

Here is what’s happening.

The “China Drain” is RealWhile Western traders were staring at blank screens in Chicago, the real alarm bells were ringing in Shanghai well before that.

For the last year, we have tracked a massive migration of physical metal from West to East. But that flow reached a critical breaking point.

Shanghai silver inventories have just collapsed to decade lows.

Look at this chart. It is arguably the most important graphic in the commodities market right now:

The supply squeeze in China keeps tightening. This is critical because China is the epicenter of industrial demand.

When their warehouses go empty, they don’t just stop buying. They bid. And they bid high.

Now, you might have seen a conflicting headline recently. The London Bullion Market Association (LBMA) reported that London silver vaults actually rose by 6.8% in October to 26,255 tonnes.

The bears cheered. “See?” they said. “There is plenty of silver.”

They’re wrong. That inflow isn’t new mining supply.

It’s a reversal of the “London Squeeze,” where earlier tightness forced metal onto COMEX to plug holes, creating distortions. That metal was shuffled around to give the market breathing room, but it is not relief.

It’s a shell game. And the shells are running out.

The “London Loophole” is ClosingWhile the computers were down in Chicago, the real panic was happening 4,000 miles away in London.

The London Bullion Market Association (LBMA) vaults, which is the physical backstop for the entire global silver trade, are running on fumes.

We are seeing reports that silver lease rates (the cost to borrow physical metal) have spiked.

It looked like a dead heartbeat through 2024, barely above zero. They finally twitched in early 2025, stayed under 2% until June, then erupted to ~35% in October.

The spike cooled, but the pulse is rising again and pushing back toward 6%.

In plain English? There’s no metal left.

The bullion banks are desperate. They are scrambling to find bars to deliver against paper contracts. And for the first time in history, the physical owners aren’t selling. They’re hoarding.

The Electro Dollar Age and the AI Energy VortexWhy is the metal disappearing?

It’s not just coins and bullion stackers. It’s a new, voracious beast we call the “AI Energy Complex.”

You already know about the solar boom. But here is what the mainstream financial press missed: AI Servers use significantly more silver than traditional servers.

According to data circulating from the Silver Institute and SMM (Shanghai Metals Market),

AI servers require 2 to 3 times more silver than standard servers due to higher power density and complex cooling connectors.

Every time Big Tech builds a new data center, they are locking away millions of ounces of silver into circuit boards and high-performance connectors.

We are in the Fifth Consecutive Year of a structural deficit.

Demand: Exploding (Solar + AI + EVs)
Supply: Flat (Mine production is stagnant between 810M – 830M oz)
Inventory: Critical (London is empty)

Silver Can’t Bank on the Banks’ ForecastEarlier this year, the biggest banks on Wall Street told you to stay away.

J.P. Morgan predicted silver would average just $36 in 2025.

And HSBC had to scramble in October to raise their forecast to $44.50 for 2026.

They missed the fundamental shift. They looked at silver as just a “monetary metal” that moves with interest rates. They forgot that it is the indispensable metal of the digital age.

You cannot have ChatGPT, solar farms, or EV batteries without silver.

That CME “glitch” was a warning shot. We smashed through the psychological $50 barrier. $55 is the new reality and the ceiling just became unlimited.

Not to mention, the technicals in this market are starting to look incredibly “sexy”.

The “glitch” was the system blinking. The data shows the plumbing is under maximum stress.