Colin van Dongen @Vans808: "The "Warsh Shock" is a..."

United Kingdom

The "Warsh Shock" is a Gift: Why the Market is Dead Wrong on the New Fed Chair 🏛️🕊️ The "paper" markets spent Friday afternoon panic-selling gold and silver because they remember the Kevin Warsh of 2011. The inflation hawk. They’ve missed the "Regime Change" happening right in front of their eyes. The market thinks Warsh means "higher for longer." The reality? He is the most Dovish nominee in a decade. Why the "Warsh Hawk" Narrative is Fake News: 1. The AI Productivity Pivot: Warsh is on record arguing that AI will drive a "productivity boom" so massive that the Fed can slash interest rates without stoking inflation. He’s providing the intellectual cover for the low-rate environment Trump demands. 2. "Regime Change": Warsh hasn't just been nominated; he’s been recruited to dismantle the Powell-era "pampered prince" culture. He has explicitly called for lower borrowing costs to "unlock" the economy. 3. The Tariff Hedge: While Wall Street fears tariffs are inflationary, Warsh has publicly played down those risks, aligning himself perfectly with the "America First" agenda. We are looking at a classic "Sell the Rumour, Buy the Fact" setup. Once the market realises Warsh is the architect of a new low-rate, high-growth era, the "debasement trade" won't just return it will accelerate. $AEM (Agnico Eagle Mines Ltd) $WPM (Wheaton Precious Metals Corp) $PAAS (Pan American Silver Corp) $AG (First Majestic Silver Corp) $HL (Hecla Mining Company) $HMY (Harmony Gold Mining Co Ltd-ADR) $TFPM (Triple Flag Precious Metals Corp) $GROY (Gold Royalty Corp) #Gold #Silver #Fed #KevinWarsh #MiningStocks