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He argues that official numbers and political spin are unreliable, that the president now moves markets in real time, and that these factors increase incentives to diversify out of the dollar and into gold as a hedge against monetary policy mistakes.
He begins by explaining why the outbreak of conflict sharpens the case for buying physical goods now rather than later, rather than waiting for prices to catch up:
Obviously when I was on before, we weren't at war. And so that actually even increases the reasons why you would wanna start hoarding stuff. I mean, before I was mainly looking at prices and thinking, look, you know, if you got extra cash, just buy the stuff that you're gonna need in the future and buy it now because it's, you know, gonna be more expensive in the future. So might as well buy it.
r6rPeter frames this buying behavior as practical pre-positioning rather than panic. He then turns to the reliability of official sources and political commentary, stressing that rhetoric often diverges from reality and that he pays attention to observable facts instead of press releases:
Pretty much most of the information coming from government, I think is inaccurate or outright lies. Certainly most of what Donald Trump says is a lie. You know, first he used to lie mainly about the economy, but now he seems to be lying about the war. I mean, I listened to it just so I can comment on it, but I don't put any stock in it. You know, I look at what's actually happening, not what people are saying is happening.
He warns that an administration willing to stage-manage a public message creates a temptation for insiders to profit, and he sketches how advance knowledge of a coordinated post could be used to trade futures with confidence:
But if you are a real insider and Donald Trump has told you, I am going to put out this post to scare everybody, but don't worry. I am going to call it off. It's a lock, right? I'm gonna do it for sure. And once you know that, well, now you can really go into the markets in size with a lot of confidence and you can buy S&P futures.
Peter emphasizes that this kind of influence is unusual for a president and that markets now react to presidential commentary in ways they historically did not, beyond the normal reaction to scheduled government data like jobs reports:
I can't recall at any point in time where a president, any president, including Trump, you know, 45, any president that had so much of an impact on financial markets on a day-to-day basis. You know, there was always an impact on major news announcements that came out of government. So the government comes out with the jobs numbers, and the markets would move on that. But I can't recall markets moving the way they move based on the president saying anything.