$PIPPIN
🚨 MOST PEOPLE ARE NOT READY FOR 2026 — AND THAT’S THE PROBLEM
This is not a crash
No headline panic
No banks blowing up on TV
That’s why it’s dangerous
The pressure is building quietly
Here’s where things are cracking
US Treasuries are not as safe as they look
Auctions are getting weaker
Dealers are stuck holding more risk
Rates are moving without matching the real economy
That’s not healthy
Now zoom into 2026
The US has to refinance massive debt
And sell even more into a market that doesn’t want it
Foreign buyers are stepping back
Interest costs keep rising
The margin for error is shrinking fast
Japan matters more than people admit
It’s the backbone of global carry trades
When yen moves get ugly
Money rushes home
And global bonds get hit all at once
China is not fixed either
The debt problem didn’t disappear
It was paused
One confidence shock there spreads everywhere
Currencies commodities yields
Watch gold and silver closely
If gold holds strong
And silver starts ripping
That’s not hype
That’s protection
What usually follows
Volatility jumps
Liquidity dries up
Risk assets get dumped
Then the Fed shows up
Then money printing comes back
Same movie
Different year
This is not the end of the world
It’s multiple stress points lining up
Most people will notice when it’s already moving
Then they chase
And chasing is expensive
The edge is being early
Not loud
Stay sharp
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