End Month Macro Aug 2026 - Gold & Silver Just Gave a Major Sell Signal… Is a Big Crash Coming? with Tom Bradshaw

Contrarian Capitalist Special OfferAnnual Subscription → Normally $110 → Now Just $55!Lock in lifetime access to conviction-driven research, weekly commodity and market wraps, and high-conviction investment insights at 50% off.This 50% discount applies to all annual subscriptions taken before Tuesday 8th September 2026, and once subscribed, your rate remains fixed for as long as you wish to remain a Contrarian Capitalist!50% OFF FOREVER5 small bits of housekeepingThis video was recorded on Monday 31st August 2026 PM UK timeThe chart deck was also inserted on Monday 31st August 2026 PM UK timePlease do continue to provide feedbackNB - None of this is to be constituted as investment or trading advice. We are NOT financial advisors.Please subscribe to both The Contrarian Capitalist and Tom Bradshaw using the buttons below.The Contrarian CapitalistTom Bradshaw/Beyond the HeadlinesTom Bradshaw LinkedIn10 Key TakeawaysBitcoin surged around 25% in August, but Tom remains bearish and sees the move as potentially being a bull trap.$80,000 is a major resistance level for Bitcoin, while a failure there could eventually open the door to much lower prices.US government bond yields remain elevated, creating a difficult situation for the Federal Reserve and the highly indebted US economy.Oil remains a major inflation risk, particularly if geopolitical tensions in the Middle East escalate further.The diesel crack spread has surged to historically elevated levels, potentially increasing costs throughout the real economy.Agricultural commodities are beginning to trend higher, raising the prospect of further food inflation.The S&P 500 and Nasdaq remain in strong technical uptrends, despite concerns that US equities are in an extreme valuation bubble.The Dow has formed a potentially bearish monthly candle, making September and October an important period to watch for equity markets.Tom Bradshaw’s model has turned bearish on gold and silver, leading him to sell his ETF holdings after substantial gains.The long-term outlook for precious metals remains bullish, but Tom believes a major liquidity-driven correction could potentially take gold towards $2,800 and silver towards $30 before the next major bull market resumes. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe