NC Renegades

Ahead of today’s jobs report, consensus was that a print between 40K and 100K is largely priced in and greenlighting a 25bps rate cut by the Fed in two weeks, and that we would need a real outlier number for the Fed to either cut 50bps… or not hike. Well, we got a real outlier when moments ago the BLS reported that in August the US added only 22K jobs, a big drop from the upward revised 79K (from 73K previously) but more importantly June was revised from 27K to -13K, ushering in the first negative jobs print since 2020.

With these revisions, employment in June and July combined is 21,000 lower than previously reported, continuing to trend of negative revisions into a labor market slowdown.

More…

I was chatting with a friend the other day and he made the statement that he wished he knew ten friends that had my mindset. I told him that’s not the problem. I know plenty of people with the same mindset. The problem is that nobody wants to be first.

Therein lies the problem.

It’s human nature to often avoid taking the initial risk or responsibility for something major, especially when it comes to helping others or making a significant commitment, due to fear of the repercussions.

People often feel it is safer to let others take the first step, whether it’s offering help or making a bold decision, because the first person is often seen as the one taking on the most risk, and the one who will be put down first or be held responsible for what follows the bold decision.

Many people are hesitant to be the first to act because they do not want to be the one who fails or faces negative consequences. We still have food on our tables, a roof over our heads, and things for most people are still very comfortable. Nobody is really ready to rock the boat.

Going first puts you in a vulnerable position. Nobody knows what the reaction will be to such a bold decision and life altering decision. How will the populace react? How will History reflect your decision?

Each individual assumes someone else will be the first to step forward, leading to a delayed response or no response at all. We’re waiting for someone to come and save us or at the very least for someone to come kick off what we all know needs to happen.

Solidarity has been destroyed. Even those of us who obviously see there is a problem feel that we are too small to effect any real change ourselves, so the answer is apathy. Our nation is no longer governed by the Rule of Law, so why are We blindly following the orders of this Deep State regime? We outnumber these fools if we would stand together, yet they force their agenda down our throats, and we gladly eat their shit sandwich. Finally I’ve noticed some who are beginning to ask the question, “how much longer are we going to put up with this?” Hopefully the numbers of those asking that question continues to grow.

Most people have already proven that they will not actively resist this Deep State. That’s ok, most people did not actively participate in our Revolution that established this once great country. I understand most people just want to be left alone and to raise their family as they wish. Sadly they are not giving us this option.

Will we wait until it’s too late? I fear we have. I fear all there is now is a fight for a better future for our Children and GrandChildren. Our lives are forfeit. We should make sure that our Children and GrandChildren are not left with this fight against evil.

What would our Founding Father’s have been doing by now?

Listen:

Our only response to all this evil cannot remain to be Nothing!

Wes

And they called this a conspiracy theory.

Good afternoon. Mike Shelby here, and here’s what is on my Radar…

Yesterday, I met with the leaders of my county’s largest political group.

We talked for 3.5 hours about a local strategy we can use for the next 3.5 years (though the 2028 elections and 2029 aftermath).

Problem: My solid red county has a burgeoning left wing activism problem, backed by big city money.

If we wait around, we lose — just like every other county that has not pushed back against encroachment.

Solution: Read the rest of this Radar email here.

We have to first understand how these activists are trying to organize for political power in our communities, and then we have to come in and counter-organize.

That’s the only legal, moral, and (mostly) ethical way to keep “big city” progressive politics out of our county.

Otherwise, they’re going to come in, build political power, and we’re going lose more ground.

If you’re also experiencing this problem, I want you to know two things:

First, you’re not alone. This is happening across the country.

Second, there’s a TON of latent political, social, and economic power that’s not in the fight right now. But it should be.

The bad news is that if you do nothing, you lose.

The good news is that we can organize that latent power and use it to save our communities.

You just need a winning strategy to organize it, and the motivation to fight.

And that’s what I’m discussing on Thursday night at 7pm Central.

This strategy is called “Counter-Organize & Win“.

I’m going to give this presentation in a live training webinar.

You can register here: https://forwardobserver.com/coaw

Your success in the future will be determined by the depth of your local network. Organizing (or in this case, counter-organizing) is the key that unlocks that better future.

Join me here: https://forwardobserver.com/coaw

Until next time, be well and stay out front.

Always Out Front,
Mike Shelby

From the Internet:

Humans are both sentient and sapient, but “sapient” describes a higher level of cognitive ability, such as self-awareness and complex reasoning, which is unique to our species, Homo sapiens. “Sentient” refers to the capacity for feeling and experiencing sensations, a trait shared by many animals, not just humans. Therefore, while humans possess the basic capacity for subjective experience (sentience), our defining characteristic is our sapience.

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A good analogy is the difference between information and intelligence. Information is gathered, graded and analyzed into intelligence. This intelligence is used to make decisions on how to proceed in life to be effective in achieving your goals or even survival. Most people are too lazy to gather information or too complacent to analyze information. It is easy to say nothing will change (lazy option) or there is nothing that can be done to change what is going to happen (complacent).

While I agree that one person cannot change the world (or the country), Elon Musk and Data Republican provide examples of how one person is able to make massive changes. The information below is about the impact on the rise the value of gold and silver in the past five days. Or is it? Take the information below, analyze the information and also see where Grok went wrong in his analysis.

I asked Grok the following question: Extrapolate the consequences of this move by gold and silver in the financial market.

The recent surge in gold and silver prices—such as the $180 increase in gold and $2.50 in silver over five trading days highlighted in Peter Schiff’s post—signals deepening market anxieties and could ripple through global financial systems in several ways as of September 2025. While precious metals have indeed hit record highs this year, with gold pushing toward new peaks despite a stronger USD and silver breaking the $40 per ounce barrier for the first time in over a decade, this move isn’t isolated. It reflects broader trends like central bank diversification away from the dollar, persistent supply deficits, and heightened safe-haven demand amid geopolitical tensions and economic uncertainty. Below, I’ll outline key extrapolated consequences based on current market dynamics, drawing from ongoing analyses.1. Pressure on the U.S. Dollar and Currency Markets

• A sharp rise in precious metals often acts as a “vote of no confidence” in fiat currencies, particularly the USD. This could accelerate de-dollarization efforts by countries like China and Russia, leading to further erosion of the dollar’s global reserve status (already down to around 58% as per recent IMF data). In the short term, expect increased volatility in forex markets, with emerging market currencies potentially strengthening against the USD if investors flock to gold as an alternative store of value.
• Longer-term, if gold climbs toward forecasted levels like $3,675/oz by Q4 2025 or $4,000 by mid-2026, it might force central banks to intervene more aggressively, potentially weakening the USD index further and boosting pairs like EUR/USD or commodity-linked currencies (e.g., AUD, CAD).

2. Impact on Equity and Bond Markets

• Equities: The surge could trigger risk-off sentiment, pressuring stock indices like the S&P 500 or Nasdaq. Investors might rotate out of growth stocks into defensive assets, exacerbating volatility—especially if the move underscores inflation fears or recession signals. For instance, tech-heavy sectors could underperform, while mining and materials stocks (e.g., gold and silver ETFs like GLD or SLV) see inflows and rallies. Silver’s outperformance (up 42% YTD vs. gold’s 36%) might particularly benefit industrial-linked equities, but overall market corrections could follow if yields spike.
• Bonds: Rising precious metal prices often correlate with higher Treasury yields as inflation expectations build, making fixed-income assets less attractive. However, if the surge stems from safe-haven buying amid global turmoil (e.g., escalating U.S.-China trade tensions or Middle East conflicts), it could paradoxically compress yields on long-term bonds. The Fed might face tougher decisions on rate cuts, potentially delaying pivots and leading to inverted yield curves that signal slowdowns.

3. Broader Commodity and Inflation Dynamics

• This move could spark a wider commodities rally, with industrial metals like copper or platinum following silver’s lead due to shared supply chain pressures and green energy demand (e.g., solar panels and EVs boosting silver usage). Structural deficits—silver’s market facing a multi-year shortfall—might push prices toward $40-$50/oz, inflating input costs for industries and contributing to sticky inflation.
• On inflation: Gold’s ascent reinforces its role as a hedge, potentially embedding higher CPI expectations. If unchecked, this could lead to wage-price spirals in economies like the U.S. or Eurozone, forcing tighter monetary policy and slowing growth. Conversely, in a stagflation scenario, precious metals could outperform other assets like Bitcoin or equities, as seen in silver’s strongest 5-year rally to date.

4. Geopolitical and Policy Ramifications

• Heightened tensions (e.g., ongoing Ukraine conflict or Taiwan risks) would amplify safe-haven flows, potentially destabilizing emerging markets reliant on USD debt. Central banks might ramp up gold purchases—already at record levels—further straining supplies and elevating prices.
• Policy-wise, the Fed and ECB could face credibility hits if metals’ rise exposes flaws in their inflation-targeting frameworks. Expect calls for alternative reserves, boosting BRICS-led initiatives and possibly leading to a multipolar currency system by 2030.

5. Investor and Sector-Specific Effects

• Retail and institutional investors may increase allocations to precious metals, with silver miners (e.g., via funds like SIL) poised for outsized gains if prices sustain above key levels like $35-$40/oz. This could crowd out crypto or bonds, reshaping portfolios. 2 sources
• Downside risks: If the surge proves temporary (e.g., due to a sudden Fed hawkish shift), a sharp reversal could trigger liquidations, amplifying market drawdowns.

Overall, this precious metals move could herald a paradigm shift toward harder assets in an uncertain world, potentially capping equity bull runs and pressuring global growth if inflation reaccelerates. However, outcomes depend on evolving factors like Fed decisions and geopolitics—monitoring real-time data remains key.