🚨 THE U.S. SHUTDOWN IS 5 DAYS AWAY AND IT FEELS UNCOMFORTABLY FAMILIAR

Let me speak plainly for a moment.

This doesn’t feel like political theater anymore.

In six days, the U.S. government could shut down.

We’ve been here before.

And the last time it happened, gold and silver quietly ran to all-time highs

while most people were still arguing about headlines.

If you’re holding stocks, crypto, bonds even cash it’s worth understanding what a shutdown actually does to markets.

The biggest risk isn’t panic. It’s not knowing.

A shutdown doesn’t just pause services.

It turns off the data.

No CPI.

No jobs numbers.

No balance-sheet updates.

That creates a data blackout.

When the Fed loses visibility,

models stop working and decisions get delayed.

Markets can handle bad news.

They struggle with blindness.

Here’s what tends to build quietly during a shutdown:

1) Uncertainty snowballs

With no fresh data, risk gets repriced defensively.

2) Credit nerves creep in

A shutdown raises downgrade risk when the system is already stretched.

Big money doesn’t wait — it de-risks.

3) Liquidity gets tighter

The RRP buffer is thin.

If dealers start holding cash, funding markets can freeze quickly.

4) Growth takes a hit

Each week of shutdown costs roughly 0.2% of GDP.

In a slowing economy, that matters.

The important thing to remember:

Money doesn’t disappear in moments like this.

It moves.

First into cash.

Then into safety.

Only later back into risk.

That transition is rarely smooth.

I’m not trying to scare anyone.

I’m just sharing how this looks from experience.

I’ll keep watching and updating as this plays out.

And when I make adjustments, I’ll be transparent about them.

These moments don’t feel dramatic at first.

They only feel obvious once they’re already behind us.