My opinion: A decline in stock futures etc. = immediate selling of gold and silver
This is because, during a serious stock market downturn, prices reach the $60 level. This is because, during a stock market decline, the easiest way to obtain cash is to make urgent payments such as margin calls. Since converting land, bonds, etc., into cash takes time, people are constantly selling gold and silver.
Conversely, with leveraged debt (10-35 times), during sharp stock market declines, this is the central point, followed by a rapid rise, suggesting that the decline in these areas is temporary.
Those who hesitate and sell at this time are likely to suffer significant losses.
Another reason is that US inflation makes US stocks, bonds, and land difficult to sell because they decline in value as they are converted into cash. Furthermore, while gold and silver refining in the Gulf region is comparable to that of China and Switzerland, export-capable refining is limited to Switzerland, and even with silver ore resources, the refining level is rapidly declining.
US oil peaked in 1969, and even if Europe and Japan seek US gas, it's completely unrealistic. Moreover, in the Gulf region, storage facilities, refining facilities, and facilities for processing it were all destroyed simultaneously. Even the oil shock of the 1970s would be insignificant compared to this massive trouble level; crude oil at $100? The price increase would be on a completely different level. While Russia is important, it won't supply everything.
First, to create long-term supply countries in Asia, the US, Japan, South Korea, and the Philippines will have quantitative restrictions, and Russia will likely receive reconstruction funds from the devastated Ukraine, along with the necessary expenditures, on the condition that these countries be long-term stable nations.
Restrictions will also likely be placed on India. The problem isn't so much war, but rather the economic and energy problems that would arise if the Gulf facilities were destroyed. Hyperinflation would be imposed on the US side, and Japan and Europe would be the first to suffer. The Philippines would only end up with increased poverty, but a change of government would likely begin. This is because, due to its stance against Russia, its economy would decline, and it might temporarily gain oil and gas as a means to that end. The reason is that its economy would fall to the level of Europeanization seen in its pottery industry, which it had maintained for about five years. It wouldn't be able to recover, and other countries would surpass it.
Japan's US dollar bonds and other assets will decrease, but Trump desires this and has already prepared terms to halt the withdrawal of cash from the US.
Even if Trump disappears from power, there are no economic prospects for improvement. This is because of the regime war between the Gulf kingdoms and the Democratic Peoples of Iran.
This war is driven by the Gulf Kingdoms' unity in an attack against Iran, a joint US-Israel effort aimed at destroying Iran. If Iran were to launch a full-scale attack on the Gulf's water supply facilities, within days, the economy and daily life would become impossible, potentially leading to a period of judgment. This war is a clash of opposing forces: the Gulf Kingdoms, Israel, and the money-grubbing Trump. The US military currently lacks the economic support of these three parties.
For some reason, the Gulf Kingdoms are pushing for war through NATO, believing that this war against Iran is acceptable, even desirable. However, the reality is that the oil and gas facilities are severely damaged, leading to price increases that are far worse than those seen during the 1970 oil shock. The US, Israel, and the Gulf Kingdoms all seem to be operating under completely different assumptions, each assuming success.