Source: Palisade Radio | Date: February 25, 2026

Investment Research Summary: Simon Hunt - Iran War & Market Corrections

Investment Thesis

The shift from US hegemony to a multipolar world led by BRICS will trigger major currency realignment, with gold becoming the primary settlement medium as China backs the yuan with 25,000+ tons of gold and BRICS launches a 40-50% gold-backed "unit" currency, potentially in 2026.

Sentiment

BULLISH (on gold long-term, bearish near-term)

Time Horizon

LONG-TERM (1-4 years, with tactical near-term opportunities)

Key Takeaways

US will likely postpone Iran strike 1-2 years despite military buildup—too many negatives including losing Arab state support and questionable military success
BRICS to launch gold-backed "unit" currency (40-50% gold backing) possibly in 2026; China preparing to announce yuan backed by 28,000 tons of citizen-held gold
Expect sharp corrections in gold (potentially to $4,000), silver, and copper by mid-2026, followed by inflationary boom driving gold to $10,000 by 2030
US economy significantly weaker than reported—GDP numbers "false," real inflation 8-9% in 2024, employment data "rubbish in, rubbish out"
China/Russia/Iran trilateral strategic alliance signed; attack on Iran means attacking Russia and China

Market Views

Gold:

Near-term: Correction to $4,000 possible over next few months (Q2-Q3 2026)
Long-term: $10,000 by 2030 as dollar index halves in value
Driver: BRICS gold-backed currency system + dedollarization + fiat debasement

Silver:

Will track gold as both monetary and industrial metal
Current $80-85 levels already triggering industrial substitution
Shanghai physical premiums ($8-10/oz over West) signal structural tension

Copper:

Large production surpluses in 2024-2026 (contrary to consensus)
"Very sharp fall" expected through Q3 2026
Near-double from 2026 lows into 2028 during inflationary recovery
US unlikely to stockpile or tariff refined copper this year

Equities:

Correction coming Q3-Q4 2026 as economic weakness appears in headline data
Fed/government stimulus response Q4 2026 will trigger inflation-led recovery

Dollar (DXY):

Halving in value by 2030 (50% decline)

Assets Discussed

Asset	Stance	Context
Gold	Bullish (tactical bearish near-term)	Primary beneficiary of BRICS currency system; correction to $4K then $10K by 2030
Silver	Bullish	Monetary + industrial demand; substitution already occurring at $80-85
Copper	Bearish near-term, bullish 2027-2028	Sharp fall through Q3 2026, then near-double into 2028
US Dollar (DXY)	Very Bearish	-50% by 2030
US Equities	Bearish near-term	Correction Q3-Q4 2026, then stimulus-driven recovery
Bitcoin/Crypto	Skeptical	"No real value... value is in people's minds" vs. gold's physical backing
Land & Old Art	Bullish long-term	Inflation hedge alongside precious metals

Risk Factors

Timing uncertainty: BRICS currency launch and gold-backing announcements are speculative (2026 estimate unconfirmed)
War escalation: Despite Hunt's belief Trump postpones Iran strike, military buildup is real; miscalculation could trigger regional conflict affecting Gulf oil flows
Correction magnitude: Near-term gold/silver/copper pullbacks could be deeper or shallower than forecast; requires "ammunition" (cash) and precise entry timing

Notable Quotes

"You America attack us, you are attacking Russia and China... Russia and China have been supplying Iran with their most state-of-the-art offensive and defensive military equipment."

"The market will move to gold not only as an asset to hold in a world of fiat currencies but also it's going to become the medium for trade transactions led by BRICS."

Actionable Strategy: Build cash reserves now (Q2 2026) to deploy during mid-year correction in gold ($4K target), silver, and copper. Position for 2027-2030 inflationary boom favoring hard assets over equities/crypto. Monitor BRICS currency announcements as confirmation signal.

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