Iran War ALERT: What It Means for Gold & Silver Prices

Over the weekend, former President Donald Trump ordered new airstrikes on the Houthis in Yemen. He then posted a strong statement on Truth Social, making it clear that he holds Iran directly responsible for the Houthi attacks:

"Every shot fired by the Houthis will be looked upon, from this point forward, as being a shot fired from the weapons and leadership of IRAN, and IRAN will be held responsible, and suffer the consequences, and those consequences will be dire!"

While we’re not officially at war with Iran yet, the risk of a major conflict has just escalated dramatically. If tensions continue to rise, we could see massive economic consequences, particularly in energy markets, inflation, national debt, and precious metals.

Key Impacts of a War with Iran

📉 Stock Market Correction

Treasury Secretary Scott Bessent recently told Meet the Press that market corrections are "normal" and that euphoric, over-inflated markets are unsustainable. This statement has already sparked uncertainty about whether the administration is committed to keeping the current market bubble inflated.

A confirmed war with Iran could be the pin that pops the bubble. In the event of a war, and absent emergency rate cuts or renewed QE (quantitative easing), there is a significant risk of major declines in U.S. stock markets.

🛢️ Soaring Crude Oil Prices & Inflation

One of the biggest risks is that Iran could shut down the Strait of Hormuz, a critical chokepoint where about 21 million barrels of oil per day flow—roughly 20% of the world’s petroleum supply.

If this happens:
✅ Oil prices could surge past $100 per barrel
✅ Gas prices would skyrocket
✅ Inflation could spiral out of control

With inflation already a concern, the Federal Reserve may be hesitant to intervene, meaning liquidity injections (QE) may be delayed unless the economic damage becomes severe.

📈 Debt & Deficits Will Explode

Wars are expensive, and the U.S. simply does not have the money to finance one without borrowing.

Consider this:

• In February 2025 alone, the U.S. deficit ballooned to $307 billion—and that was before any conflict with Iran.

  

• If war breaks out, expect trillions in new debt, which could put even more pressure on the dollar and Treasury markets.

What Does This Mean for Gold & Silver?

🏆 Gold & Silver Prices Surging

Gold is already showing incredible strength, with spot price trading above $3,000 per ounce today after breaking records on Friday. With global uncertainty rising, safe-haven demand could push gold and silver even higher.

However, expect volatility, with both sharp spikes and pullbacks. But the overall trend? Likely UP.

🔥 Physical Gold & Silver Bullion: The Ultimate Safe Haven?

Physical bullion—coins, bars, and rounds—could become even more desirable than paper derivatives of metals, especially if cyber warfare escalates.

Iran has advanced cyber warfare capabilities, and a war could mean:
❌ Attacks on U.S. infrastructure (utilities, power grid, financial system)
❌ Potential banking system disruptions

If that happens, we could see a massive rush into physical metals, similar to the March 2023 Silicon Valley Bank collapse.

🚨 What to watch for:

• Silver Eagles, Junk Silver, and U.S. Mint Gold Coins could become unobtainable due to supply shortages.

• Premiums on physical bullion could soar.

• There may be an opportunity for stackers to sell high-premium coins and switch into cheaper generic bars and rounds.

🌍 Global Dedollarization Could Accelerate

Another overlooked consequence of war with Iran? A major push away from the U.S. dollar by rival nations.

Iran’s allies—Russia, China, and the BRICS nations—may:
📉 Dump U.S. dollars and debt
🏆 Increase gold reserves as a hedge

This could push gold prices even higher as global players move into hard assets to protect against U.S. economic retaliation.

Final Thoughts: How to Prepare

✅ Expect economic turmoil—especially in stocks, energy, and debt markets.
✅ Gold & silver will likely rise, but expect volatility.
✅ Physical bullion could become scarce if demand surges.

A war with Iran would be bad for the economy, but hard assets like gold and silver may provide protection against financial instability.

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🚀 Stay smart, stay stacking,
Smart Silver Stacker

Disclaimer: This newsletter is for informational and educational purposes only and should not be considered financial, investment, or legal advice. The opinions expressed are my own and based on publicly available information at the time of writing. All investments carry risks, and you should conduct your own research or consult a professional before making any financial decisions.