That the federal reserve is stuck is by no means news. They have been painting themselves into a corner for a decade now. It's really just a matter of when.
I'm glad to hear you bring in the geopolitical landscape into your discussion. Sure, you can't know events ahead of time, but you can anticipate them based on analysis. I too am going to be making a move more towards the sidelines.
Good call on continuing to accumulate silver (the stuff you can hold in your hands) in this environment.