Written by Bryan Lutz, Editor at Dollarcollapse.com:
Bryan here.
Happy New Year!
January 1st I woke up, wrapped up breaking news, then tied my laces up for a 10km run. In the afternoon, I did the obligatory New Year cold plunge into a nearby freezing lake (it was about 38F outside) and then hiked around the water with the family. All in all it was a refreshing day.
You?
Ok, so every Sunday morning I sit down to write a few thoughts.
Sometimes these thoughts end up being about life, other times they are on gold, geopolitical issues affecting the markets, or the economy.
Here are three thoughts for this morning:
1. The Fed continues to use its repurchasing facility to buy US Treasuries. The buybacks just keep getting bigger and bigger. All of it is good for gold.
In mid-November last year, I started reporting on the Fed’s “quiet,” and unannounced activity, which has effectively been quantitative easing.
They made a surprise liquidity injection back in July 2025, and then started quantitative easing back up in October 2025. It went mostly under the radar until the December FOMC meeting. Then they announced they’d be doing more of the same.
Now, here we are.
BREAKING 🚨: U.S. Banks
Fed Reserve just pumped a staggering $31 Billion into the U.S. Banking System through overnight repos 🤯 This is the LARGEST liquidity injection since Covid and surpasses even the peak of the Dot Com Bubble 👀 Happy New Year!!! pic.twitter.com/8ru2d6o9eO
— Barchart (@Barchart) December 31, 2025
There’s no way around it, the Fed is doing whatever it can to keep the banking system afloat. Yes, it is beginning to get as bad as COVID and the peak of the dot com bubble.
All of this is good for gold.
2. It’s all too obvious how Americans are letting fraud happen so easily. It amazes me that voting ID is even a debate.
When a society goes on the decline the reasons become all too obvious.
That’s because the people choose their own undoing.
For example, the relationship between voting requirements, welfare, and fraud.
I crunched the data. I made a map.
States with no effective voter ID requirement average nearly 8x more welfare benefits to illegal immigrants compared to states requiring voter ID verification.
They are importing and paying illegals for votes. pic.twitter.com/yxQ34LPoe8
— Kevin Bass (@kevinnbass) January 2, 2026
When you take a look at the chart above, you see how easy it is to receive benefits in some states without any kind of ID. None.
Zeroing in on Minnesota, it’s easy to see why there’s so much fraud in the state. They’re giving away health care, food, cash, and tax credits to anyone and everyone.
This amazes me…
Living in Vancouver, Canada, I’ve been voting for over two decades. Sometimes without hope, but I have. The thing is, not once have I ever seen someone without some kind of identification vote. Everyone must be at least 18 years of age and must be a Canadian citizen.
Why this even a debate in the United States of America is beyond me, but if you attach a politicians paycheque to the fraud then I start to understand…
As a society declines, corruption becomes all too obvious.
3. If you aren’t familiar with MiningVisuals dot com make sure to check out Breaking News. I’ve posted charts from them a few times. Their latest silver price chart shouldn’t be surprising, it just follows gold. Where did gold go the last time the Fed started quantitative easing(QE)?
For more than five decades, the silver price has been following gold. So it’s only a matter of time before silver went up with gold.
The thing is, silver also followed gold after the Great Financial Crisis in 2008-09. It went up and then started heading down.
Now that the Fed is starting some QE like activity, will we see the same price action again?
Charted: Gold vs. Silver 1960-Today (December 26) 📈
Read the full article for a deeper dive: https://t.co/saKP613Xjb pic.twitter.com/Q8yi8X1upq
— MiningVisuals (@MiningVisuals) December 29, 2025
I don’t think it’s likely.
There are bigger factors at play than the Fed artificially inflating the currency. There’s the US national debt, interest on that debt, and then marketability of US treasuries. Times are different.
And it makes be believe this time is different too.
One thought on "3 Sunday Morning Thoughts – January 4 Edition"
Just waiting for the inevitable financial collapse that most will not (want to) see coming. Silver, gold, TP, and items to barter. But Big Gov will surely try CBDC, confiscation, and lockdowns first. Be ready.