The Bohm cycle is expected to impact weather patterns by late 2023, causing falling temperatures and food production issues due to cold freshwater influx from Greenland into the Atlantic.
The 89-year Gburg cycle, starting late 2023/early 2024, will likely cause low atmospheric moisture and colder weather, similar to the 1930s Dust Bowl, potentially leading to a collapse in cereal production and food price increases exceeding 10-20%.
Trump’s advisors view the BRICS alliance (China, Russia, Iran) as a major threat to US hegemony and the dollar’s dominance in trade, aiming to break up the alliance.
Trump’s proposed import tariffs may be inflationary due to increased money supply, with actual impact depending on US economic strength and global conditions.
Iran faces severe economic challenges with 45% less rainfall, 29% empty dams, 40% inflation for 5 years, leading to extreme poverty and conditions similar to those preceding the 1929 regime change and 1979 revolution.
The discussed weather cycles (Bohm, Gburg) are driven by natural factors like sunspot activity and ocean temperatures, not political agendas, and will significantly impact food production and prices.
US imports of $4 trillion are dwarfed by income and payroll taxes, which are 65% higher, making it impossible to replace income tax with tariffs in a welfare state economy.
Imposing tariffs on essential imports like aluminum, oil, gas, gold, silver, electronics, and agriculture from neighboring countries would increase costs and living expenses for Americans.
Canada’s 65% tariff on imported cheese exemplifies how protectionist policies can lead to higher prices and inferior quality compared to authentic foreign products.
Gold and silver prices may experience a squeeze due to potential tariffs on imports from Canada and Mexico, as physical stockpiling occurs to avoid tariff costs.
Canadian gold and silver mining companies benefit from a 10% weaker Canadian dollar against the USD, receiving 10% more for their gold in CAD while operational costs remain stable.
Junior mining stocks like Carlile and RSMX show potential for significant gains if the CDNX index breaks above 6.50, with historical performance suggesting a possible surge to 9-10.
Trump’s executive orders on energy policy aim to boost supply of oil, gas, coal, nuclear, and hydro, potentially bearish for prices and energy equities tied to price rather than volume.
Geopolitical instability under Trump may lead central banks to view US Treasuries as risky, increasing demand for gold as a neutral reserve asset.
Natural gas emerges as the ideal fuel for AI data centers, with exploding demand potentially countering deflationary effects of increased overall energy supply.
China’s monopoly on rare earth metals and semiconductors supply chains poses strategic challenges for US military, prompting potential policy shifts under Trump.
Taiwan’s 98% fossil fuel import dependency and lack of nuclear energy create a fatal weakness, making it vulnerable to Chinese military pressure and potential blockades affecting its high-end semiconductor fabs.
China’s urgent goal to establish a self-sufficient domestic semiconductor supply chain aims to insulate itself from potential Taiwan supply disruptions.
Crackdowns on immigration and labor practices in the US food industry, particularly among H2A visa workers, are likely to be inflationary for food prices and threaten food supply security.
BRICS nations seeking alternatives to US Treasuries and the desire for a neutral reserve asset for international trade settlement drive long-term gold demand, as Treasuries become political tools of the G7.
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