Central banks have doubled their annual purchases of physical gold since 2022, signaling a growing distrust in the US dollar and Treasury securities.
The price of a 400 oz gold bar has skyrocketed from $17,000 to over $1.14 million since 1971, reflecting the weakening of the US dollar due to extreme monetization.
The COMEX exchange is facing a shortage of physical gold due to increased demand for actual delivery, limiting its ability to manipulate gold prices.
Gold is entering a secular bull market as the Fiat money world and US credit system are in a clear bear market.
US debt levels are at their highest in history, with limited options to address the crisis: default, currency debasement, or extreme inflation.
The money printer and ability to “add a zero” at central banks are being used to avoid default, further weakening the US dollar.
There’s a clear shift from US Treasury IOUs to physical gold among global financial players, indicating a loss of confidence in US financial instruments.
COMEX outflows and inflows are closely tied to Treasury auctions, with net buyers of gold and net sellers of Treasury since 2014.
The reestablishment of US-Russia relations is crucial, as it reduces escalation risks and creates space for negotiations to end the Cold War and improve global order.
Trump’s administration is likely to adopt a multi-polar arrangement with Russia as hegemon of Central/Eastern Europe, China for Eastern Asia, and the US for the northern hemisphere.
The UK’s collapse is accelerating due to Trump’s refusal to wage war in Ukraine, which the UK was counting on the US to do.
The cost-benefit analysis of being a global policeman is million times in favor of being a polite guest at the table of global powers.
The US military budget is stratospheric, yet has left an inadequate supply of weapons and ammunition, with funds spent on insane projects like “Lamborghini weapons”.
The true enemy is not Russia and China, but the oligarchy ruling in the US, Western Europe, and Japan, which undermines militaries for internal control.
Under Putin, Russia transformed into a global superpower by holding oligarchs accountable, unlike the US and Western Europe.
The US and Western Europe lack true sovereignty due to internationalist and globalist interests prioritizing the New World Order over national interests.
The US and Israel’s attempt to demoralize Palestinians in Gaza through bombing is a non-starter and could lead to civil war in Egypt and Jordan.
The US is trying to divide and rule in Lebanon by pressuring the government to oust Hezbollah, but Lebanese are prepared for these tactics.
The oligarchy in the US and Western Europe represents a classist system where elites hate the common man, unlike in China and Russia where autocrats are viewed as coming from the people.
Tariffs have a poisonous effect on fiscal conditions, causing prices to rise, consumption to decrease, and resulting in a dead weight loss to society.
Tax cuts act as an economic elixir, increasing individual satisfaction and family living standards by allowing producers to keep more of their earnings.
The isolated impact of tariffs causes the economy to shrink over time, while tax cuts lead to economic growth, even with a stable population.
Tariffs’ negative effects worsen over time as people adjust, introducing more inefficiency and reducing wage satisfaction.
Tariffs are described as the “road to ruin” potentially leading to war, whereas tax and spending cuts are portrayed as the “road to prosperity”.
Dr. Roubini predicts 8% 10-year yields by 2030 and 80% unemployment by 2045, with potential US growth reaching 8% in 20 years.
A K-shaped recovery is described, where the top 10% owning 80% of the stock market thrives while the bottom 30% has struggled for 30 years.
60 poor countries are considered bankrupt by the IMF and World Bank, unable to repay foreign and public debts.
Trump’s policies like protectionism, trade wars, and migration restrictions could reduce growth, increase inflation, and lead to an equity correction.
Bond vigilantes and the stock market punish poor policies, while an independent Fed raises rates to control inflation despite political pressure.
Bad policies on trade, migration, and deficits push inflation higher short-term, while good policies like deregulation take years to reduce it.
AI-driven growth could reach 8% potential GDP in 20 years, but with 80% unemployment and increased income inequality.
Universal Basic Income (UBI) is necessary to prevent deflation and instability in an AI-driven economy with massive inequality.
Long-term treasuries will be poor defensive assets due to rising inflation and yields, unlike short-term treasuries, inflation-indexed bonds, and gold.
The Magnificent Seven tech stocks (MSFT, AAPL, GOOGL, AMZN, NVDA, TSLA, META) are expected to be big winners in AI despite high valuations.
Bitcoin and cryptocurrencies are considered scams and bubbles, with 80% of ICOs being scams and 177% of their value falling to zero.
Gold is recommended as a stable inflation hedge, with a 40% return last year and an 8% gain in the first month of this year.
Trump’s “America First” strategy is reshaping the global order through sanctions, tariffs, military, and diplomacy, potentially provoking international pushback.
The U.S. faces a $28 trillion debt crisis with bonds maturing by 2028, exacerbated by declining foreign demand and unsustainable debt creation of $100,000 per second.
Central banks are accumulating gold at historic levels, with 12.2 million ounces moved from London to U.S. vaults since November 2024.
Officials propose gold revaluation, with every $4,000 increase in gold price adding $1 trillion to the Treasury general account.
Judy Shelton supports 50-year gold-backed treasuries, while the BRICS nations move towards a 40% gold-backed settlement currency.
Despite gold being the top-performing asset last year, institutional investment remains low at 0.5% allocation in North America.
The LBMA has a massive short position in silver, trading 3.5 times the annual global mine supply daily.
Recent bank failures and systemic risks highlight the importance of owning gold and silver in today’s market.
Stagflation, recession, or depression likely if government implements cuts and reduced spending.
A massive government hiring freeze and buyouts are already in place, trimming payrolls.
China and Saudi Arabia have been quietly accumulating gold, with up to 40% of off-exchange gold potentially going to these countries through sovereign wealth funds.
The reverse repo market is down to almost zero, indicating the end of the Bank Term Funding Program and drying up of liquidity pools used to stabilize banks in 2023.
The US economy faces an insurmountable debt crisis, potentially leading to a global financial meltdown as BRICS nations capitalize on the situation.
Gold and silver are viewed as the only viable solution to the current economic predicament, offering an honest monetary system and being significantly undervalued.
A resource-based system led by BRICS nations, particularly China, is expected to outcompete the West’s debt-based system, potentially causing a global economic shift.
The world’s financial system is dangerously overvalued and concentrated in seven tech stocks, making it highly vulnerable to collapse.
The oil and gas sector is undervalued and underinvested despite increasing demand, due to ESG concerns and narratives about a new green economy.
The resource market is currently at its cheapest relative value in history, presenting a prime opportunity for investment in resource stocks.
BRICS nations are increasingly frustrated with US attempts to dominate them, potentially leading to negative reactions and global conflict.
US tariff threats against Mexico, Canada, and Panama are likely political posturing but could still have serious economic consequences.
The US military procurement program is described as fatally flawed and excessively costly, with the F35 fighter cited as the worst aircraft ever designed.
US politicians are ignoring critical debt and deficit issues, focusing instead on short-term gains and populist policies, potentially exacerbating the looming financial crisis.
The globalist banking cartel employs sophisticated mind control techniques to manipulate people’s thoughts and actions, creating a pervasive system of control.
A “full spectrum weakness agenda” is implemented through poisoning protocols, dumbing down education, and fake feel-good emotion protocols to keep populations weak and compliant.
Executive orders are used to implement dictatorial powers, normalizing a system where “the king’s word is law”, contrary to traditional democratic principles.
Countries are controlled through “franchise manuals” that dictate policies and protocols, maximizing profits for the globalist banking cartel.
The “algorithm ghetto” and social credit system form part of a “digital gulag” designed to control behavior and limit individual freedom.
To counter the cartel’s agenda, focus on building physical strength, mental resilience, and spiritual connection, as well as fostering community networks.
Developing food independence, self-sufficiency, and financial literacy are essential skills for surviving and thriving in a dystopian age.
Practices like mindfulness and gratitude can help build mental resilience in the face of psychological manipulation.
The “People’s Reset” conference offers free online access to information and motivation for those seeking to thrive in challenging times.
The globalist banking cartel’s primary weakness is its reliance on psychological operations rather than direct force, making individual mental resilience a powerful countermeasure.
Stephen Miran, Trump’s nominated CEA chair, argues for using tariffs to maintain manufacturing and mitigate the impact of the dollar as global reserve currency, which pressures the US to run current account deficits and offshore manufacturing.
The Trump administration’s position is that other countries need to bear the costs of the US role as global reserve currency issuer, as it imposes costs on the US through offshoring and excess debt.
Tariffs can force negotiations with other countries to share the burden of the US role as global reserve currency issuer, potentially addressing issues of offshored manufacturing and excessive US debt.
Tariff effects depend on country size: in small countries, consumers bear most of the tax, while in large countries, the tax incidence is shared between consumers and foreign producers, potentially lowering global prices.
Tariffs can strengthen the dollar, offsetting import price increases; a 10% tariff on China coupled with a 10% dollar appreciation against the yuan would effectively cancel out.
Optimal tariff theory suggests tariffs can boost US welfare by lowering foreign prices, with empirical estimates indicating an optimal US tariff rate of around 20%.
The US, as the end consumer for much of the world and consuming more as a percentage of GDP than other countries, is in a stronger position to impose costs through tariffs.
The Trump Administration could use military spending as leverage against countries retaliating to tariffs, threatening to cut NATO contributions if they impose tariffs.
Stephen Moran suggests a sovereign wealth fund could issue debt at low yield to buy assets, earning returns to pay down debt or lower taxes, addressing pressures from the dollar’s reserve currency status.
Howard Lutnick, Elon Musk, and other financial sector figures point out imbalances in current regulatory and taxation approaches, with European countries relying on VAT and the US on income tax, producing unsustainable outcomes.
Higher tariff rates, especially from 2% to 25%, are more destructive due to non-linear deadweight loss, but the US is in a better position to raise tariffs relative to other countries with low effective tariff rates.
Miran’s paper provides a framework for understanding the Trump administration’s economic policies, often viewed as naive or simplistic, by demonstrating an underlying theory and economic argument.
USAID, described as a CIA front, funds mainstream media outlets like BBC and Politico through massive subscription purchases, while also engaging in government overthrow operations to maintain US control and project soft power.
The Trump administration laid off 97% of USAID staff, disrupting funding to legacy media and alarming the Deep State, transforming USAID from a soft power tool to a gravy train for political operatives.
USAID’s censorship efforts aim to establish a global authoritarian system silencing dissent, mirroring past US actions and current European practices.
USAID allocated $8 million to Bill Kristol’s pro-democracy NGO, $34 million each to Politico and the New York Times, exposing extensive corruption and its role as a Deep State tool.
Financial mismanagement in government agencies, including potential losses in HUD and substantial funding to NGOs, highlights the need for increased scrutiny, particularly regarding the Pentagon’s lack of audits.
The Trump Administration’s “Flood the Zone” strategy overwhelms media with multiple daily controversies, distracting from in-depth coverage of critical issues.
USAID funding could potentially evolve into a pro-MAGA initiative while raising concerns about promoting censorship in recipient countries.
Gold and silver prices are expected to rise due to soaring debt and low interest rates, with silver potentially doubling gold’s percentage gains in the bull market’s final year.
Major companies are predicted to create cryptocurrencies potentially tied to the dollar, which could lead to massive inflation and plummeting values of low-quality cryptos.
Tariffs are used by Trump as a behavior modification tool to impose change on countries, primarily by encouraging factory construction in the US, benefiting the working class.
Potential Trump second term actions include brokering peace deals in Ukraine and the Middle East, and conducting defense department audits, potentially creating a transformative year in American political history.
MindGeek holds a monopoly on the global adult entertainment industry, boasting half-billion-dollar annual revenue, multi-billion-dollar valuation, and ownership of popular sites like PornHub, RedTube, and YouPorn.
PornHub, MindGeek’s flagship site, generates 4.6 billion daily impressions and hundreds of millions in ad revenue annually.
MindGeek employs an insufficient team of 30 moderators to review 2,000 videos per shift with sound off, leading to guesswork on age and consent in a traumatic work environment.
MindGeek’s rebranding under Ethical Capital Partners is criticized as a farce, with the same CFO, CLO, and CPO responsible for past destructive decisions remaining in charge.
The company faces 25 lawsuits from nearly 300 victims, including multiple class actions on behalf of tens of thousands of child victims.
MindGeek’s rebranding effort aims to woo credit card companies and rebuild the company’s image, while maintaining the same leadership, raising concerns about commitment to ethics and victim support.
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