China’s 2024 rare earth market control mirrors US semiconductor dominance, marking the end of 50 years of Western financial system based on US dollar and treasuries.
Russia and China’s military defeat of NATO in Ukraine signals a significant shift away from the US dollar system, reshaping global power dynamics.
China’s decades-planned trade war escalation demonstrates total dominance over the US, forcing Trump to seek face-saving de-escalation.
The doubling of gold prices since Russia’s 2022 Ukraine invasion indicates profound changes in financial systems and potential major conflicts.
Gold to oil ratio reaching a historic high of 70:1 suggests a significant disconnect between these two crucial markets.
Forecaster tool predicts gold prices potentially reaching $4,600 by December, with year-end estimates between $3,800 and $4,400.
China’s control over critical supply chains (rare earths, semiconductors, lithography machines) gives it power to halt Western automotive manufacturing and advanced technology production.
The gold price surge reflects market perception of US credibility loss as a nation governed by rule of law.
Unprecedented gold chart patterns signal impending financial system changes or major conflicts.
The market’s reaction suggests 2024 as a catalyst year for major global changes, including China’s emboldened stance against the US.
Long-term benefits of AI and automation, such as lower transportation costs and reduced fatalities, outweigh short-term job losses, similar to how tractors revolutionized agriculture.
The standard economic approach acknowledges negative consequences for displaced workers but recognizes corresponding benefits that generally outweigh losses, supporting non-interference in technological innovation.
In a scenario where AI replaces all human labor, prices would decrease dramatically, potentially allowing an 18-year-old to purchase more with $19/month than current monthly salaries.
The AI threat isn’t unique, as 25-year-olds are stronger and more skilled than 18-year-olds, yet younger workers find employment by accepting lower wages.
Highly skilled labor has historically coexisted with less-skilled workers, with new technologies improving overall living standards over time.
If all Mexican workers disappeared, US workers’ productivity would decrease, highlighting the importance of a diverse global workforce for economic prosperity.
AI-powered robots trading with humans could lead to win-win outcomes, with both sides focusing on their comparative advantages and accessing more goods and services.
The comparative advantage argument assumes property rights and higher productivity or quality from one group, which may not apply directly to AI-human trade scenarios.
Slavery is economically inefficient as it diminishes human productivity compared to free labor, with slaves only performing monitored tasks without extra effort.
Societies without widespread slavery have higher standards of living, even when excluding slaves from calculations, suggesting diverse workforces contribute to prosperity.
If humans became 10% smarter and stronger, exempt individuals would experience a higher physical standard of living, despite potential feelings of inferiority.
If 25-year-olds could only work 2 hours daily, 18-year-olds’ wages would decrease due to reduced productivity and competitiveness of older workers.
A real physical silver shortage in London, not driven by monetary or industrial factors, could lead to a triple-digit price for silver within months.
The silver squeeze is caused by Trump’s tariffs and the critical minerals list, resulting in a mass exodus of silver from London to the US.
Unlike the 2011 retail-driven squeeze, the current situation is fueled by physical demand from real-world users like solar panel manufacturers and electronics companies.
Silver is considered a “win-win metal” due to its potential to benefit from monetary debasement and industrial use, making it a bullish investment opportunity.
Central bank gold buying represents a one-way paradigm shift that is irreversible, as China and Russia are unlikely to trust Washington and New York with their financial well-being.
Uranium has been in a supply deficit since 2018 and requires significantly more production to meet demand, with mines facing challenges similar to those in the copper industry.
The AI hype in the uranium sector is considered less fundamental compared to its extraordinarily strong fundamentals driven by solid demand and supply deficit.
Copper supply is more constrained than expected this year due to mine failures, disappointments, and problems, potentially offsetting economic weakness.
The silver squeeze is viewed as a short-term phenomenon, but the possibility of a triple-digit price remains if the squeeze continues.
Copper prices are expected to retreat if more negative economic news emerges, presenting a potential buying opportunity in a volatile market.
The US housing market is in a disinflationary vortex, with home prices declining in almost half the states and rent growth slowing to its lowest level in 14 years, indicating a precipice of a big decline into 2026.
The home value to income ratio is at a record high of 4.4, suggesting a housing bubble, with home prices having increased much faster than income and rent.
The rental market downturn is driven by lower population growth, reduced immigration, and economic weakness, causing rental demand to decrease and putting more disinflationary pressure on the housing market.
The median age of home buyers has increased to 56 years old in 2024, up from 46 years old prior to the pandemic, reflecting an increasingly older demographic of buyers.
Work permit applications have plummeted by 60-70% since March 2025, significantly impacting the rental market and causing rent growth for single-family homes to slow to its lowest level since 2011.
The softening labor market, with hiring rates at their lowest since 2008 and job openings almost back to pre-pandemic levels, may lead to lower home buyer demand and cap the rebound in demand.
The housing market is experiencing a tale of two stories, with affluent zip codes seeing price appreciation due to the wealth effect from the booming stock market, while regular neighborhoods face double-digit price declines.
Inventory levels are a key factor in determining home prices, with markets showing declines having increasing inventory and markets still appreciating having tight inventory.
Homebuilders like LAR have cut prices by 24% over the last three years, and new home prices are now lower than existing home prices for the first time in history, with a 5% discount as of July 2025.
The CPI’s shelter component, accounting for 40% of the index, is being dragged down by disinflationary pressures in the housing market, with rental growth slowing to its lowest level in almost 30 years outside of the Great Financial Crisis.
The share of homeowners with mortgage rates above 6% has grown from 7% in 2022 to 20% in Q2 2025, and is expected to surpass the share with sub-3% rates by the end of 2025, leading to increasing pressure to sell.
Existing home sales data shows that annualized home sales have dropped from 6.7 million in 2020 to 4 million in 2025, the lowest buyer demand since 2008-2010.
The repayment of student loans has triggered a spike in delinquencies in credit cards, auto loans, and mortgages, as borrowers “rob Peter to pay Paul,” with defaults lagging behind delinquencies.
The government’s forbearance programs during the pandemic have distorted foreclosure inventory, keeping it historically low at 0.5% of all mortgages in Q2 2025, despite the creeping up of mortgage default rates to 4%.
The current “everything bubble” is driven by monetary inflation, with central banks creating liquidity to monetize debt, potentially leading to a market inflection in the next 6-12 months.
Gold prices have broken their traditional inverse relationship with real interest rates, soaring due to imprudent monetary policies as investors seek hedges like gold, silver, and crypto.
The US budget deficit is projected to reach a structural deficit of $4.5 trillion by 2050, with debt-to-GDP ratio skyrocketing to 250%, potentially driving gold prices to $10,000-$25,000 per ounce by 2030-2050.
Fed liquidity is slowing due to QT policy and hidden QE sources fizzling out, potentially leading to a $300 billion drop in active balance sheet liquidity injections and causing trade fails to spike.
China’s debt-to-liquidity ratio is 10-15 years behind Japan’s, with China attempting to devalue its debt by printing money and letting the yuan depreciate, potentially ending the era of the dollar.
China’s monetary policy is driving gold prices globally, as they devalue the yuan against real assets like gold, with their massive gold purchases significantly impacting the market.
A global shift from a financial asset boom to a real asset boom is occurring, driven by China and US monetary inflation and debt monetization efforts.
China’s gold pool is being built up as backing for the yuan, potentially creating a settlement mechanism for commodity suppliers to exchange yuan for gold, reshaping global trade dynamics.
Silver could reach $100-$200 in the next 6 months, driven by its 50-year lag in catching up to monetary unit decay.
The gold-silver spread at 1.125% indicates silver is undervalued, signaling an impending sharp price increase.
Silver miners are expected to outperform gold miners and experience shock from potential price surge to $100-$200.
Commodities are anticipated to align with gold’s performance, with the Bloomberg commodity index breaking out upwards.
Gold is projected to reach $8,500 in the next bull market, doubling its current price.
Central bank money printing and artificially low interest rates are the primary drivers of gold’s price, not geopolitical events.
A loss of confidence in bonds and US stocks is expected to trigger a rotation of funds into gold, silver, and precious metal equities.
Gold has outperformed the S&P 500 by 16-fold since 2000, driven by ongoing fiat currency devaluation.
Central banks have been quietly hoarding gold for three consecutive years, buying over 1,000 tons annually for their reserves, indicating distrust in their own fiat money system.
The remonetization of gold is underway, with central banks accumulating more gold than US treasuries, signaling a major shift in the global financial system.
Central banks are preparing for the “end game” by hoarding gold, anticipating a potential collapse of the paper trading system and hyperinflation.
If the COMEX paper trading system collapses, gold prices could potentially surge to $10,000-$20,000 per ounce, with silver reaching $100-$200 per ounce.
The London Gold Pool of the 1960s and subsequent manipulations were part of a “war on gold” to suppress prices and maintain dollar dominance.
The weaponization of the dollar by the US has led to a decline in its status as the world’s reserve currency, prompting countries like China and Russia to accumulate gold as a financial weapon.
BRICS countries, led by China, are building a separate financial system using gold to settle international trade, challenging the US dollar-based system.
Tether, a stablecoin issuer, is buying as much gold as China’s central bank monthly and is the seventh-largest buyer of US Treasuries.
The US government is backing the rise of stablecoins like Tether, which could lead to a de facto CBDC controlled by the US government.
The US Federal Reserve is considering a revaluation plan to balance its books, potentially using gold as a hedge against inflation and currency devaluation.
Questions arise about the actual amount of gold stored in Fort Knox, as the US has a history of manipulating gold reserves and refusing audits.
China’s official gold reserves are likely only a small portion of its total holdings, with the government implementing a “storing gold with the people” program.
A monetary reset worldwide is anticipated, with the remonetization of gold continuing until this reset is achieved or a potential war between East and West occurs.
Stacking micro-wins through a structured morning routine, starting with an evening routine that sets up the next day, helps control the controllable and block out uncontrollable thoughts.
Waking up at 5:00 a.m. regardless of sleep time and following a specific order of activities builds efficiency and mental clarity for the day ahead.
A 20-minute walk with a spouse every night, split evenly for each partner, improves marriage, physical health, and allows for full presence with family.
Consistency in fitness and sleep is crucial for maintaining a healthy sleep-wake cycle and body awareness, avoiding injuries and maintaining overall well-being.
A 5-day workout routine focusing on functional fitness, including broad jumps, pull-ups, and trap bar deadlifts, helps maintain high standards of physical fitness at any age.
Developing body awareness is essential for distinguishing between hurt and injury, allowing for continued training and avoiding unnecessary medical interventions.
The defining factor in making it through Navy SEAL training is mental toughness, not physical ability, with the belief that you can get through anything.
Compartmentalization is necessary for Navy SEALs to perform effectively, walling off personal life to maintain mental health and relationships outside work.
The culture of SEAL teams, not the job itself, keeps members engaged, as they fear never finding a similar sense of importance and need elsewhere.
DJ Shipley’s electrocution experience, launching him 20 feet across his backyard, led to a transformation in vision and interconnectedness with the world.
Art therapy using skateboard burning as a form of electrolysis helped Shipley cope with PTSD and addiction, demonstrating the power of creative expression.
Rebuilding strength from scratch, starting with simple wrist curls and 20-minute walks, showcases the importance of consistent support and progressive training in overcoming adversity.
Ibogaine and 5-MeO-DMT treatments in Mexico allowed Shipley to confront past traumas and negative behaviors, leading to a profound shift in mental and emotional state.
Ibogaine instantly cured Shipley’s 17-year Copenhagen addiction and 15-year opioid dependence, enabling him to live without addiction or medication.
Framing Ibogaine as a medical treatment requiring heart monitoring and a structured approach differentiates it from recreational psychedelics.
The concept of “dials, not switches” refers to the ability to power down, power up, and power off one’s mental and emotional state for maintaining resilience.
Stacking small wins and focusing on micro-wins builds mental strength, making it easier to overcome obstacles and achieve goals.
Controlling posture, perspective, and consumption habits helps maintain resilience and overcome challenges, even in the face of adversity.
Shipley credits his Japanese Mastiff dog, Py, with pulling him out of depression and providing comfort, highlighting the healing power of therapy dogs.
The GBRS fitness program emphasizes consistency, routine, and scalability, incorporating physical training with mental toughness and resilience training.
Taking oneself seriously as a form of self-respect is crucial for building the ability to support others and showing up fully in life.
A 20-minute walk in the morning and evening has been crucial for Shipley’s connection with his wife and has saved his marriage.
Prioritizing sleep and getting enough rest is essential, with suggestions to set an alarm clock and get out of bed immediately upon waking.
Focusing on flexibility and standards in physical fitness, rather than rigid routines, allows for adaptation to any situation while maintaining consistency.
Anger and numbing out are considered the two most dangerous things in life, leading to hate speech and negativity that people are drawn to.
Protecting peace and surrounding oneself with positive people is crucial for maintaining mental health and resilience.
Taking one’s physical body seriously, rather than expecting quick fixes, can lead to amazing results in overall well-being and performance.
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