The U.S. faces simultaneous insolvency and inflation, potentially leading to a bond market crisis and currency reset after a period of stagflation.
The S&P 500 is described as the most overleveraged, overvalued, and overowned index ever, with a 10-year average return of -0.5% and potential for a 60% crash.
The Federal Reserve’s panic-driven rate cuts and quiet return to quantitative easing since October 1st indicate accelerating monetary debasement.
The U.S. dollar’s world reserve currency status is at risk, with countries like China preferring to hold gold over U.S. treasuries due to tariffs and confiscations.
The traditional 60/40 stock-bond portfolio model is criticized, with most Wall Street advisors characterized as passive “asset gatherers” rather than active managers.
Gold, silver, and platinum are considered essential portfolio ballast, exposing the fragility of fiat systems as the dollar’s reserve status deteriorates.
The recent sharp drop in gold and silver prices is viewed as a healthy correction within an ongoing secular bull market, not its end.
In a deflationary bust, investors should overweight fixed income and underweight highly speculative stocks, while in runaway inflation, they should short bonds and own precious metals and base metals.
The US economy faces an inevitable “Humpty Dumpty crash” in October 2025, leading to an irreversible bloodbath unlike previous market downturns.
A $12 trillion “hot money” influx in New York, representing 60% of all stock market money, is driving a hilarious situation where central banks buy gold while the US Fed and New York sell it.
The US debt-to-GDP ratio has surpassed 900%, with national debt growing at 8% annually since 2000 while GDP averages only 4%, signaling an impending deep financial crisis.
The gold price is projected to reach $8,000, with a potential $78,000 target, driven by central bank purchases and a bull market that began in December 2019.
The HUI Index, measuring gold mining stock performance, has seen 137% year-to-date gains and is expected to rise from 600 to 1,800 as the bull market continues.
Silver prices are anticipated to reach $100-150, benefiting from the ongoing bull market in precious metals.
China has been selling US Treasury bonds since 2013, reducing holdings from $1.5 trillion to under $800 billion, indicating a loss of confidence in the US economy.
The Ukraine war served as a trigger point, pushing the US into a lose-lose situation with no clear solution, according to Brzezinski’s analysis.
AI is reducing jobs and worsening the economy, contributing to a degradation of quality across various aspects of American life.
The US middle class has been hollowed out since the 1970s, weakening America’s economic strength and leading to a slow, painful internal decline.
The next two years (2026 and 2027) are predicted to be “absolutely awful” for the economy, potentially resulting in a “lost decade” similar to Japan’s experience in the 1990s.
Natural deflation, driven by technological improvements and increased capital investment, leads to falling prices and increased buying power for all, spreading the benefits of economic growth throughout the economy.
Industries like computers, televisions, and mobile phones have seen price reductions of 90% or more while experiencing tremendous growth, demonstrating the benefits of deflationary processes even under the current fiat dollar standard.
The false analogy between actual prices and an abstract price level misleads economists into fearing deflation and promoting inflation targeting, based on an oversimplified model of money supply and prices.
Austrian economists propose a more accurate analogy of a swarm of bees to represent price changes, reflecting the complex and dynamic nature of individual price movements in an economy.
The real danger to the economy is economist support of inflation targeting, a deliberate policy of expanding money supply and reducing dollar value to avoid deflation at all costs.
Raising the inflation target to 4% or 5% would give the Fed more room to lower interest rates during recessions, but faces public resistance due to valid concerns about the negative impacts of inflation.
The broad market is driven by an AI bubble, with 3 lower highs in the Value Line Geometric Index since 2022, indicating a concentrated stock market bubble.
The bond market is ahead of the equity market in identifying economic issues, with the 30-year bond below 5%, 10-year below 4%, and 2-year at 3.48%, signaling a slowing economy.
A 5.6 million home gap between homes for sale and sold, driven by illegal immigration and Fed printing during COVID, is causing a crisis in the real estate market.
The US economy faces a deep recession due to misdeployed capital, Ponzi credit, and bad decisions based on miscounted jobs and inflated economic growth.
China’s economy is entering an acute crisis phase, with problems in trade wars, rare earths, and the US hollowing out its manufacturing base.
China’s demographic crisis, real estate bubble, and massive over-supply will lead to a deflationary collapse, with bond yields already collapsing as a sign of a deflationary environment.
The gold market is consolidating after a 60% move this year, with a potential long sideways period of 3-12 months ahead as it reestablishes its role as money.
WTI Crude Oil is headed lower, potentially impacting global economic dynamics and energy markets.
China’s attempt to export their way out of problems will have massive deflationary implications for the global economy, potentially leading to a big deflationary scare.
A regional bank crisis is looming, with potential ripple effects throughout the financial sector and broader economy.
The US Constitution’s Article I, Section 8 mandates Congress to define official standards of weights and measures, implying that money should be an unvarying measure of value to facilitate daily transactions and establish a common currency across the 13 former colonies.
Thomas Jefferson’s 17-page essay on establishing a money unit for the US emphasizes that sound money should work for the average person, be familiar, facilitate daily transactions, and establish a common currency across the 13 former colonies.
Deliberately targeting 2% inflation over 10 years is equivalent to a 1% devaluation or expropriation of savings, as if people had just saved their money under the mattress.
The Federal Reserve’s mandate of stable prices was originally defined as 0% inflation, not 2%, implying that targeting 2% inflation is a form of chiseling or expropriation of savings.
The US government has a moral obligation to provide dependable money that works for the average person, not just financiers, as it imposes legal tender laws and should uphold the constitutional and moral implications of sound money.
2025 marks the beginning of a new era where world-historic technologies like AI, clean energy, and bioengineering are scaling simultaneously, driving unprecedented change.
The arrival of AI in 2022 initiated the age of AI, a fundamental game-changing technology that will amplify human mental powers and reduce costs in various sectors.
America is experiencing its third 80-year cycle of tipping points, where old systems are dismantled and new ones are built, reshaping society and institutions.
The economic system of financial capitalism is failing for 80% of the population, prompting a shift towards sustainable capitalism capable of coordinating 10 billion people globally.
Solid-state batteries and cheap genome editing are driving down costs in clean energy and bioengineering, promising abundant clean energy and lab-grown meat production.
The current moment presents an opportunity to build a 21st-century civilization that is sustainable, digital, and globally governed, addressing planetary-scale challenges.
Group identities provide psychological benefits to the powerless, offering crutches for the lame, shields for the timid, beds for the lazy, and nurseries for the irresponsible.
Collective identities enable individuals to dispense with self-responsibility and blindly obey authority figures, eliminating the need for independent thinking and decision-making.
Memberships and organizations support various “isms” and reinforce collective authority structures in society.
Group identities foster a cycle of dependency and obedience, weakening individual autonomy and critical thinking skills.
The silver shortage and gold leasing crisis at the Bank of England are key indicators of the impending collapse of the fiat currency system, signaling a breakdown in the relationship between paper and physical precious metals.
As the fiat system collapses, the gold-silver ratio will become highly volatile, with silver prices potentially rising to $100 or more, creating a psychological barrier for gold investors.
The collapse will follow a pattern similar to the German post-WWI inflation, with three phases: inflation, asset value support, and credit bubble collapse, leading to the largest credit bubble burst in history.
The silver squeeze is a short squeeze with no physical supply to meet demand, exacerbated by the withdrawal of China and other major suppliers and investor hoarding.
ETFs in the silver market are unstable and may fail if the silver squeeze persists, as they cannot cover the underlying asset, making it impossible to stand for delivery on Comex.
A disconnect between gold prices in dollars and commodities priced in gold since 2020 indicates the fiat system’s collapse, leading to a potential massive rally in commodities.
The Chinese yuan may become exchangeable for gold through facilities like the SGE’s vaults, creating a “Bretton Woods Mark 2” system with the yuan pegged to gold at a governmental level.
The collapse of the fiat currency system will trigger commodity price inflation, with base metals and raw materials priced in gold experiencing massive undervaluation and rapid price increases over the next 2-3 years.
The Fed’s reliance on short-term funding through T-bills to cover increasing deficits will be highly inflationary, undermining currency value and exacerbating economic problems.
The collapse of the credit bubble will be signaled by rising bond yields, with the 10-year Treasury potentially exceeding 10%, triggering a systemic event and widespread financial panic.
The implementation of digital ID systems, like in the UK, serves as a blueprint for an online financial repressive model, enabling governments to control and track financial transactions, similar to China’s system.
The US debt to GDP ratio is over 120%, not 99.9%, and has been exponentially increasing since 2019, slowing growth by a third when crossing the 100% debt to GDP Rubicon.
US national debt exceeds $37.8 trillion with interest payments over $1.2 trillion, while the debt to GDP ratio is at 99.9% and likely to keep rising even under moderate growth.
The US is experiencing a constructive default on its debt due to negative real yields across the yield curve, resulting from inflation and currency debasement.
The world is shifting from a bipolar or unipolar world to a multipolar world, leading to a more competitive and conflictual global landscape.
China is waiting for the US to implode itself before making geopolitical moves, aligning with Sun Tzu’s “Don’t interrupt your enemy while they’re making a mistake” strategy.
The US is bringing a knife to a gunfight in its trade war with China, with tariff policies that are exporting manufacturing and creating a trade deficit.
Gold is 735 days into its current rally, which is 162-1,062 days shorter than previous major rallies, suggesting room for further growth.
Central banks are driving the gold price rally, representing a systemic change in global markets, with gold only at 5% of global allocations compared to the historical 2% average.
Silver is massively undervalued compared to gold, with a current 80:1 ratio, versus the 15:1 ratio in 1980 and 32:1 ratio in 2011.
The dollar is being debased to monetize unsustainable debt, with M2 money supply expanded and central banks printing money, creating a deflationary force that’s inflationary for gold.
The dollar is slowly but steadily being replaced by physical precious metals as a safer store of value globally, even at commercial bank levels.
The current market is dangerous due to high concentration in tech stocks, subprime market risks, private credit bubbles, and AI bubbles, with the market overvalued by various indicators.
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