Currencies collapsing, not gold rising, drives gold’s bull run from $1,700 to $3,500 in 3 years as foreign governments and central banks trust gold more than US dollar and debt.
If 1% of money in treasuries pulls out, Goldman Sachs estimates gold will reach $5,000; if 20%, Bald Guy Money estimates $9,000 gold.
Central banks hoarding gold instead of Treasuries, heavy COMEX deliveries, and short squeezes in silver expected to significantly increase gold and silver prices.
Fed’s abandonment of stable prices by allowing exponential decay in dollar’s purchasing power breaches their mandate, admitting inflation will exceed 2% for extended period.
Loss of purchasing power of the dollar fundamentally drives gold’s price increase, as all currencies are inherently meant to die and gold’s price can theoretically reach infinity.
Big money front-running potential bull market of a lifetime in gold, as wealthy and sophisticated investors reject negative real yields and move to gold.
Wealthy not keeping money in cash, but in assets like gold and silver with no counterparty liability, outperforming other investments in recent months.
Jobs report weakening: BLS reports only 22,000 jobs added in August, not 79,000 expected; June revised from 27,000 to -13,000, first negative print since 2020.
UK and Japanese bond markets looking horrible, with global bond markets rejecting rate cuts, suggesting stagflationary environment ahead.
Geological ratio of gold to silver around 70:1, but current price ratio much lower, indicating potential for large price increases in silver.
Certainty of devalued dollar and lower interest rates driving investors to gold and silver as safe havens in a “bull market of a lifetime”.
China showcased latest military equipment and unmanned submarines at Beijing’s SEO summit and military parade, potentially for retaliatory strikes against the US and allies.
The Middle East is considered a safer zone due to strong trade relations between Israel and UAE, and a large Iranian population preventing retaliation against Israel.
The US Treasury aims to accumulate gold before revaluing it, having been buyers of gold through the banking system when Trump became president.
Real money supply, the best leading indicator of economic activity, is falling globally and in America, signaling an imminent recession.
Risk of capital controls in Europe is high due to EU3 leaders moving into Ukraine with American equipment support.
American institutions and pension funds will be forced to allocate assets into the treasury market as traditional foreign holders become sellers.
Temperature changes are a crucial variable in the current fourth turning cycle, leading to a permanent decline in demand for food, energy, and resources.
The global economy is starting to come apart, with two massive events expected in the coming months according to elite insiders.
The Bureau of Labor Statistics overestimated job creation by nearly 1 million jobs in 2025, marking the largest downward revision in history and indicating no job growth during the Biden administration.
Stocks may initially serve as an inflation hedge when the Fed eases during bottoming inflation, but could face a “nasty hangover” as operating costs rise and profits decrease due to inflationary policies.
Central banks’ aggressive gold hoarding since 2023, purchasing over 1,000 metric tons annually, signals a shift towards hard assets like gold and crypto in preparation for a potential monetary reset.
The “only path forward” for addressing the US’s $35 trillion debt involves printing money through yield curve control and currency devaluation, as evidenced by gold’s breakout against major currencies.
To prepare for a possible monetary reset, investors should ride the bull market, allocating capital to inflation-benefiting assets like stocks, gold, and precious metals, before exiting stocks when markets begin to decline.
The US may address its debt by rewriting crypto and gold market rules, eroding trust in the dollar, shifting debt into a “crypto cloud” via stablecoins, and devaluing the currency, as suggested by an adviser to Vladimir Putin.
The jobs market is weakening, with 1 million fewer jobs than expected, signaling economic weakness while the stock market remains overvalued relative to economic indicators, risking repricing.
The quits rate has collapsed to pre-COVID levels, indicating tremendous job insecurity despite soaring asset prices, casting doubt on the accuracy of the 4.3% unemployment rate.
Millions of people outside the labor force contribute to understating the true weakness in the labor market, despite the official unemployment rate of 4.3%.
Fed rate cuts will provide liquidity offset, reduce borrowing costs, and offer relief to stressed corporate and consumer sectors, potentially validating elevated asset prices.
Reshoring of manufacturing is a long-term process, not an immediate economic boost, with weak capex plans in the NFIB survey and unimpressive capital spending numbers.
The end of globalization will lead to higher production costs, increased economic demand for liquidity, and greater financial market volatility as the US shifts towards domestic production.
The framework for investing is ending due to rising cost of capital, increasing inflation, and reimporting the natural business cycle as manufacturing is reshored.
The transition to a new workforce will take multi-years to reskill and find placement in new industries as the economy shifts away from globalization.
Housing market pressures from high costs and job losses could trigger a housing bubble burst, potentially leading to a “parade of horribles” scenario.
Gold prices have barely started their move, with the gold price relative to total holdings of gold ETFs still in early stages, primarily driven by non-Western investors.
Corporate credit risks from $1 trillion in debt due and fading “extend-and-pretend” practices could quickly become a major issue, especially as corporate profit margins are squeezed.
Aggressive stimulus is likely in response to economic challenges, but persistent deficits may continue to be an issue.
The potential “parade of horribles” scenario, including recession, market correction, housing bubble burst, and unemployment spike, could have devastating consequences for asset prices at current valuations.
“The Preparation” book offers a framework for young men to become competent, educated, valuable, fulfilled, and dangerous through hands-on cycles of experience, skills-building, and developing a personal code.
The program structures three-month blocks focusing on an anchor course, academics, reading, reflections, and activities, mirroring college semesters but with 40 productive hours/week on self-development.
Developing a personal code helps formulate an idea of the desired man by outlining virtues, conduct, and self-rules, fostering self-esteem and self-awareness.
Maxim Smith, the book’s beta tester, gained EMT training, wildfire work, sailing experience, and geophysics knowledge in just 2 years without attending college.
Maxim financed his experiences through jobs like Office Depot and pizza delivery, saving $5,000 in 2.5 months for EMT school.
After 2 years, Maxim has more money than when he started, despite spending only 20%, and boasts a remarkable resume.
The program requires 5 hours/week for documenting progress, reflection, and accountability to goals and values.
Structure and rules provide a clear plan, helping avoid the paralysis of endless options and make progress even in a collapsing system.
Focus on personal code development and character building helps develop a strong sense of identity and purpose.
Building momentum through accomplishments like reading books, studying, and working on projects provides motivation to continue the alternative path.
Courage is the key prerequisite for success, with reading the book being just the first step towards substantial changes.
The cost-benefit analysis of college reveals a median cost of $300,000, equivalent to the median net worth of an American household.
The preparation program is designed as a shared family journey, not an individual burden, requiring families to work together in supporting young people.
Sequestered capital refers to advanced technologies and innovations that are hidden from market participants due to limited public information, particularly in R&D and financial innovation sectors.
The Austrian business cycle theory posits that central banks increasing money supply and credit creates a frenzy of activity in little-understood areas, inducing a race to be the first mover in adopting futuristic technologies.
Sequestered capital was evident in historical events like the 1636 Dutch tulip bubble and the 1929 stock market crash, where new advanced technologies were not well understood by market participants.
Private investment via hedge funds, artificial intelligence, commercial real estate mortgages, and cryptocurrencies are current highly speculative assets with zero book value and widespread ignorance among investors.
The solution to economic crises caused by sequestered capital is not more regulation, but removing the fuel line of easy money by stopping central bank credit expansion, as per the Austrian business cycle theory.
Civilizational decadence is characterized by economic stagnation, institutional decay, and cultural exhaustion at a high level of material prosperity, leading to a dark age of sterility lasting centuries.
The Roman Empire exemplifies decline through decadence, enduring for centuries after the 3rd century crisis in a state lacking creativity, warmth, and hope.
The “pink police state” is a form of soft despotism allowing citizens to indulge in pleasure within boundaries set by a managerial elite, eroding sacred freedoms like speech and religion.
This system medicalizes social problems using the language of treatment rather than moral exhortation, regulating private conduct in cases of physical or psychological harm.
Downers become the drugs of choice in decadent cultures, offering temporary escape from futility and frustration while potentially stabilizing society despite wrecking individual lives.
A decadent civilization risks stagnating for centuries or collapsing outright, with the possibility of indefinite coasting being more frightening than annihilation.
Trump’s mercantilism strategy prioritizes the national economy over free markets, restricting imports, boosting exports, and treating trade as a zero-sum game, similar to China’s state-involvement in governance and trade.
The approach involves strong-arming companies into giving up equity and warrants, acquiring golden shares with veto power and board representation, creating a state-controlled sovereign wealth fund.
“Economic fascism”, coined by Benito Mussolini in the 1920s, describes the merger of corporations and state, mirroring the current US system where they work together to benefit the wealthy at the expense of the middle class.
The assassination of Charlie Kirk, founder of Turning Point USA with 250,000 student members, could be a catalyst for dividing people into different groups as the US potentially heads towards civil unrest.
Trump’s Genius Act aims to make the US dollar dominant by boosting treasury demand and providing surveillance tools for the state to decide winners and losers, further financializing the economy.
Trump’s economic policies, including mercantilism and tariffs, are viewed as radical and potentially having a negative impact on the standard of living, as the dollar must be devalued for his plan to work.
Argentina’s economic future is uncertain, with the country divided between those seeking freedom and those wanting an authoritarian government, pending the outcome of national elections in a couple of months.
Opening a “Rick’s Cafe Americaine” in emerging markets like Burma or Africa could be a successful business venture due to the lack of good bars and restaurants, potentially becoming an informal stock exchange.
The confusion surrounding tariffs and economic policies makes it difficult for people to make rational decisions, leading to potential chaos in the economy.
The combination of Charlie Kirk’s assassination and the murder of a Ukrainian girl in Charlotte could create a volatile political situation, described as a “witch’s brew” by Doug Casey.
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