The global economy’s center of mass has shifted from Eurasia to the West, then back to Eurasia, with the West’s share declining since 1991.
BRICS countries (China, India, Russia, Brazil, South Africa) are rising in GDP percentage of the world, while the US, UK, France, Italy, Germany are all declining.
The internet and AI are disrupting media and money, while China’s robots and drones are disrupting manufacturing and military.
A four-party conflict is emerging between China, red America, blue America, and the internet, with each targeting different strongholds.
The US dollar’s value is tied to its role as the global reserve currency, allowing the US to tax the world through inflation.
The US is harming itself by trying to tariff China, which is only 8% dependent on US trade, while China is diversifying its revenue streams.
The internet is the new West and represents version 3.0 of the West, more inclusive and with libertarian and progressive values.
The internet is upstream of all major global phenomena like Brexit, Trump’s election, and BLM, and is disrupting everything.
The US empire’s collapse is inevitable as Democrats and Republicans are destroying their business model by cutting off trade flows, talent flows, and remittances.
The US has an unsustainable debt of $175 trillion, including unfunded liabilities, which cannot be printed or debt-wiped without destroying the currency’s value.
The network state is a cloud-first society where people spend more time online than in the physical world.
The US will transition from a two-party system to a thousand community system, where people choose their community or country at age 18.
Internet-first learning will transform education, making it more like 18th and 19th century America with apprenticeships.
Choosing a community is more important than choosing a college, as it determines one’s network, company, and country.
The future is China versus the internet, with the internet representing a peer-to-peer network where everyone is equal.
Countries like El Salvador, Dubai, Singapore, and India are on the upswing and have a bright future ahead of them.
The world is in a superinflationary environment with 5% monthly inflation, which is already super bitcoinization due to the 10.41% monthly devaluation of the dollar versus Bitcoin over the last 16 years.
The dollar is not the best tech stack, being slow compared to better payment systems in Southeast Asia, China, India, and Brazil.
The Kanzuk movement, including people from Canada, Australia, New Zealand, and the UK, is a growing force that is neither woke nor MAGA.
The world has become too complex for humans to handle, necessitating a focus on finding locations with good future prospects rather than fighting against global complexities.
60% of Americans have less than $1,000 in net worth, destroying the middle class and making a comfortable retirement impossible.
The Fed’s plan to cut interest rates by 300 basis points to 1% will exacerbate wealth inequality by sending asset prices soaring.
A potential sovereign debt crisis looms as the bond market may revolt against excessive money printing, triggering a stagflationary crisis.
Pento’s portfolio allocation: 68% T-bills, 10% US equities, 10% foreign stocks, 10-15% inflation hedges (platinum, gold), and a small short position.
Platinum is favored over gold due to its rarity, durability, and industrial applications, with significant potential for price appreciation.
Recommended gold ownership strategy: 5% of net worth in physical, non-custodial gold, avoiding IRAs and ETFs to maintain control.
Pento’s inflation deflation economic cycle model tracks oligarchs and despots who trade on insider information, influencing financial conditions.
Trump’s tariff strategy is viewed as a noble but misguided effort to revive US manufacturing, with a suggestion to force creditor nations to purchase US goods instead.
The US has an expense problem, not a revenue problem; cutting taxes without matching expenditure cuts is deemed a mistake.
Bitcoin is rejected as a “glorified barcode” lacking intrinsic value and true decentralization, despite its recent price rally.
Dan Bongino, now deputy director of the FBI, has posted a cryptic message indicating his discoveries inside the Bureau have “shocked him to his core” and that “we cannot run a republic like this”.
Bongino’s statement has sparked intense speculation about potential corruption, political weaponization, and the Epstein files within the FBI.
James O’Keefe asserts that the public has “a right to know” what Bongino has uncovered, emphasizing that “more harm will come from not having” this information.
O’Keefe suggests that while “many people can’t handle the truth”, withholding it could be more detrimental to society.
Bongino’s transition from an outsider critic to insider at the heart of the FBI system he once opposed raises questions about his newfound perspective and ability to expose internal truths.
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