Trump is removing the veil of altruism from Pax Americana, exposing the raw power mechanics that empires have always used behind closed doors while the rules-based order collapses without US enforcement of international law.
Michael McNair argues the US is refocusing on the Western Hemisphere to strengthen domestically, enabling greater force projection globally rather than retreating—a strategic consolidation, not withdrawal.
Geopolitics now operates as a single battlefield where capital, trade, currencies, and security merge, replacing diplomatic niceties with raw power and enforcing one’s will through realpolitik principles.
US tariffs on Chinese goods jumped from 19-20% in 2024 to 30-45% by end of 2025, yet markets hit all-time highs with stable inflation, defying predictions of severe economic consequences.
Japan’s yen sits at a critical 40-year technical level; a break above 160 could trigger a rapid decline to 350 with no resistance, potentially destabilizing China and global markets.
US defense spending is projected to surge 50% to $1.5 trillion, with allocations targeting critical technologies and minerals, creating significant investment opportunities particularly for accredited investors.
Dollar-denominated stablecoins are gaining global adoption as a geopolitical enforcement tool, further dollarizing the global economy and providing the US additional leverage to maintain influence despite predictions of dollar decline.
Despite multipolar world rhetoric, the US demonstrated projectable power through actions in Iran, Venezuela, and Argentina without significant pushback from China or Russia, revealing persistent power disparities.
Index rebalancing by Bloomberg Commodity Index forces mechanical, price-insensitive selling of gold and silver futures when they exceed permitted weights, creating short-term volatility without changing long-term fundamentals or reflecting genuine market conviction.
TD Securities and Stockgen analysts identified that silver rebalancing represents a large share of open interest concentrated in a short window, generating material selling pressure through rules-based flows rather than sentiment or macro forecasts.
Goldman Sachs emphasizes silver price behavior depends on physical availability in London (the benchmark pricing center), where tight inventories, elevated lease rates, and increased borrowing of physical metals signal structural supply constraints.
Physically backed gold and silver ETF holdings remain below previous cycle peaks despite strong price performance, while central banks (particularly outside developed world) have been net buyers of gold for several consecutive years.
Deutsche Bank and Saxo Bank warn that positioning adjusts ahead of scheduled rebalancing events, creating technical weakness that is not structural damage—distinguishing between mechanical flows and underlying trends.
A one-minute explainer video on why global superpowers are interested in Greenland.
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