The US is expected to shift from an inflationary boom in 2023 to an inflationary bust by 2025, primarily due to Trump’s proposed tariffs increasing input costs for corporations.
The S&P 500 to oil ratio above its 7-year moving average indicates a good economy, while the declining S&P 500 to gold ratio suggests impending economic issues.
In uncertain times, Laurent Lequeu recommends investing 30-45% in physical gold and the remainder in a mix of equities and short-term investment-grade US dollar bonds.
The copper to gold and oil to gold ratios are at attractive levels, indicating potential for a massive reweighting of commodities outside of gold in coming years.
Despite potential stagflation by 2022, the US is likely to remain the strongest major economy due to its energy independence and relative political stability.
The Canadian dollar is expected to weaken against the US dollar in 2024, while gold has performed well in other currencies like the Euro and Yen.
Uranium presents a mixed picture globally, with the US having ample natural gas and oil reserves, while China aims to secure uranium imports from countries like Kazakhstan and Uzbekistan.
The Bitcoin to gold ratio peaked in late December 2022, signaling a sector rotation within the equity market and highlighting corporates’ inability to pass through higher energy prices to customers.
The 10-year yield peaking and declining in 2025 is expected to be a major turning point for gold and precious metals, signaling a potential recession and Fed rate cuts.
Historical patterns show 10-year yield peaks around 5% have led to 20% declines in the stock market, with similar events in 2007 and 2018.
A steepening yield curve, particularly between the 2-year and 10-year yields, is considered bullish for precious metals but concerning for the broader market and economy.
Gold breaking above $50 and its 200-day moving average could trigger a significant rally in the precious metals sector.
The Fed has substantial room for rate cuts, which may be anticipated by the market before official announcements, potentially benefiting gold and precious metals.
The LA fires may be linked to individuals on P Diddy’s list, with many affected homeowners allegedly connected to this controversial roster.
These fires could be part of a larger pattern of weather modification and man-made climate change, potentially involving high-altitude arson from suborbital platforms.
Proposed solutions to disasters like the LA fires often benefit the perpetrators rather than victims, with suggestions of placing California under unconstitutional Federal rule.
The fires might be connected to pedophilia rings, with the speaker highlighting the alarming statistic of 400,000 missing children in the US.
While natural factors like drought and poor management contributed, the speaker suggests the fires were likely triggered by a combination of natural and man-made causes.
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