The OBA Bill, passed by the House with a one-vote margin, is estimated to add $3.8 trillion to the national debt over the next decade, though this figure is likely understated.
Permanent tax cuts extending 2017 provisions beyond 2025 are beneficial for taxpayers but criticized for potentially increasing the deficit.
University endowments, heavily invested in private equity with thousands of positions, face tax increases under the OBA Bill, potentially leading to a 40% value haircut on illiquid assets.
Defense spending is increasing by $150 billion, focusing on unmanned systems like drones, despite an already substantial $1 trillion budget.
Border security funding of $70 billion includes a wall and surveillance technologies, with $3 billion specifically allocated for surveillance.
Space dominance is viewed as crucial for controlling Earth’s critical movements, enabling the potential to deploy hypersonic weapons globally within minutes.
An AI regulation moratorium bans state-level regulations for 10 years, overriding existing laws in 60+ jurisdictions.
Cyber attacks on critical infrastructure, like Spain’s power grid, raise concerns about vulnerabilities in renewable energy sources such as wind and solar.
Russia-Ukraine tensions escalate with 800+ daily drones entering Russia and a reported drone swarm attack on Putin’s helicopter.
Israel’s potential attack on Iran may draw in the US, with Iran viewing Israel as a clear and present danger to their nuclear ambitions.
Mining companies currently represent the lowest percentage of the stock market in 120 years at about 1%, compared to the historical average of 10%.
China aims to dominate the global economy by 2049 through control of the industrial value chain, focusing on basic materials critical for manufacturing.
China currently controls 68% of global pig iron smelting, 54% of raw steel production, 65% of steel production, 58% of aluminum production, 43% of copper refinery production, and 89% of magnesium production.
China’s potential launch of a gold-backed currency could solidify its position at the top of the economic food chain.
The BRICS alliance (Brazil, Russia, India, China, South Africa) aims to create an independent banking empire, challenging Western economic control.
Russia plays a forceful role in the BRICS alliance, with China providing quiet support in the UN, despite potential long-term conflicts of interest.
The Trump tariff tantrum may have disrupted China’s long-term economic plan, likened to a marathon race where China had a 30-year head start.
The American military’s focus on lethality is deemed ineffective in fifth-generation warfare, where economic, information, cultural, and psychological battles are more crucial.
The global economic and political landscape operates on realpolitik, with honor and long-standing friendships no longer reliable factors.
Both Chinese and Western economic infrastructures have engaged in dodgy practices, suggesting there are no clear “good guys” in the current global economic scenario.
The important economic battles may have already been won or lost before traditional military conflicts even begin.
Trust is now the scarcest asset in global finance, with declining faith in politics, media, monetary systems, and science driving a rotation from fiat currencies to hard assets like gold and silver.
Gold prices are forecasted to reach $4,800 to $8,900 per ounce by 2030, driven by M2 growth and waning trust in the monetary system.
Central bank gold buying has surged 70% since 2018, with emerging markets like China and India now responsible for the majority of global gold demand.
The report suggests a 14-19% allocation to gold in a typical balanced portfolio, significantly higher than the current 1% average held by institutional investors.
Gold has shown relative strength versus cash and bonds, but not yet against equities, indicating a potential future rotation out of US markets into gold.
A new asset allocation model recommends 15% in physical gold as long-term monetary insurance, with silver and mining stocks as performance gold to be actively timed.
BRICS countries are accumulating gold and seeking alternatives to the US dollar for trade settlement, focusing on bilateral trade in local currencies.
Trump’s projected $4 trillion deficit increase, combined with war spending, aging demographics, and rising interest costs, suggests a phase of permanent fiscal expansion potentially driving up gold prices.
Silver and mining stocks present contrarian investment opportunities, with silver experiencing its fifth consecutive supply deficit and mining stocks generating record free cash flow at $2,000 per ounce gold margin.
Gold ETFs serve as a proxy for institutional gold investment flows, with recent inflows suggesting most investment professionals have yet to participate in the gold market.
Gold has historically played a major role in monetary realignments every few decades, with its current 16% backing of the monetary base well below the 45% historical average and 130% in 1980.
The next stage of the gold bull market is expected to be driven by a rotation out of US bonds and equities into gold and commodities, with gold playing a significant role in potential future monetary agreements.
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