The rising value of gold is driven by geopolitical tensions, economic instability, and a growing distrust in fiat currencies, necessitating a reevaluation of U.S. foreign policy and financial strategies.
Geopolitics and Economics
European leaders push for conflict with Russia despite recession, with Germany planning 500B euros in military spending instead of focusing on domestic economy.
Banks and bankers have historically profited from wars by finding collateral for loans, with US military bases protecting contracts for natural resources like Ukraine’s $12 trillion worth.
BRICS countries are increasing gold reserves as a strategic alternative to the US dollar, reflecting doubts about fiat currencies and seeking to diversify reserves.
Financial Systems and Currencies
Negative real rates, where inflation exceeds bond yields, erode purchasing power and act as an invisible tax on the middle class, benefiting broke sovereign countries but causing social unrest.
Central bank digital currencies (CBDCs) are seen as efficient but risk financial repression and loss of civil liberties through programmable, trackable money.
Weaponization of the dollar in 2022 led to a 3x increase in central bank gold buying compared to pre-2022 levels, as countries seek financial security amid US debt.
Gold and Market Dynamics
Gold’s rising price threatens the fiat dollar system, making it an absolute threat to the US government and banks, which is why it’s intentionally ignored by mainstream media.
Record levels of gold stand for delivery on COMEX, 4x last year’s pace, indicate counterparties want physical gold due to lack of trust in paper money and US Treasury.
China and Russia likely have 10x more gold than official World Gold Council audits, carefully stacking gold for decades like chess players.
US Economic Challenges
Yellen’s short-term debt issuance is a band-aid yield curve control solution that won’t solve the 140% military spending, entitlements, and interest on debt problem relative to tax receipts.
High debt levels, equity and credit bubbles, and rising interest rates are creating a volatile economic environment where any spike in 10-year yields could accelerate crashes in major indices.
Revaluing US gold reserves at $422/oz to market value could provide $750-800B in liquidity, but is a desperate measure that won’t solve the $37T debt crisis.
Global Power Shifts
Eastern central banks, Russia, China, and BRICS countries are stacking gold and withdrawing from COMEX as financial war preparation, seeing US and Europe as desperate and weak.
The US is in the fourth stage of an empire, too spread out and thin, with BRICS countries preferring gold over US debt as a strategic reserve asset due to high debt levels and declining credit quality.
Alternative media is challenging mainstream narratives and encouraging critical thinking on complex issues like geopolitics and economics, providing a platform for diverse viewpoints and informed discussions.