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Top Three Videos – March 4, 2026

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Ryan McMaken, Tho Bishop, Jonathan Newman: What Is the State of the Union?...(Feb. 26, 2026)

Power & Market...

Summary

 

The State of the Union address has become a superficial and overly partisan event that has lost its original purpose and significance, often featuring misleading information and lacking in substantive policy discussions.

 

Institutional Theater and Historical Context

 

Thomas Jefferson opposed the State of the Union address as monarchical nonsense, preferring written letters to Congress, while modern presidents transformed it into political theater and a campaign tool to demonize opponents and whip up voter support rather than serious policy discussion.

 

The State of the Union creates the false impression that the president is head of the legislature, when constitutionally the vice president presides over the Senate and the speaker leads the House, distorting the separation of powers.

 

The theatrical nature with special guests and awards has been exacerbated under Trump, making it a partisan spectacle that reflects the degradation of the president as a unifying figure and the rise of divisive partisan politics.

 

Housing and Economic Misrepresentations

 

Trump claimed mortgage rates are lowest in four years with annual costs down $5,000 since taking office, but his solution of lowering interest rates props up home values for existing owners while failing to address affordability for first-time buyers.

 

The administration continues subsidizing demand like previous governments, which drives up prices and delays a necessary correction in the housing market, perpetuating unaffordability rather than solving it.

 

Employment and Manufacturing Claims

 

Trump’s claim of adding 70,000 new manufacturing jobs is misleading—only 44,000 manufacturing jobs were added at 3,500 per month, while local government jobs increased at a higher rate than manufacturing or construction.

 

Strategic Omissions and Regime Protection

 

Trump’s speech avoided national debtBitcoin or crypto, and Powell and the Fedcore state functions that empower ruling elites—while focusing on permissible topics like street crime, DEI, and LGBT issues to avoid challenging regime power structures.

 

Trump made outlandish claims that tariffs could replace the income tax, attributing stock market highs to them and claiming they could stop wars, despite tariffs representing only 5% revenue versus 50% income tax revenue.

 

Monetary Reality vs. Political Narrative

 

Monetary inflation at a three-year high in M2 growth is driving the stock market, not Trump’s policies, with record-high money supply buoying stock and home prices despite Powell’s claims of a restrictive monetary stance.

 

Legislative Dysfunction

 

The administration’s fraud czar (JD Vance) aims to highlight Democratic incompetency and defund fraud-prone programs, but Congress shows no interest in addressing these issues through legislative action on appropriations.

 

Political Landscape

 

Trump’s popularity is declining but not translating to a Democratic surge, with midterms potentially punishing the incumbent party though both parties struggle and the outcome depends on what captures American imagination by November 2026.

Jim Rickards: "Cuba's Next" After Iran Strikes – Why $10,000 Gold Is Locked In & Accelerating...(March 2, 2026)

ITM Trading Ltd...

Summary

 

Jim Rickards predicts a significant surge in gold prices to over $10,000 due to rising global tensions, particularly in the Middle East, and a shift towards hard assets as the dollar’s value declines.

 

Geopolitical Strategy

 

US and Israel executed a decapitation strike on Iran’s entire top leadership including supreme leader, defense minister, and Revolutionary Guard chief on February 27, 2026 in broad daylight after CIA and Mossad intelligence revealed they gathered in one place several days ahead of schedule, creating a target set too rich to pass up.

 

Trump’s global rollup strategy targets Venezuela (with Maduro jailed in New York), Iran, and Cuba next with potential military action, focusing on controlling oil revenues including Venezuelan reserves and Guyana’s offshore fields to reshape geopolitical power dynamics.

 

Strategic Vulnerabilities

 

Israel’s New Jersey-sized territory creates catastrophic vulnerability to a single Iranian nuclear weapon due to zero strategic depth, with the entire country within range of one missile launched from Iran.

 

Economic Warfare Winners and Losers

 

China emerges as the big loser from US control of Iranian oil exports due to heavy reliance on Iranian supply, while Russia benefits from higher oil prices and can potentially supply China as alternative source.

 

Gold Market Dynamics

 

Jim Rickards forecasts $10,000 gold driven by wars and oil market control, with gold already rising from $1,800 to $5,300 and Brent crude spiking toward $100, demonstrating gold’s high sensitivity to geopolitical events despite short-term volatility.

 

Historical Patterns

 

Oil control determined outcomes of Nazi Germany’s failure against Soviet Union and Japan’s Pacific loss due to lack of access to Iranian oil, establishing historical precedent for current oil-focused military strategy.

 

Information Warfare

 

Mainstream media outlets including NY Times, FT, and Economist function as propaganda outlets with agendas, requiring investors to rely on alternative media, social media, and live news feeds for reliable information during geopolitical crises.

 

Military Objectives

 

The decapitation strike aims to disrupt weapons factories and throw Iran into chaos, expecting Iranian people to rise up and pick new leaders without US involvement in nation-building, following a hands-off regime change strategy.

SPECIAL REPORT: US & Israel Now At War With Iran - What Will The Implications Be? | Ryan Bohl, RANE...(March 1, 2026)

Thoughtful Money...

Summary

 

The US and Israel’s joint strikes on Iran have escalated tensions, potentially leading to a war with significant implications for the region and global stability.

 

Strategic Intelligence and Operational Capabilities

 

US-Israeli strikes on February 28, 2026 executed 900 strikes on day one with planned 30-day campaign targeting Supreme Leader Khamenei, command/control infrastructure, nuclear/military sites while deploying cyber attacks and suppressing air defenses.

 

US and Israel demonstrated superior intelligence penetration of Iran’s leadership through tracking cell phone usage and movement patterns, unlike Saddam Hussein who survived by hiding in a spider hole for six months completely disconnected from technology.

 

Gulf states’ multi-layered air defense network achieved 85-90% interception rates against Iranian missiles and drones, suggesting Iran’s offensive capabilities may have been significantly overinflated compared to previous assessments.

 

Iranian Regime Resilience and Response

 

Despite decapitation strikes killing Khamenei and top officials, Iran’s command and control remains functional with local IRGC commanders executing orders, showing no military defections, indigenous uprisings, or rebel takeovers of cities.

 

Iran retaliated by expanding strike geography beyond any previous operations, hitting all Gulf Cooperation Council countries, Oman, Jordan, and Israel, including civilian targets like Dubai’s Burj Khalifa, resulting in 3 confirmed US soldiers killed and hundreds of Iranian casualties.

 

Iran’s regime survives through force rather than legitimacy, relying on Basij and IRGC loyalty to maintain control despite widespread unpopularity among the population.

 

Regional Geopolitical Dynamics

 

Saudi Arabia prefers stable, predictable Iran under united government while UAE seeks to exploit chaotic, broken Iran for geopolitical gain, revealing divergent Gulf state interests despite temporary unity against Iranian threat.

 

Saudi Arabia and UAE possess military capability to conduct their own airstrikes inside Iran, even if symbolic, following Iranian missile strikes on their territories.

 

Iran’s strikes on Saudi Arabia and UAE risk triggering direct retaliation from Gulf states who now face pressure to respond militarily to Iranian aggression.

 

Nuclear Program and Escalation Triggers

 

October 7th Hamas attack shifted Israel into hawkish mode against Iran, with Iran’s nuclear program remaining the breaking point that ultimately drove the decision to launch decapitation strikes.

 

Post-Conflict Scenarios and Economic Impact

 

US-Iran war will cause energy supply disruptions, price gouging, and inflation slowing global economic growth in 2026, with Iran’s best bargaining chip being threats to make energy costly and damage Gulf Arab economies.

 

Gulf Arab states may shift from external investments to internal reconstruction and rehabilitation, potentially implementing lower corporate taxes and cheaper visas to attract long-term business despite increased regional risks.

 

Best-case scenario involves reformist Iranian leaders gaining credibility from hardliner mismanagement, driving slow policy changes toward Western reconciliation and political reforms liberalizing elections over several years.

 

Global War Risk Assessment

 

Russia and China have never had mutual defense treaties with Iran and show no strong incentives to escalate, confirming this remains a US-Iran conflict rather than global war.

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