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Top Three Videos – March 7, 2025

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Alex Krainer | Martin Armstrong | Tom Luongo: The UK and Europe on the BRINK of COLLAPSE! (March 4, 2025)

CapitalCOSM...

Summary

 

Zelensky’s planned confrontation with Trump at the White House highlights the complex interplay of geopolitical tensions, U.S. support for Ukraine, and shifting public sentiment amid a humanitarian crisis and economic instability.

 

Geopolitical Strategies

 

Zelensky’s White House meeting was allegedly part of a planned “theater” to create war, with Zelensky insisting on confronting Trump 5 days in advance to embarrass him into supporting Ukraine.

 

The proposed solution for Ukraine involves breaking up along ethnic lines, similar to Yugoslavia, allowing Donbas to vote for separation, but Zelensky has reportedly outlawed their language and religion.

 

A secret appendix to a 100-year Ukraine-Britain partnership agreement signed on Jan 16, 2025 allegedly gave British interests control over Ukraine’s resource wealth.

 

Economic Implications

 

The German economy has reportedly shrunk by 3-5%, struggling with COVID falloutclimate change policies, and sanctions on Russia.

 

Gold and tangible assets are expected to benefit from capital flight due to geopolitical issues and government balance sheet management.

 

Negative interest rates in Europe could potentially wipe out banks and pension funds due to regulations requiring reserves in government bonds.

 

Military and Political Developments

 

European leaders, including UK Prime Minister Keir Starmer, are reportedly prepared to send boots on the ground and planes to support Ukraine.

 

The U.S. is allegedly extending the Russia-Ukraine war to ramp up its own military-industrial complex and production.

 

Zelensky’s refusal to hold a free election is attributed to knowing he would lose, as the death toll has reportedly risen from 1,000 to over 1.1 million.

 

International Relations

 

Romania is experiencing massive protests against a rigged election, with the U.S. doubling its NATO airbase there to point at Crimea.

 

The eurozone’s lack of debt consolidation and the euro’s inability to challenge the dollar are key factors in ongoing economic struggles and financial instability.

 

Controversial Claims

 

Martin Armstrong’s sources suggest the West, not Putin, created the Ukraine war, with Zelensky funded by the same people as Hunter Biden.

 

RFK’s beliefs about the CIA’s involvement in his family’s deaths and the rejection of Project Northwoods false flag proposal by JFK suggest deep state manipulation.

 

Legal and Financial Matters

 

The Southern District of New York, known for its corruption and unique practices, has a history of changing transcripts, making it difficult to hold judges accountable.

 

Commodities, particularly raw materials, are viewed as the most undervalued assets currently, having been beaten down through financial repression during years of zero interest rates.

Porter Stansberry: Trump’s Tariffs Will Unleash Chaos, S&P to Crater? (March 5, 2025)

ITM Trading Ltd...

Summary

 

Porter Stansberry warns of an impending financial crisis due to overvalued markets, government mismanagement, and the potential negative impacts of Trump’s tariffs, urging investors to prioritize high-quality businesses and cautious strategies.

 

Market Speculation and Valuation

 

The S&P 500 is trading at an unprecedented 28 times earnings, indicating a cyclical peak in speculation that has never led to successful investments over the next decade.

 

The Buffett indicator, measuring stock market value compared to US GDP, is over 200%, signaling a speculative mania similar to historical booms like the 1844 railroad and 1929 auto booms.

 

Stansberry predicts a series of market corrections: a 27% drop, followed by a rally, then a 47% correction, and finally a 80% or more decline within the next 36 months.

 

Economic Concerns

 

The US government is facing $200 trillion of obligations due in the next 30 years, with a 7% of GDP deficit last year despite full employment, putting it on track for a $4 trillion deficit this year.

 

The private sector needs to drive economic growth, requiring a reorganization of the US economy away from reliance on government intervention and deficit spending.

 

Market Indicators

 

The corporate bond market shows a zero risk premium relative to Treasury bonds, a rare situation indicating a cyclical peak in speculation.

 

Rising gold prices are seen as the market’s response to the potential collapse of the US financial system due to government bankruptcy.

 

Political and Social Implications

 

Tariffs are viewed as a bad idea, functioning as a form of progressive taxation that will ultimately lead to higher prices for consumers.

 

The market is tilting towards believing Trump’s policies will cause a significant recession in the US over the next 12-18 months, potentially leading to falling Treasury yields and a stock market massacre.

 

Civil unrest is considered likely if Trump continues to challenge the DC bureaucracy, with concerns about potential retaliation from the Deep State.

Doomberg: EU 'Doubling Down on Insanity' as Energy Costs Tank Their Economy (March 5, 2025)

Commodity Culture...

Summary

 

The EU is facing an energy crisis exacerbated by high costs, political instability, and reliance on expensive renewables, prompting a reconsideration of hydrocarbon imports from Russia despite sanctions.

 

Energy and Geopolitics

 

The EU is considering buying more hydrocarbons from Russia despite sanctions, with leadership “doubling down on insanity” amid energy crises in the UK and Europe.

 

Natural gas market is in a generational arbitrage situation, with US LNG export terminals and European price disparities pushing up US prices, benefiting natural gas drilling stocks.

 

The uranium sector has been beaten down recently, but fundamentals for uranium and nuclear energy remain incredibly strong.

 

Economics and Finance

 

The US is not broke, contrary to alarmism, with enormous assets including 620 million ounces of gold and 620 million acres of land not properly valued on its balance sheet.

 

Cutting 25% of the current US baseline budget would be enough to balance it, with experts suggesting that halving government spending might not even be noticed.

 

The gold standard is not dead but “hiding in plain sight,” with potential for the US Treasury to revalue gold to $10,000/oz or higher, effectively returning to a gold standard.

 

Commodities and Markets

 

The gold mining sector is undervalued due to poor executive leadership and history of burning Wall Street investors.

 

Silver is transitioning from a monetary to an industrial metal, increasingly influenced by the solar market, with Trump’s election potentially bearish for solar and silver.

 

The equilibrium price for natural gas that makes the world economy work is LNG at $10/million BTU, correlating to an oil price of around $60/barrel.

 

The crude uranium traded on markets differs from the uranium used in nuclear reactors, requiring refinement for reactor use.

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