The US and Israel are allegedly planning an imminent joint attack on Iran to capture territory, assert dominance over the Middle East, and disrupt the BRICS alliance.
Recent US military brass meetings were reportedly a decoy to hide preparations for the Iran strike, aiming to maintain US dollar and political hegemony.
If the war scenario materializes, the world will likely enter a recession despite central bank efforts, with Iran potentially closing the Hormuz Strait, affecting 20% of global oil supply.
The gold market is predicted to enter a long-term bull market, with prices potentially reaching $8,000 by 2028 as the DXY dollar index falls by 50%.
China and Russia plan to use gold as a financing instrument for trade and repo markets, potentially reintroducing gold into the monetary system.
The copper market is currently in a 200,000-ton surplus, with prices expected to drop to $7,000 before potentially rising to $14,000 by late 2027.
By 2027, the cost of money is expected to rise significantly, with 10-year treasuries potentially yielding 8%, making borrowing difficult for large companies.
The Shanghai Gold Exchange plans to build gold vaults in BRICS member countries, including Saudi Arabia, to facilitate trade without using the US dollar.
Trump’s deployment of federalized National Guard troops to blue cities is a contradiction of 200 years of established law, challenging the authority of state governors as commanders-in-chief of their militias.
The Second Amendment was originally intended to ensure citizens could use guns against the federal government, not just for self-defense, as part of the founding fathers’ vision of state militias as a check on federal power.
The Dick Act of 1903 began the erosion of state sovereignty by gradually bringing militias under federal control, leading to the current situation where the president can take control of the National Guard at will.
The indictment of James Comey on charges of making false statements and obstructing a congressional proceeding is a significant blow to the “deep state” and “permanent government” that has acted in its own interest for over a century.
The Justice Department has historically been a political animal, motivated by its own interests and those of well-connected individuals rather than the greater good.
Government shutdowns often cost more money than having a deal in place, despite initial excitement from some groups about “surviving” without government services.
The major pressure point in current government shutdowns is Obamacare subsidies, widely recognized as a failing program even among supporters.
A block grant approach to funding public lands could decentralize federal spending and allow states to better manage local economies affected by national park closures during shutdowns.
The federal bureaucracy is often out of touch with local communities, making decisions that are perceived as absurd or unqualified, such as dictating how local communities should spend their own money on healthcare.
The shutdown strategy of targeting federal aid to needy populations (food, medicine) is a crucial concept for those aiming to reduce government spending, as it allows opponents to highlight vulnerable individuals affected by cuts.
Federal workers tend to lean left ideologically, often closing down services under presidential orders or taking it upon themselves when a Republican is in office, while essential services like the CIA remain open.
The deployment of federalized troops to American cities is a recognition of the country’s dysfunctionality and an attempt to use national politics to paper over the lack of common civic unity between diverse regions like Portland and Alabama.
The “Washington Monument syndrome” describes the phenomenon where visible government services are shut down first during budget disputes, while less visible but often more essential services continue to operate.
China’s industrial scale is 2-230 times that of the US in key sectors like manufacturing, electricity, and shipbuilding, posing a significant challenge to American power.
China’s focus on hardware and deep technology has led to nonlinear payback in areas like electric vehicles, leveraging its battery ecosystem from the smartphone sector.
China’s economic model emphasizes industrialization, automation, and high-tech manufacturing, particularly in electric vehicles, solar panels, industrial robots, and pharmaceutical ingredients.
The concept of “allied scale” is crucial for the US to compete with China, requiring strategic partnerships across economic, technological, and military domains.
America’s network of alliances offers asymmetric advantages in the global security order, distinguishing it from historical empires and rivalries.
The US needs to renew itself with allies to be more effective than going alone, as its sustained commitments since WWII have built deeper partnerships and institutions.
China’s obsession with its own history drives its efforts to revitalize its power, contrasting with the US focus on Cold War framing.
China’s state capitalist model combines planning with impromptu chaos, promoting internal competition and sectoral funding, unlike traditional US industrial policy.
The US-China economic interdependence is modest compared to historical rivalries but still creates global discomfort and doesn’t prevent strategic competition.
China’s technological innovation focuses on quantum computing, AI applied industrially, and advanced manufacturing, contrasting with the US emphasis on efficient capital allocation.
China’s approach to innovation has created complementary ecosystems, similar to America’s historical machine shops and factory floor innovations.
China’s alliances with Russia, North Korea, and Iran are motivated by global politics rather than capacity building, unlike the US’s deeper strategic partnerships.
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