A $1 billion trade in the GLD ETF signals big money preparing for gold’s resurgence as a monetary asset.
China’s establishment of an offshore gold vault in Hong Kong, with potential expansion to Saudi Arabia, enables BRICS countries to trade gold directly without using USD.
The US government could potentially revalue its gold reserves at market price, generating trillions in free USD to alleviate debt.
The Saudi central bank’s purchase of 932,000 SLV ETF shares indicates their ability to withdraw physical silver as an authorized participant.
China is bypassing Western supply chains for strategic minerals like silver, securing them directly from sources such as Peru.
The US declaring silver a strategic metal, coupled with China’s direct purchases of silver concentrate, suggests a shift towards physical precious metals in the global monetary system.
A US government revaluation of gold to $4,000-$5,000 would set a bottom price, as they’d be willing to buy any physical gold at that level.
A physical gold liquidity squeeze could be more severe than a USD squeeze, as governments cannot print physical gold like fiat currency.
Chinese government gold accumulation programs and low premiums at banks are removing choke points in the physical gold market, increasing availability and flow.
Gold and silver mining stocks may experience significant upside potential as physical precious metals regain prominence in the global monetary system.
The current market bubble is larger than 1929, 2000, and 2007 combined, with a double size of the latter, potentially leading to inflation and currency debasement.
A deflationary bust is expected following the Fed’s potential last rate cut in September or October, which could be the final top for the frothy market.
The economy is experiencing stagflation, with both inflation and recession symptoms coexisting due to the debasement of fiat currency through debt monetization.
Gold is emerging as the new strategic reserve asset and anti-asset to all fiats, particularly the dollar, serving as a better store of value than paper money.
The US dollar is projected to spike to DXY 120 in 2026, becoming the wrecking ball of the economy due to the debt crisis and currency debasement.
The Japanese yen acts as the cheap wholesale financing system for the US casino, with a potential break at 141-142 leading to a larger version of the August 2024 crash in the dollar and yen.
The Fed’s real mandate is to keep the bond market alive and yields under control, as rising yields would break a nation living on debt.
The Fed’s inflation expectations have shifted, with central banks agreeing that the acceptable inflation level is above 2%, indicating structural inflation is here to stay.
The Fed’s data dependence on dovish or hawkish inflation or labor data is described as a comic tragedy, with the data being completely fictional.
The 40-year bond bull market is over, with the US 30-year rate at 5% and German 30-year rate at 3.38%, indicating a debt crisis in Europe.
The housing market is at a standstill in the US, with fewer existing homes sold than when the population was 70 million fewer.
The US Treasury market is less loved, less trusted, and much further in debt than in 2008, no longer serving as the safe haven it once was.
The stock market has risen because people want anything but bonds, with the bond market turning as it no longer wants debt origination due to bad loans.
The 2021 NASDAQ high in gold ounces is considered the ultimate high, not a localized high, according to GoldRepublic Global.
Silver and platinum are currently undervalued in gold terms, with technical analysis suggesting silver is in a late-stage rejection around 40-42 before potentially running higher.
The current economic situation is characterized by a twisted economy with a two-tier system where consumers suffer while big corporate statists with offshore tax privileges thrive.
The debasement of fiat currency through debt monetization disproportionately affects the citizenry in terms of buying power and cost of living standards.
European leaders are admitting that the welfare state is unsustainable, with the US at 130% debt-to-GDP compared to being under control in the 1970s.
Trump’s acquisition of an Intel stake exemplifies “fascist corporatist economy” interventionism, reflecting a century-long trend of heavy government involvement in the economy.
The Intel stake acquisition, like Nixon’s policies, represents “Nixonianism” – a protoversion of doing whatever works without underlying economic theory, relying on political power and short-term measures.
State capitalism, as seen in the Intel stake acquisition, blurs lines between private and public sectors, increasing government intervention in the economy.
The 1971 closing of the gold window marked a turning point, leading to increased inflation and price controls, affecting food choices and nutrition.
Monetary policy, particularly inflation and price controls, significantly impacts health and nutrition, with chronic disease rates rising from 1% in the 1970s to over 222 million Americans today.
The monetary policy angle of health issues ties to time preference, exemplified by cheap addictive foods potentially generating larger future medical bills.
The Fed’s independence is a myth, as evidenced by a 1951 meeting where rhetoric changed but actions remained the same.
The Mara Lago Accords aim to weaken the dollar through tariffs and devaluation, departing from the Fed’s usual inflationary impact through monetary policy.
The Fed’s dual mandate of full employment and price stability is a fraud, with its actions always political and driven by desire for easy money and credit.
The economic environment in the next two years will be massively uncertain, potentially leading to unpredictable political shifts.
Economic performance will have a huge impact on the 2026 presidential election and 2028 congressional elections, making it a wild card in general trends.
The MAHA movement, led by RFK, operates within the interventionist framework, advocating for more government control despite recognizing the need for a paradigm shift in addressing health problems.
The interventionist paradigm of government policies, such as price controls and subsidies, has failed to address root causes of health problems, as seen in the Froot Loops ban in Canada.
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