Judy Shelton’s gold bonds challenge Fed, offering stability amid inflation and manipulation.

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Judy Shelton’s proposal for issuing gold-backed Treasury bonds aims to reintroduce sound money into the economy, challenging the Federal Reserve’s power to print money endlessly. This approach offers a potential solution for restoring trust in the financial system while preserving the current monetary framework. By linking the dollar to gold, Shelton hopes to create a mechanism for determining an appropriate gold price, without the need to abolish the Federal Reserve or overhaul the entire system.

Gold-convertible Treasury bonds could also help leverage the U.S. government’s substantial gold reserves, which are undervalued. With gold redeemability, the government could issue long-dated debt at lower interest rates, mitigating concerns about future dollar devaluation. Shelton views this as a way to restore currency as a standardized measure for public use, not a tool for economic manipulation.

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However, this proposal comes at a time when bullion banks are significantly short on gold. Their current short positions, about eight times more than their long positions, are believed to suppress gold prices—along with silver, which tends to follow gold’s price movements. This manipulation is occurring as inflation erodes Americans’ purchasing power. The U.S. inflation rate, at 2.6% for the year ending in October 2024, continues to strain household budgets, despite efforts to curb it.

Many see the suppression of gold prices as a serious problem, especially amid rising inflation. The unallocated-to-allocated gold ratio in markets like the London Bullion Market Association could range from 20:1 to 100:1, indicating a fractional-reserve system where claims on gold vastly outnumber the actual metal available. This imbalance threatens the gold market’s stability and underscores the need for greater transparency.

Shelton’s gold-convertible Treasury bond proposal represents a bold move toward sound money and controlling inflation. While challenges like bullion bank manipulation and inflationary pressures remain, the idea of a gold-backed currency offers a potential path to restore stability and trust in the financial system. As the July 4, 2026 deadline approaches, all eyes will be on whether this proposal can usher in a new Golden Age.

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Sources:

https://www.usagold.com/reviving-the-gold-standard-judy-sheltons-proposal-for-a-gold-convertible-treasury-bond/

https://mises.org/mises-wire/gold-back-and-so-judy-shelton

https://goldseek.com/article/gold-price-likely-suppressed-concentrated-shorting-could-explode

https://www.usinflationcalculator.com/inflation/current-inflation-rates/

https://www.moneymetals.com/news/2024/12/13/report-gold-price-likely-suppressed-by-concentrated-shorting-could-explode-003683