Independent thinking for complex markets and current events
The European Central Bank confirms that gold has replaced US Treasuries as the leading reserve asset for the first time since 1996, with bullion now accounting for 27 percent of global reserves compared to 22 percent for Treasuries. ECB President Christine Lagarde highlights that relentless geopolitical friction acts as the primary driver for this exodus, …
Hammack drops the bomb that rates need to stay put but hike risk just jumped Zandi ties the whole mess to Iran dragging on with oil shock hitting hard People scream the fed tool breaks against geopolitics and congress spending Berkshire style cash hoarding screams smart money sees the trap coming Regular families watch inflation …
He ain’t wrong, How can anyone be bullish on $39 Trillion in debt and AI bubble about to pop! pic.twitter.com/8lbaveRAZ0 — TruTherForTruth™️ (@truthenforcerQ) March 2, 2026 Foreign Central Banks now own more Gold than U.S. Treasuries for the first time in almost 30 years byu/RobertBartus inEconomyCharts
By Jonny Haycock In this latest Gold Sessions, Jonny Haycock, Partner at VON GREYERZ, is joined by Alasdair Macleod to examine what may be shaping up to be a perfect storm for global markets. The discussion begins with Japan’s emerging role as a potential warning signal of wider sovereign debt stress, alongside accelerating de-dollarisation and rising geopolitical …
A Bloomberg story making the rounds this week points out that the value of Russia’s monetary gold reserves has increased by $216 billion since February 2022, offsetting much of the roughly $300 billion in Russian reserves Western countries are trying to steal. RT takes a look inside the somewhat opaque world of Russia’s gold holdings. …
“Liquiditists” should make note of the situation in Japan. You cannot print Wealth! This is the exact situation which Keynes avoided to answer: “What happens when you have stimulated the economy over and over and rates reach Zero?” His answer: “In the long run we are all dead”. Fact is… we will now see what …
Gold is exploding past $4,000, silver near $50, but according to Egon von Greyerz, this is only the beginning. He says we’ve entered the final phase of the global monetary system, where currencies will be destroyed, interest rates will soar, and only gold and silver will preserve real wealth. In this episode, we discuss the …
Gold is exploding to new all-time highs. The media is finally paying attention. But ask yourself: is it too late to buy gold? Or are we just seeing the beginning of something far more seismic? Is the new bull market in gold and silver just getting started? In this compelling interview, Jim Puplava sits down …
US economy teeters on path to Japan-style stagnation! Take a close look at this chart because this is what’s going to happen in the future in the US and in any other country that will continue to persist on a similar irresponsible monetary and fiscal path like the one Japan entered and never left for …
Powell avoided the rate topic entirely. No hints. No guidance. Instead, he opened the Fed’s capital rule review on July 22 with a blunt message: big banks need stronger capital buffers, and they need freedom to compete. The speech dropped at 10:04 AM Eastern. No policy lines. Just structure. Fed is reviewing how it calculates …
What’s happening now fits squarely within my thesis that Powell is using monetary policy not just to manage inflation, but as a geopolitical weapon of delay, designed to trap adversaries and force the world to bend to U.S. dollar hegemony. The recent stalling of a September rate cut isn’t just about economic data; it’s about …
Gold deliveries have surged by 800%, signaling a major shift in global financial positioning. Institutional buyers, central banks, and sovereign wealth funds are rapidly accumulating physical gold, moving away from paper assets. This is not speculation. It is preparation for a financial reset that only the elite seem to anticipate. The COMEX, traditionally a speculative …
For at least 35 years, the monetary system has been telling us that the current era is coming to an end. That means a debt collapse, a currency collapse and a collapse of most bubble assets like stocks and property. THUS THE BIG SHORT! — Egon von Greyerz (@GoldSwitzerland) April 26, 2025 Quick reminder – …
by MonetaryCommentary Here’s a visual on the structural decay of monetary transmission over six decades, a phenomenon obscured by nominal aggregates but laid bare by the steady collapse of reserve velocity. From a peak near 0.55 in the mid-1960s, the ratio of industrial production (seasonally adjusted) to monetary base (not seasonally adjusted) has dropped with almost …
NEW: RAY DALIO SAYS “I’M WORRIED ABOUT SOMETHING WORSE THAN A RECESSION… WE HAVE SOMETHING THAT IS MUCH MORE PROFOUND, WE HAVE A BREAKING DOWN OF THE MONETARY ORDER” pic.twitter.com/Yoquwol5UI — DEGEN NEWS (@DegenerateNews) April 13, 2025 Bridgewater founder Ray Dalio said on Sunday that he is worried that the turmoil resulting from President Donald …
Last night, financial carnage ripped through Asia. Margin calls. Liquidations. Panic. But this isn't just about Shanghai, Hong Kong, or Tokyo. Behind the headlines is something far bigger — signs of global monetary deflation, dollar stress, and a carry trade unraveling through… — Jeffrey P. Snider (@JeffSnider_EDU) April 8, 2025 Just talked with a source …
by ReDDisko We are now approaching the point where a new commitment may no longer be possible. As a result of the recession and the ensuing financial crisis, the Fed will no longer be able to target inflation and will be forced to lower interest rates and start buying assets from the market. More precisely, the …
by The GoldSilver Team In this eye-opening discussion, Mike Maloney and Alan Hibbard dive deep into how the monetary system—not which party is in power—shapes our economic reality. From the role of sound money to the impact of the Federal Reserve, they reveal why inflation and debt continue to rise regardless of political leadership. Learn …
via Daily Reckoning I’d like to start today’s issue by extending my thoughts and prayers to those impacted by Hurricane Helene, which has devastated significant portions of the southeast with massive flooding. The death toll is over 100 and may increase significantly. Let’s all hope the affected areas will recover. Moving on, with so much …
by confoundedinterest17 Big bubbles! US home pricest hit an all-time high as The Fed keeps its foot on the monetary gas pedal following the Covid economic shutdown in 2020. Home prices in America’s 20 largest cities rose for the 16th straight month in June (according to the latest data from S&P CoreLogic – Case Shiller – data …
via pentoport Advanced retail sales accelerated by 1% for the month of July, according to figures that are seasonally adjusted but not adjusted for inflation. Economists surveyed by Dow Jones were looking for a 0.3% increase. June sales were revised to a decline of 0.2% after initially being reported as flat. The Main Stream Financial …
I will post this until I am banned off this app pic.twitter.com/DvV19nL6hW — mrsunbubbles (@mrsunbubbles) August 18, 2024
by confoundedinterest17 MMT is mostly magic! The Federal Reserve relies on “The Power of Magic” to fool people. For example, the massive increase in money printing following Covid and Biden’s disastrous economic policies (or FOLLICIES). Modern monetary theory (MMT) is not convincing to most trained economists of various schools of thought. This causes many to balk at MMT and mock it, …
Now central banks can't prevent collapse, and they can't stop collapse. We have achieved global monetary euthanasia. pic.twitter.com/KRSfEnTuYV — Mac10 (@SuburbanDrone) June 9, 2024 42% of Russell 2000 firms are unprofitable $IWM pic.twitter.com/xtC4Ur9j0o — Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi) June 9, 2024 I think the more the Fed has to stay “higher for longer” …
Japan's fiscal + monetary foundations are cracking. Everyone should be aware how a breakage will affect global capital flows and their family's wealth. $JPY pic.twitter.com/TCOWHUeGCt — IceCap (@IceCapGlobal) May 31, 2024 It looks like the #BOJ (Directly or through proxy bonks) is back at playing with currency swaps to tame the raise of the $JPY …
Monetary policy is about to explode and the losses will be unprecedented. pic.twitter.com/iTny7fHPSi — Mac10 (@SuburbanDrone) May 15, 2024 S&P 500 hits all-time high in hope for rate cuts But the US economy has: 1) 37 MONTHS OF INFLATION ABOVE 3% 2) Plummeting consumer confidence and sentiment 3) $2 trillion deficits 4) $34.6T NATIONAL DEBT …
Concerns arise over the global monetary system’s stability amidst geopolitical tensions and the risk of a dollar collapse, prompting nations to explore alternative currencies and localize trade. Financial warfare escalates, with countries like Russia and China strengthening ties and seeking to reduce dependency on the dollar. One needs to take long-term forecasts with a pinch …
From Peter Reagan for Birch Gold Group The latest information from the Federal Open Market Committee (FOMC) shows that the Federal Reserve is caught between a rock and a hard place. Just before their latest meeting, CNBC reported that not much would change, and summarized the “feeling in the room” regarding Fed rates: “Pretty much everybody on the …
by confoundedinterest17 In the time (dis)honored tradition of Haruhiko Kuroda, the former governor of the Bank of Japan, Japan likely conducted its second currency intervention this week, current account figures from the central bank suggest, in another sign of the government’s intensified battle to prop up the yen. Tokyo’s latest entry into the market was likely around …
