Should we get used to the idea that financial markets are operating on the back of a weak dollar? This is the biggest reversal of conventional investment wisdom since the end of World War II. The dollar has weathered many crises, of course, but this time the stakes are high! What is particularly noteworthy – …
Tag: gold
The bursting of the tech bubble will lead to new investment horizons
For 49% of fund managers, gold is the most crowded investment (i.e. when many investors adopt a particular strategy). This is the first time in 2 years that the Magnificent 7 technology stocks have lagged in the research on investment strategies. However, there is a problem. These fund managers clearly do not know much about …
Will Trump’s trade war boost dedollarization? – Gold rally
The dollar has long enjoyed its status as the world’s top reserve currency, although President Donald Trump’s recent trade policies have sparked debate about its future dominance. At the same time, gold’s rally is shaping the emerging monetary order that will emerge after the great instability. The strength of the dollar and its associated role …
Tariffs were the Big detonator that burst the Capital markets bubble
Despite the shockwaves caused by Trump’s tariffs, the headlines – as usual – are wrong about the causes of the market volatility and the implications that lie ahead. Understanding how to navigate such market pressures, the historical reality of debt, the role of gold and – most crucially – the significance of a liquidity crisis …
US will issue 100-year T-bonds with gold to become their lifeline
Donald Trump’s economic policy aims to reduce US trade deficits with third countries and relocate the production base to the United States. At the same time, he has to deal with a monstrous public debt that has exceeded 36 trillion dollars and interest payments have exceeded defense spending for the first time! A tool for …
USA: Buy Bitcoin and create a reserve with profits from the appreciation of the value of gold
The inclusion of the leading cryptocurrency is a priority for the Trump administration as, through the creation of a reserve in the leading cryptocurrency, it wants to mitigate the strength of the dollar that is causing problems in the US trade balance, without at the same time losing its global reserve status. At the same …
Gold is a formidable monetary weapon – the mysteries of Fort Knox and China
One of the most significant long-term effects of this War in Ukraine, regardless of when a peaceful settlement is reached, will be on gold and the dollar. That is, in the realm of an ongoing currency war. When Russia launched its military operation in Ukraine, it overlooked the fact that its central bank had about …
Return to the gold standard when Western central bankers dislike gold?
Donald Trump and Elon Musk have been particularly vocal about what’s been going on at Fort Knox lately, the location where America keeps its official gold reserves. Both have said they will visit the place soon to check it out and make sure the gold is there. According to Trump and Musk, they want to …
Rescheduling the maturities of US debt securities and Linking the dollar to gold
After the geopolitical earthquakes caused by the US’s reorientation of its stance on Ukraine and its rapprochement with Russia, a new earthquake is being planned, this time in the economy. In a move that could reshape the global financial landscape with unpredictable consequences, President Donald Trump is reportedly planning a major restructuring of international debt …
The shift to physical gold reserves following escalating debt levels and the erosion of confidence in fiat currencies
In a move that underscores growing concerns about the stability of global financial systems, a significant 400 metric tons of physical gold have been moved from London to the New York Mercantile Exchange (COMEX). The unprecedented move, which has increased gold holdings on the COMEX market by 75%, has sparked speculation about the future of …