War Games with Currencies and Tariffs

We are already living in a new monetary order whose characteristics have yet to be clarified. Jim Rickards’s 2011 best-selling book, Currency Wars, was prescient in its conclusions. He painted a bleak picture of the modern monetary system and the enormous risks posed by the financialization of the economy, warning bluntly that “a new crisis …

The “Secrets” of investing in Gold

Gold remains the perennial safe haven. The price of gold has risen about 10% since the beginning of the year, compared to a return of about 4% for Bitcoin. Recent developments, such as the US-China trade war and threats of new tariffs, have further strengthened its position as a safe haven, driving the price of …

Demand for gold at historic highs – China’s role

The current bull market in gold began in the spring of 2024, fueled largely by aggressive Chinese traders who invested in futures contracts on the Shanghai Futures Exchange (SHFE), while Western investors remained on the sidelines. In just six weeks, from March to April, these traders drove gold prices up by $400, or 23% – …

The $16 trillion AI “bubble”!!!!!

Investors have been betting heavily on an artificial intelligence (AI)-driven future over the past two years, as technology stocks have led the S&P 500 index up 60%. As of January 24, 2025, the cumulative market capitalization of Nvidia (NVDA) and other major AI infrastructure companies was nearly $16 trillion. But there has also been a …

The return to the gold standard and blockchain are killing the dollar

The changing dynamics of global trade and the economy have intensified the search for a stable, universally accepted unit of account for international settlements. Recent geopolitical tensions, such as Russia’s exclusion from the SWIFT payment system, have accelerated efforts to find alternatives to the dollar. In response, the BRICS nations – which include Brazil, Russia, …

Bitcoin surpasses $100,000

Bitcoin not only broke but also significantly surpassed the long-awaited milestone of $100,000 in the early hours of Thursday, December 5, reaching $103,844.05, now recording a jump of more than 140% in 2024 and 48% since the US election. The jump was triggered by Donald Trump’s announcement that he plans to appoint cryptocurrency “friend” Paul …

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