Central Bank Sentiment Shift - Central bankers worldwide have shown a significant shift in sentiment away from the dollar and towards gold over the last five years [1] - Central banks are considered "last movers" but also "big movers" in the market [1]

Central bankers expect to buy more gold. https://t.co/9geR4rchm5 ...

"Abolish the trade" is about as crazy as "abolish the police", but I guess we are in the time of crazy now.Zane Hengsperger (@zanehengsperger):The premium on domestic metals will continue to surge amidst tariffs. Demand super high locally, mill lead time rising, and increasingly hard to get hands on cheaper materials. We are nearly 50% above global prices.Tariffs without supply chain is just a tax on the US https://t.co/zi8X0Sgbrm ...

When fiat is inflated it slowly goes to zero.When it is frozen it temporarily goes to zero.And when it is seized it instantly goes to zero.But hard money cannot be inflated, frozen, or seized. ...

DECOUPLING FROM DOLLARSThe US sends India billions in printed dollars for valuable goods. This is actually the US government ripping off India, like it does Vietnam, and everyone else, including its own citizens...not vice versa.To be precise: last year India exported $87B of valuable goods to the US for $42B of goods plus $45B worth of increasingly worthless dollars:That difference of $45B was, effectively, made up by money printing, which the Fed does at will:The current administration incorrectly thinks ...

Societal Values - A mature pragmatist understands that a virtuous, self-disciplined society maximizes practical freedom [1] - The juvenile libertarian views freedom as anti-social activity [1] Leadership Philosophy - Bukele advocates for "Normas mínimas / Basic rules" (minimum standards/basic rules) [1]

But why are gold prices rising? Because BRICS is stacking gold bricks, and the Russian sanctions eroded the store-of-value function of the dollar.And why did the Fed hike rates and devalue Treasuries? Because inflation was eroding the purchasing power of the dollar. https://t.co/PkkYeWPggWDaniel Di Martino 🇺🇸🇻🇪 (@DanielDiMartino):@balajis This is just the mechanical effect of rising gold prices and reduced US treasury value amid higher interest rates... not that gold holdings and treasury holdings changed m ...

Market Trends - The dollar potentially experienced a near 50% decrease in value [1] - Gold price nearly doubled [1][3] Inflation Analysis - The actual inflation rate is reflected by the rate at which informed investors are moving away from the US dollar and investing in tangible assets [1]

Currency Reserve Status - The dollar's reserve currency status is declining [1] - The dollar now accounts for 42% of global reserves [1] Precious Metals - Gold is experiencing a rapid increase in value [1]

Well… is it good for someone with no experience in allocating capital to suddenly be put in charge of allocating billions?Also, it’s not clear that career politicians actually have less in the way of conflicts-of-interest than businessmen. Career politicos have many interest groups to propitiate.vasanth (@NextVasanth):@balajis isn’t the implicit point that political billionaires are not professional capital allocators, so they would allocate their budget based on a different set of principles (not maximizin ...