Any Goldfags care to opine?
(macrogertjan.substack.com)
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I see two scenarios: The US\Treasury revalue gold, or they don't. If they do, gold goes up instantly (insert your wild speculation number here). If they don't, gold keeps going up as more worthless debt based fiat credit is created and faith in said fiat erodes (not just globally but domestically.) This whole yarn Bessent is spinning about restoring faith in the dollar and Russia will come back to the dollar and Venezuela loves dollars bla bla is crap. The entire world is denominated in dollars, so everyone needs them to service debt.. until they don't. Short term gold could go down again as need for dollars increase during a crash, but that would be temporary. As an American I don't even want dollars. I want all the purchasing power that was stolen through inflation back. I refuse to let them steal any more of my purchasing power in the future, so I get rid of dollars as fast as I earn them.
Both scenarios: hoard gold like your future depends on it (it does).
Hold. That all im doing. Ill never ever use it if i dont gave to. My grand kids will get ut.
Need more than one upvote.
I'm more of a silverfag,but it trades the same as gold.
It's been trading opposite the dollar for many years.
Available at Costco again
No one has mentioned what Chyna is doing: (just this past week)
https://nai500.com/blog/2026/07/8-china-plays-as-pboc-extends-record-gold-buying/
Longer term strategy?
https://www.tradingview.com/news/cointelegraph:b0dca2df9094b:0-is-china-hoarding-gold-so-yuan-becomes-global-reserve-instead-of-usd/
Bill Pan - Gold Falls Below $4000 as U.S. Dollar Gains Ground A stronger U.S. currency and expectations of higher interest rates weighed on bullion after a multiyear rally lost momentum. 6/24/2026
https://www.theepochtimes.com/business/gold-falls-below-4000-as-u-s-dollar-gains-ground-6052560
https://archive.ph/wip/GV0pg
Sounds like he wrote a good explanation, when he writes, he’s out in the country panning for gold that we know the gold rush is on
he’s out in the country panning for gold''
...I see what you did there...
...doggy grins...
What I see is structured around gold, but plays out in the bond market.
Who are these credit rating agencies really working for? What does it control by grading? yield curve?
This is indeed not the first time the USA is in a pickle. But solving that control of the yield curve is an issue of national security.
The EUODOLLAR market is flush because of the yen carry trade. This is how the control grid is leaching. By making the Yen carry trade impossible, by:
The burden to bear by the grifters becomes irrational and impossible.
Then we have to take a look at the Europe centric bondmarket. Also in dire straits. Germany tried to get 8 billion at 3% and effectively failed. No one is interested.
Then we have coco-bonds .....
Ah ... there is a nice accumulation of toxic means which if triggered, burns down the financing of the control grid.