Weekly Recap
VIP Call with Michael Yon, This War Could Sink the Dollar, Hormuz Shock Hits Japan—and That’s a Problem for the U.S., Doug & Matt on Iran War Fallout, Gold Selloff Explained (Why It’s an Opportunity)
VIP Call with Special Guest Michael Yon
As an exclusive benefit to VIP/Founder subscribers we meet each week over zoom to discuss geopolitics, hear boots on the ground experiences from our worldwide subscribers, and, naturally, discuss investing and particular stocks.
This War Could Destroy the Dollar
I was thinking about what Doug Casey said just days after Operation Epic Fury killed Khamenei and Iran closed the Strait of Hormuz:
Japan Is in Trouble. So Are You.
Japanese Prime Minister Sanae Takaichi is in Washington today for what was supposed to be a summit about trade deals and China strategy. Instead, she’s walking into the White House in crisis mode, wi…
Gold Is Down. Here’s Why That’s Actually Good News.
A few of you have written in this week asking some version of the same question: what’s happening with gold? We have a war in the Middle East, the Strait of Hormuz is closed, oil is through the roof …
I was seconded to Asia by one of the bulge-bracket banks when on his 2nd day in Office, Mr. Donald J. Trump tore up the Trans-Pacific Partnership (TPP), an agreement with the highest growth economies of the then developed and developing worlds (ex-China), which took over a decade to negotiate. He thereby terminated (effectively) the U.S. Dollar’s Global-Reserve Currency status, in compliance, or I should say in accordance with China’s 5, 10, 50, & 100 Year Plans which have been inked and scarcely altered, with the U.S., since sometime not long after when in 1951, they decapitated the Nuclear Triad of Deterrence (by calling our bluff re-guarding Taiwan), leaving world peace (effectively) in the hands of the Central Intelligence Agency (who have managed exceptionally well, all things considered).
https://republia.substack.com/p/the-us-dollar-and-the-jfk-assassination