August 1^st Changed the
Global System for good

Warren Buffett called tariffs wartime measures, but they are not.

Tariffs are peaceful measures of asserting sovereignty and national interests.

In 1900, there were a total of 55 sovereign countries. The big empires of the times colonized vast swaths of land and covered most of Africa and Asia.

The first world war sparked the birth of 5 new countries. The League of Nations was formed with the promise that if only we talked more often, travesties like the 1914-1918 bloodbath would never happen again.

After all, the age of enlightenment was upon us and barbarism, so argued the thesis, has no place in the industrialized world.

Still, WW1 did not bring about the collapse of the existing powers and a number of them militarized heavily, waiting for their chance and, when they felt emboldened, WW2 began and with it, the most brutal example of barbarism in the modern era in Europe.

The end of the world really sparked the end for European empires and de-colonization resulted in a DOUBLING of the number of countries, from 50 in 1940, to 100 in 1960.

The European de-colonization from the Pacific, Africa and the Caribbean Sea led to another 55 new states, bringing the total to 155 by 1980.

Human society had undergone a rapid process of statehood and it became politically-correct for ethnic groups to voice their rights to statehood. The end of this period of new countries came with the fall of the Soviet Union and now there are about 195 countries.

Even terrorist organizations are asking to be recognized as countries…

August 1^st 2025 is the end of the era of the international community pushing for new states and countries, on the basis of "oppression" or "occupation" of foreign rulers.

We have entered the age of merit-based structures and consolidation.

The United States of America is no longer in the business of giving aid, funds and blank checks to entities, aspiring to be countries and are rewarding good behavior with trade deals and technology and intelligence sharing.

We now believe that many regions of the world, where nations have formed, in a way that doesn't suit the culture of the people, inhabiting the area, will crumble.

August 1^st 2025 marks the beginning of the formation of the alliance of countries that value freedom and are willing to DEFEND their way of life, by themselves, without the help of the United States army.

The dollar was laughed at the world over in 2025, with its worst performance in decades and one of its worst years ever.

It is too oversold and ripe for a painful bear market rally that no one expects.

One of the first casualties will be silver and I do expect the months of August, September and October to be VERY eventful, from the standpoint of Russia, Israel and other areas of conflict.

Trump's vision for the world is totally working out and there is no doubt that his policies are exposing the stupidity of the woke ideology, which he is crushing.