Silver Is Completely Off-Radar

I get this question constantly: What happened? Why now? Why is gold suddenly invincible?

Wall Street is buying commodities, especially gold, because both the government and the central bank have made it abundantly clear that it is the smart thing to do.

That’s it.

In the first half of the 2010s (Obama years), the U.S. government was focused on drastic socialism and attempting to lie to the American people about American globalization failing epically.

Trump won because the masses realized that China is a foe and that the vision of Americanizing the planet – so that we can all trade with each other and lift nations out of poverty – wasn’t a global vision shared by all.

He pivoted away from globalization, perhaps too quickly and too vocally, causing the establishment elites to feel like they were losing control of the system they spent 25 years to assemble.

I still believe that had he done it more nobly and prestigiously, instead of poking fun at and inciting the other side to make them feel attacked, that the vast majority would have voted for him a second time over a much less charismatic politician like Joe Biden.

History aside, Trump began the process of taking away from the Chinese all of the gifts that Washington was willing to fork over and to share in the spoils, in exchange for long-lasting peace, and the CCP is paying the price for being complete lunatics.

Anyone with half a brain, who would prepare for Xi Jinping a pros/cons list of why globalization is much more preferred for China that for any other nation, would be forced to fill 100 pages on PROS and almost a blank page on the CONS, yet the CCP chose to turn itself into a foe once the country was wealthy enough.

If globalization is fading, one of the first things to disappear would be the U.S. Navy, and that is already manifesting itself in the Red Sea, where shipments have cratered, but it is not just there… that’s just the beginning.

Piracy on the open seas is the most common form of occupation for men and I expect maritime shipping to undergo a massive privatization of ocean security OR for many new land-based routes to emerge, but those are about 10-12 times costlier.

Washington is screaming and shouting that America’s worker pool is in tight supply, and is, in essence, allowing anyone to enter its southern border, prioritizing the economy’s insatiable appetite for human resources over the (1) rule of law around illegal immigration, (2) culture of Texas with regards to its border security, (3) quality of the entering randoms {no one knows who they are}, and (4) turning a blind eye to the involvement of the cartels in trafficking.

The Federal Reserve has actually made it clear in their last meeting: The road to 2% CPI will be bumpy and long, which means in FEDTalk that they don’t plan to slam the brakes on the economy to achieve it.

Gold is not overbought. If it were, the GLD share outstanding wouldn’t be plummeting (yes, shrinking, even today)!

Best Regards,

Lior Gantz
President, WealthResearchGroup.com