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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?


To: bull_dozer who wrote (209070)11/22/2024 4:47:33 AM
From: TobagoJack  Respond to of 219680
 
Good morning
Bad news is we are closer to WWIII
Consolation news …



To: bull_dozer who wrote (209070)11/22/2024 9:07:28 PM
From: bull_dozer  Read Replies (9) | Respond to of 219680
 
>> THE F*CKING F*CKS




To: bull_dozer who wrote (209070)1/6/2025 7:16:14 AM
From: TobagoJack  Read Replies (1) | Respond to of 219680
 
>> THE F*CKING F*CK

I wonder whatsup ... and what unless everything constitutes 'critical imports' as Team China is applying a simpler rule, cease export, one value-chain at a time, then tees up the next value-chain

let's see if gold goes up

zerohedge.com

Dollar Tumbles After WaPo Says Trump Aides Mull Dialing Back On "Universal Tariff" Plan

The US dollar slid on Monday after reports emerged that President-elect Donald Trump's aides are considering a revised, less strict tariff plan. While Trump's 2024 campaign promised a universal tariff on most imports, the new proposal would focus instead on imposing tariffs specifically on critical imports, according to the Washington Post, citing three people familiar with the plan.

Trump repeatedly claimed during the campaign that he would implement a "universal" 10% to 20% import tariff on all foreign-made goods into the United States. He also spoke about a 60% import tariff on Chinese goods and a 100% tariff on all imported cars.

According to WaPo:
Two weeks before Trump takes office, his aides are still discussing plans to impose import duties on goods from every country, the people said.
But rather than apply tariffs to all imports, the current discussions center on imposing them only on certain sectors deemed critical to national or economic security — a shift that would jettison a key aspect of Trump's campaign pledge, at least for now, said the people, who cautioned that no decisions have been finalized and that planning remains in flux.
While the Biden administration has not rescinded most of the existing tariffs enacted under Trump 1.0, a universal blanket of tariffs on all imports would have been part of the 'America First' trade policies. However, it seems unlikely that Trump would abandon such a key policy initiative right out of the gate.

The sources familiar with the potential tariff change were unclear about which imports would be affected.

More from WaPo...
Preliminary discussions have largely focused on several key sectors that the Trump team wants to bring back to the United States, the people said. Those include the defense industrial supply chain (through tariffs on steel, iron, aluminum and copper); critical medical supplies (syringes, needles, vials and pharmaceutical materials); and energy production (batteries, rare earth minerals and even solar panels), two of the people said.
WaPo's report sent the Bloomberg Dollar Index tumbling early Monday, breaking below $108. This marked a sharp reversal following the multi-month 9% rally that started at the beginning of October.

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There is no confirmation from the incoming Trump administration regarding the validity of WaPo's report.

For all we know, this could be a case of a dollar trader leveraging the media outlet.




To: bull_dozer who wrote (209070)1/6/2025 7:21:02 AM
From: TobagoJack  Respond to of 219680
 
an investment tally, and gold came in #3 in this universe




To: bull_dozer who wrote (209070)1/6/2025 9:24:51 PM
From: TobagoJack  Respond to of 219680
 
>> THE F*CKING F*CKS


following up to Message 34969637 , should the NGAD (next generation air domination) fighter get the go-ahead from Team Trump, at estimated US$ 300M a copy, which can easily mean US$ 500M a set, gold should do materially better than US$ 5,000 a troy ounce



To: bull_dozer who wrote (209070)1/7/2025 10:37:19 PM
From: TobagoJack  Respond to of 219680
 
>> THE F*CKING F*CKS

situation looking very good, as Indonesia just joined as full-member of BRICS+, laden with gold and other resources, economic prospects, workers, consumers, and territory ...

... whilst Canada, Panama and Greenland might be joined to Team USA.

Am good with both and non-exclusive outcomes. Very exciting.

kitco.com

WEF says globalization is stalling, Trump mulls ‘Gulf of America’: Analysts see a strong case for holding gold
Dec 04, 2024 - 4:06 PM

(Kitco News) - The trend of globalization continues to unwind and has reached a critical juncture due to escalating geopolitical tensions and instability, according to a flagship report by the World Economic Forum (WEF).

Analysts suggest that the environment described in the WEF's latest findings will likely bolster gold's role as a safe-haven asset and a tool for currency diversification.

The WEF's Global Cooperation Barometer, released this week, warns that global cooperation has "flatlined."

The report attributes the decline to a significant erosion in the "peace and security" pillar of the Barometer over the past seven years. WEF analysts highlighted that rising geopolitical tensions and intensifying competition have undermined collective security. Additionally, conflicts and resulting humanitarian crises have reached record levels over the past year, driven by events in regions such as the Middle East, Ukraine, and Sudan.

“This Barometer is being released at a moment of great global instability and at a time when many new governments are setting agendas for the year and their terms ahead,” said Børge Brende, President and CEO of the WEF, in a statement.

The report emphasizes that the decline in global cooperation comes at a time when it is most urgently needed.

“As the largely stable cooperative order that defined the post-Cold War era gives way to a more fragmented landscape, solutions to pressing challenges — ranging from climate action to technological governance — demand collaboration,” the analysts noted.

Despite the overall decline in globalization, the report highlights areas where global cooperation has made progress, such as vaccine distribution, scientific research, and renewable energy development.

“What the Barometer shows is that cooperation is not only essential to address crucial economic, environmental, and technological challenges—it is possible within today’s turbulent context,” Brende said.

Challenges to Reviving Globalization

However, analysts remain skeptical about the prospects of a revitalized globalization trend, particularly as the incoming U.S. President continues to advocate for America-first policies.

On the same day the WEF released its report, President-elect Trump made controversial remarks during a news conference, suggesting the possibility of using economic force to annex Canada.

“We basically protect Canada,” Trump said. “We’re spending hundreds of billions a year to take care of Canada. We lose in trade deficits.”

He also alluded to similar strategies for Greenland and the Panama Canal. “People really don’t even know if Denmark has any legal right to [Greenland], but if they do, they should give it up because we need it for national security,” Trump stated. “That’s for the free world — I’m talking about protecting the free world.”

Trump further proposed renaming the Gulf of Mexico to the "Gulf of America."

Gold as a Haven Amid Geopolitical Instability

Craig Shapiro, Macro Strategist at The Bear Traps Report, wrote on social media that the world is transitioning to a new global order.

“The old system is dying, and a new one will emerge — likely more mercantilist, multilateral, and centered on gold as a neutral reserve settlement asset,” he wrote.

Commodity analysts agree that the evolving multipolar world is likely to support gold prices through 2025.

In an interview with Kitco News, Chantelle Schieven, Head of Research at Capitalight Research, predicted that gold could surpass $3,000 an ounce in the second half of the year, citing growing geopolitical uncertainty.

She added that markets are still assessing Trump’s policy proposals, which she characterized as transactional and part of broader negotiations. “Right now, we are in a ‘wait-and-see’ mode, trying to determine the likelihood and impact of these proposals,” she said. “The big unknown is how aggressively he will pursue some of these policies.”

Ryan McIntyre, Managing Partner at Sprott Inc., echoed this sentiment, expressing a bullish outlook for gold as geopolitical uncertainty weighs on overvalued equity markets.

“With global debt levels at historic highs, gold remains the most attractive asset in a multipolar world,” McIntyre told Kitco News. “Long-term geopolitical uncertainty will continue to underpin gold as a safe-haven asset, outweighing any short-term price fluctuations.”