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

To: Box-By-The-Riviera™ who wrote (215389)	7/4/2025 9:17:24 PM
From: TobagoJack	Read Replies (2) \| Respond to of 217795

re <<enforcers>> ... perhaps it is near-time to either and / or buy Hondas take of wheels and put on blocks, other keepsakes, especially if Swiss-made zerohedge.com Macro Strategist says "Own What China is Buying" BY VBL SATURDAY, JUL 05, 2025 - 1:46 BBG Macro: "Own What China is Buying"Authored by GoldFix, ZH Edit Having recently read a report by Bloomberg Macro analyst Simon White on ZH Premium titled Gold Is The Asset For The Era. Here is a takeaway and breakdown A New Era Echoing the 1970s“The bigger picture remains more friendly to gold than at any time since the 1970s.” Gold remains structurally supported as the global monetary regime endures escalating stress. The current phase of consolidation should not be mistaken for exhaustion. Rather, it marks a tactical pause in a longer-term strategic bid driven by sovereign behavior and system-wide distrust. The first half of the year has featured escalating trade tensions, kinetic conflicts, diplomatic truces, and discussions of monetary realignment. Early-year momentum pushed gold above $3,000 per ounce before stalling in overbought territory. Despite that, the metal has shown resilience, maintaining elevated levels amid equity optimism and reduced short-term macro volatility. “That decade saw an explosive rally that pales into insignificance compared to the recent impressive ascent.” The historical reference point remains the 1970s. That decade witnessed gold respond aggressively to a trifecta of structural shocks: the closure of the gold window, persistent inflation, and a Federal Reserve increasingly out of step with market expectations. The present context shares meaningful similarities. The credibility of fiat currencies is again in question, while the geopolitical climate adds an additional layer of systemic risk. In both periods, gold functions as a hedge and as a vote of no confidence in prevailing institutions. The author states “Such moves are a reminder of what can happen in precious metals when the fundamentals favor a retreat from ever-more debauched fiat money…” The Dollar’s Diminishing Reserve Share“Since the seizure of Russia’s reserve assets… demand for gold reserve assets has surged, while that for dollars has stagnated.” [EDIT- “Stagnated” is putting it kindly] The more important dynamic is unfolding at the sovereign reserve level. Since the freezing of Russia’s foreign exchange assets following the 2022 invasion of Ukraine, demand for physical gold reserves has accelerated. A reallocation is underway. Central banks—particularly those in emerging markets—have opted for tangible, non-sanctionable assets. “Dollar reserves as a percentage of total FX and gold reserves continue to fall steadily, now down to 43%.” One chart captures this well: global central bank gold holdings now exceed euro-denominated reserves by a record margin. In tonnage terms, holdings have reached their highest levels since the mid-1970s, crossing 36,000 tons. Importantly, this is not a nominal illusion. The increase is visible in both market value and volume. Meanwhile, the share of U.S. dollar assets in total official reserves continues to decline. The figure now stands at 43%, the lowest level in decades. This shift is gradual but persistent, and—critically—policy-driven. Emerging-market central banks, especially in Asia, remain most exposed to U.S. financial leverage. Their response is rational: reallocate toward neutral stores of value Next wave of immigrants to the US will be white, blonde, and rich. https://t.co/gorzrSaYtT — VBL’s Ghost (@Sorenthek) July 4, 2025 Developed-market central banks have not yet followed this trend in size. Since the global financial crisis, their gold holdings have remained mostly static. But precedent suggests that developed nations move only when conditions are fully priced in. This is consistent with how incumbents behave in many parts of life. They tend to move later because they can afford to be behind the curve due to their incumbency. In life as in boxing, champions always get fat lazy and realize too late Should they begin reallocating, the effect on market prices would be nonlinear and immediate.