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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 (218433)12/13/2025 5:08:29 PM
From: TobagoJack  Respond to of 218540
 
re <<something for added ponder. as we move along ...>>

... and so I pondered, using co-pilot Manus and double-checking with navigator DeepSeek, resulting in below matrices for gold, silver and for copper.

Re the <<... this amazing moment in financial history>>, the only thing truly amazing is how we are per chance / accident / luck situated within this moment. I prefer to think we are not brilliant / skillful, but per chance read the right book at the right time, pondered, got scared, and took a view on antidote, through the valley of death 2012 - 2022, that be 10 f*cking years

Bottom line seems to be that USA exports and China imports, in so far as gold and silver goes and went, and presumably contributes to trade balancing, mathematically-speaking, and therefore is a good-good for global peace.








To: Box-By-The-Riviera™ who wrote (218433)12/13/2025 5:17:07 PM
From: TobagoJack  Respond to of 218540
 
btw, Denmark specified USA as a strategic threat (watch to end, useful for understanding of why gold can be marked up at year-end, from 2,000 (en-2024) to 3,600 (say new floor?) - I mark physical once per 12-months at year end




To: Box-By-The-Riviera™ who wrote (218433)12/13/2025 5:43:41 PM
From: TobagoJack  Respond to of 218540
 
re <<something for added ponder>> ... w/r to the leaks cited in the video in preceding post to you, NYT and many others have much to say, and from all I get the sense that once China reaches effective-nuclear parity with USA by 2030, USA / Russia / China should get on famously like buddies, but / and with bullish implications for our favorite metals, and for chips

armyrecognition.com

Leaked U.S. war games show China could sink USS Gerald R. Ford carrier in potential Taiwan conflict
A leaked U.S. wargame assessment known as the Overmatch Brief reports that Chinese missile, cyber, and space-based attacks repeatedly disabled or sank the USS Gerald R. Ford during Taiwan conflict simulations.

On December 8, 2025, the New York Times revealed a leaked U.S. wargame assessment known as the Overmatch Brief, which states that China could sink the USS Gerald R. Ford aircraft carrier in a conflict over Taiwan. The leak describes multiple simulations in which Chinese forces destroyed or disabled the Ford before U.S. airpower could influence the battle. The scenarios show concentrated missile salvos, cyber operations, and counter-space attacks working together to degrade U.S. defenses surrounding the carrier during the opening phase of combat.


The Overmatch Brief simulations indicate that, once the protective bubble is weakened, the Ford itself becomes increasingly exposed to precision strikes that can damage the flight deck, critical sensors, or propulsion systems, even if the ship is not sunk outright. (Picture source: US Navy)

The Overmatch Brief indicates that Chinese strikes routinely neutralized the Ford early in the simulations by combining long-range anti-ship ballistic missiles, cruise missiles, hypersonic glide vehicles, and electronic disruption. It notes that Chinese forces employed a coordinated sequence beginning with cyber intrusions similar in profile to Volt Typhoon activity targeting electrical grids, communications nodes, and water systems supporting U.S. bases. This was followed by attacks on surveillance and navigation satellites that support targeting, routing, and battle management for U.S. ships and aircraft. Once these systems were degraded, the simulations show Chinese forces massing successive waves of anti-ship missiles that exceeded the defensive capacity of Aegis destroyers and the strike group’s own layered defenses, resulting in the Ford being sunk or rendered unable to operate aircraft.

The assessment attributes this outcome to China’s deliberate development of capabilities tailored for a Taiwan contingency. It describes an expanding inventory of anti-ship ballistic missiles, including DF-21D and DF-26 variants, combined with land-based aircraft such as the H-6K fitted for long-range maritime strike and supported by reconnaissance platforms providing over-the-horizon targeting. It also highlights the expected use of cyber campaigns meant to delay mobilization and impose friction on U.S. military logistics, as well as counter-space systems able to disable or damage satellites used for early warning, communication, and precision navigation. In the scenarios, these capabilities were concentrated inside a theater where Chinese forces can employ large numbers of missiles, aircraft, and naval platforms within a relatively short distance from Taiwan, accelerating the tempo at which U.S. forces are targeted.

The USS Gerald R. Ford is described in the Overmatch Brief as a critical platform whose loss would significantly reduce available U.S. airpower in the Western Pacific during a crisis. The ship displaces about 100,000 tonnes, is powered by two A1B nuclear reactors, and operates from a flight deck roughly 333 meters long. Its air wing is planned to include more than 75 aircraft, and its systems include the Electromagnetic Aircraft Launch System, Advanced Arresting Gear, and an advanced radar suite. The assessment notes that the Ford-class is central to long-term U.S. Navy planning, with the Navy intending to procure multiple hulls based on the same architecture. It also notes the ship’s estimated construction cost of around $12.8 billion, along with additional research and development expenditures for the class.

In the wargame, the Ford operated with escorting cruisers, destroyers, submarines, and carrier air assets, but these combined defenses proved insufficient against large-scale missile saturation. The brief explains that air and missile defenses were gradually overwhelmed by the number, speed, and flight profiles of the incoming weapons. It emphasizes that even partial damage to the flight deck, sensors, or propulsion systems could prevent the carrier from launching sorties, regardless of whether the ship remained afloat. According to the simulations, Chinese strikes that hit critical systems regularly achieved this effect, which removed the carrier from the battle and forced commanders to decide whether introducing another carrier group would incur similar losses.

The brief attributes a significant part of this outcome to China’s rapid expansion of hypersonic and anti-ship missile stockpiles. It states that China has accumulated up to 600 hypersonic weapons that can travel at around five times the speed of sound or faster while performing in-flight maneuvers that complicate interception. These systems are used alongside anti-ship ballistic missiles and land-based cruise missiles launched from mobile platforms, as well as missile-equipped surface ships, submarines, and long-range aircraft. The assessment notes that in the simulations, China employed these weapons in coordinated salvos using targeting data from satellites, radars, and unmanned systems to generate overlapping engagement zones. It concludes that within these zones, a carrier strike group such as the Ford’s faced a high probability of being neutralized before completing its planned operations.

The Overmatch Brief links these tactical outcomes to broader structural issues in U.S. force design and industrial capacity. It states that high-value platforms such as carriers, fifth-generation aircraft, and major satellites are vulnerable to comparatively inexpensive weapons that can be produced in large quantities. It notes that U.S. defense spending, measured at about 3.4 percent of GDP, is near its lowest level in roughly eighty years, and that current production capacity is insufficient for a prolonged conflict with a major power. The assessment argues that concentrated force structures increase risk, and that the United States would need more distributed platforms, faster munitions production, hardened bases, resilient communication networks, and a greater role for unmanned and smaller vessels to absorb attrition. It concludes that protecting a platform like the Gerald R. Ford in a Taiwan scenario requires significant adaptation in U.S. planning and industrial output.



To: Box-By-The-Riviera™ who wrote (218433)12/13/2025 5:50:27 PM
From: TobagoJack  Read Replies (1) | Respond to of 218540
 
re <<something for added ponder>> ... all about financing

somebody leaked the document for whatever reasons, and those reasons cannot be about allocation of non-existent budget surplus.

I think the operable date is not within 2027 but 2028 but who can know for sure since palace coup on Taiwan island relatively easy to organize

No matter how I game plan what 2026 - 2032, gold heading up, from lower left to upper right

I think NYT is kidding w/r
A more secure world will almost certainly require more military commitment from allies like Canada, Japan and Europe,
... must not have received POTUS memo or misplaced on busy desk, for as I understood Trump. Canada to be subjugated, Japan to be de-financed, and Europe going erasure.

nytimes.com

Opinion | Overmatched: Why the U.S. Military Must Reinvent Itself

By The Editorial Board
The editorial board is a group of opinion journalists whose views are informed by expertise, research, debate and certain longstanding values. It is separate from the newsroom.

America’s military has defended
the free world for 80 years.

Rivals know this and are
building to defeat us.

Opinion

The Editorial Board

OVERMATCHED Why the U.S. Military Needs to Reinvent Itself
President Xi Jinping of China has ordered his armed forces to be ready to seize Taiwan by 2027. Though the United States maintains a policy of strategic ambiguity on how it would respond to an invasion, Republican and Democratic presidents alike have said that America would defend the island nation. The Pentagon has produced a classified, multiyear assessment that shows how such a conflict would play out: the Overmatch brief.

The report is a comprehensive review of U.S. military power prepared by the Pentagon’s Office of Net Assessment and delivered most recently to top White House officials in the last year. It catalogs China’s ability to destroy American fighter planes, large ships and satellites, and identifies the U.S. military’s supply chain choke points. Its details have not been previously reported.

The picture it paints is consistent and disturbing. Pete Hegseth, the secretary of defense, said last November that in the Pentagon’s war games against China, “we lose every time.” When a senior Biden national security official received the Overmatch brief in 2021, he turned pale as he realized that “every trick we had up our sleeve, the Chinese had redundancy after redundancy,” according to one official who was present.

The assessment shows something more worrying than the potential outcome of a war over Taiwan. It shows the Pentagon’s overreliance on expensive, vulnerable weapons as adversaries field cheap, technologically advanced ones. And it traces a decades-long decline in America’s ability to win a long war with a major power.

War games can be wrong; analysts sometimes overstate adversaries’ abilities. Yet this larger point should not be ignored. Nearly four decades after victory in the Cold War, the U.S. military is ill prepared for today’s global threats and revolutionary technologies.

This is the first installment in a series from the editorial board on why the U.S. military needs to reinvent itself.

It is an ancient and familiar pattern. Despite ample warnings, military and political leaders trained in one set of assumptions, tactics and weapons fail to adapt to change. Whether it was the French army in 1940, stuck behind its defensive Maginot Line, or Russian armored formations in Ukraine in 2022, decimated by Javelin missiles, the result is devastating for the side that will not discard old concepts, adopt new weapons or rethink its way of war.

That’s where the United States risks finding itself. The Trump administration wants to increase defense spending in 2026 to more than $1 trillion. Much of that money will be squandered on capabilities that do more to magnify our weaknesses than to sharpen our strengths.

The global consequences could be dire. The United States has not always used its military effectively or for just causes. Yet a strong America has been crucial to a world in which freedom and prosperity are far more common than at nearly any other point in human history. Western Europe, Japan and South Korea are all affluent democracies today, thanks in part to American might. A world in which a totalitarian China achieves military superiority in Asia and Russia feels free to menace Europe would make Americans poorer and threaten democracies everywhere. It is a prospect we should act resolutely to prevent.

This is the first of a series of editorials examining what’s gone wrong with the U.S. military — technologically, bureaucratically, culturally, politically and strategically — and how we can create a relevant and effective force that can deter wars whenever possible and win them wherever necessary.

Twenty years ago, America’s
dominance in the Pacific ensured
it could defend Taiwan.Military bases with U.S. forces

In 2005, China’s ability to strike
U.S. forces was limited by its relatively small arsenal of missiles.

That picture has changed. China now has enough missiles to potentially destroy many of America’s advanced weapons before they come near Taiwan.

Sources: Congressional Research Service; U.S. Department of Defense

Note: Missile counts are midpoint estimates for the People's Liberation Army’s rocket force. Locations of military bases with U.S. forces are shown as of 2023-24, based on C.R.S. analyses of unclassified U.S. government documentation.

The new reality has come into focus in many places, particularly in Ukraine since Russia invaded in 2022. Inventive Ukrainian forces neutralized the once formidable Russian Black Sea Fleet using small, remote-controlled boats loaded with explosives. Many of Russia’s most valuable heavy bomber aircraft were badly damaged or destroyed in June by small Ukrainian drones, sneaked into the country and launched against bases as far away as Siberia. In eastern Ukraine, drones that typically cost a few hundred dollars to make, and which Ukraine and Russia now produce by the millions, have transformed the battlefield into “a mash-up of ‘All Quiet on the Western Front’ and ‘Blade Runner,’” as the national security writer Max Boot has observed.

To see where American defense dollars go, consider the U.S.S. Gerald R. Ford, America’s latest aircraft carrier, which deployed for the first time in 2022 after more than a decade of construction and delays. The ship incorporates new technologies, including advanced nuclear reactors and electromagnetic catapults for launching aircraft, which make it more efficient than the Nimitz-class aircraft carriers it is intended to replace. The price tag: an estimated $13 billion. That figure is for a single ship. It does not include the billions of dollars worth of military aircraft carried by the Ford and the escort ships needed to defend it.

Such formidable firepower is effective if you want to go to war with a relatively poor, weak country like, say, Venezuela. Yet the Ford, which is currently deployed in the Caribbean, is fatally vulnerable to new forms of attack. China in recent years has amassed an arsenal of around 600 hypersonic weapons, which can travel at five times the speed of sound and are difficult to intercept. Other countries possess quiet diesel-electric submarines capable of sinking American carriers.





Small robotic weapons are changing warfare, threatening the expensive, hulking equipment of the past.

In war games like those depicted in the Overmatch brief, ships like the Ford are often destroyed. Still, the Navy plans to build at least nine additional Ford-class carriers in the coming decades. So far, the United States has yet to deploy a single hypersonic missile.

Or take the possibility of a Russian attack on a NATO member state such as Estonia. Evidence suggests that Moscow may already be testing ways to do this, including by cutting the undersea cables on which NATO forces depend. And Russia is learning fast in the laboratory of war in Ukraine. Earlier this year, Kyiv’s forces captured a Russian drone made of commercially available parts that can navigate autonomously to a target — akin to an off-the-shelf cruise missile.

Nor is it just our allies that are at risk. China has installed malware in the computer networks that control power grids, communications systems and water supplies for American military bases. The advanced cyber campaign, carried out by the state-sponsored hacking group known as Volt Typhoon, threatens the military’s ability to move weapons and forces in the event of a crisis in the Pacific, and could affect civilians as well. America’s cybersecurity officials have struggled to find and remove the malware.

Why have successive administrations, Republican and Democratic, persisted in investing in the old way of war?

One reason is inertia in Congress and the Pentagon. The channels through which funds flow to weapons systems are deep and difficult to reroute. An entrenched oligopoly of five large defense contractors, down from 51 in the early 1990s, has an interest in selling the Pentagon ever-costlier evolutions of the same ships, planes and missiles.



America’s newest fighter jet, the F-35, required about 20 years of development and testing before the Pentagon approved full-scale production.

Another factor is military culture. Senior officers tend to be wedded to the technologies and tactics in which they made their careers. When Gen. David H. Berger, who was then the commandant of the Marines, decided in 2020 to get rid of the Corps’s tanks (which are difficult to transport and maintain) for the sake of creating a lighter, more agile force that could better counter China, he had to overcome intense institutional resistance. General Berger was right. The war in Ukraine demonstrated how vulnerable tanks have become.

There is also a conceptual failure: the idea that more sophisticated is always better. For decades the American military has relied on systems that are bespoke, complex and wildly expensive.

That made some sense back when our primary adversary, the Soviet Union, pursued a similar approach, allowing the West to spend it into the ground. The trouble with highly engineered and expensive weapons is that they are all but impossible to produce rapidly or purchase in large numbers. The Army wants to field its own small drones — not for a few hundred dollars per unit, as in Ukraine, but a more sophisticated version of the same weapon for tens of thousands of dollars. Unsurprisingly, the more complex version takes much longer to produce.

Traditional weapons — such as artillery shells, ships and aircraft — will still be crucial to future wars, but the U.S. defense industry has lost the ability to produce them at scale and speed. In the event of a war with China, the United States would rapidly run out of essential munitions, as Jake Sullivan, the national security adviser in the Biden administration, has warned. The Pentagon reportedly expended about one quarter of its overall stockpile of high-altitude missile interceptors helping to defend Israel against Iran’s ballistic missiles earlier this year. And that was in a war that lasted just 12 days. Three years into the war in Ukraine, the United States can’t produce enough Patriot missiles to meet Kyiv’s demand.



Wars in Ukraine and the Middle East rapidly depleted U.S. stockpiles of munitions, alarming Pentagon strategists.

The American military has resisted change for decades. The Pentagon has not had a strong secretary of defense willing to impose tough choices since Robert M. Gates, who served both George W. Bush and Barack Obama, left the office in 2011. Former Secretary of Defense Ashton B. Carter, an early recipient of the Overmatch brief, instituted multiple pilot projects and experiments in service of reform at the Pentagon, to limited effect. John McCain spent years raising the alarm on Capitol Hill, only to see Congress continue its support for outdated strategies.

There are some signs that the current administration may be willing to change. The Army has canceled the unsafe and unreliable M10 Booker light tank and other problematic programs. The White House is pushing for an overhaul of the way it buys weapons. But Mr. Hegseth has mainly presided over management chaos, officer purges and intelligence leaks that, in a normal administration, would have forced his resignation. President Trump’s use of the armed forces for domestic deployments and illegal antidrug missions is not the kind of change we need.

Transformation is a long-term endeavor. The chaotic first months of Mr. Trump’s second term have shown the dangers of misusing the military. They also have distracted from the urgency of reform. The strategic challenges the United States faces — among them a rising China, a revanchist Russia and A.I.-generated cyber threats and bio threats — will outlast this administration. While none can be defeated by force alone, they still require credible U.S. military power as a backstop to international order and the security of the free world.



The Trump administration says it wants to shake up the way the military buys weapons.

In the short term, the transformation of the American military may require additional spending, primarily to rebuild our industrial base. As a share of the economy, defense spending today — about 3.4 percent of G.D.P. — remains near its lowest level in more than 80 years, even after Mr. Trump’s recent increases.

A more secure world will almost certainly require more military commitment from allies like Canada, Japan and Europe, which have long relied on American taxpayers to bankroll their protection. China’s industrial capacity can only be met by pooling the resources of allies and partners around the world to balance and contain Beijing’s increasing influence.

Ultimately, a stronger U.S. national security depends less on enormous new budgets than on wiser investments. Spending heavily on traditional symbols of might risks shortchanging the true sources of American strength: relentless innovation, rapid adaptability and a willingness to discard old assumptions.

To be clear: The United States needs a stronger military primarily to deter future wars, not to start them. As we rebuild our military, we must pursue diplomacy with our adversaries. At the same time, we need to prepare for the worst. Deterring war is the first goal of any successful strategy to avoid protracted conflict, and we need to address our weaknesses before enemies look to exploit them.

Mr. Trump and his administration have received the latest warnings of the Overmatch brief. The need for change is urgent. The question is whether we will do so in time.

Illustration by Justin Metz. Photo credits: John Clark/Associated Press; Finbarr O’Reilly for The New York Times; Anne Rearick for The New York Times; Ammar Awad/Reuters; Evan Vucci/Associated Press.

The editorial board is a group of opinion journalists whose views are informed by expertise, research, debate and certain longstanding values. It is separate from the newsroom.

Published Dec. 8, 2025