31 March 2025
Here is this week’s update from Dr. Matt:
Geo-Politics:
Trump has targeted Venezuela’s fuel exports, announcing a 25% tariff on any goods coming into the USA from countries that use Venezuelan fuel.
China is the major consumer, so this won’t affect us much, except the prices at Valero gas stations.
South Korean conglomerate, Hyundai, announced a new steel factory going into Louisiana, providing much needed jobs in that state.
This helps them to skirt around the tariffs some
Israel stretched its war efforts (the ceasefire is over) and bombed into Syria.
They are opening attacking any threat to Israel, namely hitting Iran-backed targets
Trump announced tariffs on ALL imported cars, including from Canada.
Canada immediately announced reciprocal tariffs
With tariffs being just days away, auto company stocks are getting hammered.
Trump’s team announced that April 2nd is “Liberation Day”… the day that the full force of tariffs come to fruition.
There are a lot of opinions as to whether this will strengthen or weaken the USA economy.
We used to be able to use the dollar to enforce ‘economic sanctions’ against countries that we disagreed with…
We are seeing that this policy, carried out over and over, is looking like it has finally backfired...
BRICS being the biggest effort to date.
The Chinese Yuan/RMB took over first place last year... and the USD is continuing to lose the battle even more.
Fox News reported that we have a ‘agreed in principle’ minerals deal with Ukraine...
Zelensky is looting his own country...
The Stock Market Watch:
With April 2 happening this week, Trump’s “Liberation Day”, the markets are seemingly in a mild panic.
Markets dropped across the globe over the weekend...
The S&P 500 is a much better indicator of our true market conditions.
The correct price of the S&P 500 should be below 5000.
Someone dumped silver ‘shorts’ onto the market, specifically PSLV...
Price only dropped to just under $34/oz – manipulation failed this time.
Metals/Crypto Market Watch:
Gold hit an all-time high on Friday and is still strong.
Silver dipped slightly but is rebounding. Ratio still over 90 – undervaluation remains.
Crypto flat last week, dropped over the weekend. Expected to drop hard by April 2.
Other News:
Mortgage delinquencies hit all-time high. Household debt also at a record.
Trump signed executive order to reduce housing prices.
Real estate value at $50T vs. GDP at $30T – this must correct.
Bank of America closing dormant accounts – potential account forfeiture.
The Usual Metrics (layoff tracker, bank health, debt clock, Inversion chart, & CBDC’s gone LIVE):
Zillow projects only 0.6% housing appreciation for the year – real estate deflation underway.
Arizona prices down 36%, Florida 31%, WA 17%.
Inversion chart up to 0.41% – 0.50% is recession trigger.
Debt Clock near $36.7T, DOGE savings over $0.25T.
What Would I Do About All This?
(This is NOT financial advice, but it is what we did in our house…)
We are buying metals (FOR THE LONG HAUL), with nearly all of our metals ‘vaulted’ by insured companies.
We use the OneGold app for these funds (again, because they are in my ‘self-directed IRA’, and I can’t legally possess the metal).
https://www.onegold.com/join/b5321228046c464aa3d813f9f69afd6f
We gambled on a few bucks and bought XRP and DGB.
Be sure to ONLY BUY metal from trusted sources.
My local source is Micah Miller at www.fsmetals.us
In comparing online prices, HeroBullion has the best I’ve found. I subscribe to their flash sale emails.
Others I trust: SD Bullion, Bullion Exchange, Monument Metals.
