Here is this week’s update:
Geo-Politics
- Trump is solidifying his cabinet, and early indications suggest his policies could reduce the impact of a forthcoming recession.
- Inflation remains high, aligning with earlier predictions: needs (essentials) are inflating, while wants (non-essentials) are deflating due to reduced disposable income.
- Trump clashed publicly with Federal Reserve Chairman Jerome Powell, who stated he would not resign if asked.
- Remember, the Federal Reserve is a privately owned company contracted to manage the U.S. financial system.
- Calls to "End the FED" are growing, but an economic collapse would likely be required to dismantle it.
- The FED’s owners represent "old money," financing governments and nations—Trump appears to remain independent of their influence (for now).
BRICS vs. the FED:
- BRICS nations, critical of the FED, are accelerating the push for alternatives. An economic war is brewing as the U.S. grapples with high debt and an unbacked fiat currency.
- Europe is reeling from Trump’s victory:
- 10% of EU households can’t afford adequate heating, rising to 20% in Spain.
- Fuel from the U.S. may cost up to 400% more than usual, while Russia is threatening to cut off supplies to non-BRICS nations entirely.
- Trump may prioritize U.S. energy production over European exports, driving global prices even higher.
The mBridge CBDC Battle:
- The U.S. opposes mBridge, a BRICS-led system for cross-border payments using central bank digital currencies (CBDCs).
- Alarmingly, some allies, like Switzerland, are testing mBridge—suggesting shifting alliances.
Stock Market Watch
The Trump rally continues, creating optimism. However, fundamentals still point toward economic turbulence.
Warren Buffett’s Wisdom:
- Hire for intelligence, initiative, and integrity (with integrity being most important).
- Base decisions on facts, not emotions.
- Invest in undervalued companies within your circle of competence.
- Seize opportunities decisively—success comes from action.
- Ignore market fluctuations and focus on the cash returns of investments.
The Power of BlackRock:
- BlackRock now controls nearly 50% of the global economy.
- Together with Vanguard and State Street, "The Big Three" dominate major global industries, consolidating power through index funds and shareholder voting rights.
- This creates neo-monopolies—where competition exists only in name, as these entities control pricing across sectors like airlines and banking.
Metals Market Watch
Gold and silver prices have dropped following Trump’s win—creating opportunities for stackers.
- 1/10 oz Gold Britannias: While premiums are higher, these remain a practical fractional option. Contact Micah Miller at FS Metals for competitive pricing.
- Austrian Ducats (1915 Restrikes): These offer slightly more gold than standard 1/10 oz options and can yield savings when buying in bulk.
Crypto Alternatives:
While some are turning to cryptocurrencies, remember that most cryptos are unbacked, similar to fiat currency. Be cautious when diversifying.
Other News
- Oil prices may fall as Trump likely boosts fracking. Gas prices could drop below $2.50/gallon in some areas.
- Layoff announcements signal economic strain:
- Boeing is planning major reductions in its workforce.
- Gilead Sciences is cutting a significant number of R&D positions in Seattle.
What I’m Doing
(This is NOT financial advice, just what I’m doing personally.)
- Continuing to buy metals for the long haul. I use insured vaulting platforms like OneGold to store most of my holdings. Check it out here.
Prepper Tip of the Week
With Christmas approaching, consider practical gifts for preppers. The BioLite Stove Complete Cook Kit is a great option and is currently on sale.
Stay safe, keep stacking, and always be prepared.
