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Laura I Troutman's avatar

Very good analysis. Scary but likely.

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Cameron Macgregor's avatar

Scary indeed.

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Orange Man's avatar

VIDEO LINKS FINALLY:

They’re Kissing My Ass” – Trump on Global Tariff Negotiations

Trump says countries are begging to negotiate tariffs—proof that his economic pressure strategy is working.

📽️ https://www.youtube.com/watch?v=c143MbcoITw

▶️ Trump to Starmer: Can the UK Handle Russia Alone?

A bold moment where Trump bluntly questions whether the UK is capable of confronting Russia without U.S. backing.

📽️ https://www.youtube.com/watch?v=SH62pDkFZIw

📢 Starmer Publicly Backs Zelensky

After Trump calls Zelensky a “dictator,” Starmer doubles down in support of him—further entangling the UK in Ukraine’s internal politics.

📖 https://www.bbc.co.uk/news/articles/clyrnjrjrr5o

💥 US Secures Controversial Mineral Deal with Ukraine

The U.S. has officially locked in a mineral rights deal with Ukraine, collateralizing oil, gas, and lithium in exchange for military aid. Critics say it’s a “pay-to-protect” model that mortgages Ukraine’s future.

Trump is making U.S. involvement permanent and economically driven.

BlackRock and other financial giants are expected to profit by managing Ukrainian resources as debt collateral.

Russia dismisses Zelensky as illegitimate, so any deal signed under him could unravel.

This undermines the UK’s earlier 100-year partnership, announced just four days before Trump re-entered office.

📽️ https://www.youtube.com/watch?v=Rj8NBp_839g

▶️ UK’s 100-Year Partnership with Ukraine

Four days before Trump’s return, the UK rushed to sign its own 100-year deal with Ukraine—securing a stake in whatever remains.

📽️ Watch here

https://www.youtube.com/shorts/Kp9VGsq24rI

Macron trying to get Trump to sign a random deal.

https://www.youtube.com/shorts/Kp9VGsq24rI

Trump on the Economy and China: “I’m the Chosen One”

📽️ https://www.youtube.com/watch?v=lzlxrPC_E_U

Trump says the media is trying to trigger a recession, but the U.S. economy is strong. He’s taking on China where previous presidents failed—calling out $500B+ in trade imbalance and intellectual property theft.

He declares himself “the chosen one” for confronting China, claiming the U.S. is winning economically while China faces its worst downturn in decades. He also mocks Biden as too weak to negotiate.

And still, no one has condemned China for COVID. They don’t even say “Chinese Communist Party”—they just say “China,” as if terrified to tell the truth. Meanwhile, groups like the Houthis—possibly backed by China—are interfering with trade, and Europe stays silent. Why? Because they’re afraid. Because they know they’re on the edge of collapse.

Trump said it again yesterday: “He who holds the gold has the power.” The U.S. is becoming a wealth vacuum. No rational nation is storing gold in unstable, low-trust regimes like India, South Africa, or China. These are not safe havens—they’re political risk zones. Real capital is flowing to the U.S. because it's the only game left with real might.

And here's the kicker: this isn’t about inflation anymore. It’s about deflation through strength. Tariffs. Protectionism. Re-shoring. A hard-money system. Trump’s vision mirrors the late 1800s America—an industrial boom with falling prices and rising purchasing power. That’s what gold + tariffs achieve. But the UK? We’ve become more productive, and yet everything costs more. That’s not growth. That’s theft by inflation.

Gold and mining stocks—especially juniors like xyz—are ridiculously underpriced for what’s coming. Located in safe jurisdictions like Australia, away from China’s orbit, backed by strong fundamentals and massive gold reserves, they are set to benefit whether or not the macro chaos explodes. But with it? They become weapons-grade investments.

The UK no longer has the ability to enforce contracts—it has no military might to back them up. And with virtually all manufacturing outsourced, what is the British pound actually backed by anymore? The same applies to the EU. This is exactly why peace talks with Ukraine are being stalled. If Zelensky agrees to a ceasefire, the EU loses its excuse for QE-fueled military spending—a last-ditch attempt to paper over their debt crisis. The UK is in the same boat.

Take the sudden push to “rescue” steel factories despite decades of outsourcing—it’s a tacit admission: globalisation is dead, and UK ministers are scrambling to re-industrialise before the tide turns completely.

Meanwhile, the real economy is cracking—record cost-of-living pressures, credit card balances ballooning, and the flood of sub-2% mortgages expiring from now until 2027. That’s not a future issue—it’s a ticking time bomb. Add to that Basel III in the U.S. this July, and you have a perfect storm forming for a massive repricing of gold.

And tariffs? They're the new friend-or-foe detector. If a country refuses to deal, it’s self-identifying as an economic adversary of the U.S. It’s not about fairness anymore—it’s about alignment. But the media and the CCP will keep posting bot accounts, political commentators who seemingly gatekeep info.

In short, every single one of these macro fractures points to one thing: a structurally higher gold price. And most are still asleep.

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Orange Man's avatar

Well since you watch Alex Krainer you're already well aware of the Get Ready to Repo act. Like what he thinks I too also believe that narrative that its the UK who will fall first, then the EU then everyone else that USA being the last. When you have the millitary which includes the best tanks, the best fighter jets, the best guns, the most soldiers, making your own cutting edge technology without resorting to stealing, then no matter what country wants to do to reclaim its debt under a default, if they have no millitary to enforce the contracts then they're going to have to suck it up buttercup. It too does help that the US holds the most gold while the UK continusly lose collateral to the US which is the minerals deal with Ukraine, all the gold and soon Canada. The Crown Corporate elites are afraid of Trump and quite frankly they should be, regardless of beliefs on God, in Christianity there's often a theme of the marginalised or, tax collectors being looked at more favourably by god, then the average normal people. I too believe that Trump falls under that catagory because while he isn't perfect, I do truly believe the assasination attempt has changed his views and he's forcing a global econoimc collapse on his terms where the US will emerge victorious.

I live in the UK and god, I hate my country so much. Don't forget too, Scott Bessent in charge of the US treasury too shorted the pound with George Soros, now he speaks of sound money. Again, a financial war with the US and EU-UK not necessarily China.

Some notes I made though it does repeat a bit: -------------------------

Globalisation, financialisation, and Thatcherism have decimated the UK economy. The pound? It's backed by nothing. At least the dollar is backed by cutting-edge military, Silicon Valley, and a diversified industrial base. The UK? Just shuffling money from point A to point B and calling it an economy.

They parade around saying "we're net zero"—yeah, by offshoring all our manufacturing to China while playing footsie with the CCP. Instead of leaning on America like a strategic partner, the UK behaves like a bitter child resenting the mother it secretly depends on. The monarchy and oligarchs despise America’s rebellious nature, its alignment with God, its refusal to kneel.

Gold long. Short the pound.

Want an esoteric take? Scott Bessent—who helped Soros break the Bank of England—is now in the U.S. Treasury. You think that’s a coincidence? Tariffs aren’t just economics—they’re a friend-or-foe detector. If you posture against the U.S., you’re gonna get smoked. If you beg, you might just survive.

God doesn’t reject people—but He’s not chasing the greedy and the proud. The UK is a godless poverty nation. We’re already in a recession—they’re just dragging their feet on calling it. Keir Starmer and the Treasury say “globalisation is DONE” and are ramping up defence. Translation? They’re prepping to collapse the pound. Why? Over-indebted. Drowning in social welfare. No real backing.

Ask yourself—what is the pound ACTUALLY backed by? Go on. I’ll wait.

Even the Bank of England’s answer is a joke. “Gold is heavy,” they say. Meanwhile, Heathrow's quietly shipping our gold to Switzerland and New York. Then—oh look—miraculous fire! Now they’ll say “oops, delay.” There never was one. Just smoke and mirrors.

Rachel Reeves proves they don't want capital flowing to the U.S. They’d rather our youth work in Europe. Not America. Why? Because they hate the idea of a wealthy, self-reliant, free nation. Once you understand why the UK rejects the U.S., you get why Trump slaps tariffs like divine judgment. It’s not just trade—it’s discernment.

Yes, the U.S. has debt—but it’s playing defense. The UK? It’s doing military Keynesianism—spending cash to kill young men. Rotten. Foul. Shameful.

********************. ******* COUNTRY.

Even UK graduates can’t get Tesco jobs. Recession is already here—they’ll admit it only when it’s too late. If you're smart, you position now (not financial advice), and grab a lifeboat before the ship sinks under its own rot

OTHER SEPERATE NOTES:

When the UK Treasury Minister announces that “globalisation is dead,” that’s not just policy—it’s panic. It signals the collapse of Thatcher’s 1980s legacy: the outsourcing of industry, the hollowing out of manufacturing, and Britain’s reliance on financial sleight-of-hand to stay afloat. And yet, while the UK is quietly slipping into recession, Chancellor Rachel Reeves is cosying up to China—desperately clinging to a failing globalist order that’s already cracked beyond repair. The tarrifs chief has accused the UK of this because the UK or France, love to paint this 'aliance image' while the europeans are absolutely rotten. Macr

King Charles has now invited Trump twice. Meanwhile, MPs argue over whether Trump should be allowed to speak in Parliament—while the King and Keir Starmer are silently begging for the U.S. to throw Britain a lifeline. The hypocrisy is insane. They want alignment with the U.S., but only on their terms. They’re terrified of whistleblowers, terrified of Trump’s “flamethrower” presence in London, terrified the game is over.

Trump isn’t doing EU-wide deals. He’s doing bilateral ones—splitting Europe apart, country by country. He’s forming a U.S.-led trade and gold-backed zone with allies who bring real value. The UK is being pried from the EU, while Canada and Greenland are quietly pulled under the U.S. umbrella. And nobody dares say it out loud, but the truth is clear: the EU is desperate for a war just to justify QE and wipe their debt. No military. No industry. No currency strength. And no future without American support.

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Gilgamech's avatar

> unpredictably to DC and Wall Street the dollar and Treasury bonds also fell simultaneously

Ok but this exactly Bessant and Miran’s plan. And it’s a very good plan for a nation that has gigantic USD debts it can barely service.

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Cameron Macgregor's avatar

It is not their plan at all. They want a strong dollar policy (investors fleeing into our currency not selling it off) and strong demand for Treasuries (when yields rise it means the government pays more interest not less).

Neither are happening largely because the world no longer needs USD denominate assets, and because of overt hostility to foreign powers.

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Gilgamech's avatar

They want a dollar that helps US exporters and local producers. They want low interest rate on the national debt. They want the existing debt deflated by exchange rate shifts. So they are winning on all counts.

Where do you get the idea they want high interest rates and a strong dollar??

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Cameron Macgregor's avatar

Rates are rising. They don’t want higher rates. They also can ill afford a crashing stock market because that directly correlates with higher tax revenue and consumption.

Trade wars have caused the opposite. Their policy is backfiring. Debt crisis imminent.

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Gilgamech's avatar

What are you talking about? Rates are down on pretty much all maturities, the lowest they have been this year so far.

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