Gold Peasant

USA lover, MAGA enthusiast, Gold & Silver fan, Veteran helper

[Gold Peasant @FireAttorneyGn]

@Maya_X_0 Moe

[Gold Peasant @FireAttorneyGn]

@MikeLeeStrategy @NickTimiraos is a stenographer for the Fed

[Gold Peasant @FireAttorneyGn]

@BankerWeimar That means YOU!

[Gold Peasant @FireAttorneyGn]

@TheApeOfGoldST Thanks Ape

[TheApeOfGoldStreet @TheApeOfGoldST]

I believe the precious metals #bullmarket, especially the rise in #Gold, will continue deep into the 2030s.

We have a large window to make an extraordinary amount of money.

This will not happen in a straight line. There will be violent corrections, false breakdowns and periods when people declare the bull market dead. A secular bull market is defined by increasingly higher cycle highs and lows, not by the absence of major drawdowns.

WHY:

THE FISCAL MATHEMATICS ARE BROKEN

The United States is running enormous deficits despite not being in a major recession.

#US public debt is already around 101% of GDP and is projected to reach approximately 120% by 2036. Interest costs are compounding and consuming an increasingly large share of government revenue.

#Europe, #Japan, #China and many emerging economies also face ageing populations, growing entitlement costs, military spending and heavy debt burdens.

Debt does not guarantee immediate money printing, but it gradually removes every politically acceptable alternative.

Eventually governments must choose between austerity, higher taxes, restructuring, inflation or financial repression.

History suggests they will choose currency debasement, negative real rates and periodic central-bank intervention.

#GOLD IS BEING REMONETISED

Central banks have accumulated approximately 1,000 tonnes of gold annually during the past four years, twice the average of the previous decade.

In the latest survey:

89% of central banks expect global gold reserves to increase.

45% expect to increase their own holdings.

74% expect the dollar’s share of global reserves to decline during the next five years.

Gold has no counterparty risk, cannot be printed, cannot default and, when stored domestically, cannot easily be frozen or sanctioned by another country.

Central banks are not preparing for the #dollar to disappear tomorrow. They are protecting themselves against excessive dependence on it.

DE-DOLLARISATION IS SLOW, BUT REAL

The dollar’s share of global foreign-exchange reserves has fallen from approximately 72% in 2001 to around 57% today.

This is diversification, not abandonment.

#BRICS represents more than a quarter of global trade and a much larger share of global population, commodity production and economic growth. Its members are gradually increasing local-currency settlement and developing payment infrastructure that reduces dependence on Western-controlled systems.

A common #BRICS #currency is unlikely anytime soon. It is also unnecessary.

Every transaction settled outside the #dollar, every bilateral payment connection and every additional tonne of #gold held instead of government debt weakens dollar concentration at the margin.

A complete replacement is not required to move gold substantially higher.

THE RESERVE-CURRENCY PARADOX

Global reserve demand structurally supports the dollar, makes #American imports cheaper and helps the United States finance persistent deficits.

But that same strength makes American manufacturing and exports less competitive.

If the United States seriously wants to reshore strategic production, rebuild its industrial base and reduce its trade deficit, it benefits from a weaker real exchange rate. (It is in their interest to see the dollar weaken.)

#America effectively wants the dollar to remain the centre of the financial system while becoming less expensive.

That is an extremely difficult balance to maintain.

The likely outcome is not the sudden death of the dollar. It is gradual erosion of its purchasing power while its financial network remains dominant.

WEAPONISING THE FINANCIAL SYSTEM HAS CONSEQUENCES

Freezing national reserves, expanding #sanctions, threatening #tariffs and using access to the dollar system as a geopolitical weapon give other countries a rational reason to create alternatives.

#Trump’s aggressive and transactional approach has accelerated that incentive, including among traditional American allies.

Tariffs, higher rates and global fear can strengthen the dollar temporarily. However, repeated coercion encourages countries to diversify their reserves and payment systems over the longer term.

You can force countries to use your system for a period of time. You cannot force them to trust it forever.

THE WORLD IS BECOMING MORE #MULTIPOLAR

Cheap drones, ballistic missiles, electronic warfare and precision weapons allow weaker countries to inflict enormous damage at a fraction of the historical cost.

This makes invasions, occupations and large troop concentrations considerably more dangerous and expensive.

Military superiority still matters, but the cost of enforcing geopolitical dominance is rising rapidly.

The United States will find it increasingly difficult to maintain the global order through coercion alone. It must compete through trade, alliances, investment and mutually beneficial agreements.

This military shift is not the main reason for gold’s rise, but it reinforces the transition towards a more fragmented and multipolar world.

#DEGLOBALISATION IS #INFLATIONARY

The previous global system prioritised efficiency and the lowest possible production cost.

The new system prioritises security.

Countries are reshoring factories, duplicating supply chains, stockpiling strategic materials, rebuilding #militaries and investing in #energy independence.

At the same time, the world needs enormous investment in electrical grids, data centres, #AI infrastructure, defence, #nuclear energy, renewable power and transportation.

These projects require vast quantities of metals, energy, labour and capital.

A less efficient and more fragmented world is structurally more inflationary, which is favourable for scarce real assets.

GOLD SUPPLY CANNOT RESPOND QUICKLY

New mines often require more than a decade to move from discovery into production.

The industry faces declining grades, permitting delays, political risk, environmental restrictions, higher construction costs and shortages of skilled labour.

Even dramatically higher gold prices cannot create new production overnight.

Investment and central-bank demand can change within months. Mine supply takes many years.

That imbalance is extremely powerful in a sustained bull market.

#SILVER PROVIDES ADDITIONAL LEVERAGE

Silver is both a monetary metal and an essential industrial material.

The market is expected to record its sixth consecutive annual supply deficit in 2026. Only approximately 28% of mine production comes from primary silver mines, meaning supply cannot respond freely to higher silver prices. Much of it depends on the economics of #copper, #lead, #zinc and #gold mines.

AI infrastructure, data centres, vehicles, electrical grids, electronics and energy investment all require silver.

Thrifting, substitution and recycling will limit demand at extremely high prices, but they do not remove silver’s strategic importance.

Because the investable silver market is relatively small, even a modest shift in financial demand can create explosive price movements.

GOLD DOES NOT NEED ANOTHER FIAT CURRENCY TO REPLACE THE DOLLAR

The #euro, #yen, #yuan and other #currencies have their own debt, demographic, political and structural problems.

That makes gold the neutral alternative.

The dollar can remain the world’s leading reserve currency, strengthen against the euro or SEK during crises and still lose substantial purchasing power against gold over a full decade.

These outcomes are not contradictory.

The cleanest long-term trade is not necessarily shorting the dollar against another fiat currency. It is measuring every fiat currency against scarce real assets.

THE #PETRODOLLAR WILL ERODE AT THE MARGINS

The dollar system is supported by far more than #oil. It rests on #Treasury collateral, global capital markets, dollar-denominated #debt, trade #finance, legal infrastructure and powerful network effects.

However, more energy and #commodity trade being settled in local currencies gradually reduces automatic dollar demand.

The #petrodollar does not need to collapse for this to benefit gold. Marginal erosion is enough when combined with growing debt and reserve diversification.

SECULAR BULL MARKETS LAST LONGER THAN PEOPLE EXPECT

The 1970s precious-metals bull market lasted roughly a decade and included an enormous mid-cycle correction.

The 2001–2011 bull market also lasted approximately ten years and survived the 2008 financial crisis.

The current move should not be viewed as one reaction to a single inflation report, war or Federal Reserve meeting.

It reflects a structural change in the global monetary, fiscal and geopolitical system.

MY BASE CASE:

The dollar remains the world’s number-one currency, but gradually loses reserve share and purchasing power.

Central banks continue accumulating gold in record speed.

Parallel payment systems and local-currency trade continue expanding.

Debt and interest expenses force increasingly aggressive financial intervention.

#Deglobalisation, #rearmament, reshoring, #AI, #electrification and #energy security keep demand for #commodities elevated.

Gold remains the monetary anchor.

Silver becomes the higher-beta monetary and industrial expression.

#Mining equities provide operating leverage to both, although they will experience much larger corrections, dilution risks and volatility.

The bull market will include several brutal corrections. Those corrections will convince people that the cycle has ended (Think #Zeberg and other clowns) when they may simply be resets inside a much larger secular move.

The thesis does not require hyperinflation, a common BRICS currency or the disappearance of the dollar.

It only requires persistent fiscal deterioration, gradual reserve diversification, declining trust at the margin and more capital competing for a limited supply of neutral monetary assets.

All four are already happening.

That is why I believe Gold, Silver and carefully selected mining equities can continue creating extraordinary opportunities deep into the 2030s.

Be prepared to build substantial wealth in the years ahead.

Oh and yeah - Repost!

Cheers,
Ape

[Gold Peasant @FireAttorneyGn]

@felixprehn Exposed

[Gold Peasant @FireAttorneyGn]

@Louis_Winth_III @KingKong9888 @StrackJames Why is that?

[Gold Peasant @FireAttorneyGn]

@ranger_ultimate @davidbateman Open ur eyes its already happening

[Gold Peasant @FireAttorneyGn]

@KaneCapz @davidbateman It has already collapsed by 99%.

[Gold Peasant @FireAttorneyGn]

@allfamilypharma @PepperMoirraine How about Pregablin?

[Gold Peasant @FireAttorneyGn]

@CourtTV @VinniePolitan having a complete meltdown on Live TV by the possibility his baby killing friend may be found guily.....vinnie a total fraud and phony

[Gold Peasant @FireAttorneyGn]

@cathyrusson The Lindsay Clancy jury was just dismissed AGAIN with no verdict. We all know why. There is more than one woman on that jury who refuses to send a homicidal maniac to prison because she thinks bad feelings are an excuse for murder.

[Gold Peasant @FireAttorneyGn]

@CourtTV @CourtTV is soooo biased in the corner and ALL IN for their favorite rah rah baby killer attraction. They do NOT have one independent legal analyst arguing for the three kids and the Commonwealth. The anchors have zero shame including the clue moron in the morning.

[Gold Peasant @FireAttorneyGn]

@defense_diaries and @CourtTV becoming very nervous their rah rah baby killer friend looks will be found guilty

[Gold Peasant @FireAttorneyGn]

@hawley_kri51187 @EricLDaugh Rah rah baby killer lover

[Gold Peasant @FireAttorneyGn]

@a6746_tracy @VinniePolitan Disgusting how they only present ONE SIDE.....But @CourtTV is the rah rah baby killer lover channel

[Gold Peasant @FireAttorneyGn]

@Abba_Annabelle @VinniePolitan Yup @VinniePolitan is the rah rah baby killer lover

[Gold Peasant @FireAttorneyGn]

@FanFan124201 @VinniePolitan Exactly but vinnie is the rah rah baby killer lover