Martín Valores

Análisis económico y geoestratégico
Importadores de metales preciosos
Casa matriz de Proyecto UBIT
Análisis continuo del cambio de paradigma global.

[Macro Liquidity by Sunil Reddy @Macrobysunil]

GDP measured in gold tells a completely different story.

In 1991, US GDP was worth 16.26 billion ounces of gold.
By 2026, it is only worth 6.92 billion ounces.
That is a 57% collapse in gold terms.

China moved from 1.02 billion ounces to 4.44 billion ounces.
That is a 335% rise.
India moved from 0.728 billion ounces to 0.927 billion ounces.
That is a 27% rise.

And the world itself moved from 55.24 billion ounces to just 26.39 billion ounces.
That is a 52% collapse.
So yes, in dollar terms, everything looks bigger.

But in gold terms, the world is smaller.

The US economy looks massive on paper, but against hard money, its purchasing power has collapsed.

China is the clear exception because its productive rise was strong enough to show even against gold.

India has grown, but much slower.

The bigger message is simple:

Fiat GDP shows expansion.

Gold-adjusted GDP shows debasement.

That is why gold matters.

[“Sudden And Unexpected” @toobaffled]

The Ukraine Biolabs Connection Keeps Getting Uglier ⚠️

• Obama signed partnership agreements in 2005 to launch biological research programs in Ukraine.

• Biden was directly involved in coordinating the programs and related financial dealings.

• Hillary Clinton pushed biosecurity strategies and dual-use research legislation.

• George Soros poured major funding into the labs and Big Pharma interests.

All while the US was deeply embedded in Ukraine’s network of biological facilities.

Coincidence? Or were some very powerful people playing dangerous games with things they shouldn’t have been?

The more we dig, the worse it smells.

[Mr. Sausage @MrSausageGet]

Oh wow 😂😂

[Han Shawnity 🇺🇸 @HanShawnity]

"The Iranians are signing a deal any minute now" - Trump in 2039.

[Acyn @Acyn]

Hayes: Now, would it surprise you to learn that is not true? A senior Iranian official tells MSNOW Iran has not agreed to anything. State media reported the same thing. But oil prices fell and stocks rose on trump's guarantees. That's pretty much exactly what happened the nearly 40 previous times Donald Trump promised a peace deal was this close.

[Not Jerome Powell @alifarhat79]

Trump: I’m attacking Iran. I’m not attacking Iran. I’m attacking Iran. I’m not attacking Iran.

Markets:

[Jeremy Szafron @JeremySzafron]

Everyone's asking why gold and silver are selling off WITH stocks instead of against them.

@Bubba_Trading answer on @KitcoNewsNOW: "This is 100% a margin call." Leveraged players selling whatever they can to stay alive.

His call: metals turn first once the forced selling clears.

Agree or disagree?

[“Sudden And Unexpected” @toobaffled]

Funny how climate hysteria vanished the moment Big Corporations needed data centers.
All that panic about the planet… until AI profits were on the line.

[Michael Burry Stock Tracker ♟ @burrytracker]

Breaking: The Magnificent 7 have lost over ~$3,700,000,000,000 of market capitalization from their all-time highs

• Meta: -25.8%
• Microsoft: -25.1%
• Tesla: -19.0%
• Nvidia: -11.6%
• Amazon: -11.2%
• Alphabet: -9.5%
• Apple: -7.8%

[The Hormuz Letter @HormuzLetter]

BREAKING: US military has now begun launching strikes across several locations in southern Iran starting 20 minutes ago, on direct orders from Trump, in response to the downing of the US Army Apache helicopter, per CENTCOM.

[ADAM @adamemedia1]

🚨 Glenn Greenwald just broke it down…

A sitting US President, who ran on ending wars, is being openly defied by a foreign Prime Minister. Not behind closed doors. In public. Repeatedly.

Trump is a Zionist. His family is tied to Israel. He is owned. But he wants this war over. The midterms are coming. His base is fracturing. His promises, and legacy, are rotting in public.

Trump has repeatedly begged Netanyahu to stop.

Netanyahu didn’t just tell him to STFU.

He went straight to Congress, who AIPAC has bribed with $28M this election cycle alone, and passed Section 224, LEGALLY FUSING the US and Israeli military structures.

Democracy BYPASSED In broad daylight.

This is what @ggreenwald has spent years warning people about.

The most powerful man on earth can’t end a war his own voters want ended, because the lobby doesn’t just own the President.

It owns the building he works in.

[Wide Awake Media @wideawake_media]

Federal whistleblower documents are raising serious questions about the extent to which Bill Gates has used charitable donations to shape United States government health policy from the inside, in ways that have also served his own financial interests.

As reported by Real Clear Investigations, the documents—comprising several dozen emails and internal records made public for the first time by an NIH whistleblower—show that the Gates Foundation worked directly with senior NIH officials over almost 25 years to co-ordinate grant funding and set scientific policy across at least ten federal research programmes.

The whistleblower described the arrangement as "a complete merging of NIH and Gates", adding that the relationship resembled a cartel, also involving the Wellcome Trust. NIH officials did not appear to raise conflict-of-interest concerns at any point in the correspondence reviewed.

The foundation's charitable mission and investment portfolio are closely intertwined. A $55 million investment in BioNTech, Pfizer's Covid vaccine partner, yielded more than $550 million when shares were sold after the vaccine reached market. The foundation also held equity in CureVac, one of several vaccine companies in which it took commercial positions.

Internal planning documents from a 2016 Gates-NIH workshop reveal that NIH Director Francis Collins prepared a minute-by-minute arrival itinerary for Gates, with agency police escorting his three-vehicle convoy on site. A senior Trump administration official, shown the itinerary, said such deference is normally reserved for heads of state.

The disclosures come as Gates is scheduled to give private testimony to Congress. The Gates Foundation and the NIH both declined to comment.

[Peter Clack @PeterDClack]

Billions of solar panels are nearing their end-of-life cycle, and the world is completely unprepared for the coming toxic avalanche.

By 2050, the International Renewable Energy Agency projects up to 78 million metric tons of useless and toxic solar e-waste. Where is it all going to go?

The industry boasts that solar panels are '95% recyclable'. Technically, yes - because they are made of glass, aluminum and copper. But economics always trumps physics. In Australia and the US, it costs roughly $20 to $40 to disassemble and recycle a single panel, but only around $4 to dump it in landfill.

Because there is no financial incentive, up to 90% of decommissioned panels go straight into the ground. There are between 7 and 8 billion solar panels in the world today. This milestone was reached as global solar capacity officially surpassed 2 Terawatts (TW).

Because the physical wattage of individual panels varies from small 300W residential rooftop modules to massive 600W utility-scale panels, 2 TW of total energy capacity translates to roughly 7 billion individual panels currently installed worldwide.

Each solar panel is an industrial 'sandwich' bound tightly by heavy polymers. To extract the microscopic amounts of valuable silver and high-purity silicon requires energy-intensive chemical and thermal baking.

When they are crushed or left to fracture in landfills, heavy metals like lead and cadmium (in thin-film technologies) can leach into the surrounding soil and groundwater, turning 'clean energy' into a multi-generational hazardous waste problem.

The crisis is accelerating faster than models predicted. Because solar cells degrade and lose efficiency, and newer, cheaper panels hit the market, consumers and solar farms are ripping out functional systems at least a decade early to upgrade.

This compressed lifecycle destroys the narrative of a long-term, stable asset and creates an endless loop of unrecyclable industrial trash.

[Macro Liquidity by Sunil Reddy @Macrobysunil]

Ray Dalio explains how financial repression begins once the debt problem gets out of control.

It starts with a simple reality:

One man’s debt is another man’s asset.
Government debt is not just a liability for the government.

It is also the asset sitting inside pension funds, banks, insurance companies, foreign reserves and portfolios.

But here is the problem.

If those bonds do not offer a good real return after inflation, investors stop wanting them.
So yields rise.
And when yields rise, the government’s debt burden becomes even harder to manage.

That is the trap.

At some point, the system cannot tolerate true market-priced interest rates anymore.
So policy steps in.
The Treasury keeps issuing debt.

The Fed is pressured to help absorb it or suppress yields.
Inflation is allowed to run above bond returns.
Taxes on capital and wealth rise.
And savers are slowly paid back in money that buys less.

This is financial repression.

It does not look like default on paper.
But in real purchasing power terms, it is a slow default on savers.
That is why Dalio keeps pointing toward gold.
Because when bonds stop protecting real wealth, capital starts looking for assets outside the paper promise system.

The core message is simple:

The government needs cheap funding.
Investors need real returns.
Both cannot win at the same time.
And historically, when the debt burden becomes too large, policy chooses the debtor over the saver.

[JackTheRippler ©️ @RippleXrpie]

🚨BREAKING: The European Union announces FULL CONTROL over crypto assets.

🇪🇺 Ursula von der Leyen: "For the first time, we will introduce a FULL third-country BAN for crypto asset services to make sure 🇷🇺 Russia can’t avoid sanctions."

[Goku @ProjectGokuu]

Dr. Ken Berry says the American Diabetes Association takes a million a year from Kellogg's and a million from Eli Lilly.

Berry, a Tennessee family doctor, says that money shapes everything the organization tells you.

Kellogg's sells the cereal that spikes your blood sugar, and Eli Lilly sells the drugs you buy once it does, and both fund the body that's supposed to guide you out of diabetes.

"They're getting their reward from Big Pharma and Big Food in millions of dollars of donations."

Berry's accusation is blunt: an organization funded by the people who profit from your disease has no reason to end it.

He says that's why their own recipes raise your A1C instead of lowering it.

The group you trusted to fight diabetes may be funded to keep it.

— Dr. Ken Berry (.@KenDBerryMD) on the Dr. Boz podcast

[Dane @UltraDane]

Wonderful observation by Tucker Carlson, who correctly points out that the same people who spent decades vilifying fossil fuels as the cause of catastrophic global warming, are now calling for a pause on climate concerns to meet the growing power demands of the Ai era.

Same people, coincidence?

[Shadow of Ezra @ShadowofEzra]

Albanian Prime Minister Edi Rama admits Jared Kushner’s new private island will be exclusively for the elite.

He says the land no longer belongs to the Albanian people and is now under the control of Jared Kushner and his investors.

"The aim is to build the most exclusive."

"The land belongs to the investors."

[Lady Mihaela @LadyMihaelaTarg]

Ivanka Trump:
"We were on a friend's boat, stopped for a swim. We swam to the island. Went on a hike barefoot to the top. We were captivated."
Then they bought it. $1.4 billion. Through Kushner's firm.
Saudi money. 3,600 bunkers. 10 miles of nuclear tunnels. No sand. No beach. From a romantic swim... to a military deal. What are they building?
#albania #AIart️️️️️️️️️️️️️️️️️️️️️️️️️️️️️️️️️️️️️️️️️️️️️️️️️️️ #lego

[Iran Observer @IranObserver0]

⚡️BREAKING: 5th wave of Iranian ballistic missiles are heading for Israel

We are seeing non stop launches at Israel