Showing posts with label Danny El-Ayoubi. Show all posts
Showing posts with label Danny El-Ayoubi. Show all posts

Friday, April 17, 2026

US War Against the World, and the Future International Order | Jiang Xueqin

The US war on Iran has entered a temporary pause, with no major events reported in the days following the Islamabad negotiations. This lull suggests the 'ceasefire' functions as a strategic reset rather than a resolution. 
 
Ceasefire Functions as Strategic Reset and Preparation for Prolonged Global War of Attrition
The US, having been placed on the defensive during the active phase, is using the cease fire to reposition forces, reassess tactics, and prepare for the next phase of operations. Behind-the-scenes movements include the Indonesian Defense Minister's visit to Washington, and the signing of an agreement granting US access to Indonesian airspace. This cooperation advances US influence over the Strait of Malacca, the world's largest maritime chokepoint and the route for roughly 80 percent of China's oil imports
» Do you think Scott Bessent wants oil prices to fall? To crash? Maybe down to $20 a barrel? Do you think the energy giants would be happy with that? No, they would be furious because the cost of production in the US is around $30 a barrel. Do you think Bessent hasn’t thought about this? Of course, he has. He likely predicts, just as I do, that oil prices could rise to $150 a barrel. That’s why I said Bessent shouldn’t have made these statements public—they act as a warning signal about a potential US military operation. It suggests that the US might be preparing to take action against Iran and, in doing so, potentially shut down the entire Persian Gulf. « Lu QiYuan, 2024.
Such control would counter Iranian dominance in the Strait of Hormuz and could disrupt East Asian economies if access were restricted. Further reinforcement comes from the deployment of the aircraft carrier George H.W. Bush, accompanied by approximately 10,000 Marines, raising total US troop strength in the theater to 60,000 and signaling readiness for potential ground operations. Domestically, President Trump has requested a $1.5 trillion Pentagon budget for the coming fiscal year, automatic draft registration for young men begins in December, and major US automakers have been directed to initiate war-munitions production

»  A worldwide naval confrontation centered on energy and trade access. «
 
These steps indicate preparation for a prolonged war of attrition. Complementing this posture, the announced naval blockade focuses on the Indian Ocean, avoiding direct exposure to Iranian missiles near the Strait of Hormuz while effectively enforcing a global embargo on vessels deemed to support Iran, including Russian 'shadow-fleet tankers' and Chinese shipping. The conflict is thereby expanding into a worldwide naval confrontation centered on energy and trade access.

Three Competing Models for the Future International Order
The unfolding events point toward three distinct and competing models for the future international order: (1The Technate: Focused on North America; (2) Pax Judaica: Focused on the Levant and Israel; and (3) The Third Rome: Alexander Dugin's model, where Moscow unites the Eurasian continent to create a new era of world peace.

The trajectory suggests the end of the current era of relative global stability. A sustained global conflict would compel US re-industrialization to support overseas operations, positioning the US as the central supplier of resources and manufactured goods while other regions confront disruption and scarcity. Trump's long-standing mercantilist stance—evident since the 1980s in calls to seize Iranian assets—underpins this shift from a finance-oriented economy to one rooted in resources and production. Observers note that over 127 vessels are now rerouting toward the Gulf of Mexico, consistent with a deliberate strategy to redirect trade flows. President Trump has consistently advocated monetizing US naval power by imposing tariffs on maritime trade instead of providing unrestricted protection.

Russia is positioned within the expanding naval confrontation through its shadow-fleet tankers, which fall under the scope of the US global blockade. The broader context of energy-access competition places additional pressure on European and Eurasian supply lines, though specific Russian responses remain tied to the ongoing US commitments in the Iran theater.

The Technate of America
The broader US strategy aligns with the Technate of America concept, a 1930s proposal for transforming the US into a self-sufficient continental fortress governed by technocratic principles. This model envisioned a unified territory incorporating Canada, Mexico, Greenland, Colombia, and Venezuela, managed through data-driven decision-making by engineers and scientists rather than traditional democratic or financial systems. 
 
» There's an additional strategy: The US could swiftly vassalize Mexico, rapidly industrialize it, and use it to complete a North American internal economic circulation. [...] In fact, the most direct and simplest way for the US to reindustrialize would be to militarily occupy Mexico and use it as a substitute for China in its economic system. « 
This framework prioritizes access to Venezuelan oil and the Argentina-Bolivia-Chile Lithium Triangle, critical for advanced technologies. Related initiatives include annexing Greenland, pressure on Canada, special-forces operations against Mexican cartels, and indications of military action against Cuba in the coming month.
» Venezuela remains a major obsession for the US. The US is expected to escalate sanctions and covert actions to oust the Maduro government in order to gain access to the world's largest reserves of hydrocarbons, as well as to gold, bauxite, iron ore, uranium, diamonds, and rare-earth elements [...]. Bolivia, which has the world's largest lithium reserves, will be treated in a similar fashion. Washington think tanks still consider Brazil a "swing state," and controlling Brazil's policies remains central to US efforts to limit and sabotage BRICS in the region. « Pepe Escobar, 2024.
These policies echo the Technate's emphasis on resource security, onshoring manufacturing, and continental self-sufficiency. The nations involved in recent US disputes—Canada, Greenland, Nicaragua, Honduras, Cuba, Venezuela, Colombia, and Mexico—correspond precisely to the geographic scope outlined in the original Technate map. Elon Musk has expressed support for aspects of this framework; his grandfather was an early proponent of the movement.

Elite Civil War and Internal Tensions
The current global instability stems from an intensifying internal contest within the US between nationalist and globalist factions. Opposition to Trump's strategy is anticipated from entrenched globalist elements, including the City of London and Wall Street, which continue to influence the European Union, NATO, and segments of the US deep state. These actors may respond with economic sabotage, engineered recessions, and organized anti-war protests directed at the national draft. 

Historian Peter Turchin's analysis of elite overproduction provides context: empires decline when excess elites act as societal parasites, and the US now confronts precisely such dynamics. Emerging technology and artificial-intelligence leaders from Silicon Valley are challenging the traditional financial elite amid unprecedented levels of debt and political polarization. 
This domestic clash of political factions underscores the risk of extended internal conflict within the USComparable nationalist-globalist divides are also evident in China, Russia, Iran, and Europe

  
 
World War Trump.
Jiang Xueqin, April 21, 2026 ]

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Tuesday, October 21, 2025

On Gold, EU Capital Controls, CBDCs, Cryptos, and Stocks | Martin Armstrong

The Gold price is driven by geopolitical uncertainty, not peace expectations, with central banks acquiring it for its neutral status against collapsing European sovereign debt. European investors buying gold while leaders escalate Russia tensions create a self-reinforcing fear cycle. This risk has prompted major European institutions to relocate gold reserves to New York and Singapore, anticipating the historical certainty of European capital controls during crises.

Gold's powerful rally is terminal, completing Wave (3) past $4,380 just as Market Vane's Bullish 
Consensus hits a historic extreme of 95, signaling an imminent, major corrective Wave (4).

Evidence of control includes the new mandatory bank account declarations—the initial phase of preventing capital flight. Further anticipated steps include regulating cryptocurrencies and implementing Central Bank Digital Currencies (CBDCs) by January 2026, likely justified by a false flag event. Existing withdrawal limits (e.g., in Spain) confirm the focus on financial control, a practice rooted in historical currency cancellations and asset restrictions during past European crises.

Dow valuation relative to gold now below mid-1960s.

The Socrates model forecasts a panic cycle in 2026 with intensified conflict and Euro stress, marked by a dangerous, unprecedented convergence of the international conflict and civil unrest cycles. This systemic risk is compounded by the destabilizing effect of Europe's large, unsupported migrant population. Economically, interest rates will rise, particularly in Europe, as geopolitical risk increases debt service costs. The unsustainable US debt trajectory confirms the sovereign debt crisis will lead to government failure when debt cannot be rolled over.

Investors are now in a "private wave," prioritizing private assets over government solvency. The primary stock market bubble risk lies in AI stocks, not blue-chip indices used by institutions for large-scale capital parking. Consequently, "smart money" is relocating capital to the United States (equities and real estate). This strategic move anticipates the CBDC's ultimate function: an impenetrable barrier to capital outflows, reflective of Europe's controlling political philosophy.

 
Larry Williams' outlook for gold in Q4 of 2025.

The EU planned to launch the digital euro in October 2025. Now it’s delayed to 2029, officially for “technical reasons,” 
but actually after Trump banned the Fed from issuing digital legal tender, effectively sidelining the ECB too.

See also:
David Hickson (October 20, 2025) - Hurst Cycles Update for S&P 500 and Bitcoin; Fo
cus on Gold

Sunday, October 12, 2025

Early Global Commodity Supercycle: Top Investment Picks | Andrew Hoese

Commodity Supercycles are long-term, decade-spanning periods of sustained above-average price surges, driven by major demand shocks—such as industrialization, energy transition, and urbanization—alongside supply constraints and geopolitical shifts. Notable past cycles include 1896–1920 (US industrialization), the 1970s (oil crises), and 2000–2014 (China’s rise). 
 
Gold-S&P 500 Ratio (monthly closes, 1925 to October 2025).
» There is an early breakout in Gold versus the S&P 500, a double bottom breaking higher. This signals a shift into a world unlike the past 40 years — a transition from an era of declining interest rates to one of rising rates. That creates different money flows. Money is no longer flowing mainly into bond and stock markets; instead, it is increasingly moving into precious metals, mining companies, and commodities. This marks the beginning of an outperformance of commodities and precious metals over traditional financial assets. «
Today, advancements in AI, digitization, electric vehicles, robotics, the emergence of thousands of new data centers, other technologies, and the relentless rise of BRICS+ are set to fuel an unprecedented surge in energy demand, including coal, oil, gas, hydrogen, nuclear, geothermal, solar, and more. Urgent grid overhauls and expansions will drive a massive increase in demand for key metals such as lithium, nickel, silver, and copper.
 
The current Commodity Supercycle (2022-2045) is driven by several financial key factors, with interest rates playing a central role. From 1980 to 2021, declining rates favored Bonds and Stocks, creating cup-and-handle patterns in Gold and Silver. Now, the shift to an increasing interest rate environment is disrupting this dynamic, as evidenced by a shoulder-head-shoulder topping pattern in bonds. 
 
When rates hit 4.5-5% on the 10-Year US Treasury Note Yield, stocks are likely to decouple, with rates rising while stocks stagnate or decline. The Dollar (DXY), currently in an uptrend channel, could accelerate commodity gains if it breaks downward. Inflation cycles further shape this landscape: disinflation boosts safe-haven assets like gold and silver, while accelerating inflation drives broader commodity markets. Money printing, such as the significant stimulus in April 2025 (Trump's One Big Beautiful Bill Act), fuels gold and silver in real-time, with other commodities responding as money flows through the system.
 
 
 Investment Potential Rankings: Commodities and Financial Instruments (October 2025):
TopLithium, Coal, Iron Ore. iShares MSCI Brazil ETF (EWZ: tracks large/mid-cap Brazilian equities for emerging market exposure), VanEck Steel ETF (SLX: tracks global steel sector companies (production, mining, fabrication). Highest potential due to recent bottoms, high historical leverage (50-150x for coal/iron ore, 20x for EWZ), strong breakout patterns, and inflation-sensitive demand (EV/BESS for Lithium, Steel +1.1%). Under-the-radar status maximizes asymmetry.
Mid: Copper, Nickel, Natural Gas, Silver, Platinum, Palladium: Strong performers with breakouts or bottoming patterns; Silver/Platinum have top performer potential but face consolidation or supply risks; Copper near highs but neutral Q4 2025; nickel oversupply concerns.
Low: Oil bearish short-term ($60/bbl YE2025); Gold strong but nearing consolidation, and less leverage than Silver.
Lowest: S&P 500, NASDAQ, Bonds. Financial assets face headwinds from rising rates (4.5-5% disconnect); bonds least attractive due to downtrend and rotation to commodities.
The ongoing and escalating worldwide commodity boom is unfolding in a clear sequence: It began in 2022 with a disinflation phase, where gold and silver led as safe-haven assets, potentially pushing silver prices toward $60-90. Over the next six to twelve months, a transition is expected where gold and silver may consolidate or experience choppy trading (point 7. in the historic long-term fractal).
 
 Platinum-Palladium Ratio (monthly bars, 1986 to October 2025).
 
 Platinum-Gold Ratio (monthly bars, 1986 to October 2025).
 
 Platinum-Silver Ratio (monthly bars, 1986 to October 2025).
 
 Copper-Gold Ratio (monthly bars, 1986 to October 2025).
 
  Oil-Gold Ratio (monthly bars, 1984 to October 2025)
 
Uranium (monthly bars, 2011 to October 2025): Bullish.
 
During this period, other commodities like Crude Oil and Base Metals, which bottomed in April-May 2025, will begin to gain traction. As the cycle shifts to accelerating inflation, oil and base metals are poised to surge, driven by money rotating out of bonds and stocks into hard assets. 


This mirrors historical patterns, such as the 2018-2020 period when gold rose during a slowdown, followed by oil's sharp rally in August 2020 after gold consolidated. The current cycle aligns with the 2001-2008 commodity bull market, characterized by a declining dollar and strong commodity outperformance against financial assets, as signaled by gold's breakout against the S&P 500.
 
In 2025, Precious Metals are surging, with gold and silver both up over 60% year-to-date and mining stocks nearly doubling in value. Technical indicators suggest short-term overbought conditions, but the long-term outlook remains bullish. Notably, spot silver has climbed above $50, showing backwardation against futures prices around $48.70, indicating strong physical demand and potential discrepancies between paper and physical markets.
 
Certain commodities are poised to lead in performance. Gold is a key leader but not the top performer; Silver and Platinum are expected to outshine it, with silver potentially reaching $300 based on historical fractals from the 1940s to 1980s. 
 
Platinum, currently at a 0.4 ratio to gold, could revert to its historical mean of 1.2-2x gold’s price, with potential to hit 5.5-6x as seen in the early 1900s. Crude Oil, Natural Gas, Copper (nearing all-time highs), Steel (breaking out), Iron Ore, Nickel, and Lithium (up 100-300% from bottoms) are also strong contenders. 
 
Platinum-Gold Ratio currently 0.41 (gold/platinum 2.44) as of October 2025, with platinum at $975/oz, gold $3975/oz. Historical: Platinum premium (up to 6.63:1 in 1968) until late 1990s due to industrial demand (catalysts, auto); low 0.05 in 1885. Fluctuations from supply disruptions (South Africa/Russia mines), financial crises, geopolitical tensions, inflation fears; gold safe-haven spikes ratio in downturns (e.g., 2.3x in 2020, 3.1x Feb 2025).
Coal and Iron Ore offer high leverage, with potential for 50-150x gains as seen in the 2000s bull market, making them prime investment targets. Emerging markets like Brazil, through ETFs like EWZ, present 20x potential driven by currency exchange rate unwinds, particularly as the dollar weakens.

Historical parallels provide further context. In the 1930s, gold’s revaluation with flat input costs led to massive mining gains. The inflationary 1970s and 2000s resemble today’s environment, while the 1940s-80s increasing rate cycle mirrors current conditions, with silver moving from consolidation to a boom. 
 
This is not solely a precious metals bull market but part of a broader commodity and hard assets cycle. To maximize returns in the current commodity cycle, one should have invested in under-the-radar commodities like oil, natural gas, iron ore, nickel, and copper between April and May 2025, when they formed quiet bottoms—evident in patterns like inverted head-and-shoulders and double bottoms—before gaining mainstream attention. 
 
These assets, now moving higher, offered significant asymmetry as smart money positioned early, capitalizing on low public interest. For those yet to invest, opportunities remain in inflation-sensitive commodities like steel, coal, and lithium, which are breaking out or showing early uptrends, particularly as the dollar weakens and money flows from bonds and stocks. 
 
 
Commodity Supercycles from 1805 to 2045.

A rotation from Gold back to the Dow might be most prudent if/when inflation-adjusted DJI retreats
back to its 2000 level, which could take many years.  For now, we are right at the upper rail.

The Great Rotation out of Paper Assets into Hard Assets: 
The biggest Bull Market of our Lifetimes is underway.

Gold entering the parabolic phase of the Debt/Fiat collapse.
Moves that took years to unfold now happen in Months/Weeks.
 
Copper: The new oil for this century.

Palladium: Now joining the party. Target $3,430.
 
Platinum: Bullish. First target above $3k. 
 
Silver: A chart pattern that has taken five decades to form.
A generational set-up unfolding. Go long and stay long. 
 
An epic Silver fractal is playing out. 
  
162-Year, 54-Year, and 18-Year cycles in Silver from 1802 to 2025 (quarterly closes, log scale). 
 
The global financial shift isn’t coming—it’s already here. Gold. Silver. BRICS. De-dollarization. Geopolitics and geoeconomics now underpin the unfolding of the next great global commodity supercycle: escalating US–China rivalries, supply-chain fractures, and rising WW3 risks accelerate the decline of the United States’ 250-year empire-life cycle while cementing China’s ascent. 
 
Collapsing US stock indices–to–gold ratios reveal deep monetary stress, aligning with inflationary, interest-rate, and commodity-cycle dynamics that signal dollar devaluation and the breakdown of the post–World War II global financial system. The Great Rotation out of paper assets—equities and bonds—into hard, tangible assets is igniting what the charts suggest will become the greatest commodity bull market of our lifetimes.
 
Wealth preservation now hinges on tangible inflation hedges—metals such as lithium, copper, and nickel; precious metals including gold, silver, platinum, and palladium; and energy assets spanning coal, oil, gas, hydrogen, nuclear, geothermal, and solar. Avoid rate-sensitive exposure in US stock indices, and bonds; instead, accumulate undervalued, cash-flow-rich commodity producers and physical holdings to capture asymmetric, real-asset returns into around 2040.
 
See also: