Showing posts with label Financial System Collapse. Show all posts
Showing posts with label Financial System Collapse. Show all posts

Sunday, January 4, 2026

US Decapitation Operation "Absolute Resolve" in Venezuela | Ron Aledo

The operation in Venezuela is a multi-agency effort aimed at regime change, intended to install a pro-US, easily controlled government and eventually take indirect control of the country's oil. This is designed to maintain the US dollar's status as the world standard for global oil transactions. 
 
 
Venezuelan President Nicolás Maduro kidnapped in US military strike,
Caracas, January 3, 2026, 4:30 AM local time.
 
In recent years, China, Russia, and other BRICS nations have attempted—with some success—to shift global oil transactions away from the US dollar toward the Chinese Yuan. Trump views this as a threat to the strength of the dollar and US global hegemony. This operation against Venezuela makes such a move away from the dollar more difficult.

 
Operation "Absolute Resolve" was a multi-agency effort involving US intelligence agencies, the military, law enforcement, and the Department of Justice. The steps of the operation were likely as follows:
 
1. CIA and DIA Intelligence Covert Actions: The intelligence agencies recruited dozens of Venezuelan military personnel, primarily Generals and Colonels in charge of Nicolás Maduro’s security and the air defenses of Caracas. Additionally, the CIA, DIA, and NSA provided real-time intelligence for the military operation, including the locations of air defenses, military leaders loyal to Maduro, and the movement of bodyguards and security systems. 
 
The US war machine struck Venezuela just hours after President Maduro met
Chinese envoy Qiu Xiaoqi on January 2 to renew 600 bilateral trade deals.
 
2. Military Action: The US military destroyed multiple targets, likely air defense systems and command-and-control centers manned by military and political elements loyal to Maduro. This was a massive attack that neutralized all air defenses in the area and disabled military units that could have protected Maduro. US Delta Force arrived via helicopter at Maduro's location; facing neither bodyguards nor defenses, Maduro and his wife surrendered. They were then transported via helicopter to the USS Iwo Jima, a US Navy amphibious assault ship. As of 17:30 ET, Maduro arrived in New York escorted by civilian officers from the Department of Justice (DEA, US Marshals, and FBI). This is significant for Trump, as it depicts the mission as a "police/law enforcement" and "counternarcotics" operation.
 
» For Venezuela, we are prepared to give even our own blood! «
 
3. Transfer to the Department of JusticeThe US military transferred custody of Nicolás Maduro to law enforcement officers to maintain the appearance of a legal operation against an indicted narcotics trafficker. This provides legal authority to the mission and protects the Trump administration from future court challenges or potential impeachment attempts by a Democratic-controlled Congress following the November 2026 elections. This phase mirrors the actions taken against the former ruler of Panama, General Noriega.
 
» We are going to run the country. «
 
4. Transition Inside VenezuelaThe Trump administration will likely negotiate with the Vice President—now President—Delcy Rodríguez to complete a transition to a new pro-US government. While María Corina Machado is a potential candidate for the presidency, Trump may appoint someone more widely accepted by the Venezuelan military to reduce the risk of a counter-coup in the immediate future.
 
 
other areas, including the center of the capital Caracas.
 
As the Maduro government remains in charge—at least in appearance—via Delcy Rodríguez, the possibility of escalation remains high. If Trump negotiates a peaceful transition with Rodríguez, the crisis may be resolved without violence. However, if Rodríguez resists due to pressure from pro-Maduro military elements or Cuban intelligence officers in Caracas, violence is likely. Trump may then push for a military coup against Rodríguez using CIA-recruited officers, supported by US airstrikes on the command posts of pro-Maduro generals.

» An attack of this nature undoubtedly has a Zionist tinge. «
 
Alternatively, Trump may leave Rodríguez as the nominal President if she agrees to follow all directives from the administration. However, the potential for unrest and armed resistance from segments of the population remains possible under all options.
 
» Trump's Plan A is the less bloody one. The people change 
hats very easily. The king is dead, long live the king. «
Ron Aledo on US Plans A and B for Venezuela, January 4, 2026.
 
Real Reason for the Operation: The primary motivation is likely an attempt to slow the efforts by Russia and China to replace the US dollar as the universal currency for oil transactions. Global oil trade is conducted in US dollars, which bolsters the dollar's strength and US global trade dominance. Recently, Russia, China, India, and other BRICS nations have challenged this by moving toward the Chinese Yuan. Trump views this as a threat to US dominance. By executing regime change, the US aims to install a friendly, manageable government in Venezuela and secure indirect control over its massive oil reserves, thereby reinforcing the dollar's position.
 
the most significant geopolitical realignments of the 21st century. «

» Vassalize Mexico, to complete a North American internal
economic circulation, replacing China in its supply chain. «

Secondary Objectives: A secondary goal is the defeat of the Cuban regime. By cutting the flow of Venezuelan oil and funding to Cuba, the regime will likely collapse within a year, potentially leading to a negotiated transition and a new pro-US government on the island.

 
It is important to note that Tulsi Gabbard and Vice President J.D. Vance were likely not active participants in this operation. The primary driver was Marco Rubio, who has long promised the fall of the Venezuelan and Cuban governments. Rubio views this as a "victory card" for a 2028 vice-presidential or presidential bid, potentially replacing J.D. Vance on the ticket.
 

Saturday, December 27, 2025

The Vedic Astrology of Silver in 2026: New Price Reality | Rowan Hogg

As of December 22, 2025, Silver traded around $69 per ounce, marking a substantial surge from approximately $30 at the start of 2025—validating earlier predictions of a breakout beginning in September 2025. Silver is forecasted to experience significant upward momentum throughout 2026, entering a "new reality" of higher valuations. Despite intermittent corrections, I anticipate Silver ending the year 2026 substantially higher, supported by ongoing industrial demand and safe-haven flows. 
 
 » To analyze Silver astrologically, we use a chart dated June 15, 1931, at 9:30 a.m. in Manhattan, New York. This marks the
first trade of Silver futures contracts in the United States on the National Metal Exchange, a precursor to the modern COMEX. 
Although Silver has been traded for centuries, this date represents the formalization of modern Silver futures trading. «

This prediction combines tropical Western astrology with Vedic sidereal techniques, using a foundational chart for Silver futures dated June 15, 1931, at 9:30 a.m. in Manhattan, New York. Key signatures include Jupiter's interactions with natal Pluto and Jupiter (wealth expansion), Uranus influencing natal Venus (technological and revolutionary boosts), and lunar/Cancer emphases (silver's traditional rulership by the Moon).
 
Monthly Key Transits and Expectations for 2026
:


January: Upward momentum; Jupiter stations direct over natal Pluto (wealth expansion); Sun trines natal Venus.
February: Rise continues; Venus in eighth house aids investments; Mercury retrograde may expose manipulations.
March: Bullish with FOMO. Venus conjuncts North Node and Uranus, echoing prior surges.
April: Mainstream visibility increases. Venus transits the tenth house; potent conjunctions over natal Venus.
May: Multi-year potential boost. Venus over natal Moon; Uranus compresses natal Venus; Jupiter hits natal Pluto again.
June: Correction; Uranus squares natal Mars/Neptune (volatility, confusion); potential macro signals.
July: Rise amid banking stress; Sun over natal Pluto/Jupiter; possible Eastern market shift.
August: Slight gain despite health scare risks. Jupiter conjunct ascendant.
September: High volatility, possibly downward. Chiron and Ketu influences suggest overexpansion concerns.
October: Volatility in mining sector. Debilitated Sun and Saturn dampen speculation.
November: Renewed boom. Ketu with Jupiter; potential emergency monetary policies propel prices.
December: Volatile but overall higher close. Uranus stresses continue, yet speculative energy persists.

2026 is viewed as a transformative year for Silver, with commodities outperforming amid anticipated global challenges (e.g., political instability, financial strains).

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:

Thursday, October 9, 2025

The Dow-to-Gold Ratio (DJI/XAU) Collapses: Get Ready for Tangible Assets

The Dow-to-Gold ratio (DJI/XAU) measures how many ounces of gold are needed to buy the Dow Jones Industrial Average. It is used as a long-term indicator of monetary confidence, where a falling ratio shows a shift in real value away from paper assets (cash, bonds, stocks) towards tangible assets like gold, silver, platinum, palladium, rhodium, copper (metals), oil, lumber (energy), and real estate.

Dow-to-Gold Ratio (DJI/XAU) from 1897 to 2025 (quarterly bars, log scale; chart credit: Francis Hunt.)
 Although the Dow has gained roughly 250% in dollar terms since 2000, by Q4 2025, 
its real value has declined by about two-thirds when measured in gold.
 
Over the last century, the Dow-to-Gold ratio has oscillated between periods of equity confidence and monetary stress. In 1929, the ratio peaked at roughly 18.63 before collapsing below 2 during the Great Depression. It reached about 28 in 1966, then fell below 1 in 1980 amid high inflation and currency instability. 
 
Dow-to-Gold Ratio (DJI/XAU) from 1800 to 2020 (quarterly values, log scale).
 
At the 1999–2000 peak, the Dow equaled approximately 45 ounces of gold—its highest in over a century. As of October 2025, the ratio is near 12, a decline of about 73% from that peak. The drop was steep from 2000 to 2011 (reaching a ratio near 6), followed by a rebound to about 20 by 2018, and renewed erosion thereafter. Over that period, gold has outperformed equities in real terms.