All Macro-Thematic Trend Reports:

This is not a gold “rally”, it’s a gold “phase change” (FFTT, 10/7/25)

Gold will be repriced once in life, and that will be much more than enough.     -Anonymous monetary blogger “Another”, 1997 Robert Zoellick, World Bank President and a former US Treasury official, calls for a system that “is likely to need to involve the dollar, the euro, the yen, the pound and a renminbi that moves towards internationalization and then an open capital account.”  He adds: “The system should also consider employing gold as an international reference

Read More »

AI succeeds = gold, BTC up. AI fails = gold, BTC up. (FFTT, 9/30/25)

Walmart CEO Issues Wake-Up Call: ‘AI Is Going to Change Literally Every Job.’  Head count expected to stay flat over next three years, despite growth plans, as AI eliminates or transforms roles.     -WSJ, 9/26/25 The expansion of “autonomous labor” will likely briefly bid but then violently break global debt markets, and by extension, virtually all other markets, remarkably fast.  Global Central Banks will highly likely have to “fully reserve” global bond markets in coming years

Read More »