News, Rumors and Opinions Thursday 9-11-2025

Silver Explosion Destroys Babylon’s Financial System

Greg Hunter with Bo Polny:

9-11-2025

At the beginning of this year on USAWatchdog, Biblical cycle timing expert, geopolitical and financial analyst Bo Polny said, “Get ready for a wild ride in 2025 and beyond.” The world is going mad.  

Polny has a new warning that September 2025 is going to bring a huge market event that will end the financial system as we know it. 

Polny explains, “Silver, this time around, is not just going to go through $50 per ounce, it’s going to go through it like a hot knife through butter.  It’s going to go to $60 then $70, and then it’s going to three digits very shortly.

 What is about to happen are incredible price moves.  This is the end of the Babylonian financial system. . .. They used the money to build Babylon. 

\What is Babylon?  It’s a control system. . .. We are about to see an explosion that is going to blow people’s minds on what is about to happen.  Silver is going to go to numbers unthinkable.  Silver has been prophesized to be the metal, the thing that is going to change people’s financial position forever.”

Polny also predicts, “The war cycle ends on September 21.  The wars are about to come to an end.  I don’t care if people are saying wars come next year and that there is going to be a nuclear conflict. 

They are all going to be 1,000% wrong because the Biblical cycle ends at the end of September and beginning of October. The September date is in my book.  You can’t stop what is coming.  You can only prepare for what is coming. 

 When this move in gold and silver happens, they will finally break free of generations of price manipulation and suppression.  This will be the destruction of the banking cartel.”

There is much more in the 93-minute in-depth interview.

https://usawatchdog.com/silver-explosion-kills-babylon-financial-system-bo-polny/

***************

Courtesy of Dinar Guru:  https://www.dinarguru.com/

Jeff  The news is becoming so real that its is so blatantly obvious that the rate is probably changing in the second half of September...You're seeing the most critical information in this you ever have.

Frank26  The dinar is backed by gold...and so many other things.  It's ridiculous the value.  The fact that we [Frank and Firefly] are talking about the float tells me the monetary reform has done a good job about educating the Iraqi citizens on all the steps that are required for the reform to come out to them, to release the new exchange rate.  That's exactly where we find ourselves right now, waiting for the new exchange rate for everything to make sense.

Militia Man  Now that they're able to do contracts with e-signatures and they are able to trade with the dinar globally that will draw in the money...faster and faster.  I think that's what [they're] telling us is taking place because of a new mechanism.  So bring in your cash into the bank, you'll be able to do digital transactions for commercial trade internationally in dinar.  That's what I believe [they're] saying.  That's my theory.

Bond Market Cracks: Your Money at Risk!

Lynette Zang:  9-10-2025

Bond yields are surging, confidence is collapsing, and history is repeating itself. Just like 1971, political pressure and central bank manipulation are pushing us toward hyperinflation.

 Gold is breaking records, silver is racing higher, and the system is cracking. How have you prepared for the reset?

Chapters:

 00:00 – Bond Yields Surge; Gold & Silver Spike

00:32 – Why Rising Rates Crush Bond Prices (and ZIRP Debt Is Underwater)

01:28 – Bank Run Risk: Underwater Bonds Force Real Losses

02:17 – Governments Shift to Short-Term Debt

03:02 – Confidence Erodes: Are Government Bonds Really “Safe”?

03:58 – Downgrades, FDIC Shortfall, and Bail-In Talk

04:58 – A “Reshaped Fed,” Politics, and the Inflation Playbook

 07:06 – Rate Cuts Next? The Hyperinflation Trigger Signal

 07:53 – The System Has Changed: Build a Sound-Money Lifeboat

 09:30 – Gold at Highs, Silver Chasing 50: Final Warning

https://www.youtube.com/watch?v=AkWnPZxMUNA

Metals Going Parabolic: "This Is The Time" | Andy Schectman

Metals Going Parabolic: "This Is The Time" | Andy Schectman

Liberty and Finance:  9-8-2025

Miles Franklin president & CEO Andy Schectman returns to discuss why gold’s surge to record highs is less about gold rising and more about currencies collapsing.

He warns that U.S. debt levels and money printing are destroying confidence in the dollar, while central banks are hoarding gold instead of Treasuries. Heavy COMEX deliveries and short squeezes in silver highlight the growing stress in paper markets. With global bond markets rejecting rate cuts and U.S. jobs data showing weakness, Schectman sees stagflation ahead.

Are you feeling the tremors in the global financial landscape? What many consider normal market fluctuations might, in fact, be the early signs of a profound monetary reset, a once-in-a-half-century rotation of capital that could dramatically reshape our economic future.

A recent, comprehensive discussion featured on Liberty and Finance, with Andy Shakman, CEO of Miles Franklin Precious Metals, unpacks these critical shifts. His insights paint a vivid picture of a world where the US dollar’s dominance is waning, and precious metals are emerging as the ultimate safe haven.

Forget the headlines that simply cheer gold’s near-record highs. Shakman clarifies that this isn’t merely a bullish rally for gold itself; it’s a stark reflection of widespread currency depreciation worldwide.

The value of the US dollar, alongside other fiat currencies, is eroding, and gold is simply holding its own as a true store of value.

This phenomenon is dramatically underscored by the actions of foreign governments and central banks. They are increasingly divesting from US treasuries and accumulating gold at an unprecedented pace. This isn’t just a strategic shift; it signals a profound and growing lack of confidence in the dollar’s stability and the sustainability of US debt.

This isn’t just about the dollar; it’s about the questionable stability of traditional asset classes. Stocks, bonds, and even real estate, once considered pillars of wealth, are facing unprecedented volatility and inflation risks.

 In response, Andy Shakman points to a growing trend: the physical hoarding of silver and gold. Individuals and institutions are seeking tangible assets that can weather an inflationary and unstable economic environment.

The mainstream financial media, Shakman argues, has largely failed to adequately address these transformative monetary trends. Yet, the signs are all around us, pointing to a converging series of economic shifts that demand attention.

The message is clear: diversified investment strategies emphasizing gold and silver are no longer niche; they are increasingly essential wealth preservation tools.

 This isn’t just another market cycle; it’s a fundamental re-evaluation of value and risk on a global scale.

INTERVIEW TIMELINE:

0:00 Intro

1:30 Gold all-time high close

10:50 Federal Reserve

17:30 Gold vs US dollar

 25:45 Silver hoarding

 31:10 Wealthy buying metals

https://www.youtube.com/watch?v=0dCPfSRtLIs

Dr. Scott Young: How the Gold Standard Actually Works to Replace the US Budget

Dr. Scott Young: How the Gold Standard Actually Works to Replace the US Budget

9-9-2025

In this detailed and reflective video, Dr. Scott explores the complex economic challenges facing the United States, particularly focusing on the national debt crisis and the potential role of gold revaluation as a solution to replace the traditional federal budget and the IRS system.

He begins by explaining his personal journey of questioning the future and seeking divine guidance on what actions and thoughts are necessary amid ongoing financial turmoil. Dr. Scott critiques common financial terminology and stresses the importance of backing hope with evidence.

The core of the discussion revolves around the unsustainable U.S. federal debt, currently exceeding $37 trillion, with annual interest costs nearing $1 trillion—surpassing the entire defense budget.

The government’s persistent overspending and reliance on borrowing create a debt spiral that threatens economic stability, exacerbated by the risk of rising interest rates which would further inflate debt-servicing expenses.

Dr. Scott highlights the paradox that government spending is a critical driver of GDP, so drastic budget cuts could trigger a recession and shrink tax revenues, worsening the debt problem.

Drawing parallels with Japan’s nearly two-decade-long experience in yield curve control, Dr. Scott warns that the U.S. is on a similar path of unsustainable debt and monetary policy with no viable exit, leading to inflation and economic stagnation. He references the Bretton Woods Agreement and Japan’s role in supporting the U.S. dollar to illustrate historical financial interdependence.

A significant portion of the video discusses recent federal proposals around gold revaluation, including legislation that could require the Federal Reserve to revalue gold certificates to their fair market value and adjust the budget accordingly.

This revaluation could create new budget-neutral spending power without increasing debt, potentially replacing the IRS tax system and ending the Federal Reserve’s current monetary regime.

Dr. Scott explains how previous gold revaluations, such as those in the 1930s, effectively devalued the dollar and expanded government spending power.

He further analyzes the gold reserves available in the U.S. and globally, discussing estimates of gold holdings and their potential to cover trillions in budget shortfalls if revalued at higher market prices.

This could enable a massive fiscal reset: eliminating national debt, balancing the budget, and instituting a gold-backed currency with zero inflation and simple interest.

 Dr. Scott emphasizes that such a transformation would require coordinated action between the military, economic, and political spheres.

In addition to the fiscal discussion, Dr. Scott touches on state-level budget abuses and fraudulent spending as examples of systemic inefficiencies. He warns against speculative financial schemes like QFS crypto and advocates for a grounded, faith-based approach to understanding economic reforms.

 Finally, he frames the ongoing efforts as a “war” against corrupt cabal interests, with the military playing a crucial role in enforcing executive orders to reclaim control over the economy.

Throughout the video, Dr. Scott encourages viewers to balance hope with faith grounded in evidence, acknowledging the difficulty and length of the process but promising transformative change on a global scale.

For a deeper dive into this groundbreaking proposal and to explore the full details of Dr. Scott Young’s vision, we highly recommend watching his complete video for further insights and information.

https://youtu.be/YBdNEgCG8ro

Is It Time To Ring The Bell On Gold?

Is It Time To Ring The Bell On Gold?

Notes From the Field By James Hickman (Simon Black)  September 4, 2025

In our April edition of our premium investment research service, we told subscribers about a highly promising precious metals company— one that we thought was deeply undervalued.

The company had rapidly grown its production nearly 20x in just a few years, not to mention they had also paid off ALL of their debt. Yet they were still trading at just a few times earnings.

With strong cash flow, solid management, and rising gold and silver prices, it was precisely the kind of deep-value setup we look for. This company is now up 5x just since April.

We’ve been very bullish on the precious metals story for the past few years; we have been writing very consistently that gold prices would continue surging higher because central banks around the world are losing confidence in the dollar.

Just this week we told you that foreign governments and central banks now own more gold than they own US government bonds; it’s the clearest sign yet that foreign powers are lining up against the dollar.

Yet while we have been predicting higher gold prices for years, we have been particularly bullish on gold (and other precious metals) companies, i.e. mining, royalty, and service businesses.

And this prediction has also been correct; while precious metals prices are rocketing higher, shares of the companies which produce these metals are performing even better.

Silver, for example, has increased by 33% since April, while one of our silver companies has increased by 400%.

Another silver company we highlighted in March is up 230% in six months.

A gold company we highlighted more than a year ago has increased by 300% in the same time frame that gold has shot up 100%.

We said this would happen. And we said that when investors realized what they were missing, the rise in these companies’ values could happen very quickly. This is precisely what we’re seeing now.

Month after month through our premium investment research service (called the 4th Pillar), we have presented our subscribers with companies that were debt-free, well-managed, extremely profitable... yet trading at laughably cheap valuations.

While the general stock market right now is trading near record-high price/earnings ratios, our featured precious metals companies were trading at multiples as low as TWO.

There’s just one problem: the market is starting to notice. After all, these are all publicly traded companies.

Everyone can see their quarterly financials. Quarter 1 of 2025 was solid. Q2 was exceptional. Q3 earnings are coming out soon, and they will be even better.

What we have been saying for years is no longer a secret. It’s all out in the open now, and investors are piling in to these gold and silver businesses.

The thing is, these companies still look pretty cheap, simply because they are making so much money and their earnings are growing rapidly.

So despite rising by up to 5X, we believe many of these precious metals companies could still double again in value over the next few months as countless investors start piling in.

We want to make sure our readers still have the chance to participate in this rally over the next few months. 

So if you haven’t yet invested in this historic boom, we think the next few months are set to be absolutely enormous... and could be the last opportunity to get in during this phase of the cycle.

That’s why we really want to encourage you to join our our premium investment research, the 4th Pillar.

In just this month’s edition— which comes out tomorrow— you’ll read about several undervalued gold and silver companies which our chief analyst believes are still primed for major growth over the next few months.

You’ll also hear about another unique real asset company that has a storied history going back to George Washington in the 1790s.

If you’re interested in joining the 4th Pillar and learning more about our tremendously valuable investment research, please click here for more.

To your freedom,   James Hickman   Co-Founder, Schiff Sovereign LLC

https://www.schiffsovereign.com/trends/is-it-time-to-ring-the-bell-on-gold-153473/?inf_contact_key=6d1c8da66d77ade6da29a8ac73ccce713a5186b0959d36194e900cf71a9c9586

Gold Telegraph: The World is Changing by the Day

Gold Telegraph: The World is Changing by the Day

9-8-2025

BREAKING NEWS: POLAND’S CENTRAL BANK GOVERNOR PLANS TO PROPOSE AN INCREASE IN THE TARGET FOR GOLD AS A PERCENTAGE OF RESERVES TO 30% FROM 20%

It is starting to add up. Boom…

“Poland’s central bank Governor Adam Glapinski plans to propose an increase in the target for gold as a percentage of reserves to 30% from 20% currently, he said…”

Source: https://www.reuters.com/world/india/gold-slips-after-record-rally-us-payrolls-report-radar-2025-09-04/

Job growth BADLY missed expectations in August. Here comes the rate cut… Spot gold is surging again right now.

Gold is sending a very loud message all over the world. There is a reason why gold is one of the most FEARED assets globally. This is getting wild.

Tether. The world’s largest stablecoin is in talks about investing in gold miners. Connecting the virtual and physical world… I am really starting to get trolled.

Fiat currencies are absolutely being destroyed against gold. Why would there be mercy when paper money can just be printed? You don’t have to be an Einstein to understand this… However, Gold bugs are starting to look pretty smart.

The best opportunities aren’t found by chasing… they are unlocked by recognizing patterns. What the market once despised is now what the world is mesmerized by: Gold. The movie is getting good, no?

At Beaver Creek last year, I asked @Frank_Giustra a simple question: When will capital flow back into miners? The industry was broken then. Now? Things have changed massively. The lesson? Broken sometimes represents a huge opportunity.

BREAKING NEWS: THE UNITED STATES IS CALLING FOR AN INDEPENDENT REVIEW OF THE US CENTRAL BANK, INCLUDING ITS MONETARY POLICY.

Change is in the air.

“Bessent criticized the Fed for expanding beyond its mandate, including pumping too much stimulus via quantitative easing and undertaking excessive regulation of the banking system…”

Source: https://www.bloomberg.com/news/articles/2025-09-05/bessent-urges-independent-fed-review-criticizes-excess-stimulus

BREAKING NEWS: A SECOND TANKER CARRYING LIQUEFIED NATURAL GAS FROM A US-SANCTIONED RUSSIAN EXPORT PLANT HAS ARRIVED IN CHINA

Another one.

“The LSEG tracking data indicated the Russian Voskhod LNG tanker was anchored at an LNG terminal in the port of Tieshan in China’s southwestern province of Guangxi…”

Source: https://www.reuters.com/world/china/second-known-tanker-carrying-sanctioned-russian-arctic-lng-berths-china-2025-09-06/

The People’s Bank of China increased its gold holdings in August for the 10th month. Again. The diversification away from the dollar is REAL. Gold is at the center of it all.

Africa holds around 30% of the world’s critical mineral reserves, and it’s fast becoming the battleground between East and West for control. Don’t overlook this story… or Botswana, a nation poised to play a big role in the years ahead. The next big trend…

“Lithium batteries.”

Don’t be fooled. Less than 10% is lithium. Nearly HALF of the cathode is nickel… the true backbone of the EV battery. Again: Half nickel. That’s where the real story lies. It’s why @elonmusk told miners in 2020: “Please mine more nickel. Tesla will give you a giant contract for a long period of time…”

A key story that many people missed this week? Germany is warning Europe… If China keeps outbidding Europe for copper scrap, a critical supply chain will be destroyed. This is about sovereignty, not just metal. Leaders are finally starting to wake up.

BREAKING NEWS: CHINA IS MOVING TO RESUME ITS DOMESTIC BOND MARKET WITH TOP RUSSIAN ENERGY COMPANIES

Energy…

“Russian ‘panda bond’ sales would be first since 2017 and reflect deepening ties between Moscow and Beijing…”

Source: https://www.ft.com/content/ee8ddacb-79be-4000-a1ed-716d52c60a37

As I have been saying for years: Watch the petrodollar. China is opening its bond market to Russian energy giants. With yuan financing and the Power of Siberia 2 pipeline, energy flows are shifting away from the dollar and the petrodollar era. The world is changing by the day.

Source(s):   https://x.com/GoldTelegraph_/status/1963796212076650661

https://dinarchronicles.com/2025/09/07/gold-telegraph-the-world-is-changing-by-the-day/

$10K Gold & $1M Bitcoin in 5 Years as the Monetary Reset Gets Underway | Lawrence Lepard (Part 2/2)

$10K Gold & $1M Bitcoin in 5 Years as the Monetary Reset Gets Underway | Lawrence Lepard (Part 2/2)

Michelle Makori, President & Editor-in-Chief of Miles Franklin Media, continues her conversation with Lawrence Lepard, Founder of Equity Management Associates and author of The Big Print: What Happened to America and How Sound Money Will Fix It.

Lepard outlines how the monetary system is headed toward a dramatic reset and why inflation, debt, and central bank failure may force a new financial order. In this interview:

Why the global fiat system has reached its breaking point

The Fourth Turning: Why this crisis is different

The end of U.S. dollar dominance and rise of new money systems

Could Bitcoin and gold replace fiat? What comes after the collapse?

Why a $10,000 gold price and $1 million Bitcoin are plausible

The real role of MicroStrategy and a potential U.S. Bitcoin pivot

The Fed’s survival is in question – will Powell “get punished”?

https://www.youtube.com/watch?v=Hhee-Sm8XfQ

👉This is Part 2 of a two-part interview. Watch Part 1 here: https://www.youtube.com/watch?v=0QrXNQvFCAo

The “Emperor Dollar” has No Clothes

The “Emperor Dollar” has No Clothes

Liberty and Finance:  9-4-2025

The financial world is abuzz, and for good reason. Gold has decisively broken above $3,550 and silver is soaring past $41, signaling a potentially monumental shift in global finance.

Mario Innecco discusses the breakout in gold above $3,550 and silver above $41, explaining that both technical momentum and global fundamentals are driving the moves.

 He highlights geopolitical turbulence, mounting Western debt, and stronger BRICS unity as key forces behind the shift away from the dollar and toward gold.

Mario warns that rising sovereign yields worldwide reflect eroding confidence in fiat currencies, with central bank interventions failing to contain the trend.

He connects today’s instability to years of artificially low interest rates, arguing that a painful adjustment toward higher rates and a more frugal economic reality is inevitable.

 Looking forward, he sees gold and silver surprising to the upside, a growing risk of dollar devaluation, and the possibility of a future gold revaluation by central banks.

But according to Mario Innecco from Liberty and Finance, whose insights were recently featured on Wealthion, this isn’t merely a technical market fluctuation. Instead, it’s a powerful combination of technical momentum and profound global fundamentals driving precious metals into uncharted territory.

These factors, Innecco argues, are accelerating a pronounced shift away from the U.S. dollar as the world’s reserve currency and a decisive move towards gold as the ultimate store of value.

The implications of these shifts are already manifesting. Innecco highlights the rising sovereign yields worldwide as a critical indicator.

These higher yields reflect a palpable and rapidly eroding confidence in fiat currencies. Despite central banks’ desperate attempts to intervene and contain the trend, the market’s message is clear: the party is over.

He connects today’s instability directly to years of artificially suppressed interest rates, a policy that papered over cracks but ultimately prevented a necessary economic cleansing.

The chickens are coming home to roost, and Innecco unequivocally states that a painful adjustment toward higher rates and a more frugal economic reality is inevitable. There’s no escaping the consequences of decades of easy money.

Innecco’s message is clear: the current rally in gold and silver is not just a passing trend. It’s a reflection of deeper structural changes in the global financial system, signaling a fundamental re-evaluation of how wealth is stored and valued.

INTERVIEW TIMELINE:

0:00 Intro

1:30 Gold & silver surging

4:00 Sovereign debt crisis

6:01 Interest rates

8:37 Risks to 60/40 portfolio

10:45 Dedollarization Gold revaluation

17:54 High interest rates

20:50 Fed independence

22:28 Gold revaluation

25:00 Last thoughts

https://www.youtube.com/watch?v=L8peaXWQ3ZM

News, Rumors and Opinions Friday 9-5-2025

Ariel :The HCL is Not an Obstacle to Revaluation

9-5-2025

The HCL is not an obstacle to revaluation, no such link. In fact, a major Iraqi oil deal signed with BP in September 2025 is based on a revenue-sharing model that does not require the HCL, showing that oil export agreements can proceed without it. This info is publicly available.

Reports came out yesterday stating officially that BP will contribute between $20 billion and $25 billion under a profit-sharing arrangement that would last more than 25 years.

So we need to understand everything is not a straight line. Iraq is making very flexible maneuvers. And they are not held to this one thing that requires preliminary actions regarding a rate that is needed in order for them to do these massive oil deals that helps diversify their economy. Now there is one thing to consider.

Revaluing without the HCL risks KRG pushback, potentially disrupting 400,000 barrels/day of northern oil exports (10% of Iraq’s total). However, CBI’s $100+ billion reserves and intervention capacity (demonstrated in 2023’s 1,460-to-1,320 IQD/USD adjustment) can absorb volatility, with capital controls limiting withdrawals to $5,000 initially.

So I think they have this covered. And we all can release ourselves from this assumption that the HCL needs to be passed as this mandatory action that is required for a rate change. This is simply up for preferred usage on Iraq’s part.

Link Below

Chachiv:  So AJ was right about HCL law? Majeed said HCL didnt need to be passed?

Ariel:  Listen Iraq’s potential to revalue the Iraqi dinar (IQD) in 2025 does not strictly depend on the finalization of the Hydrocarbon Law (HCL), as the Central Bank of Iraq (CBI) has sufficient economic levers reserves, banking reforms, and international alignments to execute a revaluation without.

They are not strictly held to it. But here is why it matters.

 The HCL’s passage would significantly enhance the stability and global confidence required for a sustainable rate adjustment, making it a preferred but not mandatory prerequisite.

So it can go either way if they want. It's really up to how they want to do it.

https://www.iraqinews.com/iraq/bp-starts-developing-oil-fields-in-northern-iraq-under-25-billion-deal

Source(s): https://x.com/Prolotario1/status/1963509502692430145

https://dinarchronicles.com/2025/09/04/ariel-prolotario1-the-hcl-is-not-an-obstacle-to-revaluation/

*************

Courtesy of Dinar Guru:  https://www.dinarguru.com/

Frank26   [Iraq boots-on-the-ground report]  FIREFLY: The CBI talking today how they will watch over the new exchange rate and keep it stable.  It sounds like a managed float is what's coming.  FRANK:  It sounds like they're telling you there's a new rate coming...I agree with you 100%. This phase that we're in right now with the monetary reform is teaching you what's in the monetary reform?  The float. 

Nader From The Mid East  Please...let's be real.  All that stuff $10, $7, $6 [for the dinar RV rate], more than $3.22 I don't want to hear it.  It's really the abuse of your mind.  I'm serious...It will not go more than $3.22 I promise you.  This is serious.  It's 100%.

Militia Man    Article:   "12 INTERNATIONAL COMPANIES SUBMIT BIDS TO OPERATE MOSUL INTERNATIONAL AIRPORT"   This shows Iraq already has the support from the international community. There are firms from Turkey, Britain, the UAE, and Oman.   The investment climate has become ripe for public-private partnerships. That means cross border collaborations. This too is support for Iraq's [global] integration! ...They’ll need the support from the central bank by having plenty of foreign currencies...to help facilitate trade on a global scale. Investment in the Mosul airport supports this effort as well! 

This Is Bigger Than a Market Shift. It’s a Global Reset.

Gold Core TV:  9-5-2025

Gold made new highs. Silver followed. The headline is simple, the drivers are not.

In this short briefing, Jan Skoyles explains why the long end of bond markets weakened, how policy credibility entered the price, and what Beijing’s choreography signalled for risk premia.

 The focus is practical. How to think about duration risk today. Why a measured allocation to bullion can still improve portfolio resilience.

Key points

 Real yields firmed while #inflation expectations were stable. This is a repricing of confidence, not a panic about prices.

Long bonds remain an anchor for diversified portfolios, yet the anchor has moved.

 Funding costs matter. #Geopolitics widened the range of plausible outcomes and lifted hurdle rates.

 A measured allocation to gold and silver can diversify exposure to single issuer promises. Actionable takeaways Reassess duration risk in the context of higher real yields.

https://www.youtube.com/watch?v=KeLtzKqIP2Q

Another Big Print Is Coming: Inflation to Get Worse, Fed May Not Survive | Larry Lepard

Another Big Print Is Coming: Inflation to Get Worse, Fed May Not Survive | Larry Lepard (Part 1/2)

Miles Franklin Metals:  9-3-2025

Michelle Makori, President & Editor-in-Chief of Miles Franklin Media, interviews Lawrence Lepard, Founder of Equity Management Associates and author of The Big Print: What Happened to America and How Sound Money Will Fix It.

In Part 1 of this interview, Lepard issues a stark warning:

Another massive print is on the horizon – bigger than anything we’ve seen before

Inflation isn’t a policy failure, it’s a feature of the system, and it’s about to get much worse

The Federal Reserve’s credibility is collapsing and the U.S. central bank may not survive the next crisis

America’s monetary system is broken by design, driving inequality, asset bubbles, and civil unrest

The next Fourth Turning will center on the battle between sound money and fiat destruction

Lepard breaks down how we got here – from Bretton Woods to Nixon closing the gold window – and why today’s unsound money is not just an economic issue, but a political and moral one. Are we heading toward hyperinflation, collapse, and a full monetary reset?

Can we build a post-Fed financial system based on gold, silver, and Bitcoin? This is the monetary endgame. You need to understand it before it hits.

Stay tuned for Part 2, where we dive deeper into how this Fourth Turning will play out, revaluation scenarios, and what the next monetary system will look like – a gold standard, Bitcoin, or something else?

00:00 Coming Up

01:09 Introduction: Understanding Sound Money

09:48 The Debt Crisis Explained

12:36 The Consequences of Unsound Money

22:26 Yield Curve Control & Sovereign Bonds

 23:04 Historical Analogies: Post-WWII Debt & Inflation

 24:23 The Inflationary Cycle & Its Implications

26:36 The Unfairness of Inflation

 33:20 The Federal Reserve & Its Impact

 35:45 Navigating the Transition to Sound Money

38:22 The Fourth Turning & the Future of Money

https://www.youtube.com/watch?v=0QrXNQvFCAo

Gold Just Hit Another All-Time High—What’s Next?

Podcast: Gold Just Hit Another All-Time High—What’s Next?

Notes From the Field By James Hickman (Simon Black)   September 3, 2025

You might be surprised to know that the government is facing yet another shutdown at the stroke of midnight on September 30. 

A lot of people might be thinking two things: First— “again?” And second— what about the “One Big Beautiful Bill”? 

The One Big Beautiful Bill, signed into law on July 4, did not, in fact, contain all the necessary resolutions to fund the government for the next fiscal year (which starts on October 1). 

As a result, Congress still needs to pass 12 appropriations bills in order to avoid a shutdown at the stroke of midnight on September 30. 

From what we can tell, the Trump administration seems to be pushing for spending cuts this time around, which is great. I sincerely hope they are successful, because the country desperately needs fiscal restraint. 

But at this point, it’s up to Congress—and that’s far from a foregone conclusion. 

The most likely scenario is they’ll just punt any real decision-making and instead pass a stopgap continuing resolution that will merely add to the deficit. 

In short, America will remain on its current trajectory—which the Congressional Budget Office estimates about $25 trillion in additional deficit spending over the next ten years. 

This is why so many foreign governments and central banks are aggressively working to establish some kind of alternative to the US dollar as the global reserve currency. 

Most likely, they won’t be very successful—simply because nobody trusts the Chinese or the Russians. India has far too many capital controls. So does Brazil. 

And as large as these countries may be in combined economic power, they have completely different economic priorities. Plus they don’t even trust one other. 

So the prospect of some “BRICS dollar” emerging as a serious competitor to the US dollar’s reserve status is laughable. 

But there actually is a serious competitor already—and that’s gold. 

The reason why is simple: no single country controls gold. There’s no supranational agency that can regulate the gold price. Gold is a free market, all about supply and demand, and it happens to be an asset nearly every central bank on the planet already owns. 

This is the reason why gold has surged to an all-time high—because foreign central banks just keep buying so much of it. 

And they’re doing it to reduce their exposure to the US dollar, and to reduce the hold and power the US government has over them. 

We think this trend is absolutely going to continue. 

And that’s why we’re still in the early days of this gold boom. 

In today’s podcast, we discuss all this, as well as:

• The global sell-off of US Treasuries and the pivot by foreign central banks toward gold.

• Why foreign governments and central banks now own more gold than US Treasuries for the first time in decades.

• Historical lessons—from the Byzantine empire to Venetian gold ducats—on what happens when trust in a currency breaks down.

• How central banks are also eyeing platinum and strategic assets as alternatives to the dollar.

• Why well-managed gold and silver producers could deliver outsized returns compared to the metals themselves.

• How owning gold today is a hedge against US fiscal chaos and a way to offset the increased costs of inflation.

• Why we’re still in the early innings of a gold bull market, even with prices already at record highs.

You can listen to the full podcast here.

For the audio-only version, check out our online post here.

Finally, you can find the podcast transcript for your convenience, here.

To your freedom,  James Hickman  Co-Founder, Schiff Sovereign LLC    LINK

News, Rumors and Opinions Thursday 9-4-2025

Gold Telegraph: Big Things are Starting to Happen

9-4-2025

This game hardens you. Most will laugh, mock, or dismiss. But remember… insanity is just what conviction looks like before the crowd catches up. If you want to be a contrarian, prepare to walk through fire to get to your destination.

BREAKING NEWS: RUSSIA AND CHINA HAVE SIGNED A LEGALLY BINDING DEAL TO BUILD THE LONG-DELAYED POWER OF SIBERIA 2 GAS PIPELINE

Huge news. 50 billion cubic meters of gas per year…

“Supplies under the new Power of Siberia 2 agreement will run for 30 years…”

Source: https://www.cnbc.com/amp/2025/09/02/power-of-siberia-2-russia-signs-new-gas-pipeline-deal-with-china.html

Japan:

Yields on 20-year government bonds highest since 1999.
Yields on 30-year government bond highest on RECORD.

Debt markets… wild.

Big things are starting to happen in critical minerals in Africa NexMetals just hit a breakthrough at its Selebi Mines in Botswana now producing saleable copper and nickel concentrates with cobalt, eliminating the potential need for an on-site smelter.

US Dollar at RECORD low vs. Gold.

I always said the final battle would be between these two. The story is unfolding now.

Think about this: Foreign central banks now own more gold than U.S. Treasurys. Washington can print dollars and absorb its own debt at any time it wants. The world knows where that road leads… currency debasement. Prediction 3 from 5 years ago is now playing out in real time:

Prediction: Three very likely things are going to happen in the next 5 years:

1) Outright default on a large proportion of public debt.

2) Wipe out debts through currency debasement

 3) A transition to a new monetary standard to automatically deleverage debt. GOLD!

BREAKING NEWS: THE HEAD OF AN INFLUENTIAL THINK TANK IS WARNING THAT THE EUROPEAN CENTRAL BANK AND ITS PEERS AROUND THE WORLD SHOULD POOL THEIR RESERVES FOR U.S. DOLLAR LIQUIDITY AS FEDERAL RESERVE HELP CANNOT BE GUARANTEED

All eyes on the weaponized financial system…

“European central bankers have privately discussed alternatives…”

Source: https://www.reuters.com/business/finance/central-banks-urged-pool-dollar-reserves-fed-help-questioned-2025-09-03/

Source(s):  https://x.com/GoldTelegraph_/status/1962965877051076794

https://dinarchronicles.com/2025/09/03/gold-telegraph-big-things-are-starting-to-happen/

*************

Courtesy of Dinar Guru:  https://www.dinarguru.com/

Jeff   There's a lot of amazing news out there... Just so you know, the original [Iraqi dinar] currency devaluation occurred back in the month of September around 2004 or 2005. September is a critical piece right now based on everything out there.

Militia Man It is fascinating to see how far Iraq has come in the process of a revaluation, IMV a redenomination, and an application of a real effective exchange rate...Hopefully what we're going to see is they'll be doing these things for international Forex markets...  Article quote:   "This formalization supports the groundwork for potential revaluation or redenomination as a more controlled money supply enhances the CBI's ability to adjust the currency's nominal or real value without destabilizing the economy."

Walkingstick  Can Iraq be part of the WTO and have 1310 as their value?  Yeah...You may say to yourself, 'they need a high value.  They need a respectable value...?'  No...To be a member of the WTO means the most important thing for the Iraqi dinar...What is so good about the Iraqi dinar being represented by the WTO or what is so good about the WTO being represented by the dinar?  ...To be a member of the WTO means there's no restrictions on their currency.  Anyone and everyone can buy, sell, and trade with the Iraqi dinar.  That's as free as the wind.  Therefore, it's sovereign.  Therefore it's going to grow in value...as the weeks, months and even years go by...That's the whole purpose. 

GOLD SURGES as U.S. Debt Explodes by $550B in 30 Days

Taylor Kenny:  9-4-2025

For the first time since 1996, central banks now gold more gold than U.S. treasuries.

 We are watching them position themselves for what comes next.

In this urgent update, we will discuss the explosive shift happening behind the scenes–where the elites are moving billions into physical gold, while everyday Americans are left with a rapidly devaluing dollar.

CHAPTERS:

0:00 Gold Tops U.S. Treasuries for Central Bank Holdings

1:12 Stock Market Bubble Warning

2:37 Central Banks Ditch Treasuries

4:21 Positioning vs Diversification

 6:39 Physical Gold Demand Explodes

 8:22 U.S. Debt Spiral Accelerates

9:51 Gold is Built to Endure

https://www.youtube.com/watch?v=jOUv-krbtzM