Gold Set to Skyrocket as China Challenges Dollar Order
Gold Set to Skyrocket as China Challenges Dollar Order
Taylor Kenny: 11-14-2025
Something monumental is happening in the global financial landscape, and if you’re not paying attention, you could be caught unprepared.
The U.S. dollar’s long-standing position as the world’s reserve currency is facing its most formidable challenge yet, as a strategic pivot towards physical gold signals a potential seismic shift in global monetary power.
Gold Set to Skyrocket as China Challenges Dollar Order
Taylor Kenny: 11-14-2025
Something monumental is happening in the global financial landscape, and if you’re not paying attention, you could be caught unprepared.
The U.S. dollar’s long-standing position as the world’s reserve currency is facing its most formidable challenge yet, as a strategic pivot towards physical gold signals a potential seismic shift in global monetary power.
A seemingly minor decision by a small nation like Cambodia – to store its national gold reserves in China rather than traditional Western strongholds like New York or London – is actually a potent symbol of a much larger, calculated move.
China is aggressively positioning itself as the epicenter of a new global gold-based monetary system.
This isn’t just about accumulating wealth; it’s a strategic play to reduce the world’s dependence on the U.S. dollar.
For decades, much of global gold trading has been dominated by Western institutions like COMEX and LBMA, where paper contracts for gold vastly outnumber actual physical deliveries. This system has long been criticized for enabling price suppression and manipulation, keeping gold’s true value artificially low.
Enter China’s Shanghai Gold Exchange (SGE). In stark contrast, the SGE emphasizes physical gold trading, demanding delivery upon transaction.
By promoting this model and building a vast network of global gold vaults, China is challenging Western control and offering an alternative – one where instant settlement in physical gold bypasses the dollar altogether.
This move fundamentally undermines the dollar’s hegemony, which currently props up America’s massive national debt through its coveted reserve currency status.
The implications are far-reaching: a transition like this signals a potential surge in gold prices and a corresponding decline in the dollar’s purchasing power.
This domestic instability puts the Federal Reserve in an unenviable position. Tasked with its dual mandate to curb inflation and maintain full employment, the Fed faces an impossible balancing act.
With inflation stubbornly high and the labor market showing signs of wear, the most likely path forward for the Fed is to cease quantitative tightening and potentially resume interest rate cuts. While this might temporarily prop up some sectors, it would inevitably lead to further devaluation of the dollar, eroding purchasing power for all.
These two powerful currents – a global shift towards physical gold as a primary reserve asset and a weakening domestic U.S. economy – are converging.
The “Great Gold Reset” isn’t just a theory; it’s a dynamic unfolding before our eyes, threatening the established financial order and the purchasing power of the dollar.
Given these developments, the prudent course of action is clear: acquire physical gold and silver. These precious metals have historically served as reliable insurance policies against economic instability and currency depreciation.
They are tangible assets, free from counterparty risk, and hold inherent value independent of any government or financial institution.
To truly understand these intricate dynamics and prepare effectively for what’s coming, we strongly recommend attending a free live webinar titled “The Great Gold Reset.” This webinar promises to provide deeper insights into these monumental global monetary changes and offer actionable strategies for safeguarding your financial future.
Don’t just watch from the sidelines as the world’s financial system undergoes its most profound transformation in decades. Equip yourself with knowledge and take proactive steps.
News, Rumors and Opinions Friday 11-14-2025
KTFA:
Clare: Newsweek: The Sudanese man who wants to make Iraq great again
11/14/2025
In an extensive report published by the American newspaper Newsweek, the spotlight was on Iraqi Prime Minister Mohammed Shia al-Sudani, describing him as “the man who wants to make Iraq great again,” in reference to his ambitious vision to revive Iraq’s historical and cultural role on the international stage.
KTFA:
Clare: Newsweek: The Sudanese man who wants to make Iraq great again
11/14/2025
In an extensive report published by the American newspaper Newsweek, the spotlight was on Iraqi Prime Minister Mohammed Shia al-Sudani, describing him as “the man who wants to make Iraq great again,” in reference to his ambitious vision to revive Iraq’s historical and cultural role on the international stage.
The newspaper stated that al-Sudani, who assumed the premiership following a political crisis that ousted his predecessor in 2022, has transcended being merely a "temporary solution" to become a pivotal figure leading Iraq through a critical juncture in its history. It added that the upcoming elections, in which more than 7,700 candidates are vying for the position, could determine his political future and his chances of leading the country for a second term.
According to the newspaper, Al-Sudani envisions Iraq as a future global hub for trade, investment, and innovation, basing his vision on its vast natural resources, latent human potential, and rich cultural heritage spanning thousands of years. During his interview with the newspaper at his office in the Presidential Palace in Baghdad's Green Zone, Al-Sudani pointed to the Code of Hammurabi, describing it as "the first law of humanity" and an example of Iraq's contributions to humankind.
Al-Sudani said: “Iraq is a great country, a homeland of civilizations for 7,000 years… This greatness is in the genes of Iraqis, generation after generation, and it is the secret of their resilience in the face of challenges.”
The newspaper concludes its report by noting that the elections will not be just another vote, but a crucial moment that could reshape modern Iraq and give it the opportunity to regain its prestigious position in the world, under the leadership of a man who believes that his country deserves to be great again. LINK
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Clare: Led by Al-Sudani, 9 ministers and 86 MPs return to the Iraqi parliament
11/14/2025
The ministers in the current government, led by Prime Minister Mohammed Shia al-Sudani, managed to retain their seats in the House of Representatives for a second term, along with 86 members of parliament in the current term and 7 from previous terms
Statistics compiled by a Shafaq News Agency correspondent showed that 17 MPs retained their seats allocated to the capital, Baghdad, along with Prime Minister Mohammed Shia al-Sudani, Minister of Labor and Social Affairs Ahmed al-Asadi, and Minister of Communications Hayam al-Yasiri, out of 71 seats allocated to Baghdad in the House of Representatives .
In Basra Governorate, 11 individuals were able to win a seat in the House of Representatives again, including the Minister of Electricity, Ziad Ali, out of 25 seats for the governorate .
In Dhi Qar, only 5 MPs were able to win a second term, along with Transport Minister Razzaq Muhaibis, out of 19 seats allocated to the governorate. In Maysan, 4 MPs retained their seats out of 10 in the governorate .
In Al-Muthanna Governorate, only one representative was able to retain his parliamentary seat, out of 7 representatives from the governorate, while two representatives from Al-Diwaniyah won a second term out of 11 seats for the governorate .
One deputy in Najaf also retained his seat for a second term out of 12, in addition to the Minister of Agriculture, while the deputies of Karbala were more fortunate, with 4 of them winning a second term out of 11 .
Five representatives from Babylon won out of 17, two representatives out of 11 in Wasit (including the quota seat), four out of 15 in Anbar, five out of 14 in Diyala, and three out of 12 in Salah al-Din, in addition to the Minister of Education, Ibrahim Namis .
In Nineveh, MPs and Defense Minister Thabit al-Abbasi managed to retain their seats out of the 31 allocated to the province, while 4 MPs from Kirkuk, along with Planning Minister Mohammed Tamim, won a second term (including one quota seat) out of the 12 MPs in it .
Three representatives from Erbil managed to retain their seats (one quota seat), out of 15 seats, while 4 representatives from Sulaymaniyah won out of 18, and 4 representatives from Duhok also won a second term out of 12 representatives in the governorate .
Preliminary results announced by the Independent High Electoral Commission showed that Prime Minister Mohammed Shia al-Sudani and nine members of his government won, while four other ministers lost despite receiving thousands of votes .
According to Shafaq News Agency, the initial election results showed the victory of Prime Minister Mohammed Shia Al-Sudani, who leads the Reconstruction and Development Coalition and is a candidate for Baghdad, with 92,477 votes. Also winning from his coalition and in Baghdad were Minister of Labor and Social Affairs Ahmed Al-Asadi, who received 14,291 votes, and Minister of Communications Hayam Aboud Al-Yassiri, who received 10,240 votes .
Among the winning ministers are Electricity Minister Ziad Ali, a candidate from the State of Law Coalition in Basra Governorate, who received 17,776 votes, and Agriculture Minister Abbas Jabr Al-Ulayawi, from the same coalition in Najaf, who received 6,171 votes .
Planning Minister Mohammed Ali Tamim, a candidate for the Progress Party in Kirkuk, won with 37,160 votes, as did Defense Minister Thabit Mohammed Al-Abbasi, who heads the Al-Hasam Party and is a candidate in Nineveh, with 19,920 votes .
The results showed the victory of the Minister of Higher Education and candidate for the Sadiqun Movement in Baghdad, Naeem Al-Aboudi, who obtained 8,803 votes, and the Minister of Education, candidate for the Excellence Alliance in Salah al-Din, Ibrahim Namis, who obtained 9,083 votes, in addition to the Minister of Transport, candidate for the Badr Organization in Dhi Qar, Razzaq Muhaibis, who obtained 9,362 votes .
In contrast, four ministers lost, led by the Minister of Youth and Sports, Ahmed Al-Mubarga, a candidate from the State of Law Coalition in Baghdad Governorate, despite obtaining 4,652 votes, and the Minister of Oil, Hayyan Abdul Ghani, a candidate from the same coalition in Basra Governorate, who obtained 6,351 votes .
Tourism, Culture and Antiquities Minister Ahmed Fakak, a candidate from the Progress Party in Nineveh Governorate, also lost, receiving 7,201 votes. Finally, Evan Faeq Jabro, who holds the position of Minister of Migration and Displacement and is a candidate for the Christian quota, also lost, despite receiving 13,128 votes .
The Independent High Electoral Commission announced on Wednesday evening the preliminary results of the elections held on Tuesday, which showed that the Sudanese list obtained the highest number of votes in the capital, Baghdad, and 7 other governorates . LINK
Courtesy of Dinar Guru: https://www.dinarguru.com/
Militia Man We haven’t seen the ‘23, ‘24, ‘25 budget schedules yet. But ultimately they probably have that done. That’s hush-hush because it’s related to the exchange rate.
Frank26 Remember I told you a long time ago that when we get to the very end, and this is the very end, it’ll be like a smoke bomb. It’ll be like a concussion grenade. You’re going to be, “what?”, shocked, confused...Lies will escort the exciting Asraflak monetary reform education from now until when it happens...Confusion, evil, nasty, lies will escort our study until we’re done.
Fnu Lnu Let me guarantee you 100%... You WILL NOT be required to travel to Iraq to exchange your currency. Preposterous! ...That’s as silly as taking photographs of every piece of currency you hold or having to present your receipt of purchase to exchange. It’s a 988 IRC currency exchange. That’s all. I have been converting currencies for decades and never once have I had to present proof of purchase / ownership.
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Why I’m Betting On $200+ Silver – Mike Maloney
11-13-2025
How high can silver go — and why now? In this eye-opening episode of the Gold & Silver Show, veteran precious-metals educator Mike Maloney dives deep into the future of silver:
from its dual role as an industrial metal and monetary asset, to central-bank buying, to a structural supply gap that may set the stage for a jaw-dropping price surge.
What you’ll learn:
Why Mike is comfortable betting on $200/oz+ silver — and thinks a move to $600 or more is possible.
Why silver is shifting from “just a metal” to a strategic asset tied to national security, energy transition and monetary policy.
Which countries are quietly accumulating silver, treating it as a reserve asset — and what that could mean for global markets.
How the supply side is working against silver: much of it comes as a by-product of other mining, and cannot simply ramp up on demand. (See recent analysis on supply constraints.)
The broader macro factors: strong industrial demand, inflation and currency risk, and the longstanding gold-silver ratio that suggests silver may be under-priced relative to gold.
Record High Debt = Record High Gold Price
Record High Debt = Record High Gold Price
Notes From the Field By James Hickman (Simon Black) November 11, 2025
Barrick Mining Corporation—one of the world’s largest and most established gold producers—just reported its third quarter earnings yesterday— and it was an absolute blowout.
The company reported third quarter profit of $1.3 billion, nearly triple last year’s Q3 earnings.
And for the first nine months of 2025, Earnings per Share is up a whopping 132% over the same period last year. Free Cash Flow is up an astonishing 176%.
Record High Debt = Record High Gold Price
Notes From the Field By James Hickman (Simon Black) November 11, 2025
Barrick Mining Corporation—one of the world’s largest and most established gold producers—just reported its third quarter earnings yesterday— and it was an absolute blowout.
The company reported third quarter profit of $1.3 billion, nearly triple last year’s Q3 earnings.
And for the first nine months of 2025, Earnings per Share is up a whopping 132% over the same period last year. Free Cash Flow is up an astonishing 176%.
The company further announced that they’re raising the dividend by 25% and expanding the company’s share buyback authorization by an additional $500 million, after already repurchasing $1 billion worth of shares under the prior program.
And what’s perhaps even more striking is that these record profits were based on an average gold price of $3,200. This means that the company’s Q4 earnings (which we’re nearly halfway through) should be MUCH higher given that gold has averaged $4,041 so far this quarter.
Our readers won’t be surprised to hear any of this; we’ve been saying for the past few years that gold was going to go much higher— specifically because foreign governments and central banks have been buying gold by the metric ton to diversify their strategic reserves away from the US dollar.
This trend isn’t going away.
Between the government shutdown fiasco, the rising $38+ trillion US national debt (up $500 BILLION just in the last six weeks), extreme political dysfunction in Congress and the courts, etc., foreign governments and central banks are continuing to literally buy tons of gold, even at record high prices.
We also wrote that gold companies (including miners like Barrick) would benefit substantially from rising gold prices.
So, just as we predicted, Barrick (among other gold miners) is raking in record profits, and its stock price has doubled this year alone— outpacing gains from Oracle, Nvidia, Palantir, and pretty much every major large cap company in the market.
But here’s what’s really amazing— despite such stellar performance, many of these gold companies are still cheap.
Barrick stock, for example, is near its all-time high. Yet the company is still valued at less than NINE times forward earnings— and that’s assuming gold doesn’t go up further from here.
(And even if the gold price tanks, Barrick will still be a profitable, dividend-paying, modestly valued business. Remember, Barrick’s record profits are based on $3,400 gold!)
Smaller gold companies— the ones that we focus on in our premium investment research— are even cheaper.
One of the gold miners we’ve featured is already up 4x this year. Yet it still trades at just 3.5 times forward earnings. The company is extremely shareholder-friendly and has a pristine balance sheet with zero net debt. Oh, and did I mention they pay a substantial dividend?
The gold price could collapse to less than $3,000 and this company would still be wildly profitable.
Could that happen? It’s possible. Even during the 1970s when gold rose from $35 to $850, gold suffered a major pullback in 1975. The pullback was temporary, and gold rose over 8x from there.
That’s because the fundamentals driving gold’s rise during the 1970s hadn’t really changed.
After Richard Nixon formally ended the Bretton Woods system in August 1971, foreign governments and central banks rapidly began selling their US dollars for gold.
As the decade progressed, foreigners became increasingly concerned about US deficits, government dysfunction (Watergate in 1973), global instability, waning US power, and more.
And despite a brief pullback in gold prices, this trend continued until the early 1980s, when the election of Ronald Reagan restored confidence in America’s might and fiscal discipline. It was only at that point that gold prices started to fall.
This same trend is unfolding today, and it’s not hard to understand: the record high US national debt = record high gold price.
Foreign governments and central banks remain deeply concerned about America’s fiscal condition, and gold is one of the few assets available for them to diversify their US dollar holdings.
Just like in the 1970s, we expect this trend to continue until Congress proves that it can act like grownups and be fiscally responsible.
In the meantime, we anticipate gold— and gold companies— to continue to perform very well. Again, many are posting record profits yet are still insanely undervalued. We do not expect this anomaly to last.
To your freedom, James Hickman Co-Founder, Schiff Sovereign LLC
Podcast: These three Central Banks are SELLING Gold
Podcast: These three Central Banks are SELLING Gold
Notes From the Field By James Hickman (Simon Black) November 12, 2025
We sincerely hope the House of Representatives can pull itself together and get the government back open this week.
Not because we love federal bureaucracy—but because this shutdown is embarrassing, and it continues to chip away at the rapidly declining confidence that foreign governments and central banks have in the United States.
This matters. Foreign governments and central banks collectively own $10+ trillion of US government bonds and other agency securities.
Podcast: These three Central Banks are SELLING Gold
Notes From the Field By James Hickman (Simon Black) November 12, 2025
We sincerely hope the House of Representatives can pull itself together and get the government back open this week.
Not because we love federal bureaucracy—but because this shutdown is embarrassing, and it continues to chip away at the rapidly declining confidence that foreign governments and central banks have in the United States.
This matters. Foreign governments and central banks collectively own $10+ trillion of US government bonds and other agency securities.
And given how rapidly the national debt is rising, the Treasury Department needs every lender they can get.
Up until recently, foreigners have always happily stocked up on US government bonds— which were traditionally viewed as THE world’s “risk free” asset.
But over the past few years, they’ve seen endless financial chaos and political dysfunction.
They watched Joe Biden shake hands with thin air. They watched the humiliating US withdrawal of Afghanistan. They watched millions of migrants stream across the US border with impunity, then be showered with taxpayer benefits. They watched TWO assassination attempts on a Presidential candidate.
Then, even after last year’s election, they watched the richest guy in the world willingly roll up his sleeves to help eliminate federal waste and cut the deficit— only to get chased out of town by politicians who are addicted to fraudulent spending.
They’ve watched extreme political dysfunction, with two sides who can’t agree on anything... including the most basic task of keeping the government open.
They’ve watched deficits grow and the national debt spiral to $38 trillion. They watched the debt grow by HALF A TRILLION dollars just over the past SIX WEEKS when the government was supposedly closed.
In short, if you were a foreign government or central bank, there’s little chance you would look at Congress and think, “these are serious, responsible people.”
Quite the opposite. In fact you would probably think that it’s time to start cutting your Treasury holdings and back away from the US dollar. After all, the United States Congress doesn’t exactly look “risk free” any longer.
Foreigners understand that a time is coming—sooner rather than later—when the US dollar will no longer be the dominant global reserve currency. Many central banks still hold nearly 100% of their reserves in US dollars. They know they need to diversify.
And we’ve written about this many times before— the #1 asset that they’re purchasing right now is gold.
It’s not because these foreign central bankers and finance ministers are irrational gold bugs. Instead, they understand that gold is nearly the only asset that (1) is universally accepted, (2) carries zero counterparty risk, and (3) has a large enough market to absorb hundreds of billions of dollars in capital flows.
That’s why, from Poland to Ghana to Kazakhstan, central banks have been buying gold in record quantities. It’s not just China.
China is the most desperate. They hold hundreds of billions in US dollar assets as part of their strategic financial reserves, and the Communist Party is extremely concerned—because they see a real possibility that they could be at war with their own borrower in the future.
Only three central banks were selling gold last quarter—and their reasons are easy to understand.
Russia was one—not because they love the dollar. But because they need to fund a war. Frozen out of the global financial system, gold has become almost a medium of exchange for the Russian government.
Singapore was another. Most central banks only buy strategically; they don’t try to turn a profit. Not Singapore. Their financial institutions are filled with sharp traders who would sell high into record trading volume, with the intent to buy gold back at a lower price.
In fact, it wouldn’t surprise me if the Singaporean government picked up more gold during the recent price dip earlier this month.
The third was Uzbekistan, whose central bank already holds about 80% of its total reserves in gold. With gold prices up, the value of their holdings ballooned—so selling some is simply a way to re-balance.
The problem for most countries is that they have too many dollars and not enough gold. Uzbekistan is the lone example of a country with too much gold and not enough dollars. So their gold sales, while unusual, make sense.
We keep talking about this because it truly is one of the most important trends of our time.
The US government's fiscal condition is atrocious. Almost no one in Washington is willing to take it seriously. But foreign governments and central banks are—and that's exactly why they’re buying gold.
That trend won’t reverse unless, miraculously, everyone in Washington starts treating the national debt like the emergency it actually is.
I’m not holding my breath.
That’s why we believe $5,000 to $10,000 gold is a completely valid future scenario—and why mining companies, precious metals producers, and real asset businesses are so well positioned.
We discuss several of these miners in today’s podcast, including Barrick, Newmont, and Franco-Nevada.
And we also highlight some of the overlooked smaller gold companies that, right now, are just absurd bargains.
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
PS – We write about this because we’re extremely proud of what we do.
We provide extremely high-quality research, and the results speak for themselves. Four of our precious metals companies are up 3-4x, even after recent pullbacks. Another seven are up 35–150%.
News, Rumors and Opinions Thursday 11-13-2025
KTFA:
Clare: The Sudanese government will be in a caretaker capacity at the beginning of the year... When will the current parliament's term end?
11/13/2025
Legal expert Ali Al-Tamimi stated on Thursday, November 13, 2025, that the term of the current House of Representatives (the fifth session) will end, and the current government, headed by Mohammed Shia Al-Sudani, will become a caretaker government, in accordance with the constitutional deadlines.
KTFA:
Clare: The Sudanese government will be in a caretaker capacity at the beginning of the year... When will the current parliament's term end?
11/13/2025
Legal expert Ali Al-Tamimi stated on Thursday, November 13, 2025, that the term of the current House of Representatives (the fifth session) will end, and the current government, headed by Mohammed Shia Al-Sudani, will become a caretaker government, in accordance with the constitutional deadlines.
Al-Tamimi told Al-Jabal platform that “the current parliament’s term (the fifth session) continues until January 8, 2026, because Article 56 of the Iraqi Constitution stipulates that: the new House of Representatives shall be elected 45 days before the end of the parliamentary session, i.e., on January 9, 2026, the representatives of the current (fifth) session will become ordinary citizens and will lose their legislative and parliamentary status.”
He added, "Now the representatives of the fifth session can issue decisions, legislate laws, monitor and question until January 8, 2026. Also, the current government (the government of Mohammed Shia Al-Sudani) has absolute powers until January 8, 2026, after which it will turn into a caretaker government."
He pointed out that "a caretaker government is a government with limited authority, as it is not entitled to make agreements or amend laws. In constitutional jurisprudence, it is called running public facilities for the people so that the work of institutions and the service of citizens does not stop."
He pointed out that "the lifespan of the government is linked to the lifespan of the parliament, and when the lifespan of the parliament ends, the lifespan of the government ends, and it turns into a caretaker government for daily affairs until a new government is formed." LINK
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Clare: The new House of Representatives: Date of the first session and mechanisms for its convening
11/13/2025
Professor of Law and Dean of the College of Law at the University of Babylon, Miri Kazem, confirmed that the new House of Representatives resulting from the recent elections will not be able to convene before (January 9, 2026), which is the date of the end of the current parliamentary session, even if all legal and constitutional procedures are completed.
Kazem explained in a press statement that the parliamentary elections were organized according to a clear legal mechanism, as political parties and candidates have the right to appeal the election results within three days of their announcement by the Board of Commissioners, and the judicial body for elections decides on these appeals within a period not exceeding ten working days.
Regarding the constitutional aspect, Kazem pointed out that Article (54) of the Constitution stipulates that the President of the Republic calls on the Council to convene within fifteen days of the ratification of the results, provided that the first session is held under the chairmanship of the oldest member.
He continued, "As for Article (93), it grants the Supreme Federal Court the authority to ratify the results without specifying a time limit, which means that the ratification period is not bound by a specific time." LINK
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Courtesy of Dinar Guru: https://www.dinarguru.com/
Frank26 Question: "Since the CBI officially announced that this was real, would it make sense for them to come out with it as soon as possible?" You have no idea how close you are.
Walkingstick The Iraqi citizens are programed to receive the monetary reform in a very very safe environment. They will receive it and it won't be that much of a shock, if anything at all.
Nader From The Mid East Really good news, really good news. It didn't come out yet but it will come out tonight or tomorrow morning as always...I'm going to tell you something and everybody's going to be talking about tonight or tomorrow. This is good...The governor of the CBI took a decision in changing the exchange rate to lower. How much lower? We don't know. But the decision has been made...It's time to announce it...I always said $3.22...I've heard 8th of December everything will change. Everything will be switch, the currency, the rate and everything. Remember what I told you, after the elections...
Is The Gold & Silver Rally Back On? | Andy Schectman
Adam Taggert: 11-12-2025
The precious metals appear to have recovered from their recent pullback as gold futures vaulted over $4,200/oz today while silver futures surpassed $53/oz.
So, is the precious metals rally back on?
I asked this question to Andy Schectman in today’s livestream. He think it very well may be.
We discuss this plus a host of other PM-related topics. To hear it all, click here or on the video below.
00:00:00 — Is the rally back on? — initial take
00:02:53 — How the price was knocked down (overnight dump, low liquidity)
00:03:38 — Who bought the dip (Bank of America, Morgan Stanley)
00:08:35 — Concern: inventory squeeze — intro to supply question
00:09:56 — Tether and stablecoin buying of gold explained
00:11:19 — Retail premiums and US Mint supply issues
00:13:53 — Thesis: revaluing gold to devalue the dollar and reshore manufacturing
00:18:01 — Kystan USD stablecoin backed by gold — broader trend
00:20:22 — Tether at mining summit / disintermediation of miners
00:23:14 — Silver as a strategic battleground (industrials vs investors vs states)
00:24:32 — Silver added to US critical minerals list — implications
00:26:04 — Primary silver production challenges; byproduct supply issues
00:28:13 — Will silver become an heirloom metal again?
00:38:44 — Shanghai futures, Russia, Hong Kong vaults — repo facility theory
00:46:04 — Institutional positioning: $96M GLD call block (December bets)
Dollar Crisis Is Coming': This Next Move by the Fed Will Blow Up the System
Dollar Crisis Is Coming': This Next Move by the Fed Will Blow Up the System | Giustra & Makori
Miles Franklin Media: 11-12-2025
Michelle Makori, President & Editor-in-Chief of Miles Franklin Media, speaks with Frank Giustra, CEO of Fiore Group and Co-Chair of the International Crisis Group, about what he calls the final phase of the global monetary system.
Giustra warns that one more round of quantitative easing (QE) by the Federal Reserve could break the dollar, trigger a complete dumping of U.S. assets, and force a gold-backed reset of the global financial order.
Dollar Crisis Is Coming': This Next Move by the Fed Will Blow Up the System | Giustra & Makori
Miles Franklin Media: 11-12-2025
Michelle Makori, President & Editor-in-Chief of Miles Franklin Media, speaks with Frank Giustra, CEO of Fiore Group and Co-Chair of the International Crisis Group, about what he calls the final phase of the global monetary system.
Giustra warns that one more round of quantitative easing (QE) by the Federal Reserve could break the dollar, trigger a complete dumping of U.S. assets, and force a gold-backed reset of the global financial order.
He explains why the global order is already collapsing, how China’s gold-based settlement system is accelerating the split, and what Americans should prepare for as fiscal cliffs, debt spirals, and hyperinflation risks converge.
In this episode of The Real Story:
One more QE, could spell out the dollar.
The global bond system is broken.
Panic and dumping of U.S. dollars will trigger a gold-anchored reset.
The global order is “dead as a dodo” – echoes of pre-WWI instability.
Giustra’s only solution: buy and hold gold: 10-20% of your portfolio.
00:00 Coming Up
01:16 Introduction
03:52 China's Gold Strategy & Global Impact
08:00 US-China Currency Battle
12:15 Potential Outcomes & Historical Context
22:57 Stable Coins & the Future of US Dollar
36:37 The Mystery of Fort Knox Gold
37:44 Trump Administration's Interest in Gold
39:11 Revaluing Gold: A Recurring Theme
41:55 Potential Economic Collapse & Hyperinflation
47:51 Global Confidence in the U.S. Dollar
55:26 Investment Strategies: Gold & Tangible Assets
01:01:37 Final Thoughts
A 30% Surge in Gold by Year-End , Path to $5,000 Swift - Vermeulen
A 30% Surge in Gold by Year-End , Path to $5,000 Swift - Vermeulen
Daniela Cambone: 11-10-2025
I'm looking for a 30% explosion to $5,100 gold by year-end," says Chris Vermeulen, Chief Market Strategist of The Technical Traders.
In today's interview with Daniela Cambone, the veteran chartist, who accurately called gold's recent breakout, dissects the "mere three-wave correction" that has spooked momentum traders.
A 30% Surge in Gold by Year-End , Path to $5,000 Swift - Vermeulen
Daniela Cambone: 11-10-2025
I'm looking for a 30% explosion to $5,100 gold by year-end," says Chris Vermeulen, Chief Market Strategist of The Technical Traders.
In today's interview with Daniela Cambone, the veteran chartist, who accurately called gold's recent breakout, dissects the "mere three-wave correction" that has spooked momentum traders.
He details the "herd mentality" that first drove prices higher and argues this pullback is a classic shakeout before a parabolic surge, drawing direct and "scary" parallels to the 2007 pre-crisis setup.
Derivatives, US Debt, and the Dollar’s Last Stand
GOLD RUSH HOUR: Derivatives, US Debt, and the Dollar’s Last Stand
Taylor Kenny: 11-9-2025
Whispers of instability are growing louder, not just from the fringe, but from within the very heart of global finance.
If you’ve felt a nagging sense that something significant is shifting beneath the surface of our economic world, you’re not alone. A recent video discussion from ITM Trading delves deep into these escalating financial and economic challenges, painting a compelling picture of a world on the cusp of a “Great Gold Reset.”
This isn’t just about market fluctuations; it’s about a monumental structural transformation, and gold is being positioned right at its epicenter.
GOLD RUSH HOUR: Derivatives, US Debt, and the Dollar’s Last Stand
Taylor Kenny: 11-9-2025
Whispers of instability are growing louder, not just from the fringe, but from within the very heart of global finance.
If you’ve felt a nagging sense that something significant is shifting beneath the surface of our economic world, you’re not alone. A recent video discussion from ITM Trading delves deep into these escalating financial and economic challenges, painting a compelling picture of a world on the cusp of a “Great Gold Reset.”
This isn’t just about market fluctuations; it’s about a monumental structural transformation, and gold is being positioned right at its epicenter.
The conversation begins with a stark observation: China’s relentless accumulation of gold. This isn’t just a casual investment; it’s a strategic, multi-faceted move, executed both openly and through undisclosed channels. Why?
Because China, and increasingly other nations, seem to be anticipating a major upheaval in the global financial order. Their gold hoard isn’t merely a commodity purchase; it’s a foundational step towards a new monetary reality.
At the core of this looming instability lies the unsustainability of U.S. debt. We’re now talking about annual interest payments exceeding an astronomical $1 trillion. Think about that for a moment – money spent solely on servicing past debt, money that could fund critical infrastructure, education, or innovation.
Compounding this is the Federal Reserve’s delicate dance. The end of quantitative tightening (QT) – a process meant to shrink the Fed’s balance sheet – is viewed by many as a potential precursor to a return to aggressive money printing (quantitative easing, or QE).
This “printer go brrr” scenario, while potentially staving off immediate crises, only inflates the existing debt bubble, devalues the currency, and fuels long-term instability.
The dialogue draws chilling parallels to the 2008 financial crisis, but with a critical difference: the underlying risks today might be even more pervasive and less understood.
The culprits? Opaque derivatives markets, shadow banking, and an array of risky debt instruments. These financial wildcards remain largely unregulated and their potential impact catastrophically underestimated. Imagine a financial system where the biggest threats lurk in the unseen corners, growing quietly in the dark.
Perhaps the most profound topic discussed is the potential erosion of the U.S. dollar’s status as the global reserve currency. This would be a historic, once-in-a-generation shift with ramifications for every corner of the globe.
It’s within this context that the “Great Gold Reset” truly takes shape.
Nations like China and members of the BRICS alliance (Brazil, Russia, India, China, South Africa, and soon others) aren’t just buying gold; they’re actively developing new systems for gold clearing and pricing.
The vision? Gold as the centerpiece of a new global monetary order, a more stable, asset-backed alternative to a debt-laden fiat system.
For those who already own gold, the advice from the experts is clear: hold your gold. This isn’t the time to panic sell. As the crisis deepens and monetary systems face increasing pressure, gold is expected to rise significantly.
Its role as a protective, counter-cyclical asset becomes paramount. Hold it until conversion is truly necessary, for its intrinsic value and historical resilience will be your strongest shield.
This isn’t just an economic blip; it’s a “Fourth Turning” moment, as referenced by Strauss and Howe, or part of Ray Dalio’s “Big Cycle” – a historical pattern of collapse and rebirth. These periods are characterized by profound societal and economic transformations, often turbulent, but ultimately leading to a new order.
While the future remains uncertain and daunting, the human element isn’t lost. The discussion emphasizes the importance of personal financial control through gold ownership.
It’s about empowering individuals to navigate chaos, providing a tangible asset that offers both protection and opportunity when traditional systems falter.
In these transformative times, understanding these shifts isn’t just academic; it’s essential for safeguarding your financial future.
And even amidst talk of global resets and economic upheaval, a Nickelback concert offers a brief, glorious escape – proving that even in the face of monumental change, a little levity (and maybe a good investment in gold) can help us get through.
Fed Bailout Triggered as Bank Reserves Crash to 5-Year Low
Fed Bailout Triggered as Bank Reserves Crash to 5-Year Low
Taylor Kenny: 11-7-2025
Beneath the calm surface of mainstream financial news, a seismic shift is underway, threatening the very foundations of the US banking system and, by extension, your financial security. Recent revelations paint a stark picture of fragility, with the Federal Reserve engaged in covert operations to prop up a system teetering on the brink.
This isn’t just about economic cycles; it’s about the integrity of your bank deposits, the future value of the US dollar, and your purchasing power.
Fed Bailout Triggered as Bank Reserves Crash to 5-Year Low
Taylor Kenny: 11-7-2025
Beneath the calm surface of mainstream financial news, a seismic shift is underway, threatening the very foundations of the US banking system and, by extension, your financial security. Recent revelations paint a stark picture of fragility, with the Federal Reserve engaged in covert operations to prop up a system teetering on the brink.
This isn’t just about economic cycles; it’s about the integrity of your bank deposits, the future value of the US dollar, and your purchasing power.
Alarming data reveals that US bank reserves have plummeted to their lowest levels in five years. This isn’t a minor fluctuation; it’s a flashing red light that forced the Federal Reserve to secretly inject emergency liquidity into the system. Simultaneously, they’ve quietly halted their much-touted Quantitative Tightening (QT) program.
What does this tell us? It signals a coordinated, urgent attempt to maintain an illusion of stability. The Fed’s emergency lending through the overnight repo facility, reaching levels not seen since 2020, is a clear indicator of severe, systemic liquidity constraints within the banking sector. They’re patching holes, but the ship is still leaking.
To understand the depth of this crisis, we need to look back a few years. During the unprecedented money printing spree of 2020, a surge of bank deposits, largely fueled by the Fed’s own actions, found its way into US Treasury securities. These were considered safe assets, yielding modest returns.
However, the financial landscape has drastically changed. As demand for US debt wanes and interest rates (and thus bond yields) have risen, banks are now sitting on massive unrealized losses on these very same Treasury bonds. Should they be forced to sell these bonds – for example, due to a surge in withdrawals – these hidden losses would become very real, potentially risking their solvency.
Adding fuel to this fire are declining commercial real estate values and rising delinquencies, creating yet another layer of “hidden losses” on bank balance sheets. Many banks are engaged in an unsustainable charade, what’s known as “extending and pretending” – avoiding the recognition of these losses in the hope that conditions improve.
This strategy is eerily reminiscent of the factors that led to the sudden collapse of Silicon Valley Bank.
The Fed’s pivot from tightening monetary policy to injecting liquidity is not a sign of recovery; it’s a testament to a systemic breakdown. This desperate injection of capital will almost certainly accelerate inflation, further eroding the purchasing power of your hard-earned money and devaluing the US dollar.
This cycle, if left unaddressed, promises to diminish your wealth and financial security.
The question is no longer if a significant financial reset is coming, but when, and how you can prepare.
In times of economic uncertainty and systemic fragility, tangible assets have historically served as a critical safeguard for wealth. As trust in fiat currencies and traditional banking systems wavers, the spotlight turns to physical gold.
For centuries, gold has been the ultimate store of value, acting as a hedge against inflation and a protector of purchasing power.
As the current monetary system strains under unprecedented pressure, many experts anticipate a “global monetary reset,” widely dubbed the “Great Gold Reset,” where gold is poised to play a central role in a new, more stable monetary system.
Watch the full video from ITM Trading with Taylor Kenney for a comprehensive analysis of the current financial environment and what it means for you.
FRANK26….11-6-25….ANOTHER BANK STORY
KTFA
Thursday Night Video
FRANK26….11-6-25….ANOTHER BANK STORY
This video is in Frank’s and his team’s opinion only
Frank’s team is Walkingstick, Eddie in Iraq and guests
Playback Number: 605-313-5163 PIN: 156996#
KTFA
Thursday Night Video
FRANK26….11-6-25….ANOTHER BANK STORY
This video is in Frank’s and his team’s opinion only
Frank’s team is Walkingstick, Eddie in Iraq and guests
Playback Number: 605-313-5163 PIN: 156996#
News, Rumors and Opinions Wednesday 11-5-2025
Restored Republic via a GCR: Update as of Wed. 5 Nov. 2025
Compiled Wed. 5 Nov. 2025 12:01 am EST by Judy Byington
Possible Timing:
Tues. 4 Nov. 2025 THE GOLDEN AGE IGNITION: STAND BY FOR TRANSMISSION
The countdown to Fri. 7 Nov. 2025 has begun. The (alleged) blackout will not bring fear, it will bring freedom. The Golden Age starts the moment the lights go out.
Restored Republic via a GCR: Update as of Wed. 5 Nov. 2025
Compiled Wed. 5 Nov. 2025 12:01 am EST by Judy Byington
Possible Timing:
Tues. 4 Nov. 2025 THE GOLDEN AGE IGNITION: STAND BY FOR TRANSMISSION
The countdown to Fri. 7 Nov. 2025 has begun. The (alleged) blackout will not bring fear, it will bring freedom. The Golden Age starts the moment the lights go out.
The detonation sequence from November 3 has (allegedly) triggered the global ignition phase. QFS nodes are (allegedly) stabilizing under gold-backed parity while Starlink begins aligning communication grids for full system override. The old world is running on borrowed seconds.
Banking networks have already (allegedly) begun limited shutdowns in Europe and the United States. Central servers are (allegedly) being mirrored onto the quantum grid. Every hidden fund and false reserve is (allegedly) being indexed for public audit once the blackout ends.
Behind the curtain, governments are (allegedly) surrendering. Negotiations for peaceful transition are underway in over fifty nations as QFS command assumes control of state liquidity. The era of debt-based governance is (allegedly) finished.
~~~~~~~~~~~~~~
Tues. 4 Nov. 2025 Bruce The Big Call: (RUMORS)
A source said Tier4b (us, the Internet Group) would be notified by email on Wed. 5 Nov. 2025. Another piece of information backed that up.
Vietnam was ready to do the RV last week. Iraq was not. Some individuals in the Iraqi Parliament were messing with the Iraqi banking system by trying to put the US Dollar into their system. That was taken care of last Sun. 2 Nov.
Dong was well above $10 at the Redemption Center.
31 currencies will be going up in value and on the Redemption Center screen.
The Emails will have a number in it to call a Call Center. Based on the zip code you put in you will be transferred to a Redemption Center. The person you talk to there will be the same person who will be doing your exchange.
Don’t be late for your appointment or they may put you at the back of the line for another appointment. Don’t be more than 15 min. early.
You will have 30-40 min. for an appointment.
They will want to see a photo ID and utility bill with your address on it.
Your currency will be verified in a Del a Ru machine. Have it organized according to denomination.
If you have Dinar and a project, you can ask for the Contract Rate on the Dinar.
Type up the total amount of each currency so you can compare it to their count.
You will be given 3-5 min. to outline your project in general terms – the main interest they have is in how many people you can employ.
Then if you have Zim you will set up your Quantum Account.
If you only have a small amount of currency and no Zim you will not need a Quantum Account.
The R&R (money made on your birth, marriage certificate, taxes you paid, interest you paid) may be in your Quantum Account. If so, write down how much is in there.
You need to have ready a new user name, a new password, a 5 digit pin code, a new email and a password for your email.
You will set up a Primary Quantum Account to hold proceeds from your exchanges and from your Zim.
On that same day you will pull out from the Primary Account a certain amount of money to hold you for the first 60-90 days and put it in a Secondary Account.
They want you to have a trust account within 30 days of your exchange so if anything happens to you, the monies will go to the proper beneficiaries.
You will be given a Quantum Card which you can use to pull the money from your Quantum Account into your Primary Account.
You will be given a credit debit card from Wells Fargo that will access the actual Primary Account.
In the next couple of days you can get with a Wealth Manager from Wells Fargo who will help you set up other accounts.
We are supposed to get a couple of pages of benefits you will get.
You will get a Q phone that will work all over the World. You can do financial transactions over that phone.
You may get a certificate to get a Quantum Computer from Best Buy.
They do have the new USTN at the redemption center that you can get. Stay under $3,500 in cash.
They are going to track your transactions so it doesn’t go to criminal activities.
After 90 days you have full access to your Quantum Account. You can have up to three banks on your Quantum Account.
You can earn interest on your primary and secondary account.
If you have Zim you will sign an NDA.
Read full post here: https://dinarchronicles.com/2025/11/05/restored-republic-via-a-gcr-update-as-of-november-5-2025/
Courtesy of Dinar Guru: https://www.dinarguru.com/
Nader From The Mid East I saw this article, this is the 3rd time I see it in one year. They keep talking about about and talking about. It's about how much money there is in the street...They say 92 trillion dinars on the street and they don't know how to get them to the banks. A lot of these trillions are outside the country, we have them. They're everywhere, United States, Canada, Europe, everywhere. The only way to get this trillions out of the streets, it's by changing the currency and changing their rate. That's the only way they can get this 92 trillion dinars out of the streets...That's exactly what's going to happen soon.
Frank26 [Iraq boots-on-the-ground report] OMAR: Multiple sources claim Iraq has received US Treasury Permission to move towards a 1 to 1 exchange rate with the US dollar. As exciting as that is and possibly very true, we do not have official confirmation of this yet...What's officially confirmed: We have all the experts suggesting this is where we're
going. The current official rate remained 1320 IQD per USD as per the IMF and CBI updates...Saleh stated...the market remains stable under current controls.
************
SILVER ALERT! Trump, Powell & Bessent Rigged Silver Lower for Rate Cut! But NOW WHAT?!
(Bix Weir) 11-4-2024
Silver & Gold are slammed 99% of the time right before a big rate cut from the Fed! It's like CLOCKWORK and reminds us that THERE ARE NO FREE MARKETS ANYMORE!
This latest slam was for that reason and the follow through will be very, very short lived. Silver will soon shoot right past $50/oz again and the game will move forward.
Those that load up under $50/oz will be the WINNERS!