Tag: #Geopolitics

  • Central Banks Know Something You Don’t

    Central Banks Know Something You Don’t

    Central banks aren’t buying record amounts of gold for fun—they’re quietly diversifying away from the dollar, hedging against sanctions risk, and locking in a real, hard-asset backstop while retail investors stay distracted. Their relentless, price-insensitive demand is shrinking available supply and helping drive gold toward $5,000/oz, leaving latecomers to pay the premium. Source: https://www.wsj.com/finance/commodities-futures/gold-prices-5000-ounce-2026-67361c87?mod=Searchresults&pos=7&page=1 #gold, Read more

  • Tariffs, tantrums, and the slow collapse of U.S. power

    Tariffs, tantrums, and the slow collapse of U.S. power

    Trump’s Greenland-linked tariffs on NATO partners don’t just punish friends – they signal to the world that Washington is willing to weaponize access to the U.S. market and dollar system for purely political grudges, not trade disputes. This kind of unilateral, extra‑trade coercion is exactly what accelerates dedollarization, validates Beijing and Moscow’s claim that the Read more

  • Why Venezuela’s Oil Isn’t The Jackpot People Think

    Why Venezuela’s Oil Isn’t The Jackpot People Think

    Everyone talks about Venezuela’s “massive” oil reserves, but they ignore the brutal reality: ultra-heavy crude, weak infrastructure, and extreme political risk make it far from a sure win compared to Canada’s more stable, investable oil sector. Canada’s oil may face environmental criticism, but its regulatory stability, clearer rule of law, and stronger financing ecosystem make Read more