SHTF Plan

Good Luck to us All As the Pax Americana recedes, the international system will revert to a harsh, Darwinian reality. I can’t shake the feeling that the world is headed to a consolidation of power, or to an era of the dissolvement of dysfunctional nation-states into small independent ethnic areas. Over the next three decades, as many as 30 to 80 nation-states risk losing functional sovereignty, economic independence, or territorial integrity.

Russia is a Shadow of Itself and When China Dumps it, GAME OVER! Personal Note to you: *** I personally FEAR the desperation felt by Xi and Putin – both Russia is losing and China is slowing down hard and these two dictator nutjobs might get desperate and lose their minds. *** Russia’s Economic Collapse Is Sparking the Next Global Commodity Supercycle – Putin is now, in my view, DONE.

U.S.S. Lincoln and U.S.S. Ford IN DISTRESS The global maritime balance of power has entered dangerous territory. This has me legitimately worried. The maxed-out hegemon and the mirage of collective defense is the world’s GREATEST BUBBLE. Truly, how many countries EXIST because of the perceived idea that if they were ever attacked, they’d call Washington D.C. for help? It’s such a BIG BUBBLE that we can’t even imagine a world, where this isn’t the obvious theme.

Kevin Warsh Might Surprise The World Next Week Long-term interest rates are exploding across the global landscape, touching 19-year highs. The 30-year Treasury yield recently surged past 5.3%—levels unseen since 2007—while 10-year yields hold highs above 4.7%! The financial headlines are screaming panic: the U.S. government is facing a multi-trillion-dollar debt-service squeeze, mortgage rates are choking housing, and global liquidity is hitting a brick wall.

The World is Dividing into Two Gold stocks are on fire. When I pounded the table just a few weeks ago, the GDXU was trading at 80. Right now, it’s trading over 160. This is 100% in less than a month. What’s happening? Interest rates are surging higher, but the Federal Reserve isn’t intervening, because the stock market is trading at an all-time high, oil prices are well below $100 and economic growth (jobs and manufacturing) are strong.

Both Silver and Gold Make Breakouts President Trump spoke at a Department of State roundtable announcing major new U.S. mining investments, framing them as restoring America as a “minerals superpower” and achieving economic independence after decades of decline.

The Profit Machine: The S&P’s True Margin King Listen up, because the mainstream financial media is feeding you garbage while the smart money is orchestrating the trade of the century. We are standing at the epicenter of a historic valuation dislocation. While the herd is chasing tech stocks at nosebleed valuations, gold mining equities are trading at their cheapest levels in over 50 years! Let that sink in.

He Wants That Gold… You should have seen it… Or maybe you have… Trump conducted the mining roundtable and one of the participants gifted the president with gold. Trump nearly drooled over it! Hosted by the State Department, the United States of America is going back to mining its own minerals and securing its sovereignty and its supply chains and cutting its reliance on China to the bare minimum.

Welcome to the Golden Era Initial jobless claims just did something they haven’t done since 1969. New filings for unemployment benefits dropped to 187,000 for the week ending July 18 — a nearly 57-year low, and a much bigger drop than economists expected. Wall Street spend time debating whether this is “good” or “bad” news for the Fed. I think both sides are missing the real story. This isn’t a cyclical blip. It’s demographics finally showing up in the data.

No Pain No Gain Ceuta is a Spanish city located on the North African coast. Its strategic position at the entrance of the Mediterranean Sea made it a historical prize. Phoenicians, Romans, and Visigoths ruled it sequentially. In 711 AD, the Umayyad Caliphate seized control, integrating it into the Islamic world. Portugal conquered the city in 1415 during the Age of Discovery. In 1580, Spain and Portugal united under a single crown.