Member Info for JoubertDuquense

I should add.... "To try and paint a narrative US debt is being dumped to buy gold is naive"

I didn't Monty, there is a completely different reason that is happening which ive posted about, as have others. Plus it is multi dimensional so to say. There is plenty of information out there in public domain. You don't need to be in a cult to acquire it although a cult may have those sources as off limits.

END OF PSB.

Hi Monty.

My post wasn't a signal to buy Gold at all and i was only summarising what CBS & HFMs are thinking about and doing. I was posting facts not opinions.

Pepsi, welcome back. I trust and hope your health matters are resolved. In response to your post... I see you've lost none of your ability to state an obvious whilst totally missing what was being posting. Wealth is money is it not?

If the AI tech giants are IPO(ing) now the it should explain a few things, for those who understand 'how' rotation, time works and wealth is made.

Kent, you are getting close to the right answer .

US workers are taking home a smaller percentage of corporate profits than ever before. Over the same period, the corporate profits proportion of GDP has doubled. US Workers are keeping less of what they produce than at any point in history. What happens next...

US tech layoffs are surging.

US technology employers announced 38,242 job cuts in May, the highest monthly total since August 2024, according to Challenger Gray data.

YTD, tech sector job cuts rose +66% YoY, to 123,653, the highest among all sectors, and 3x larger than transportation, the next closest sector.

AI was the most cited reason for job cuts for the 3rd consecutive month, with 38,579 cuts attributed to AI in May alone, the highest since they began tracking in '23.

This accounts for 40% of all layoffs announced last month, up from just 7% in January.

YTD, AI has been cited in 87,714 job cuts in 2026, or 22% of the total, already surpassing the 54,836 recorded in all of 2025 and 12,742 in 2024.

AI continues to reshape the labor market with Highly, yet the NFP and jobs data looked really good yet the market fell. Tango suggested stocks should go up not down shows its something else he doesnt understand.

Same time the US government is becoming increasingly dependent on private investors to finance its growing debt burden:

Privately held US Treasury debt maturing within 1 year is up to a record $8.3 trillion.

This figure has DOUBLED over the last 5 years, reflecting the government's growing reliance on short-term financing from PRIVATE investors.

As more debt shifts into Treasury bills, a larger amount must be refinanced every year, leaving borrowing costs increasingly sensitive to interest rates and investor demand.

At the same time, FOREIGN CBs are REDUCING their share of Treasury holdings, making private investors absorb a larger portion of new issuances.

As a result, the Treasury market is becoming increasingly dependent on investor demand and liquidity conditions rather than the stable long-term buyers that have traditionally anchored it.

With US public debt at an all-time high, even modest disruptions in funding markets could have an outsized impact on borrowing costs.

Treasury refinancing risks are intensifying.

And what of GOLD... the Global central banks acquired +17 tonnes of gold in April, the 2nd monthly purchase this year.

Marks a sharp reversal from March, when CBs sold -30 tns of gold driven by Turkey and Russia.

Poland led purchases at +14 tns, bringing its year-to-date total to +45 tonnes, with gold reserves now at 595 tns.

China added +8 tns, the biggest monthly addition since December 2024, bringing official gold reserves to a record 2,322 tns, or ~9% of total reserves.

China has now purchased gold for 18 consecutive months.

CBs

Paul. Most prefer facts, proven facts not content or content providers. I doubt you have any idea how most get their information as you parrot and repeat what all members of cults post and do. I guess you are trapped or suffer stockholm syndrome.

You're not wrong on that one Doozer so many marbles have been lost !

Kent. There are many that say when Trump is suggesting that Iran or whoever is begging him... He's not talking to the rational people... He is talking to his base, to people with a belly full of cool aid !

So here is growing evidence that Trump is applying pressure to Netanyahu, but not necessarily because of domestic political weakness alone.

A few things appear to be happening simultaneously:

Recent reports indicate Trump personally intervened to stop Israeli escalation in Lebanon and pressed Netanyahu to pull back from planned strikes.

And now there are signs of friction with Netanyahu. Over the last few days there are many suggesting that some unusually sharp exchanges between Trump and Netanyahu regarding Lebanon and broader regional strategy. The issue appears to be that the wider administration sees Israeli military actions as potentially disrupting larger U.S. diplomatic objectives and that is a problem in the US with Trump failing to deliver on the Iranian war outcomes.

Further domestic pressure is part of the equation and now Trump faces pressure from several directions:

Fiscal conservatives worried about U.S. spending and debt.

"America First" voters who dislike foreign entanglements.

Markets that dislike uncertainty and war.

Oil markets that react badly to Middle East escalation.

Republicans who support Israel but do not necessarily support an open-ended regional conflict.

A wider war involving Iran, Lebanon, Gaza and possibly Hormuz would be economically and politically expensive.

So, what does this mean for markets?

If Trump or his paymasters are genuinely forcing de-escalation then:

Treasury yields can fall.

Oil can fall.

The dollar can weaken.

Risk assets can rally.

however, for gold, it becomes more nuanced as a war premium down = bearish gold.

But lets not forget nor misunderstand;

Lower yields and lower rates = bullish gold.

At the moment, the bond market appears to be focusing more on the rate/yield side than the geopolitical premium side. That is why you can sometimes we see yields falling and gold rising at the same time.

Hopefully Trumps IRan War is coming to an end and my company GGP can continue on its journey in a continued upward trajectory for the years ahead.

We need a combination

10-year yields down

DXY down and

Real yields down

If so...then that is usually a very bullish combination for gold.

Further...

A lot of these theories are built around connecting dots until every event becomes evidence for the same predetermined conclusion. Last month it was “Kharg Island will be invaded.” Before that it was another certainty. These predictions rarely materialise, but the theory simply adapts and moves on to the next claim. Real geopolitical analysis requires evidence, probabilities and nuance not treating speculation as established fact.

You are nother who is declaring that you’ve uncovered a hidden global chessboard where every move proves the same theory is something very different. It is a phenomenon of content consumers such as yourself.

Droverman...You still need icecream !

There’s a difference between recognising geopolitical competition and turning every world event into a giant hidden master plan.

Yes, major powers compete over trade routes, energy access, shipping lanes and strategic influence. That’s not controversial it has been true for centuries. The Strait of Hormuz, the Panama Canal and the Strait of Malacca are important because global trade depends on them. The US and China are clearly strategic rivals. Nobody denies.

But your post jumps from “great powers compete” to “the US and Russia are effectively working together to crush China,” and that simply is not supported by facts.

First, the Reagan analogy is flawed. The Soviet Union did not collapse because the US and China “ganged up on them at a poker table.” The USSR collapsed because of deep internal economic stagnation, systemic inefficiency, corruption, overextension, declining productivity and political failure within the Soviet model itself. External pressure mattered, but internal weakness was decisive.

Second, the idea that the US and Russia are now aligned against China ignores reality. The US and Russia are sanctioning each other, openly hostile diplomatically, and effectively fighting a proxy conflict through Ukraine. NATO expansion has accelerated specifically because of Russia. That is not what an alliance looks like.

Third, several of your claims are simply assertions presented as fact:

The US has not “taken control” of Panama Canal.

The US does not control the Strait of Malacca.

Greenland hasnt been taken over.

Venezuela hasnt been absorbed into the US sphere in the way you imply.

Cuba is not about to become US territory “very soon.”

Dramatic predictions, not established facts.

There is also a tendency online to mistake influence for ownership or military reach for political control. The US has global naval power and strategic influence everybody knows that but influence is not the same thing as secretly controlling sovereign nations and shipping routes.

You also dismiss Iran and Ukraine as “side shows,” but they are major geopolitical issues in their own right. Ukraine affects the balance of power in Europe, NATO strategy, energy security and Russian military positioning. Iran affects Gulf shipping, regional stability and global oil markets. These are not background distractions invented to hide a secret anti-China operation.

What’s actually happening is more complicated and less cinematic than internet geopolitical theories suggest. The US wants to contain Chinese strategic expansion. China wants to reduce dependence on Western-controlled sea lanes. Russia wants to reassert regional influence and resist Western encroachment. Europe wants security and economic stability. Regional powers pursue their own interests. None of this requires a secret “USA + Russia vs China” alliance to explain it.

I believe it (POG Low) was called yesterday by another contributor on this BB with actual money on the line.

They need the means to reload...It will take them 3 years plus to replenish what they have already used since Feb.

They are desperate for an out !

The Quad Critical Minerals Initiative—a partnership between Australia, the us, Japan, and India—aims to mobilize up to $20 billion to build secure, diversified supply chains spanning mining, processing, and recycling. Designed to counter dominant non-market supply chains, the framework targets projects with a "Quad nexus" (located or operated within member nations). It offers comprehensive financial support—including government loans, export credit guarantees, subsidies, and offtake agreements—alongside commitments to streamline regulatory permitting timelines.

Strategic Benefits to Greatland Gold (ASX: GGP)

For Greatland Gold, this agreement elevates its O'Callaghans deposit in Western Australia from a secondary exploration project into a globally significant strategic asset:

Perfect "Quad Nexus" Alignment: O'Callaghans host a world-class tungsten and polymetallic deposit. Because tungsten is irreplaceable in defense, aerospace, and heavy industry—and its current global supply chain is heavily dominated by China—O'Callaghans perfectly fits the initiative’s definition of a high-priority critical minerals project in a safe jurisdiction.

Access to Cheap, Non-Dilutive Capital: Instead of relying on expensive commercial debt or dilutive equity raises to fund the complex underground mine, GGP can leverage the Quad's $20 billion toolkit. This includes export credit agencies, government loans, and international development finance to cross the Final Investment Decision (FID) finish line.

Fast-Tracked Permitting & Infrastructure: The Quad's focus on streamlining regulatory timelines directly benefits O'Callaghans, which sits on an existing mining lease near GGP's Telfer infrastructure. Government support could dramatically accelerate approvals.

Guaranteed Commercial Offtakes: The initiative opens doors for secure, long-term commercial offtake agreements or processing subsidies from US, Japanese, or domestic defense and industrial buyers, completely de-risking the project's commercial viability.

Why thank you Freddie2.

Zoros, if you do not want to read posts don't... You can stick to PR & Marketing Calendar of Events.

F2.

Don't be silly you embarrassed yourself a long time ago with those kind of claims.

I am not E1 and E1 is not me.

Phase 3: The Bifurcation (Paper Gold vs. Physical Gold)

This is the critical nuance that trips up most retail investors. In an enforced CBDC world, the price of gold will likely split into two entirely different tiers:

The "Paper" Price (Comex/ETFs): The officially quoted price of gold on digital exchanges may be heavily suppressed, manipulated, or subject to strict capital gains taxation by governments attempting to prevent money from escaping the digital fiat trap.

The "Physical" Premium: The actual street price to acquire physical bars or coins will skyrocket. If the state restricts your ability to move digital cash out of a CBDC into hard assets, a massive shadow-market premium emerges. Physical gold becomes the premium offshore liquidity asset because it cannot be tracked, programmed, or frozen by a central bank algorithm.

Trumps Genius Act will end up as an enforced CBDC and is designed to lock capital inside a government-controlled corral.

Because gold sits entirely outside that digital matrix, its value is directly proportional to the public's desire to escape control.

When the endgame shifts toward heavy financial regulation, debt nationalization, and an enforced CBDC, gold ceases to function as a mere "commodity." It reverts to its oldest role in human history: the ultimate asset of resistance.

This macro-environmental shift impacts the price of gold across three distinct phases.

Phase 1: The Base-Building Phase (Where We Are Now)

While big tech grabs the headlines, gold is building a fortress-like floor around $4,500.Even with a hawkish Federal Reserve keeping real interest rates elevated—which traditionally acts as a headwind for non-yielding bullion—gold refuses to break lower. This is because central banks are playing the long game. Knowing the sovereign debt load is terminal, Eastern central banks (and increasingly Western nations like Poland) are quietly vacuuming up physical supply to diversify away from the dollar network. They are establishing the floor price. As long as the stock market is hitting all-time highs, the public is blind to this accumulation, keeping gold coiled in a multi-month consolidation pattern.

Phase 2: The Repression Shock (The Explosive Re-Pricing)

The moment the state begins moving toward an enforced CBDC structure—usually triggered by a debt-refinancing panic or a systemic banking freeze—gold's price behaves like a beach ball being released underwater.

During periods of severe financial repression (when governments keep interest rates lower than the actual rate of inflation to melt away their debt), the real yield on cash and bonds becomes deeply negative.

The Capital Flight: When cash loses purchasing power by design, and private stablecoins are tightly integrated into government surveillance systems, capital has only one place to go that carries zero counterparty risk: physical gold.

Historically, when the link between currency and hard assets is systematically broken (like Nixon closing the gold window in 1971), gold goes on parabolic runs. During that 1970s era of stagflation and structural shifting, gold surged by over 2,000%. In a modern debt-crisis scenario, a spike past previous all-time highs of $5,500 toward Goldman Sachs' long-term targets of $5,400+ becomes a conservative base case.

[Negative Real Yields] + [CBDC Enforced Tracking] = Parabolic Flight to Physical Bullion

TBC

The Ultimate Goal: Total Financial Control

Once that network is fully under state control, the true features of an enforced CBDC go live.

When debt is existential, a government has only two choices: default, or implement absolute financial repression. An enforced digital dollar network allows them to do things traditional banking cash never could:

Negative Interest Rates: Force you to spend your money by degrading its value if it sits in an account too long, artificially boosting economic velocity.

Targeted Capital Controls: Explicitly blocking capital from rotating into gold, Bitcoin, or foreign assets during a panic.

Programmable Taxation: Automatically clawing back funds or enforcing real-time financial compliance.

By letting Tether and the stablecoin market grow to monstrous proportions as a primary buyer of US debt, Washington isn't stopping a CBDC—they are outsourcing the development phase. They are letting the private market build the digital tracks so that when the debt crisis peaks, the state can just hijack the train.

Phase 2:

The "Enforced" Pivot (When the Proverbial Hits the Fan)

This is where your thesis about a major market meltdown and existential US debt ties perfectly into the CBDC end-game.

When a sovereign debt crisis or a massive banking system failure occurs, the government cannot rely on standard bails-out anymore. They will need absolute control over where liquidity flows.

If a catastrophic market meltdown happens, the enforcement of a digital fiat network will look like a rescue mission rather than tyranny:

The Synthetic Collapse: Under severe stress, the government can simply squeeze the unregulated parts of crypto, force stablecoin issuers to freeze specific assets under national security mandates, or choke off traditional banking on-ramps.

The "Emergency" Nationalization: If a major stablecoin issuer faces a liquidity crisis or a run, the Federal Reserve can step in as the "lender of last resort." The headline will read: "Fed Steps In to Backstop Stablecoins to Save Consumer Savings." By absorbing those private entities, the government instantly nationalizes the network.

The Final Enforced CBDC: Suddenly, the private stablecoin you chose to hold is seamlessly converted into a direct liability of the Federal Reserve.

[Private Stablecoins] ➔ [Heavy Regulation/Debt Buying] ➔ [Systemic Crisis] ➔ [State Nationalization] ➔ [Enforced CBDC]

TBC

It is possibly the path to an enforced Central Bank Digital Currency (CBDC)...As it isn’t happening the way people originally thought it would.

Originally, people feared the Federal Reserve would just roll out a "FedCoin" overnight and ban cash. That direct approach backfired politically. Instead, the massive growth of private stablecoins like Tether and the passing of the GENIUS Act have opened a much more subtle, back-door route to the exact same destination.

Here is how the trap springs.

Phase 1: The "Private Partnership" Trojan Horse

Right now, the US government is actively pushing against a direct government CBDC. In fact, Congress has been pushing the Anti-CBDC Surveillance State Act, and the Senate passed a bill to ban the Fed from issuing a retail CBDC until at least 2030.

Instead, Washington has realized they don't need to build a CBDC—they can just co-opt the private sector. By passing stablecoin regulations, the government is effectively turning companies like Tether and Circle into heavily regulated, compliance-vetted utilities of the state. Treasury Secretary Scott Bessent openly admitted the strategy: using US dollar-backed stablecoins to project dollar dominance globally.

They are letting the private sector build the digital dollar infrastructure, onboard billions of users, and buy up hundreds of billions in US debt.

(TBC)