The End Game

We are near the end. The Fed needs to both raise and lower rates at the same time.

What will it look like?

These are my working thoughts on how this may play out if we continue down this current path:

  1. The Federal Reserve is bankrupt and is borrowing/owes the US Treasury; it is therefore an extension of the Treasry now.
  2. Gold v. Dollar. The Euro already lost its battle. The dollar is the prettiest poo in the potty.
  3. Debt Super Cycle wind down
  4. The velocity of money will continue accelerate as the following occurs:
  5. Bank of Japan raise interest rates & The US lowers interest rates at the same time then the Yen Carry trade should remain in place and not rock the ship. This will provide some stability at the international level. (All central banks are working together)
  6. Stock market, gold, silver will take off (Melt UP)
  7. The dollar will continue to strengthen as other fiats die (Melt UP)
  8. Decrease interest rates as they abandon the fight against inflation
  9. Bank of Japan raise interest rates & The US lowers interest rates at the same time then the Yen Carry trade should remain in place and not rock the ship. This will provide some stability at the international level. (All central banks are working together)
  10. Repo market is drained
  11. Banks step in to fill the void in the repo market for a very limited time <a day?> until they collapse under the weight
  12. Government shutdown (& possible black swan/Yen collapse/COMEX/LBMA drained)? October 1 is a definite possibility.
  13. High inflation & Deflation (Dollar continues to become worth less)
  14. Nations bankrupt & default (Bonds/treasuries worthless)
  15. Print money nonstop
  16. Hyperinflation & Hyperdeflation
  17. Everything collapses initially while dollar is still used
  18. The dollar is abandoned as it is acknowledged to be worthless & trade/barter/gold/silver/commodities are embraced, GOLD $3500+
  19. Gold/Silver/Commodities will reign, GOLD+ will be revalued.
  20. Gold backed currency
  21. At some time there will be a black swan (or a series of swans) that will tumble the whole system. I have always envisioned it starting in the east and rolling west to the US (perhaps the Yen collapsing), however it could start in the EU and go out from there as well (perhaps the COMEX & LBMA drained unable to deliver?)
States

US States Leading The Move To A Golden Dollar (forbes.com)

Currency War

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Gold v. Dollar

Gold Surpasses Euro, Challenges Dollar Dominance in Global Reserves | OilPrice.com

"The rising prominence of gold raises questions about the future of the US dollar as the dominant world reserve currency."

"Sturdy central bank gold buying since 2009 and a rising gold price has grown the precious metal’s share of global international reserves to the detriment of fiat currencies. By the end of 2023 gold surpassed the euro and the next fiat currency to be challenged is the US dollar."

"the dollar’s share of total reserves appears to be falling slowly, from a peak of 72% in 2001 to 58% in 2023. In addition, it seems there is not one specific currency that is competing with the dollar"

"It’s not the dollar that normally backs the international monetary system, it’s gold."

"the dollar’s share of total reserves has fallen to 48% in 2023—caused by a declining trust"

Gold, Euro Rise on Soft US Employment Data | Investing.com

U.S. Dollar Devalues By 99% Vs. Gold In 100 Years - Gold Price Crosses $2,067 | Seeking Alpha

Gold experts explain what the record-high prices really mean (msn.com)

"Cash prices for gold also go up when the real value of currencies, including the US dollar, go down."

"the real force pushing prices to new heights are central bankers around the world"

"The prospect of interest-rate cuts — which are just around the corner in the US — generally boost gold because they lessen the relative appeal of other assets like Treasurys. "I can tell you that FOMO has not as of yet seeped into the gold bullion market""

"physical gold is seeing even stronger interest among non-Western consumers"

"Demand is up, but currencies are being debased more,"

"Considered a "safe haven" asset, the cash price for gold also goes up when the real value of currencies, including the US dollar, the UK pound, and the Euro goes down. In other words, the price of gold rising is another way to see the buying power of a dollar falling lower."

"Owning physical gold is a way to shield wealth from currency devaluation without the risk of investing in other financial instruments"

"As long as there's room for the dollar to decrease in value, there is room for gold to increase in value"

"investors are much more concerned with protecting their wealth against downside risk"

"High net-worth bullion buyers..."are looking to exit fiat rather than gain more of it,""

"look to gold as a means of preserving the value of their life's labor"

Gold pinned near $2,000, overtakes dollar as premier safe haven By Investing.com

Gold Misc

How much gold is there left to mine in the world? (bbc.com)

Is the Gold standard coming back? (finbold.com)

What Would Happen to Money Supply if We Returned to the Gold Standard? | PBS News

"Henry Ford once said, ‘It is well that the people of the nation do not understand our banking and monetary system, for if they did, I believe there would be a revolution before tomorrow morning."

"the same Henry Ford who also said: ‘”Wait until America becomes awake to the Jew!"