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How GRRM anticipated gold’s breakout
An analysis by David Goldman for GRRM in October 2024 argued gold was set for a structural repricing driven by dollar weaponization, reserve diversification, and global imbalances. With gold now above $5,500, the forecast is increasingly validated.
Trump hikes tariffs, redefines terms of US-Korea alliance
Scott Foster reports Trump’s tariff hike on South Korea underscores a shift toward transactional alliance management, pairing trade pressure with demands on digital services and defense burden-sharing, while reorienting US forces on the peninsula primarily toward containing China.
EU trade diversification: India and Mercosur move from talks to text
Diego Faßnacht explains that EU trade deals with India and Mercosur offer limited macro impact but meaningful diversification. The agreements expand optionality beyond the US and China, though political ratification risks may constrain their long-term effectiveness.
Debased dollar and soaring gold hand China a rare opening
William Pesek argues that Trump-era fiscal and currency volatility is eroding trust in the dollar, driving gold higher and creating an opening for China. Beijing could benefit if it advances yuan reform, but structural financial weaknesses still limit its options.