Geo Politics, US Dollar, Gold

Geo Politics, US Dollar, Pound, Euro, Gold

The world has grown and understood the strategies and tools of  supremacy, controling and looting ! 

It is like local Gang War ( Party Party - Cartelization ) and Gali Ka Gunda (Local Goon) type situation where one says and keep threatening - 

‘Ae Meri Baat Sun , Meri Baat Maan, nahin to ….’

(Listen to me, Do as I say) , I am your Big Daddy, you learnt and earning from me, this planet belongs to me !! 

Others have also developed and capable to stand on its own feet! 

Analysis, while it has been coming true in last 17 years and more so in last 6 years too even more accurately with timings.

Change is constant and change is bound to happen for good - It is like Product Life Cycle of Empires /Dynasties which has been longer before but now even a century is a major achievement with M&A , New Industries and new markets with new players ! On average One Warrior Family use to rule for about 200-300 years and even Rothschild as business family and few others have a history of around 175 years.

Empires / Dynasties change but old families have ruled for centuries !  

Reducing now is Imperialism and colonialism using tools like Nuclear threat, Wars, Capturing and looting, fooling, regime change, civil wars, killings. Asia, Africa, Latin America (so called 3rd world countries )

It is a Tug of War and will continue - Animal Tendency 

New Tools are financial economic civil and digital including political.

Combination of Tug of War Players are 

US- China - Russia 

US - NATO - BRICS 

May take another 20-25 years for Asian China India to rule

Process of Change should be gradual and with homework amongst countries and even a resolution in UN. This will avoid Chaotic situation , defaults, Lehman like situation worth almost 110-150 T USD or GRID LOCKING. Ideally barter should be allowed and bilateral currency settlements should be permitted and erosion of Value of Fiat currency should be avoided by routing into Bit or other coins !

This in fact is another source of devaluation of currencies and making a parallel economy!! 

 

Hence, UN resolution for a level playing field and ending of slavery , colonialism and imperialism should be passed. Status Quo or Return of Territory on a price term should be the way forward with a cut off date. Like Hong Kong deal of Britain and china. No more bombings and killings due to war and territory grabbing, making each other weak - breaking nations - civil wars , etc all such tools and actions should be stopped and all nuclear Bombs, hydrogen and other similar bombs should be destroyed for ever - as developed and civilised plant beings (as no one is behaving like human beings or social humans)

India is vulnerable as of now unless people give clear mandate

US and its Agencies and China back stabbing others to align and rule along with US is most likely the case. 

Burkino Faso Ibrahim in Africa , Taliban makeover in Afghanistan are latest examples 

In any case trade in dollars has reduced to 64% and all these European and US economies are over around 125% in debt of GDP. 

Hence even to pay interest they need almost 2 T USD (US alone has to pay 1 T USD of interest on 34 T of debt. Japan and Europe are again in trouble. 

Other examples going on are like Iranian PM was killed in Helicopter crash , Japanese PM resigned , Japan decoupled from US, Japan has 200%+ debt to gdp ratio, 6-8 T USD of JGB’s, Bangladesh, Pakistan, Ukraine, Russia, Iran, Canada and now India (being tried) are classic open and public domain examples. 

Situation is that even the strategies and steps are also being shared and president and team are making money openly by speaking and sharing policies like yellow journalism and insider trading inspire of SEC and matured democracy and markets of 200 years - capital market , commodity , bullion and money market.

Fear of Myanmar going with India, Nepal with India, BRICS, Saudi and UAE going away to china etc are further fear! 

Economic war is also happening and US trying to capture rare earth metals and gold at any cost as Europe has no money left and no arms and even army.

The case of lethargy is creeping in US and Europe for last 75 years and they are no more interested in loosing their people and money (nothing left) again in wars and by going to other countries to loot! 

Hence they are recruiting from 3rd world  and outsourcing !! India and China has been the best in terms of their spiritual, intellectual supremacy and hence they are managing almost 35-50% of world money and heading most of corporations worldwide. It is about genes and culture ! Wars have been read , seen heard between Christianity and Muslims in last 1500 years and Hindus have in any case in Asia have in past proliferated culture and trade  rather than looting and have not been in war to loot and capture ! Hence, it is a bilateral and not unilateral as  the case is being said and spoken about that so called Developed nations have given everything! 

Gold in any case now has only one trajectory of upward slope … as analysed in 2021/22/23/24/25- all have come true since 1100 USD Troy ounce to 1700 to 2500 to 3000 to 3500 and it should certainly be going above 4000 and hover around 4000 +/- 8% next 2-4 years. 

Currencies are going to be fluctuating and one should be hedged at actual buying rate of underlying or else situations can be as bad as covid or even like 2008 with few currencies! Synthetic/ natural hedge is the solution! 

What is to be seen is that reducing rates and Carry Trade - dumping own currencies and own currency - base currency appreciation based on REER happens or still beating by central banks /funds and even to see when central banks start behaving like hedge funds !!

Happy Investing !!

Views are personal without any aspersion and is a situational analysis with respective disclaimers as per law of land international laws of facts and public domain information)