The situation where Zelenskyy, who has taken billions of dollars in cash and equipment from the USA, refuses to negotiate a deal with Russia and still calls for more funding and tries to deal with Europe behind the back of the US makes no sense.
Trump certainly has to drag him kicking and screaming to the negotiating table.
The fact that he has US support does not put him in a stronger position. From my understanding, Russia is slowly but surely gaining more and more control over Ukraine.
Irrespective of the land advantage or disadvantage, there is a moral and ethical problem of millions of personnel being killed and, from what I understand, more than a million injured, probably double that.
Zelenskyy personally has miraculously acquired tens of millions of dollars of cash, properties, and other assets around the world. Enough games. Get to the negotiating table.
I think the country will be lucky to retain any property beyond current holdings and will have to give concessions to Russia.
The worst-case situation will be Zelenskyy’s removal from his (illegitimate?) presidency after new elections or his removal from the planet. I think his time is fast evaporating. I wonder if Russia will even negotiate with him as they feel he is not the legitimate leader of Ukraine.
I hope for the best outcome for both parties.
Europe wanting to get more involved in the situation complicates matters. I wonder to what extent they have considered their position without US collaboration?
My perception is that there are no countries able to stand alone against Russia.
Enough bloodshed. Enough for the military, industrial, banking, and political elites.
It is worth a look at these links to Scottsdale Mint.
I am not certain if the massive transfer of gold from London to New York covers missing gold that Elon wants to audit at the FED, or a shortage at the Comex for delivery or just a repatriation of gold held offshore. The timing of the transfer of between two and four tons per plane load seems suspicious.
I am reading speculation all over the place of the possibility of a substantial revaluation of the gold price in order to reduce or if sufficiently high a number, eliminate the trillions in debt.
The numbers I have seen are at the low end $10,000.00 and at the high end $150,000.00 per ounce.
Interestingly the dealers are saying that small buyers are almost completely out of the market whilst hedge funds and large banks are draining stocks of gold wherever they can find it.
CHARTS DESCRIPTION 🔽
- Red vertical lines: sell signals.
- Blue vertical lines: buy signals.
- Bollinger bands: Green bands set two standard deviations from the 20 period simple moving average of the price.
- Red or blue arrows or markers point out salient features.
- Blue line = 90 day simple moving average.
- Red line = 300 day simple moving average.
Markets
Trump has had just a few weeks in office, hardly sufficient time to make an impact on inflation. The chart of the Consumer Price Index below shows an ever-increasing uptrend. I worry that tariffs will cause more inflation and rate cuts.
I believe the tariffs will bring manufacturing into the US and that low interest rates will stimulate the economy. He just has to balance the two very carefully against the inflation effects caused by the low interest rates.
The fact that the cumulative CPI is so far from the 90 and 300 period moving averages does indicate a reversion to the mean is possible. None of my other indicators point down yet.
BITCOIN AND GOLD
Buy gold versus Bitcoin (27 January 2025). Mind the gap. Gap is closer to being filled. Gold outperforms Bitcoin.
ETHUSD: Buy 14 February. A very early tenuous buy signal.
BTCUSD: Sell, 20250128. Bitcoin and the Nasdaq (Cyan), are diverging, which will follow the other?. We have a double top that has not penetrated yet, so we wait for a third attempt. We also have a spike low, so price may reverse here. Indicators still point down.
GOLD AND SILVER STOCKS
Gold stocks outperforming gold. (01 January 2025) Some indicators are turning up.
I expect a change in the next day or so.
Silver stocks outperform silver (21 January 2025). This chart shows initial signs of a reversal. I expect this to change in the next few days.
GOLD AND SILVER
You take the total gold in the world ever mined; it’s about 17 trillion dollars, which is about 200,000 tons. I think this is so fascinating: the top 10 U.S. companies are valued at 18 trillion dollars.
The total value of gold is 17 trillion, and the top 10 companies are worth 18 trillion. So, basically, 10 companies are valued at a higher price than all the gold ever mined in the world.
That includes jewelry, which means that’s the only real money there is in the world. All the rest is paper money, and still, nobody in the West buys gold.
Microsoft is valued at 3 trillion, and all the central bank gold held in the world is just over 3 trillion. It just doesn’t make sense, the value.
This is why you and I believe that we are going to see a revaluation of gold not too far away.
See reference here
Silver to Gold Ratio
Gold outperforming Silver. (Signal given 06 February 2025) Signals all over the place looks like gold is holding its advantage.
GOLD TO USD
Gold outperforms the USD, (10 January 2025). Looking overbought. No reversal yet.
A LOOK AT THE GOLD ANS SILVER CHARTS
| Today | Last Week | |
|---|---|---|
| Gold Price | $2,936.00 | $2,915.00 |
| Silver Price | $32.93 | $32.25 |
| Gold:Silver ratio | 89.00:1 | 90.43:1 |
| Gold Miners bullish percent index | 67.86 | 67.86 |
| Dollar Index | 106.77 | 107.79 |
| Dow:Gold Ratio (BahaUS 44,420.00 Gold price, $2,936.00) | 15.13 | 15.24 |
| Current USA inflation rate (Dept. of Statistics) | 3.0% | 2.9% |
Gold’s low of the week was $2,878.00 and the high was $2,955.00, now trading at around $2,938.00.
- Gold Monthly: is a hold. We bought in at $1,800.00 in October 2023. Funds flow into the metal are substantial. No sell signal yet. (Chart below).
- Gold Weekly: (Buy 13 January 2025) Slightly overbought, looking good.
- Gold Daily: (Buy: 20250108). Looking overbought. Indicators turned down. No sell yet.
The low for Silver this week was $31.91 and the high $33.20 trading around $33.06 at present.
- Silver Monthly: Hold. Buy signal taken at $24.00 in March 2024. Weakening. Out of overbought territory. Funds flow into the metal improving. No sell yet. (Chart below).
- Silver Weekly: (Buy 27 January 2025) Picking up steam.
- Silver Daily: Buy. (3 January 2025). Holding up. Looking weaker.
Our partner has stock of both gold, silver, and Goldbacks in our vaults available in Panama. Please contact us for more information.
A video by Mike Adams on the Goldbacks.
Well worth a look!
An interview with Josh, owner of Scottsdale Mint:
Please contact us to arrange the purchase and storage of your gold and silver requirements in a safe, insured location outside of your jurisdiction.
If you are interested in an overview of Fort Kobbe, you may want to have a look at this video: Mike Brown, Director, Fort Kobbe, International Vaults, A DotCom Magazine Exclusive Interview
This is my interpretation of the market and is not to be taken as financial advice. Before making any buy or sell decisions I recommend that you consult with your professional financial advisor.
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