The panic by the Trump administration over the growth and expansion of the BRIC’s system I believe, is justified from an American viewpoint.
I do not believe that the tariff of 10% on BRIC’s aligned nations will stop the process at all. When we look at why an alternate non-dollar aligned system became necessary, we can understand the rest of the world’s necessity to create its own independent non-dollar system. At worst, BRIC’s nations will have to wait out the Trump presidency term before full implementation. Only three and a half years.
Over 80% of world trade is settled in US$ so other countries are dependent on stable US monetary policy, interest rate changes, sanctions, and potential blockage of the use of the SWIFT transfer system. In addition, it necessitates the double transfer from local currency to dollars, then back again, with all the concomitant time and monetary costs.
The idea is that the transfer system would facilitate transfers within seconds at a fraction of the cost of the SWIFT system. Be utilized by not only the direct BRICS members but also anyone wanting to use the system.
Currently financial power is vested in Western institutions like the IMF, World Bank and SWIFT, a decentralized system gives emerging and ‘non conforming’ economies a system to utilize between themselves without being entangled in US exchange rates and US law. Potential spurious wire fraud charges.
One of the main aims is to minimize the use of the financial system as a political tool. A worldwide apolitical system and trustworthy means of transfer.
I do not believe the system is designed to directly usurp the dollar hegemony, but if it is seen as more trustworthy and not politically biased, it could easily do so.
In my opinion it only exists because of the US’s weaponization of the monetary system.
Will it lead to a more lenient use of the SWIFT system to save dollar use, or will it slowly diminish dollar use?
PLATINUM
Quite a number of clients have asked my thoughts on platinum.
Long term I am extremely bullish on platinum. Certainly bearing in mind the rarity of the metal, about 17 times rarer than gold, the relatively small number of mines producing platinum and the awful geopolitical location of the platinum mines, these alone justify a higher price than gold. Platinum is trading now around $1450.00 while gold trades at around $3,360.00.
The use of fossil fuels is being touted as not being good for the planet. When we look at the companies controlling the fuel/oil complex, they certainly do not want to lose their tight grip on the market.
The introduction of Electric Vehicles is a thorn in their side to them. The disadvantages of electric vehicles being mainly range and charging, are taking time to resolve.
Hydrogen engines are being produced which is wonderful but the solutions I see keep you tied to a garage for refueling. Keeping you in the ‘system’. No one wants to relinquish control.
There have been numerous hydrogen-powered vehicles manufactured and suppressed, which are independent of the fuel companies or gas companies. These autonomous vehicles manufacture their own hydrogen from water using platinum converters. I would put money on the fact that these engines exist. If this were allowed to go into production for sale, the use of platinum would soar, and so would the price. In addition, as long as you have a water source, you can drive your vehicle emitting only oxygen and water.
Humanity cannot be allowed that level of freedom!!
So, where do I see platinum prices? Initially, a consolidation around $1500.00, then moving up to around $3000.00, finally surpassing gold once again.
Two weeks ago this was my commentary
“SELL: (20 June 2025). We got a buy at $977.00 it is trading now at $1312.00. 34% A great run. Some, but not all signals are indicating a sell. In view of the profit I will go with the sell signal now. We can always buy in later with another buy signal.”
Today
I would leave the sell on, until I get a new definitive buy. I show below why I issued the sell when I did and why I will hold the sell during this consolidation.
You will notice the indicators pointing down, even though the price continued to increase over the period. Just as a matter of interest, I have never seen this set up in any other commodity.
I believe that a structured buy program of averaging in to the commodity, when the expectations are for a large increase in price is expected is a good one.
URANIUM
BUY: (15 July 2025) URA.
BITCOIN AND GOLD
BUY gold versus Bitcoin (18 July 2025). Gold outperforms Bitcoin.
ETHUSD: BUY: 2 July 2025. It looks as if it is about to give a sell signal.
BTCUSD: SELL: 19 JULY 2025. NASDAQ (Cyan).
GOLD AND SILVER STOCKS
Gold stocks outperforming gold (23 July 2025).
Silver outperforms silver stocks (17 June 2025).
GOLD AND SILVER
Silver to Gold Ratio
Silver outperforming Gold. (Signal given 22 April 2025) When we think that silver is coming out of the ground at about 8:1 and the Gold:Silver ratio is 86.36, something is way out of kilter.Silver is an astounding buy at this time or gold is in for an extremely heavy correction. Indicators portend a change to gold outperforming silver but no definitive signals yet.
GOLD TO USD
Gold outperforms USD, (18 July 2025). Gold turning up against USD.
A LOOK AT THE GOLD AND SILVER CHARTS
| Today | Last Week | |
|---|---|---|
| Gold Price | $3,373.00 | $3,315.00 |
| Silver Price | $39.06 | $36.54 |
| Gold:Silver ratio | 86.50:1 | 90.73:1 |
| Gold Miners bullish percent index | 86.71 | 78.57 |
| Dollar Index | 97.23 | 96.99 |
| Dow:Gold Ratio (BahaUS 44,852.00 Gold price, $3,373.00) | 13.29 | 13.41 |
| Current USA inflation rate (Dept. of Statistics) | 2.4% | 2.7% |
Gold’s low of the week was $3,344.00 and the high was $3,439.00, now trading at around $3,373.00.
- Gold Monthly: is a hold. We bought in at $1,800.00 in October 2023. Funds flows into the metal are substantial. Looking overbought, but it can hold that situation for a while. No sell signal yet.
- Gold Weekly: (SELL 12 May 2025) The sell indicators were very early, but I see no signs of recovery at this point. We have mixed signals. The indicators are looking more negative. (Chart below).
- Gold Daily: (BUY 18 July 2025). Very early signal
The low for Silver this week was $37.84, and the high $39.52, trading around $39.00 at present.
- Silver Monthly: Hold. (Buy: $24.00 March 2024). Looking overbought but positive flows of cash into the metal.
- Silver Weekly: (BUY 14 April 2025). Looking overbought. No sell signal. (Chart Below).
- Silver Daily: BUY (09 July 2025).
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A video by Mike Adams on the Goldbacks.
Well worth a look!
On the Stockcharts.com charts, the blue vertical lines are our proprietary system buy signals and the red vertical lines are system sell signals – for information purposes only
An interview with Josh, owner of Scottsdale Mint:Watch here
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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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