💰 🇬🇧 🇺🇸 London companies have sent an estimated 134 billion dollars worth of gold recently to the United States.
🔶️ Specifically, the threat of major global tariffs on the horizon has foreign businessmen seeking to get their goods into America before the price of doing so becomes much more steep. This trend has been intensified by President Trump’s recent imposition of tariffs on Canada, Mexico, and China.
🔶️ The tariffs have created significant market uncertainty and heightened inflationary concerns, further boosting gold’s appeal as a hedge against economic instability.
🔶️ As this golden tide shifts, it serves to demonstrate the world’s economic anxieties and aspirations. The movement of gold from London to the U.S. is more than a simple relocation of assets; it’s a testament to the global forces which are currently shaping our financial landscape. In particular, investors and nations alike are seeking stability in an increasingly unpredictable world.
🔶️ Looking ahead, the repercussions of this gold shift will likely extend far beyond the immediate market impacts. It may prompt a reevaluation of gold’s role in the global financial system, influence international monetary policies, and even affect geopolitical relationships.
https://www.zerohedge.com/precious-metals/londons-gold-shortage-symptom-global-economic-anxiety
🔶️ Specifically, the threat of major global tariffs on the horizon has foreign businessmen seeking to get their goods into America before the price of doing so becomes much more steep. This trend has been intensified by President Trump’s recent imposition of tariffs on Canada, Mexico, and China.
🔶️ The tariffs have created significant market uncertainty and heightened inflationary concerns, further boosting gold’s appeal as a hedge against economic instability.
🔶️ As this golden tide shifts, it serves to demonstrate the world’s economic anxieties and aspirations. The movement of gold from London to the U.S. is more than a simple relocation of assets; it’s a testament to the global forces which are currently shaping our financial landscape. In particular, investors and nations alike are seeking stability in an increasingly unpredictable world.
🔶️ Looking ahead, the repercussions of this gold shift will likely extend far beyond the immediate market impacts. It may prompt a reevaluation of gold’s role in the global financial system, influence international monetary policies, and even affect geopolitical relationships.
https://www.zerohedge.com/precious-metals/londons-gold-shortage-symptom-global-economic-anxiety
ZeroHedge
London's Gold Shortage: A Symptom Of Global Economic Anxiety
This isn’t merely a shuffling of bullion, it’s a symptom of worldwide economic anxieties...
/CIG/ Telegram | Counter Intelligence Global
💸 Reimagining Bretton Woods How International Agreement Could Resolve Economic Imbalances Connectivity Project by Philip Pilkington The past few years have been ones in which global conflict has flared up in a manner that is more concerning than at any…
💰 📈 🇺🇸 "Almost like word went out that it would be good if as much physical gold as possible should be in US jurisdiction, quickly…
🔶️ Maybe some finally read Zoltan’s dispatch from last October… or realized Bessent read it too…"
📝 publius.btc: He argued the global monetary system was shifting toward a “Bretton Woods III,” with real commodities—especially gold—playing a pivotal role. In October’s note, he suggested that in a world of growing geopolitical and counterparty risks, big players would want physical bullion in “safe” jurisdictions (like the US). Essentially, he warned that gold could reemerge as a key settlement asset in a more multipolar financial order.
🔗 Matthew Pines
🔶️ Maybe some finally read Zoltan’s dispatch from last October… or realized Bessent read it too…"
📝 publius.btc: He argued the global monetary system was shifting toward a “Bretton Woods III,” with real commodities—especially gold—playing a pivotal role. In October’s note, he suggested that in a world of growing geopolitical and counterparty risks, big players would want physical bullion in “safe” jurisdictions (like the US). Essentially, he warned that gold could reemerge as a key settlement asset in a more multipolar financial order.
🔗 Matthew Pines
💰 📈 🌐 Gold inventories in the 3 largest COMEX gold vaults just surged by 15 MILLION ounces in 2 months.
⬛️ That's a +115% increase, putting physical gold holdings ABOVE 2020 pandemic levels.
🔶️ These are secure gold storage facilities approved by the Commodity Exchange (COMEX). They are literally located under and around Manhattan, NY. January ALONE saw 19+ THOUSAND contracts delivered. Never in HISTORY have we seen buying like this.
🇬🇧 As COMEX inventories surge, London vault inventories are being depleted. Withdrawal times in London are rising toward 8 WEEKS. Meanwhile, the US has switched from being a net gold exporter to a net gold importer in November 2024.
🔶️ Clearly, US gold markets and physical gold demand is signaling a major pivot from the norm. Gold prices are now up +40% in 12 months as the US Dollar and interest rates are up sharply. Not even a 10% pullback seems to be attainable. This has never happened in history.
🇨🇳 China has also joined the gold buying party. China’s central bank bought 5 tonnes of gold in January, its 3rd consecutive monthly purchase. Assets in Chinese Gold ETFs have TRIPLED in just 18 months. There are now $9.5 BILLION of assets in Chinese gold ETFs alone.
🔶️ What's even more unusual is gold has DOUBLED the S&P 500's +22% return over the last 12 months. Usually gold prices are a hedge against equity market volatility. As stocks have posted a historic rally, gold has posted an even more historic rally. Truly unusual.
🔶️ The beginning of President Trump's trade war has only accelerated this trend. While precious metals are not currently a part of these tariffs, they are serving as the GLOBAL hedge. We expect gold to continue to serve as the global hedge against inflation AND uncertainty.
🔶️ And this is particularly the case as US Deficit spending is out of control. The US has borrowed $838 BILLION in the first 4 months of FY 2025. This is crushing bond prices as treasury yields are driven higher. Gold's position as the global hedge has only grown as a result.
🔗 Kobeissi Letter
⬛️ That's a +115% increase, putting physical gold holdings ABOVE 2020 pandemic levels.
🔶️ These are secure gold storage facilities approved by the Commodity Exchange (COMEX). They are literally located under and around Manhattan, NY. January ALONE saw 19+ THOUSAND contracts delivered. Never in HISTORY have we seen buying like this.
🇬🇧 As COMEX inventories surge, London vault inventories are being depleted. Withdrawal times in London are rising toward 8 WEEKS. Meanwhile, the US has switched from being a net gold exporter to a net gold importer in November 2024.
🔶️ Clearly, US gold markets and physical gold demand is signaling a major pivot from the norm. Gold prices are now up +40% in 12 months as the US Dollar and interest rates are up sharply. Not even a 10% pullback seems to be attainable. This has never happened in history.
🇨🇳 China has also joined the gold buying party. China’s central bank bought 5 tonnes of gold in January, its 3rd consecutive monthly purchase. Assets in Chinese Gold ETFs have TRIPLED in just 18 months. There are now $9.5 BILLION of assets in Chinese gold ETFs alone.
🔶️ What's even more unusual is gold has DOUBLED the S&P 500's +22% return over the last 12 months. Usually gold prices are a hedge against equity market volatility. As stocks have posted a historic rally, gold has posted an even more historic rally. Truly unusual.
🔶️ The beginning of President Trump's trade war has only accelerated this trend. While precious metals are not currently a part of these tariffs, they are serving as the GLOBAL hedge. We expect gold to continue to serve as the global hedge against inflation AND uncertainty.
🔶️ And this is particularly the case as US Deficit spending is out of control. The US has borrowed $838 BILLION in the first 4 months of FY 2025. This is crushing bond prices as treasury yields are driven higher. Gold's position as the global hedge has only grown as a result.
🔗 Kobeissi Letter
🧵 Thread • FxTwitter / FixupX
The Kobeissi Letter (@KobeissiLetter)
Physical gold BUYING has gone apocalyptic:
Gold inventories in the 3 largest COMEX gold vaults just surged by 15 MILLION ounces in 2 months.
That's a +115% increase, putting physical gold holdings ABOVE 2020 pandemic levels.
What is happening? Let us explain.…
Gold inventories in the 3 largest COMEX gold vaults just surged by 15 MILLION ounces in 2 months.
That's a +115% increase, putting physical gold holdings ABOVE 2020 pandemic levels.
What is happening? Let us explain.…
/CIG/ Telegram | Counter Intelligence Global
The Amish came to Western NC and built 100+ tiny homes to shelter Helene victims from the cold mountain weather. Local and state authorities kicked the victims out of their houses, saying they didn't pass code. 📎 National File
👨🌾 🇺🇸 🐣 About long term Amish TFR change, averages from 2001–2015 of about 6 or 7 births per woman, and 2015-2023 (my graph) of about 5 to 6 but no sign of recent decline.
Incredible !
🔗 Ulmer
Incredible !
🔗 Ulmer
🐣 🇬🇧 🇺🇸 Only 56% of births in England were White British in 2023
📝 arctotherium42: "Compare with the US (2022). Britain is around South Carolina. Honestly astonishing and I have tough time wrapping my head around it. I'm used to the US being by far the least white (and Anglo) part of the Anglosphere, but that's quickly changed. Britain was at like 75% in 2015."
🔗 arctotherium
📝 arctotherium42: "Compare with the US (2022). Britain is around South Carolina. Honestly astonishing and I have tough time wrapping my head around it. I'm used to the US being by far the least white (and Anglo) part of the Anglosphere, but that's quickly changed. Britain was at like 75% in 2015."
🔗 arctotherium
🇺🇦 ♻️ 🇷🇺 Zelenskyy proposes to trade land with Putin, offers to return Kursk
🔶️ Ukrainian President Volodymyr Zelenskyy plans to offer Russia a straight-up land exchange to end its three-year war if United States President Donald Trump manages to bring both countries to the negotiating table.
🔶️ “We will swap one territory for another,” Zelenskyy said in an interview with the Guardian published Tuesday, saying Kyiv would yield part of the Kursk region it has held since its surprise August incursion into Russia.
🔶️ As for which Russian-occupied areas Ukraine would demand in return, the Ukraine leader refused to be drawn: “I don’t know, we will see. But all our territories are important, there is no priority.”
https://www.politico.eu/article/voloodymyr-zelenskyy-russia-donald-trump-trade-kursk-progress-war-drones/
🔶️ Ukrainian President Volodymyr Zelenskyy plans to offer Russia a straight-up land exchange to end its three-year war if United States President Donald Trump manages to bring both countries to the negotiating table.
🔶️ “We will swap one territory for another,” Zelenskyy said in an interview with the Guardian published Tuesday, saying Kyiv would yield part of the Kursk region it has held since its surprise August incursion into Russia.
🔶️ As for which Russian-occupied areas Ukraine would demand in return, the Ukraine leader refused to be drawn: “I don’t know, we will see. But all our territories are important, there is no priority.”
https://www.politico.eu/article/voloodymyr-zelenskyy-russia-donald-trump-trade-kursk-progress-war-drones/
POLITICO
Zelenskyy proposes to trade land with Putin, offers to return Kursk – POLITICO
If U.S. president can convince Moscow to negotiate an end to hostilities with Kyiv, Ukraine leader is ready to talk business on occupied territories.
Media is too big
VIEW IN TELEGRAM
📢 🇺🇸 🇺🇦 Hegseth says "this war must end" but a return to Ukraine's pre-2014 borders is "an unrealistic objective."
⬛️ The new Defense Secretary signaled a shift in American foreign and defence policy away from Europe.
🔶️ Here are the three concrete conditions Trump agreed on in a communication with Putin as presented by Defense Secretary Pete Hegseth: 1) no NATO membership for Ukraine; 2) no American troops in Ukraine; 3) no article 5 and no-Nato peace mission in Ukraine.
🇲🇽 The U.S. is facing threats to OUR homeland. We are focusing on our own borders first, not Europe's.
🔗 Sky News
⬛️ The new Defense Secretary signaled a shift in American foreign and defence policy away from Europe.
🔶️ Here are the three concrete conditions Trump agreed on in a communication with Putin as presented by Defense Secretary Pete Hegseth: 1) no NATO membership for Ukraine; 2) no American troops in Ukraine; 3) no article 5 and no-Nato peace mission in Ukraine.
🇲🇽 The U.S. is facing threats to OUR homeland. We are focusing on our own borders first, not Europe's.
🔗 Sky News
/CIG/ Telegram | Counter Intelligence Global
📢 🇺🇸 🇺🇦 Hegseth says "this war must end" but a return to Ukraine's pre-2014 borders is "an unrealistic objective." ⬛️ The new Defense Secretary signaled a shift in American foreign and defence policy away from Europe. 🔶️ Here are the three concrete conditions…
🇺🇸 🇷🇺 🇺🇦 Trump Putin Agree to Start Peace Negotiations
🔶️ We have also agreed to have our respective teams start negotiations immediately, and we will begin by calling President Zelenskyy, of Ukraine, to inform him of the conversation, something which I will be doing right now.
🔶️ I have asked Secretary of State Marco Rubio, Director of the CIA John Ratcliffe, National Security Advisor Michael Waltz, and Ambassador and Special Envoy Steve Witkoff, to lead the negotiations which, I feel strongly, will be successful. Millions of people have died in a War that would not have happened if I were President, but it did happen, so it must end.
🔶️ No more lives should be lost! I want to thank President Putin for his time and effort with respect to this call, and for the release, yesterday, of Marc Fogel, a wonderful man that I personally greeted last night at the White House. I believe this effort will lead to a successful conclusion, hopefully soon!"
🔗 Donald J. Trump
🔶️ We have also agreed to have our respective teams start negotiations immediately, and we will begin by calling President Zelenskyy, of Ukraine, to inform him of the conversation, something which I will be doing right now.
🔶️ I have asked Secretary of State Marco Rubio, Director of the CIA John Ratcliffe, National Security Advisor Michael Waltz, and Ambassador and Special Envoy Steve Witkoff, to lead the negotiations which, I feel strongly, will be successful. Millions of people have died in a War that would not have happened if I were President, but it did happen, so it must end.
🔶️ No more lives should be lost! I want to thank President Putin for his time and effort with respect to this call, and for the release, yesterday, of Marc Fogel, a wonderful man that I personally greeted last night at the White House. I believe this effort will lead to a successful conclusion, hopefully soon!"
🔗 Donald J. Trump
🇺🇦 🇺🇸 🇷🇺 Zelensky:
🔶️ Just spoke with Donald Trump. Had a long conversation. About the possibilities of achieving peace.
🔶️ Grateful to President Trump for his interest in what we can do together.
🔶️ President Trump informed me of the details of his conversation with Putin.
🔶️ We are defining our joint steps with America to stop Russian aggression and guarantee a reliable, lasting peace. As President Trump said, let's get it done.
🔗 Clash Report
🔶️ Just spoke with Donald Trump. Had a long conversation. About the possibilities of achieving peace.
🔶️ Grateful to President Trump for his interest in what we can do together.
🔶️ President Trump informed me of the details of his conversation with Putin.
🔶️ We are defining our joint steps with America to stop Russian aggression and guarantee a reliable, lasting peace. As President Trump said, let's get it done.
🔗 Clash Report
FxTwitter / FixupX
Clash Report (@clashreport)
Zelensky:
Just spoke with Donald Trump. Had a long conversation. About the possibilities of achieving peace.
Grateful to President Trump for his interest in what we can do together.
President Trump informed me of the details of his conversation with Putin.…
Just spoke with Donald Trump. Had a long conversation. About the possibilities of achieving peace.
Grateful to President Trump for his interest in what we can do together.
President Trump informed me of the details of his conversation with Putin.…
Forwarded from Intel Slava
Other statements:
— Putin spoke on the phone with Trump, the conversation lasted almost an hour and a half
— Putin supported Trump's thesis that it was time to work together
— Trump spoke in favor of a speedy end to hostilities in Ukraine and a peaceful solution to the problem
— Putin, for his part, mentioned the need to eliminate the root causes of the conflict
— The Russian President announced his readiness to receive American officials in the Russian Federation, including on the topic of Ukraine
— Trump said that Russia and the United States will begin negotiations on Ukraine. On the American side, they will be led by the Secretary of State, the head of the CIA, the National Security Advisor and the Special Representative for the Middle East
Please open Telegram to view this post
VIEW IN TELEGRAM
📞 🇷🇺 🇸🇾 President Putin had a conversation with President of the transitional phase of Syria Ahmed al-Sharaa
🤝 Vladimir Putin reaffirmed Russia’s invariable readiness to help improve socio-economic situation in Syria, incl. the provision of humanitarian aid.
🔗 MFA Russia
🤝 Vladimir Putin reaffirmed Russia’s invariable readiness to help improve socio-economic situation in Syria, incl. the provision of humanitarian aid.
🔗 MFA Russia
/CIG/ Telegram | Counter Intelligence Global
🇸🇩 ❌️ 🏴☠️ Sudan's Army (SAF) have liberated a significant portion of Khartoum, reclaiming 65% of the capital from RSF militants, who are reportedly fleeing the city. 📝 The population of Khartoum stood at around six million people a year ago, but today is…
🇸🇩 🤝 🇷🇺 Russia and Sudan Finalize Agreement on Naval Base
🔶️ Sudan on Wednesday said it had agreed a deal for Russia to establish a naval base on the war-torn country’s Red Sea coast, marking a rare success for Moscow’s drive to expand its network of military bases in the region.
🔶️ Asked about the progress of talks on the base, Sudan’s foreign minister Ali Al-Sharif said on a visit to Moscow: “We agreed, we agreed, we reached an agreement on everything.”
🔶️ The deal comes as the Sudanese Armed Forces have succeeded in shifting momentum in the war with a series of battlefield victories. The army and allied Islamist militias are readying for a final push into the capital Khartoum after seizing once affluent northern suburbs this month.
🔗 Financial Times
🔶️ Sudan on Wednesday said it had agreed a deal for Russia to establish a naval base on the war-torn country’s Red Sea coast, marking a rare success for Moscow’s drive to expand its network of military bases in the region.
🔶️ Asked about the progress of talks on the base, Sudan’s foreign minister Ali Al-Sharif said on a visit to Moscow: “We agreed, we agreed, we reached an agreement on everything.”
🔶️ The deal comes as the Sudanese Armed Forces have succeeded in shifting momentum in the war with a series of battlefield victories. The army and allied Islamist militias are readying for a final push into the capital Khartoum after seizing once affluent northern suburbs this month.
🔗 Financial Times
Forwarded from TabZ - Alternative Media (Хурмк)
🇦🇷📈 Argentina to post biggest trade surplus in country's history this year, $18-19 billion - Reuters
@TabZLIVE
@TabZLIVE
/CIG/ Telegram | Counter Intelligence Global
💰 📈 🌐 Gold inventories in the 3 largest COMEX gold vaults just surged by 15 MILLION ounces in 2 months. ⬛️ That's a +115% increase, putting physical gold holdings ABOVE 2020 pandemic levels. 🔶️ These are secure gold storage facilities approved by the Commodity…
💰 🇰🇷 🇺🇸 South Korea’s Mint Halts Gold Bar Sales as Supply Tightens
🔶️ South Korea’s Mint has temporarily suspended sales of gold bars, adding to signs of widespread tightness across markets for physical precious metals.
🔶️ The Korea Minting and Security Printing Corp. said it’s facing problems with sourcing supply and managing demand, and that it will try and resume sales as soon as possible, according to a notice on its website.
🔶️ The move comes as traders worldwide rush to deliver bullion to the US ahead of potential tariffs on the metal. Prices for gold on New York’s Comex have surged above international benchmarks, resulting in unprecedented tightness and record outflows from London vaults.
🔶️ The precious metal has made fresh highs in 2025, as growing trepidation surrounding US President Donald Trump’s disruptive tariff announcements drives demand for haven assets. Investors are trying to get a read on the potential implications for the global economy, reinforcing bullion’s role as a store of value in uncertain times.
https://www.bloomberg.com/news/articles/2025-02-12/south-korea-s-mint-halts-gold-bar-sales-as-supply-tightens
https://archive.ph/47vP3
🔶️ South Korea’s Mint has temporarily suspended sales of gold bars, adding to signs of widespread tightness across markets for physical precious metals.
🔶️ The Korea Minting and Security Printing Corp. said it’s facing problems with sourcing supply and managing demand, and that it will try and resume sales as soon as possible, according to a notice on its website.
🔶️ The move comes as traders worldwide rush to deliver bullion to the US ahead of potential tariffs on the metal. Prices for gold on New York’s Comex have surged above international benchmarks, resulting in unprecedented tightness and record outflows from London vaults.
🔶️ The precious metal has made fresh highs in 2025, as growing trepidation surrounding US President Donald Trump’s disruptive tariff announcements drives demand for haven assets. Investors are trying to get a read on the potential implications for the global economy, reinforcing bullion’s role as a store of value in uncertain times.
https://www.bloomberg.com/news/articles/2025-02-12/south-korea-s-mint-halts-gold-bar-sales-as-supply-tightens
https://archive.ph/47vP3
Bloomberg.com
South Korea’s Mint Halts Gold Bar Sales as Supply Tightens
South Korea’s mint has temporarily suspended sales of gold bars, adding to signs of widespread tightness across markets for physical precious metals.
/CIG/ Telegram | Counter Intelligence Global
💰 📈 🇺🇸 "Almost like word went out that it would be good if as much physical gold as possible should be in US jurisdiction, quickly… 🔶️ Maybe some finally read Zoltan’s dispatch from last October… or realized Bessent read it too…" 📝 publius.btc: He argued…
🇨🇳 🇰🇷 🇯🇵 Online retail gold is disappearing in China, South Korea and the same will likely happen in Japan soon.
💰 📝 Bai, Xiaojun: Not only in South Korea, but also on JD.com, the largest e-commerce platform in China and the world's largest gold retail e-commerce platform, multiple gold bar varieties are out of stock.
🔗 dekopac
💰 📝 Bai, Xiaojun: Not only in South Korea, but also on JD.com, the largest e-commerce platform in China and the world's largest gold retail e-commerce platform, multiple gold bar varieties are out of stock.
🔗 dekopac