A new supply-chain crises is storming around us, and shipping is worse than when we were as many days into the Covid lockdowns as we are now into the Trump Tariffs.
It's a giant warning that gold is up more than $250 in three days. You don’t want to live in a world with $5,000 gold, which has been performing spectacularly, as it should when there’s so much chaos.
Right now, what we see is a spike in government and investor, and banker conversations about the need for a rushed intervention to save the dollar from its rapid decline.
