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Modi-US / Geopolitics : NATO, Poland, Baltic / GOLD, MS alloc / 2025 U.S deficit > $2trn / Powell speaks tom

  • Writer: Stéphan
    Stéphan
  • Sep 22
  • 4 min read
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  • Markets : Modi urges Indians to abandon foreign products amid strained U.S. ties (bit of a whaoo..), Trump being very busy threatening 'many' this weekend, Cyberattack Shuts Down Major European Airports, Causing Widespread Flight Delays, U:S government shutdown looms, again (this time could get a little feisty), Powell is scheduled to speak this Tuesday at 12:35PM EST, the FY 2025 US deficit will exceed $2 trillion, India into #rareearth, Trump and Xi bless long-awaited deal to spin off U.S. TikTok >>> precious metals keep on trucking, #XAUUSD dragging #XAGUSD (outperforming), #XPTUSD and #PALL, rare earth and overall USD should remain soft(er), equitiy markets still firm (flow, usd's moving into hard assets) big picture, Powell tomorrow lets see

  • Geopolitics : Taliban Reply to Trump: “We’re ready to Ffght for another 20 Years”, Trump again said he was disappointed with Putin and he will lose, Trump was just asked if he would help defend,Poland and Baltic states from Russia if Putin keeps escalating “I will,” he replied,  A leading political party in Germany has called for shooting down Russian aircraft that violate NATO countries’ airspace, - DPA, Scandal in Austria: OMV top manager fired over ties to Russian intelligence

  • GOLD : “The entire global trading system until Richard Nixon took us off was tied to gold.” - Scott Bessent United States Secretary of the Treasury Don’t fool yourself… The current United States government watches gold closely / Video-interview and Morgan Stanley CIO favors 60/20/20 portfolio strategy with gold as inflation hedge, joining the move !

  • The US's is in the midst of a full-on strategic retreat, away from global primacy to focus on its own hemisphere/Thread

  • Can you recall when the biggest corruption story of the year was Bill Clinton meeting Loretta Lynch on a plane? Now we have a sitting President openly directing his AG to prosecute political enemies, firing prosecutors who refuse, and not one Republican in Congress sees this as a problem ..so far anyway, and border Czar Tom Homan was caught by the FBI accepting bribes - on camera - to deliver government contracts in exchange for $50,000 in cash (seems they all knew, coverup etc)

  • Nvidia eyes new $500m investment in UK autonomous tech group Wayve

  • A federal judge dismissed U.S. President Donald Trump's $15 billion defamation lawsuit against the New York Times, calling it "decidedly improper and impermissible."




A warning to all fiscally trapped countries, thisis not jsut about France


Trump been busy over the weekend :


--Trump instructed his AG to go after specific political enemies

--We learned that his DOJ ended an investigation into his border czar, who was caught on camera taking a $50k cash bribe

--His Pentagon top brass threatened to expel journalists who report info not cleared by them

--His WH spoke to a shady deal that will see TikTok in the hands of a consortium of GOP mega-donors

--Trump threatened "bad things" if we don't re-take Bagram AFB

--His most senior counterterrorism official is in a Twitter spat with Laura Loomer. None of this is normal. All of it is so dangerous and corrosive to our democracy














 
 
 

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