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TACO on pasta / USDCNH 6.96 / Silver manipulation / Saks / World debt / So what to look for in 2026 ?..

  • rmd005
  • Jan 2
  • 3 min read

  • Wishing you a very happy New Year, filled with good health, lasting energy, and renewed strength for everything you want to achieve going fwd, may the coming months (years!) bring you prosperity in your work, stability in your finances, and many moments of peace and joy with the people who matter most to you

  • Trump threatens Iran saying military is ‘locked and loaded’, potentially momentous events happening in Iran, and implication with Iran being a key ally to Putin etc

  • Markets : China going straight to miners and paying $10 over spot for Silver, World economy has never been this indebted: Global debt jumped +$8 trillion in Q3 2025, to a record $346 trillion (Thread), Oil edged higher as OPEC+ members are expected to stick to pause further supply hikes on Jan 4, Trump's pasta tariffs on Italy sharply reduced down, Danish PM stands firm on Greenland, Bulgaria adopts euro, nearly 20 years after joining EU, for me the biggest event in 2025 is that 'ALL experts were wrong about BTC'..all of them... and very few wanted to listen, and see the real trade... namely debasement of currencies/debt pile up leading hard, real, (physical) precious metals prices going up sharply, now the multi decade price suppression stories (JPM and silver etc) is game ON !.. >>> The USDollar should stay weak in 2026, keep an eye on USDCNH (PBOC quietly letting CNH strengthen...), BTC could go to $50K area, other 'alt' coins down 80pct type stuff, banking crisis possible (if not likely, debt, real-estate, silver margins etc), gold 7K, Silver $100-120, XPT 3K, PALL 2.5K, equity 'rotation out of techs into real quality names, sustainable bizz models and miners continues, inflation stays firm overall (higher base)

  • #PLAT #PALL Europe’s indefinite delay of the combustion engine ban has driven platinum and palladium to multi‑year highs in Dec, with further gains likely as stricter emissions rules force higher metal loadings in catalytic converters, especially in developing markets

  • Saks Global just missed a $100M+ interest payment on $5B in debt, This isn’t a merger gone wrong. It’s the first crack in a $400B luxury retail sector that gorged on cheap debt for a decade

  • While the West is all too busy debating silly stuff, that is quite irrelevant to its economy and thus voters, China is cornering the copper, silver, and other markets (Africa's greenfields project are largely back by China, approx 90pct of copper prod wroth over last 10y etc >>> '''control the resources and you can control the the industries''..

  • Israeli cybersecurity billionaire Shlomo Kramer says "it's time to limit the First Amendment." "We need to control all the social platforms…And take control of what they are saying."


A reminder that tariffs only hurt U.S consumers...





All pretty much bullish.. as long as the 'passive' money stays in it is very hard for the bears




#SILVER “The "Century of Humiliation" began with a struggle over silver. As that century’s legacy finally recedes, silver is again at the forefront—as an instrument of sovereign strength and a beacon for one of the most asymmetric bets in the commodity space” #theverybigshort





Could not agree more !









 
 
 

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