Thanks @neutro talking about macro events, this just come in...

Thanks @neutro talking about macro events, this just come in this morning:

THE US DOLLAR DIES IN SILENCE November 9, 2025: Gold $4,001. US Debt $38.02 trillion. Interest payments $1.2 trillion annually. The inversion nobody saw coming just happened.

Central banks now hold MORE gold than US Treasuries for the first time since 1971. Gold: 23%. Treasuries: 22%. This is not a trend. This is the fracture. THE ARITHMETIC OF COLLAPSE: Foreign holders dumped $518 billion in Treasuries since 2021. They bought 500 tonnes of gold this year alone. The math is genocidal: every 1% rate increase adds $380 billion to the deficit. We are paying more to service debt than to defend the nation. China sold $52 billion in September. Russia’s $300 billion freeze taught the world one lesson: dollars are weaponized. Gold cannot be sanctioned.

WHAT THEY ARE NOT TELLING YOU: The dollar’s global reserve share collapsed from 71% in 2000 to 58.4% today. BRICS nations now settle 25% of trade outside the dollar. Their payment system is live. Not theoretical. Live. 81% of all central bank gold buying comes from nations hedging against America.

THE NEXT 18 MONTHS: Yields will surge 50-100 basis points as buyers vanish. Bond auctions will fail. The deficit will explode by $500 billion as rates compound debt. $5 trillion in emerging market wealth will rotate to gold, yuan, and regional currencies. This is not recession. This is systematic demolition of 80 years of monetary architecture. THE TRUTH THEY BURIED: When your interest payments exceed your defense budget, you are no longer a superpower. You are a debtor with a printing press. The rest of the world just realized it. Gold standard returns by necessity, not choice. The fracture is irreversible. The math is final. Watch Treasury auctions. Watch gold. Watch the system break in real time.