REVOLUTIONARY CHANGE = REVOLUTIONARY MESS & RISING GOLD

By Matthew Piepenburg

Having taken debt levels beyond the pale of sustainability while simultaneously weaponizing the world reserve currency, the USA is openly losing its financial and geopolitical influence while other failed coalition governments in Europe and elsewhere are seeing a clear, lleft-to-right swing from globalism to mercantilism/protectionism.

The failing leadership of the past is resisting the emerging (and difficult) direction of the future. This is, in short, a moment of revolutionary change, and all “revolutions” are messy.

As desperate parties cling to power via increasingly failed and desperate measures, the setting gets more volatile and dangerous. Alas, as debt keeps rising, bombs keep falling, and this is no coincidence, it’s history rhyming.

GOLD: THE GLOBAL FINANCIAL SYSTEM’S LIE DETECTOR?

When it comes to a financial system rotting from within, the Botox-like beauty of our ballooning S&P and centralized credit market hides an aging and decrepit disease. That is, policy lies, like Botox, can’t hide reality forever, and the evidence of a fatally debt-sick system hiding financial truths behind forked tongues and euphemistic lingo is literally all around us.

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GOLD SHINES AS PRIVATE EQUITY GOES DARK

Understanding gold’s rise in the context of macro-economic forces - i.e., historically unprecedented debt levels, over-supplied and under-demanded USTs and the consequent rise in yields/credit costs - helps us place a range of other asset classes, including private equity, into sober perspective. 

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