In Gold we trust, and more importantly: the Gold under my control 🛅
Netherlands moves billions in gold to London in 'crisis preparedness' move bbc.in/46B8166View quoted post on X
@rtan_xag
Netherlands moves billions in gold to London in 'crisis preparedness' move bbc.in/46B8166View quoted post on X
Gold and silver are officially legal tender in Texas starting todayView quoted post on X
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One of the clearest ways to know when capital is starting to flee a country is to watch what happens when its bond yields rise.View quoted post on X
Normally:
Yields ↑ → currency strengthens
Higher yields should attract capital.
But when you start seeing:
Bond yields ↑
Currency ↓
Equities ↓
something has changed.
The market is no longer interpreting higher yields as an opportunity.
It is interpreting them as risk.
Investors are demanding more yield to hold the debt while simultaneously selling the currency and domestic assets.
That is capital flight.
And here is where it becomes much more interesting:
What happens when this eventually happens to the reserve-currency country itself?
Capital cannot simply escape into another gigantic sovereign bond market without inheriting many of the same problems.
The escape route increasingly becomes scarce real assets:
Gold.
Silver.
Copper.
Energy.
Commodities.
Productive real assets.
In other words:
Capital stops asking, “Which paper asset should I own?”
and starts asking:
“What cannot be printed?”
Bookmark this.
You are going to hear this story again and again over the coming years.
NEW: The UK's FCA is preparing a regulatory framework for tokenized gold, seeking to protect London's 70% share of global gold trading from growing competition from Shanghai and Hong Kong.View quoted post on X