To The Moon

$SPDR Gold Shares(GLD)$

So, here we are—the endgame is no longer a warning on the horizon. Economic crash isn’t approaching; it’s unfolding right in front of us. For years on this channel, we’ve been connecting the dots, seeing through the illusions, and warning that this day was coming. Think of it like The Matrix—we’ve been Neo, dodging the misinformation, parsing through the hidden code, while the majority bought into the official story. Now, Agent Besson is cornered, and there’s no escape hatch left. Spin, denial, and propaganda won’t mask this collapse.

The Jobs Report: A Canary in the Coal Mine

The latest U.S. jobs report is nothing short of catastrophic. August payrolls showed a meager 22,000 jobs added. In June, revisions confirmed job losses of 13,000—the first negative print since 2021. This is not an isolated slip; it’s a trend. Ever since the trade war began, job growth has slid off a cliff.

Unemployment has now climbed to 4.5%, growth has stagnated, and yet inflation remains stubbornly elevated. That’s the trifecta of danger: an economy choking on stagflation. And it’s not confined to one corner of the labor market. Finance, manufacturing, tech, government jobs—white collar, blue collar, all are being hammered. It’s a broad-based collapse.

The Fed’s Dilemma: Rate Cuts on the Horizon

What happens next is textbook: the Federal Reserve is forced into action. Rate cuts are inevitable, maybe even a jumbo cut of 50 basis points. Markets are already pricing it in with 100% certainty. But here’s the fatal flaw: rate cuts are inherently reactionary. By the time they arrive, the damage is usually irreversible.

Look back through history. Whether it was 2001, 2008, or the early ’90s, every cycle tells the same story—rate cuts come too late. Once the dominoes start falling, the Fed is always playing catch-up. The trade war has already inflicted deep structural damage. Now, cutting rates is like pouring water on a burning house after the roof has already collapsed.

Tariffs: A Shell Game Masquerading as Policy

And yet, the administration continues to deny reality. Tariffs, we’re told, are a stroke of genius—every $300 billion supposedly adds 1% to GDP. But this is a con. It’s not real growth. It’s simply siphoning money away from U.S. consumers and funneling it into the Treasury. A shell game disguised as economic strategy.

Households have less money to spend. Companies, squeezed by weaker demand, are forced to lay off workers. The June payroll revisions told the truth: the U.S. officially lost jobs for the first time in years. And this trend will only accelerate.

The Dollar Under Siege

Now, here’s where things get even uglier. Cutting rates during a trade war doesn’t stabilize the economy—it undermines the dollar. Demand for the reserve currency is already waning. Strip away yield by slashing rates, and you make holding dollars even less attractive.

Normally, recessions trigger a global rush into the dollar. But this time is different. Asia’s economies are humming, while the U.S. grows increasingly isolated. The unthinkable is now possible: a U.S. recession where bonds sell off instead of rallying. That’s a nightmare scenario—stocks down, bonds down, dollar down.

The dollar has already logged its fifth straight weekly decline, falling nearly 10% year-to-date. Inflation climbs with each dip in the currency. Hedge funds and speculators smell blood—they’re circling like sharks, shorting the dollar aggressively. Some investors will rush into short-term bonds as a knee-jerk reaction, but the long end of the curve? Toxic waste. High yields with collapsing real value. Holding them is like hugging a barrel of radioactive sludge—it feels warm for a moment, then it melts you alive.

Inflation: The Forever Crisis

And let’s not forget inflation. The Fed is about to cut rates while CPI still sits above 3%. The last time this happened was the 1990s, and even then, the backdrop was different. The supposed 2% inflation target was always fiction. The new baseline is higher—permanently. We’re not going back to 2%.

This is textbook stagflation: slowing growth, rising prices, and climbing unemployment. For investors, this is the most toxic cocktail imaginable.

The Global Shift: Goodbye Treasuries, Hello Gold

The broader global picture is even more alarming. Foreign demand for Treasuries is evaporating. In 2020, foreigners held 35% of U.S. debt. By 2024, despite higher nominal holdings, that share slipped to just 30%. The message is clear: foreign buyers are backing away.

As they retreat, Americans and domestic banks are forced to absorb the new supply. But how, when tariffs and deficits are draining them dry? This dynamic keeps long-term yields elevated, neutralizing the Fed’s cuts before they even take effect.

So where does the money go? Into gold. Central banks have already made their move. For the first time since 1996, they now hold more gold than U.S. Treasuries. Gold now accounts for 30% of foreign reserves; Treasuries, just 25%. That’s why the gold rally still feels “under the radar.”

Futures have already smashed records at $3,650 per ounce, and Goldman Sachs is now openly floating a $5,000 forecast. The logic is simple: if even 1% of privately held Treasuries flow into gold, the market—tiny compared to bonds—would be overwhelmed, sending prices vertical.

The White House in Denial

And yet, inside the White House, it’s business as usual. Jokes, photo ops, and proclamations of “ultimate victory” in the trade war. Trump cannot reverse course. His strongman persona won’t allow it. Instead, he doubles down, even as America’s position erodes. Foreign alliances shift eastward. The dollar weakens. U.S. credibility crumbles.

This isn’t strategy—it’s autopilot. The system is barreling toward the cliff, and nobody’s steering.

The Economy Hoax

We are living in the economic Twilight Zone. The dollar burns while gold soars. Hedge funds, central banks, private investors—they all see the writing on the wall. The U.S. economy is bleeding credibility, losing its safe-haven status, and handing the crown to hard assets.

The only real question left is: how far does this unraveling go? Does gold stop at $3,650, or does it tear through $5,000? Does the dollar stabilize, or does it face an outright crisis of confidence?

What we know for sure is this: the trajectory has shifted. The U.S. is no longer the center of gravity. The trade war has backfired, stagflation has set in, and the Federal Reserve is out of ammo. The end of the dollar era is no longer a prediction. It’s a process already in motion.