If the grand plan is to "encourage" countries not to enage with China or allow transhipment or factories to be built, then it is doomed to failure. The market is speaking $DXY ⬇️ $GLD ⬆️. More countries have a bigger trading relationship with China than the US. Visualcapitalist:

FREE to read! Phase 2 of the US bear market to start soon. get your shorts on....$NDX $BABA $GLD $GDX Overview#24 – Exiting No Man’s Land open.substack.com/pub/intelligen…

Read our FREE piece on what happens to Asian markets as USD weakness spreads to Asia? The reverse of the Asian crisis 1997-1998? $JPY $CNY $TWD $KRW $TSM $BABA $KWEB $HSI Overview #25 Implications of Stronger Asian Currencies open.substack.com/pub/intelligen…

FREE READ - Is the US bear market over? First published 05/18 but more relevant after tax bill passed. $NDX $GLD $GDX Overview skr.ma/PBFHz

FREE Weekly update. the "Big Beautiful Tragi-comedy continues" $NDX $TLT $DXY $GLD $GDX $1208 $URNM #Copper Overview skr.ma/CnLKS

Overview #27 – The Big Beautiful Tragi-Comedy Continues The trigger for commodities is here. $SLV $GDX $PALL $Copper $GLD $SILJ open.substack.com/pub/intelligen…

FREE read on the continued rotation into hard assets $GDX $SLV $SIL $SILJ $URNM $URNJ #Copper Overview skr.ma/bm7BK

FREE update Infaltion plays continue to work $GDX $SLV $SIL $SILJ $URNM $URNJ #Copper $PPLT $PALL $URA #uranium Overview # 28 – Capital Flows into Hard Assets Continue open.substack.com/pub/intelligen…

NO Paywall. Great opportunity to buy commodities and related equities here, focusing on #uranium , #copper $PPLT $PALL $SLV $URNM $URNJ #fertiliser Overview# 29- The Hard-Asset Reset: Buying the Pullback in Commodities open.substack.com/pub/intelligen…

NO PAYWALL. A look at the major Asian markets we follow . What happened and what's next! $HSI, $KOSPI $NKY, $SENSEX Mid-year Themes Review. Part I open.substack.com/pub/intelligen…

No PAYWALL. review of our hard asset themes. First half performance and what we expect for H2. $GLD $PPLT $SLV $PALL $SILJ $URNM $URNJ #copper Mid-Year Themes Review - Part II open.substack.com/pub/intelligen…

Latest FREE piece. $MP deal and potential $SSEC breakout! $PALL $PPLT #uranium $DXY $GLD $LYC $HSI $SBSW $UUUU $PLG & more! Overview #30 – the Summer Doldrums-Not! Stage setting for the next phase of the bull market. open.substack.com/pub/intelligen…

First close by $DXY above 50 Day MA since March. covering b4 Fed or start of a bear market rally? Latter will mean correction in PMs $GLD $SLV $PPLT $PALL & miners $GDX, $SIL etc. Mkt reaction to blowout $NEM earnings telling as didn't lift sector. Opportunity to add if ⬇️

Latest FREE piece. $SSEC $GDX $EKX $EQX $SVM $BTG Overview #31-China Breaks Out and the USD Has Its Moment open.substack.com/pub/intelligen…

FREE TO READ. We look at the continued breakout in #china markets and sectors. Precious metals break out on monthly charts and more! $GDX $SILJ $HSI $BABA $SSEC $GLD Overview #32 – International Money Starts to Flow to Chinese Domestic Markets open.substack.com/pub/intelligen…