Aus einem telegram thread mit Namen "maryann and the professor" befasst sich mit den möglichen grundlegenden Veränderungen der Weltwirtschaft & der Rolle, die Gold da spielen könnte:
The race is on now to some new Great Reset. But is it Davos’ or Putin’s?
Davos has to destroy Putin and Russia before Putin destroys Davos. They are fighting on his turf now in both arenas — militarily and financially. And Putin, despite the media blitz to the contrary, has a lot of friends across Asia representing more than half of the world’s population. If I were Klaus Schwab right now, I would be very careful getting what I wished for because I may just get it good and hard.
All Putin has to do is begin a global run on physical gold. Oil is the M-zero of global trade. It is the trade on which all of the West’s financial power is built upon. And that foundation is built on the petrodollar. By directly tying Russia’s marginal barrel produced to the price of gold far below market prices does two things.
First it creates a massive arbitrage opportunity for oil and gold that the market will fill. Second, it follows, it collapses the valuations of all assets priced in paper gold to the price of physical. So, either the price of everything collapses to maintain the fiction of $2000 gold or the price of gold rises to meet the new price. This forces the West to come clean on just how much gold it actually has, creates a massive short-term run on physical gold and forces a repricing of everyone’s balance sheet.
And, that, my friends is the big weapon Putin is holding in reserve. He can afford to sell his oil at a deeply discounted price. I’m thinking 50 barrels/oz should do it. He forces the world to reprice oil in terms of gold, and then, by extension, rubles rather than the dollar.
This creates positive gold inflow into Russia to create a two-tiered ruble — the long-held dream of Sergei Glazyev — a domestic gold-backed ruble and a global circulating one which floats.
- Tom Luongo |