Author argues the 'Sell America' trade reflects a shift to a multipolar financial world, making gold and silver the key beneficiaries as dollar hegemony erodes.
Unpriced research observations (excluded from Calls and Returns):
XAUUSD — LONG The author argues that by linking Greenland defense to trade tariffs, the US signals the rules-based order is over, prompting a global protest that drives capital away from dollar assets. Gold and silver are rallying because they are the only assets that do not depend on a government's signature, and if the US treats alliances as real estate negotiations, the dollar becomes just another currency in a multipolar world. The implied risk is continued US alliance management reversing this dynamic. Exact non-equity contract requires separate historical validation; no generic proxy.
The reason gold and silver are sky rocketing is that they are the only assets that don't depend on a government's signature.
XAGUSD — LONG The author argues that by linking Greenland defense to trade tariffs, the US signals the rules-based order is over, prompting a global protest that drives capital away from dollar assets. Gold and silver are rallying because they are the only assets that do not depend on a government's signature, and if the US treats alliances as real estate negotiations, the dollar becomes just another currency in a multipolar world. The implied risk is continued US alliance management reversing this dynamic. Exact non-equity contract requires separate historical validation; no generic proxy.
The reason gold and silver are sky rocketing is that they are the only assets that don't depend on a government's signature.