Subscribe now with a one-month trial for only $1, then enjoy the first year at an exclusive rate of just $99. How GRRM anticipated gold’s breakoutAn analysis by David Goldman for GRRM in October 2024 argued gold was set for a structural repricing driven by dollar weaponization, reserve diversification, and global imbalances. With gold now above $5,500, the forecast is increasingly validated. EU trade diversification: India and Mercosur move from talks to textDiego Faßnacht explains that EU trade deals with India and Mercosur offer limited macro impact but meaningful diversification. Debased dollar and soaring gold hand China a rare openingWilliam Pesek argues that Trump-era fiscal and currency volatility is eroding trust in the dollar, driving gold higher and creating an opening for China.