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We Are Now In A New Commodities Super Cycle

Capitalist Exploits's Photo
by Capitalist Exploits
Monday, Nov 08, 2021 - 12:03

STEADYING THE SHIP

In a previous issue, we highlighted four currencies which — at least in the world of currencies — seem to be relatively good bets for the next 5 years or more. The only caveat I want to add to this is that we anticipate ALL currencies will experience debasement relative to the asset classes we are invested in.

In other words, we’ll remain long real isht and short financial isht until this cycle is over.

One reason to bring this currency topic to your attention is that societal cohesion or the lack thereof is highly correlated with a monetary system and currency that isn’t being turned into toilet paper, causing hardship.

So while nothing is guaranteed, the currencies mentioned and the economies of those countries look to be somewhat better placed to deal with the unfolding crisis.

I wanted to point out something with respect to those Ruskies. From this article:

Russia’s gold & foreign currency reserves rise by almost $5 BILLION in just one week

Statistics show that the Russian central bank added 3.1 tons of gold in September. This comes as the bank replenished its reserves by 100,000 ounces (or 3.1 tons) in July for the first time since April 2020. The share of monetary gold in Russia’s foreign exchange reserves accounted for 20.95% as of last month.

What is important to understand is that we are now in a new commodities supercycle. Everything, ranging from oil, gas, uranium, fertilizer, gold, silver, copper, and nickel to name a few are set to outperform. Those resources just mentioned above are all produced by Russia. That’s the setup but here is where it gets even more interesting.

Whilst everyone else prints money, Russia is shoring up its reserves with gold while raising interest rates and running a tight financial ship. Many have not noticed that the iShares MSCI iShares MSCI Russia ETF (ERUS) has beaten the SPDR S&P 500 (SPY) so far this year.

BEWARE THE FOREIGN ENEMY

Enabling the use of foreign military against your own people while providing them with full immunity for their actions must be up there with one of the most insane things we’ve seen ever since this plandemic began. While I’m not surprised, I am disheartened by what’s taking place in Australia.

Defence Legislation Amendment (Enhancement of Defence Force Response to Emergencies) Bill 2020 – Parliament of Australia

If you don’t wish to sit down and read through government legislation, here is the skinny…

They’re going to put foreign troops on Australian soil. Not good.

For anyone not yet convinced that there is a larger agenda in play here and one certainly which has nothing to do with any virus, then riddle me this. Why would a government require the use of foreign military forces to be used in domestic operations?

You see, when a police force is localised, the ability to reign tyranny down on citizens is mitigated. This is why community policing is actually the best. But community policing doesn’t allow Davos Man to control a populace. This is what “defund the police” in the US was all about. Destroy community policing, throw in some false flag events (one is coming, I’m fairly sure), and then say, “aha, we need martial law.” And boom, you’ve troops on the streets who have nothing in common with the citizens of those streets. They see them as the enemy.

Imagine if you could have “international peacekeeping” forces. They will be beholden only to Davos Man and view the citizens on the streets as all foreign military view those foreign citizens — as real or potential enemies. Certainly nothing at all like the Bobby on the beat who has a pint with his fellow neighbors on a Friday night down at the local. This is what the WEF and these psychopaths at the UN have been championing for decades now. Except now they’re putting it into place.

You may recall an article I wrote at the beginning of this year entitled A Forecast For the Next Decade.

In it I said we’d need to watch to see which countries followed “the Great Reset” and those which said, “yeah, nah.”

Sadly, Australia is 100% in the former category.

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