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The world's most important EVER, highest stakes EVER, poker match is set to take place this coming week, between China's Xi and Trump from the US. These two shrewd operators, sharks both, have been playing back at one another for weeks, months in fact, and recently the stakes went up.

Trump, holding a strong hand defined by Chips-AI-Quantum-Tech bet big earlier this month, splashing the threat of 150% tariffs onto the felt, "floating" the hand, on a bluff...(since he understands the US does NOT hold the best hand).

Xi responded by pushing "all-in" with the October 9th release of “Announcement No. 61/2025: Decision in Implementing Export Controls on Foreign Related Rare Earth Items, Rare-Earth-Related Technologies, Lithium Batteries and Artificial Graphite Anode Material Related Items".

Poker is a game of "I know that you know, that I know, that you know, that I know AND you know I'm bluffing, but you know that I know you can't "call". Trump tried to pull off a bluff, and Xi "came-over-the-top" and raised "all in". The question is, how will Trump respond?

Understanding just HOW IMPORTANT these elements, oxides, metals, and even manufactured products are, is to understand HOW FAR BEHIND the US truly is, and how DOMINANT China has become, with a four-decade long game plan that has left the US "reliant", held "hostage”...to China on Rare Earths! We are waiting to hear what Xi wants...and you know, that I know, that you know, EXACTLY what Xi wants.

It is NOT Chips-AI build out, NO!

Xi wants Taiwan, which has ALL of the above, already in place, thanks to the US.

What happens next week will be historic, one way or the other. A deal that placates the US...or Xi sticking with the "long game", and leaving Export Restrictions in place, possibly driving US equity indexes sharply lower, helping lift unemployment, at a time when social unrest, outright violence, and politicians "declaring independence from the Federal Government”, has created total chaos, domestically. We are already at war with ourselves, divided from within, while also battling drug cartels, Venezuela, Colombia, and Chinese interests in Peru!! Are we really prepared to, or even willing to, "fight" China right now?

Xi's Maoist vision of Asian "manifest destiny", groomed by the CCP since 1959, for THIS MOMENT, his father was killed during an assassination attempt on Chairman Mao...and...the demise of the US currency...both... could be in sight, lying in wait, and the repercussions for global markets would be Earth-shaking.

Learn EXACTLY why I say this, all the gory details, history, data, stats and FACTS as to why this is SO important, and what the possible outcomes might be, by listening to the most important podcast I have produced to date

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In my view, Jay Powell has become "a problem", though NOT because he’s a bad guy with evil intent. I do not believe that. In fact, he seems like a genuinely “nice guy”!

BUT, having said that, he IS an “egghead, an overthinking, theoretical, no action, no skin in the game, no blood-no foul, ACADEMIC.

Jerome Powell is a monetary PURIST and thus, beyond Employment and Inflation…NOTHING ELSE MATTERS!

The Consumer Cocoon…matters NOT, not until there is a recession.

The Credit Crunch and Delinquency Epidemic…matters NOT, not until there is a recession.

The DEFLATION in “real” Retail final demand…matters NOT, not until there is a recession.

The Housing Crisis…matters NOT, not until there is a recession.

The Economy, DEFLATION in the Service sector in particular…matters NOT, not until there is a recession.

Well, guess what, there IS ALREADY a RECESSION underway in ALL the above!

But it matters NOT, because the ECONOMY and the CONSUMER…matter NOT…not to eggheaded monetary purists like Jerome Powell, who FAIL when it comes to having vision, having the “stones” to be AHEAD of the curve!

Powell has MISSED EVERY “TURN” in his entire tenure as the Fed Chair, sorry, that is the SIMPLE FACT!

His Fed has been BEHIND THE MONETARY CURVE at every key turning point!

And he is MISSING it again, WAY behind the curve this time, and for just ONE reason, in his mind there are not enough LAYOFFS yet to tilt the scales towards getting to a NEUTRAL POLICY as quickly as feasible. He believes this even though there are ample signs that layoffs are EXACTLY what is coming next.

Worse yet, from the political side, the Fed actually REVISED their Labor market projections to reflect STRENGTHENING job gains over the NEXT TWO YEARS, offering a vision that includes NO MORE RATE CUTS AT ALL!

For sure, several “dots” reflected that exact projection, and Powell went so far as to SAY SO, during his press-conference (I discuss within the podcast).

And, at the end of the day, with the onerous Public and Household Debt, $55 trillion in total, INFLATION is here to stay, as “reflating” is the only way to maintain growth, which is necessary to facilitate the SERVICING of debt, now “priced” at over $1 trillion per year in Public Debt interest expense alone!

The time for academic solutions, the time for eggheads to spend hours discussing the nuances of nothingness…are far behind us.

The Fed has “lost it", and Jay Powell is “flipping off” every hardworking American, and more so, those who CAN'T FIND WORK!

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In today's podcast Greg rewinds to review his January 2025 Year-Ahead Outlook, his major macro-market trading/investment "themes":

-- Consumer Cocoon/Credit Crunch

-- Fed Acquiescing to Higher Rates of Inflation

-- Yield Curve Steepening

-- US Dollar Depreciation and Geo-Political Realignment

-- Rotation of Wall Street Money into Precious Metals Mining Shares

Indeed, as of September 5th these themes have been DOMINANT as per their influence on the global markets, particularly when it comes to the stellar outperformance by Gold & Silver Mining Shares/ETFs.

Greg takes a look at how his top picks in the Mining sector have performed over the last fifty-two weeks, most with TRIPLE-DIGIT rates-of-return!!!

Hopefully listeners and followers took full advantage of Greg's keen and prescient insights, instincts, and investment recommendations!!!

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