Temperatures in the 60s (F) have been pleasant, but the past month has brought five days of rain and snow when this level was reached, with temperatures dropping to the 30s (F). We had to keep our big black and white Dutch buck outside.
Stepping out the door a day last week, I noticed a bird with the upright posture of a hawk. He or she, appeared to be eyeing the large black and white Dutch rabbit. Seems to me its white stripe down the midsection made it appear as two rabbits, prey sized for this hawk. The rabbit knew he was getting a stare. As I stared at the hawk, it took flight silently. Later the Dutch Buck, LeBron, was taken indoors.
*from Pintrest
Now while Spring may have sprung, I am used to seeing many squirrels hop past my window, usually black colouring in the majority. Funny this year the ratio dropped from favouring black over grey 6::1. This year something has changed. Gray now leads black, 2::1
Maybe hawks find it easier to identify the higher contrasting prey. Maybe.
Ah yes Spring, thoughts of growing things, and this year I have a garden of my own; no one to split the work or rewards with. Last year, in both our gardens we had raised beds. This year we each get one bed, 4 feet by 2 feet, 18” deep. Right now the media is barnyard horse manure. Given last years experience, I look forward to rearranging that, and replacing at least 50% of the manure with a lighter soil, loamy or like compost.
pic from Pintrest
A friend who is an award-winning gardener in our community expressed a bit of disappointment in my choice of plantings, all vegetable, and no flowers. The squirrels raised hades with the sunflowers and now, in light of their recent reduction and decimation, I may take heart and try and raise some.
I hope this spring gives you hope as it has me. DG
First Things First: Gold, Markets, and the Shifting Global Order
We’re living through the dismantling of the Westphalian system—the 17th century-old framework that shaped how nation-states operated, (which laid the foundation of modern state framework in Europe, especially in the financial realm. As that structure crumbles, commodities are starting to outshine financial instruments. It’s no surprise to those who’ve been watching: the system had to change or risk disintegration. The signs have been there since at least 2000, with the 2007–2008 financial crisis acting as a glaring red flag.
That crash wasn’t just a market hiccup. It was a generational collapse and a signal of massive tectonic shifts. Only a few recognized these shifts at the time. While pundits called it a “healthy rotation,” it was anything but. It ushered in the end of Western financial dominance. New trends emerged, including the BRICS alliance, de-dollarization, and serious challenges to the SWIFT system.
Gold’s Return to the Spotlight
Gold was long suppressed by complex market mechanisms. It started to break free thanks in part to new BIS (Bank for International Settlements) rules on collateral. Now central banks are engaged in the global arena. They are scrambling for gold. They are also trying to set prices favorable to their positions.
A recent coordinated short attack tried to shake the market. It took gold down from $3,130 to $2,965 (USD) between April 2 and April 7. A $165 dip can rattle a few weak hands. Nevertheless, it hasn’t changed the long-term fundamentals. These fundamentals have powered this gold bull since 1971. Price suppression was a band-aid—and now that it’s being ripped off, it’s taking some skin with it.
Big Players, Bigger Moves
The massive profits in mining have created an interesting dilemma. Production costs are under $900/oz. Prices are soaring. The top five producers, like those listed in the HUI, XAU, and GDX, are making serious money. We’re talking $2,000 gross profit per ounce and 16 million ounces total—roughly $320 billion in value. That’s enough to buy companies like Newmont and Barrick multiple times over.
And with market caps sitting around $70 billion combined, these mining majors could go on a spree—snapping up competitors like Agnico Eagle or smaller up-and-comers like Snowline (SGD.V). Even Pan American Silver, which now owns Yamana, is in the mix with a modest $10 billion cap. Bottom line: everything is up for grabs, and the gold rush is far from over.
Looking Ahead to $4,200 Gold?
If gold hits $4,200 this summer—and that’s not out of the question—the acquisition game will turn feverish. Bull markets are rarely rational. As bidding wars heat up, ask yourself: What’s your price? What would make you sell?
Remember the old adage: Bulls make money. Bears make money. Pigs get slaughtered. Know your plan and stick to it—don’t get shaken out by noise.
Stock Picks and Watch List
Before daylight savings time (March 9), these stocks were on the radar:
KGC (Kinross)
GTWO.TO (G2 Goldfields)
OMG.V (Omai Gold Mines)
TKO.TO (Taseko Mines)
CBR.V (Cabral Gold)
WPG.V (Western Pacific)
SNOWLINE (SGD.V)
SNG.V (Snowline Gold)
From tiny explorers to full-fledged producers, here’s a breakdown of current plays in the gold and silver mining space:
I. Developer
CNL Mining (CNL.TO) – Based in Colombia
II. Producer
Monument Mining (MMY.V) – Operations in Malaysia and Australia
III. Wild Card
BENZ Mining (BZ.V) – Projects in Quebec and Australia
Jurisdictions range from Quebec to Southeast Asia. For now, they look stable enough to hold risk at bay. How ever, nothing in this arena is ever guaranteed.
The Global Stage: A Jigsaw Puzzle in Motion
Europe is not exactly a calm place right now. The EU’s unity is cracking, with Germany flirting with dissent and countries like Hungary, Italy, and Austria making waves. Election results are becoming inconvenient for the elites, and that has them reaching for control levers.
On the global chessboard, the U.S. and Russia are in talks—a development that’s got smaller players (and their pundits) freaking out. The threat of nuclear war from Ukraine’s President Zelensky seems to be on pause. Yet, the Middle East continues to boil. A new U.S. cabinet has entered the scene, adding to the uncertainty.
Africa, once seen as off-limits, is now active again. Coups and conflicts are flaring up. Tragically, these events are costing lives as geopolitical pieces get shuffled.
Final Thoughts
We’re swimming in a sea of black swans and red herrings. It’s easy to get lost in the chaos. Sometimes the best thing you can do is step back and breathe. Wait for the pieces to fall into place, like a jigsaw puzzle slowly revealing its image.
This market isn’t for the faint of heart. It’s exciting, it’s confusing, and it’s moving fast. So do your own due diligence. Be wise, be patient, and remember: in this game, losses are part of the deal.
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Thank you for reading.
— Denaliguide
“Disclaimer Denaliguide and/or associates hold positions—long or short—in any of the stocks mentionedand are opinions only “
Next to Run & Gun, take a gander and spend about 3 min ck’g out Indonesia adding a GOLD Transaction currency, in btwn 30:00 and 33:00, not long and drawn out.
Indonesian VP Endorses Sharia Gold Launch During BRICS Summit
In Accounting 101 we learn of Double Declining Balance, where the depreciation is doubled each increment until it reaches ZERO. In concerns about draining an Entities Gold Balance, the Opposite Analog of DDB is used, so it is DOUBLE INCREASING BALANCE using an increment, perhaps 5 or 10 Oz.
The point here is both Mises and Armstrong outline what I consider an unarguable case for COIN exchange or convertible Gold Standard so that the GOLD
of any entity cannot be drained with fiat currency. Further restricting fiat would be prohibiting PREVIOUSLY issued FIAT from being used in this manner.
NO one knows how much US $ are out there, Euro-Dollar style, unregulated and unaccounted, so the DOUBLE INCREASING BALANCE would absorb them faster than you can say “Jumpin’ Jack Flash” while moving the METAL GOLD PRICE to its TRUE EXCHANGE PRICE, so long suppressed. For example lets
use a realistic 5 OZ increment. The most any body like Exchange Stabilization Fund (ESF) steadily buying 9 OZ increments, continually providing demand ?
Since it could NOT prove the funds used to purchase were pre-issued, its supply of Dollars it would become a liability on the FED’s balance sheet. Now lets
try the $Dollar Wave attack, 100 OZ at a time. First purchase is 5 oz at $2130 last coin price. 2nd purchase 100 oz(max) @ $4260; Insufficient pain? OK lets have a 3rd Purchase 50 OZ (Double Declining Balance, so /2) @ $ 8520. So each increment doubles the price and halves the quantity. Ask yourself how many doublings before it surpasses the $ 33,000 amount figured on the “Back of the Envelope”? So after the Raiders exercise in futility, if the price achieved reverts to a 2/3 correction, the market price now is $ 2850 Dollars, which is now the base from which market exchanges take place, and where any RAID must start. Now that BRICs are organizing, there is as much pain as BULLION BANKS or other Entities care to bear as a result of Cheating or Raiding. The next DAB balance is $17,040, and next after that is $34,080, so before we reach $68,080, one wonders where the MAX PAIN level is reached.
At least Gold BUGS, Gold Holding Indebted Countries are no longer crying in their Beer or Ale. In My Opinion, Gold Demand will appreciate, as any dips or downdrafts, will be met with the veracity of predator fish under a school of baitfish.. It Ain’t that complicated, really don’t even need an algo….!!!
Since we don’t, can’t know how much Euro-type Dollars are out there will be disqualified from this manner of exchange, whereas ONLY new entries to the liability side of the Central Banks, balance sheet. can be used to obtain Gold Metal. Good for honest holders, bad for fiat printers. These are only a few of the elementary means of putting a “Cheater Excluder” in place, much like Beaver Excluders are used to preserve roadway culverts. Not that hard, even engineers can do it. I say to the Cheaters ” TURNABOUT IS FAIRPLAY”, so read the cards in BRIC’s hand and weep.
Ha Ha, waiting since 2012 kinda gives me enough fuel to write this. Best to all GOLD BUGZ ! ! !
Want a copy of DGS Letter while it is still free, just drop me a line…………… Adio’s best to all.
