While the YOLO crowd remain focused on the AI pipe dream and crypto holograms, the reality of the numbers which never lied rather than supposedly experts bragging fake news on legacy mass media and Wall street ‘banksters’ who spread what they can make money of rather than for their clients, the reality is that since the start of this jubilee year, Gold the antic barbaric relic has outperformed its fool digital peer. The same is true for Dr Copper which have also outperformed Bitcoin since the start of this year.

Anyone who trusts market signals over government fairy tales knows that the Bitcoin-to-Gold ratio—just like the S&P 500-to-Gold ratio—is the canary in the coal mine for what’s next: an inevitable shift from today’s inflationary boom high to tomorrow’s inflationary bust. And when historians look back, they’ll have a perfect name for it—the Trump Stagflation.

For equity investors, the coming economic bust will make one thing clear: when the Bitcoin-to-Gold ratio tanks, it’s time to sell the rips in energy consumers like IT and buy the dips in energy producers like Oil & Gas—the real winners when reality kicks in.

In a nutshell, while the YOLO crowd chase AI dreams and crypto mirages, gold and copper quietly steal the show—reminding everyone that when the Bitcoin-to-Gold ratio sinks, the boom is over, the bust begins, and “Trump Stagflation” becomes the next chapter in financial comedy.

While ‘Tariff Man’ was busy turning peace in the East Mediterranean into a luxury blockchain ‘Trump Riviera’, the dutiful Gouda-loving EU governments jumped in to help Uncle Sam keep China out of the semiconductor playground. Taiwan runs the chips, China claims Taiwan, and the West responds with economic warfare. Case in point: the Dutch seized Chinese-owned Nexperia—not for breaking any rules, just for having the “wrong” owner. Using a 1952 law meant for emergencies, The Hague now controls Nexperia’s board, freezes operations, and ousts the CEO, all to “protect essential goods.” Translation: welcome to the new world of corporate chess, where nationality matters more than legality, and governments play kingmaker while the rest of us watch popcorn in hand.

https://www.cnbc.com/2025/10/13/dutch-government-takes-control-of-chinese-owned-chipmaker-nexperia.html

US and EU companies that cashed in on China should be sweating: the Dutch seizure of Nexperia proves once again that “national security” trumps property rights. This is exactly the pattern—governments retreating behind borders, ignoring the rule of law, and letting economic warfare lead the charge. World War III won’t start with bombs; it has already started with boardrooms and balance sheets.

Welcome to the new world order: governments playing kingmaker in boardrooms, where “national security” crushes property rights and economic warfare, not bombs, kicks off World War III.

On the Egyptian Riviera, with “Sata-Nyahu” conveniently missing and a crowd of obedient “Tumperialism” disciples posing for the cameras, the self-proclaimed “Peace Maker in Chief” struck yet another photo-op pose. The Real Global South (Russia; China) wisely skipped the show, knowing this “ceasefire” is about as sturdy as a butterfly’s wing in a sandstorm. Just like the promises of Anchorage, it’ll melt faster than snow in the Sahara—though it does come with a lovely side of tokenized real estate deals for those willing to “build peace” under the fine print of the same nepotistic plutocracy lounging around the 47th floor.

One of the newest BRICS members that’s starting to look suspiciously like a Trojan Horse in the Global South is Indonesia’s Commander-in-Chief, who, caught on a hot mic with Donald Copperfield, casually asked for Donald Jr. and Eric’s phone numbers—presumably to cut a tokenization deal. After all, nothing says “strategic alliance” like joining the ‘Pax Judaica’ club, where money can buy just about anything… even a “genocidal pardon” with a loyalty card discount.



https://www.tiktok.com/@channelnewsasia/video/7560892821079706897?is_from_webapp=1&web_id=7547131000448714258

Elected on the promise to drain the swamp and chase the poisoners’ mafia, Donald Copperfield has instead found himself swimming happily in the same toxic waters. Fresh from his “comprehensive” health check (translation: PR stunt) and a cozy photo-op with the Vaccinator-in-Chief, the self-proclaimed saviour of MAHA proudly announced that he’s updated his vaccine booklet—because nothing says “freedom” quite like mandatory injections wrapped in patriotic slogans.

https://wltreport.com/2025/10/11/just-president-trump-gets-covid-booster-shot/

After nearly nine months on the throne, it’s clear that Donald Copperfield isn’t spreading either MAHA or MAGA — he’s perfecting MANA: Make Aristocrats Nobler Again.

The Washington plutocracy, once subtle in its corruption, now proudly parades as a narcissistic nepotism regime where enrichment is policy and illusion is governance.

In his first sermon since the Fed reignited the rate-cut bonfire—while Washington’s shutdown circus plays on—Jerome “Cautious-as-Ever” Powell preached moderation. Asked if tariffs might keep inflation sizzling, he admitted it’s a risk but quickly pivoted to his favorite hymn: “labor market weakness.” He also hinted that the Fed will soon stop shrinking its balance sheet—because apparently, even money printers need a coffee break.



https://www.federalreserve.gov/newsevents/speech/powell20251014a.htm

When “Tariff Man” quarrels with his soybean buyers and threatens to boycott cooking oil, wise men in the East quietly plant the seeds of tomorrow’s empire. Thus, while the West fumes, Russia and China sail—approving a grand plan for the Northern Sea Route.


https://www.orfonline.org/expert-speak/understanding-the-potential-of-the-northern-sea-route

And on October 13, 2025, the first container from Ningbo to Europe reached Felixstowe in just 20 days — proving that while Tariff Man talks trade wars, the East simply rewrites the map.

https://sputnikglobe.com/20251014/russia--china-to-set-record-for-container-freight-traffic-via-northern-sea-route---rosatom-1122957042.html

The Northern Sea Route offers a safer, faster, and more geopolitically convenient path—bypassing seas patrolled by the imperialistic American armada while trimming both fuel bills and freight times.

In short, it’s the trade route for those who prefer profits over politics.

In the Middle Kingdom, prices continue their quiet descent—September marked the 36th straight month of factory-gate deflation, a streak not seen since Deng’s reform days. Consumer prices slipped 0.3%, thanks to cheaper dumplings and pork, while the core CPI quietly climbed to a 19-month high. As Confucius might say, “When noodles fall but wages do not rise, wisdom lies not in printing more yuan, but in finding who’s still eating well.”

Despite Beijing’s best efforts to end the factory price wars, deflation keeps marching on like a disciplined PLA parade—nine straight quarters of falling prices, the longest stretch since records began in 1992. The GDP deflator sits around -1.3%, signaling too much supply, too little demand, and too few profits for everyone from shopkeepers to the state. Even with the inflation target trimmed to 2%—the lowest in over twenty years—prices remain as flat as a Beijing pancake. As Confucius might quip, “When prices fall for too long, even the emperor must learn to bargain.”

The silver lining in China’s deflation saga is that the strongest companies are quietly winning the price war. For 37 consecutive months, the spread between core CPI and PPI has stayed positive, allowing sector leaders to benefit from falling input costs while maintaining pricing power. In true Darwinian fashion, only the fittest firms will survive this deflationary battlefield—emerging stronger, more efficient, and ready to fuel the next “deflationary boom” of the Middle Kingdom. When prices fall, wise merchants rise.

In a nutshell, in the Middle Kingdom, deflation marches on like a disciplined parade, rewarding only the fittest firms—proving that when prices fall, wise merchants rise.

While visiting the “Holy Land” to spread what looks less like Pax Americana and more like Pax Judaica, Donald Copperfield delivered a Knesset performance worthy of Orwell’s Animal Farm meets Las Vegas.
With his trademark humility, he reminisced about his favorite donors, the late Sheldon and his wife Miriam —patrons of the temple of gaming and geopolitics.

When asked whether she loved Israel or the U.S. more, Miriam “refused to answer”—Trump-speak for “Israel wins by a landslide.” Grinning before the Knesset, he joked, “She’s got $60 billion in the bank and loves Israel.” He reminisced about Sheldon’s White House drop-ins: “He’d call—‘Can I come over?’ I’d say, ‘Sheldon, I’m the President.’ He came anyway—and somehow, the Golan Heights got annexed.”

http://www.realclearpolitics.com/video/2025/10/13/trump_i_asked_megadonor_miriam_adelson_if_she_loves_us_or_israel_more_and_she_didnt_answer_that_means.html

One irony of the Peace Maker in Chief’s strong insinuation today about Miriam A. — that she loves Israel more than the U.S. — is that such a statement is actually forbidden and punishable as “anti-Semitism” under the expanded IHRA hate speech rules that he himself forced Americans to adopt.


https://www.presidency.ucsb.edu/documents/executive-order-13899-combating-anti-semitism