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Gold Telegraph: History will Decide Who is Right

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Gold Telegraph 
@GoldTelegraph

The gold and hard asset community have been the ultimate contrarians. Between the noise from mainstream financial participants and the media over the years it is great to feel the buzz at the Precious Metals Summit here in Beaver Creek. It is well deserved.

China launches BRICS trade index to measure strength of trade between member countries… Local currencies…

Something to watch closely: Freeport McMoRan has suspended operations at its massive mine in Indonesia. The operation is the world’s second-largest copper mine…

BREAKING NEWS: BILLIONAIRE RAY DALIO SUGGESTS GOLD AS SHIELD FOR US MARKETS AT RISK OF HEART ATTACK

Nothing to see here.

“A well-diversified portfolio would have somewhere between 10% and 15% in the portfolio of gold…”

Source: https://www.reuters.com/business/ray-dalio-suggests-gold-shield-us-markets-risk-heart-attack-2025-09-11/

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BREAKING NEWS: SWITZERLAND IS PROPOSING THAT ITS GOLD INDUSTRY BUILDS A REFINERY IN THE UNITED STATES

Boom. The United States is starting to understand the power of gold.

“President Trump on Aug. 7 slapped 39% tariffs on Swiss goods imports due to the US trade deficit with Switzerland…”

Source: https://nypost.com/2025/09/11/business/swiss-add-luster-to-trump-trade-deal-with-gold-refining-plan-sources/

Gold producers are drowning in free cash flow. Right as the world drowns in debt. You can’t make this stuff up.

BREAKING NEWS: CHINA PROPOSES RULE CHANGES TO EASE GOLD IMPORTS AND EXPORTS

Here we go…

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“The country plans to expand the use of “multi-use permits…”

Source: https://www.bloomberg.com/news/articles/2025-09-12/china-proposes-rule-changes-to-ease-gold-imports-and-exports?embedded-checkout=true

The West prints.
The East hoards.

History will decide who was right. Today? The West is now scrambling to catch up. I have been documenting this shift for nearly a decade. Today, it’s undeniable. Great to meet some of you at the Precious Metals Summit this week.

China continues to grease the wheels for gold. Loosening trade rules is just the next step in a strategy that began in 2016. Streamlining flows of the one asset that outlasts paper money. Like I have said for a very long time… This is chess.

Source(s):
https://x.com/GoldTelegraph_/status/1965517634134577316
https://x.com/GoldTelegraph_/status/1965764987886113008
https://x.com/GoldTelegraph_/status/1965926465184354561
https://x.com/GoldTelegraph_/status/1966167936223309978
https://x.com/GoldTelegraph_/status/1966306542065746425
https://x.com/GoldTelegraph_/status/1966373832903848358
https://x.com/GoldTelegraph_/status/1966566880488951979
https://x.com/GoldTelegraph_/status/1966641016502411343
https://x.com/GoldTelegraph_/status/1966643412938928388

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