Good thread. You follow what matters, and not just noise for idiots.
However, There's more than that.
IF The tariffs and taxation changes come, PhysGold moves to US to avoid these
IF the global debt rewrite and currency resets (see Mar-A-lago Accords) comes, then physical will be revalued along with paper gold and it may lead to capital controls (physical gold movement avoids that).
If there's an "audit" (fake or otherwise) of Fort Knox gold, the "lent gold" goes back for the "audit" (even if theater)
Usually, before an actual physical war (not just trade wars) start, lots of physical moves (central bank operations) from loan places (Switzerland , UK) to actual ownership places (US)
There are many moves happening, we just need to wait and see.
The "deadlines" I've heard are indeed late March (early April) and then for Basel III and US Gov moves (start of impl. of Basel III reforms, July 1, 2025 and Basel 3.1 for UK same date).
Good thread. You follow what matters, and not just noise for idiots.
However, There's more than that.
IF The tariffs and taxation changes come, PhysGold moves to US to avoid these
IF the global debt rewrite and currency resets (see Mar-A-lago Accords) comes, then physical will be revalued along with paper gold and it may lead to capital controls (physical gold movement avoids that).
If there's an "audit" (fake or otherwise) of Fort Knox gold, the "lent gold" goes back for the "audit" (even if theater)
Usually, before an actual physical war (not just trade wars) start, lots of physical moves (central bank operations) from loan places (Switzerland , UK) to actual ownership places (US)
There are many moves happening, we just need to wait and see.
The "deadlines" I've heard are indeed late March (early April) and then for Basel III and US Gov moves (start of impl. of Basel III reforms, July 1, 2025 and Basel 3.1 for UK same date).
This is not financial advice. I'm just an "idiot retail trader" what do i know? Zh/https://www.zerohedge.com/news/2025-03-13/basel-iii-countdown-gold-crisis-banks-cant-ignore