Why Everyone’s Buying Gold 🪙

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WHY EVERYONE’S BUYING GOLD🪙 

Gold’s shining again, and it’s not just because everyone’s panic-buying necklaces. According to Jeff Currie, Chief Strategy Officer at Carlyle, the yellow metal’s rally is being powered by three big trends: de-dollarization, debasement fears, and diversification.

Here’s what’s happening.

1. The World’s Slowly Breaking Up with the Dollar

Central banks are ghosting the U.S. dollar. They now hold 27% of their reserves in gold, which is more than what they hold in U.S. Treasuries. That’s wild. This “de-dollarization” movement has been building for years, but it’s picking up steam fast. The message is clear: trust in the dollar isn’t what it used to be.

2. The Debasement Trade Is Heating Up

The U.S. government shutdown drama and ballooning debt levels are making people nervous. Investors are worried about the value of fiat currencies, so they’re turning to hard assets. Gold ETFs saw a 110-ton inflow recently, which is basically a giant middle finger to money printing.

3. Investors Want Out of Tight Markets

Fixed income spreads are tighter than a pickle jar, and equities are stretched like a rubber band. That’s pushing money into commodities. Gold’s a favorite because, unlike most commodities, some ETFs like GLD, IAU, SGOL, OUNZ, and BAR actually give you ownership of the physical metal. Currie calls them “an excellent way to play it.”

Copper’s Having Its Main Character Moment

Copper’s up 25% year-to-date, and Currie says it’s a “perfect storm.” The metal’s riding a wave of AI data center growth, military demand, and global electrification. Meanwhile, supply issues in Indonesia, Chile, and the DRC are making copper harder to find. Underinvestment in new mining projects just adds fuel to the fire.

Copper’s hot, and it’s probably staying that way.

Oil’s the Odd One Out

While gold and copper are flexing, crude oil is lagging behind. Despite chatter about an oversupply, prices haven’t collapsed. Brent crude is chilling around $65–66 per barrel. Currie thinks if oversupply was going to tank prices, it would’ve done it already. Refineries seem more interested in using oil than storing it, so the pressure might ease soon.

TL;DR

• Central banks are hoarding gold instead of dollars.

• Investors are piling into gold ETFs as fiat fears grow.

• Copper’s booming thanks to AI, defense, and electrification.

• Oil’s sluggish, but holding steady.

• The metals market’s heating up, and gold’s leading the charge.

1. Ride the Gold Rush
Central banks are loading up on gold while investors flood ETFs like $GLD ( ▼ 1.85% ) and $IAU ( ▼ 1.82% ) . The trend’s backed by real flows, not just hype.
📌 Action: Accumulate gold ETFs $GLD ( ▼ 1.85% ) , $IAU ( ▼ 1.82% ) , $SGOL ( ▼ 1.82% ) on dips and hold as a hedge against currency debasement. Add slowly, not all at once.

2. Bet on the Copper Crunch
Copper’s up 25% YTD thanks to AI data centers, defense demand, and weak supply from major mines. Underinvestment means this squeeze could last.
📌 Action: Build a medium-term position in copper ETFs $CPER ( ▲ 0.92% ) , $COPX ( ▼ 0.23% ) or mining stocks with exposure to copper. Use pullbacks to add.

3. Position for Commodity Rotation
Tight bond spreads and stretched equities mean more money could rotate into hard assets. Gold and copper are the early movers.
📌 Action: Shift a small portion of your portfolio (5–10%) from overvalued equities into diversified commodity ETFs $DBC ( ▼ 0.92% ) , $COMT ( ▼ 0.85% ) to ride the momentum if metals keep running.

THE SOY BEAN PLOT TWIST 🫘 

Farmers are watching their fields — and their wallets — as the White House plays trade chess with China.

Here’s what’s going down.

Trump said China might start buying American soybeans again after his meeting with President Xi later this month. Sounds good, right? The catch? The government is still shut down, which means federal aid for struggling farmers is frozen.

So even if the soybeans start flowing, the cash relief won’t.

For months, the administration has been teasing a new aid package for farmers who’ve been crushed by falling exports. But Agriculture Secretary Brooke Rollins confirmed that nothing moves until Washington reopens for business.

Meanwhile, China has been happily buying soybeans from Brazil and Argentina, leaving U.S. farmers out to dry. This, despite the so-called “trade truce” between Washington and Beijing. Trump says the halt in purchases is just part of the negotiation strategy — a little “art of the deal” moment.

He’s also hinting that if things don’t improve, the U.S. might start blocking some exports to China. He wouldn’t say which ones, only that “maybe we’ll have to stop” certain imports and exports. Treasury Secretary Scott Bessent and Commerce Secretary Howard Lutnick are now reviewing the options.

So in summary:
Farmers are waiting. China’s buying elsewhere. The government’s closed. And the next move depends on a meeting that might decide who eats humble pie — and who eats soybeans.

TL;DR:

• Trump says China could restart buying U.S. soybeans after his meeting with Xi.

• Farmer aid is on hold until the government reopens.

• China’s been buying from Brazil and Argentina instead.

• Trump might restrict U.S. exports to China if talks stall.

1. Play the Soybean Supply Shift
China’s reduced U.S. soybean imports have been a windfall for Brazil and Argentina. If Beijing restarts American purchases, that demand could flip fast.
📌 Action: Accumulate shares of U.S. agribusiness exporters like $ADM ( ▼ 1.46% ) or $BG ( ▼ 1.42% ) ahead of the meeting. Exit if talks fail or China keeps buying from South America.

2. Ride the Machinery Rebound
If soybean exports restart, U.S. farmers will have more cash and confidence to invest in new equipment.
📌 Action: Build a position in agriculture equipment makers like $DE ( ▼ 0.98% ) or $AGCO ( ▼ 0.07% ) , which tend to rally when farm income rises.

3. Bet on Fertilizer Demand
A reopened trade pipeline could mean U.S. farmers plant more acres to meet renewed Chinese demand.
📌 Action: Accumulate fertilizer producers like $CF ( ▼ 2.29% ) or $NTR ( ▲ 1.11% ) to capture higher planting and input demand. Sell into strength post-policy confirmation.

CHINA JUST FLIPPED THE SWITCH 🚫 

U.S. rare-earth stocks are having a serious moment.

After Beijing decided to tighten the screws on rare-earth exports, investors rushed to pile into American mining names.

• MP Materials $MP ( ▲ 2.41% ) jumped almost 11%

• USA Rare Earth $USAR ( ▲ 14.99% ) soared over 20%

• Ramaco Resources $METC ( ▲ 11.67% ) popped 14% before cooling off

All three have been on fire since early July, when the U.S. government announced plans to buy a stake in MP Materials. Since then, USA Rare Earth and Ramaco have tripled.

Why everyone’s paying attention

China just rolled out new export rules that require licenses for materials with even trace amounts of rare earths. That might sound small, but it’s a big deal. China controls around 90% of the world’s downstream rare-earth processing.

In short: if China sneezes, the rest of the world catches a supply-chain cold.

Uncle Sam is making moves

Washington’s not sitting still. Earlier this week, the White House said it’ll take a 10% stake in Trilogy Metals $TMQ ( ▲ 3.8% ) , a Canadian miner tied to critical minerals.

It’s part of a growing push to secure the materials needed for advanced tech and defense systems — think missiles, jets, and all the futuristic gear that keeps the Pentagon happy.

TD Cowen’s David Deckelbaum summed it up: U.S. rare-earth stocks are “a compelling place for capital right now.” With tighter supply, stronger demand, and more government backing, the stars are lining up for the American rare-earth sector.

TL;DR:

• China slapped new restrictions on rare-earth exports.

• U.S. miners like MP Materials, USA Rare Earth, and Ramaco surged.

• The U.S. government is doubling down, buying stakes in key mineral companies.

• Expect rare-earth stocks to keep shining as Washington fights for supply chain independence.

1. Ride the U.S. Rare-Earth Momentum
China’s new export restrictions are lighting a fire under U.S. rare-earth producers. Supply fears + government support = strong tailwinds.
📌 Action: Build a short-to-mid-term position in $MP ( ▲ 2.41% ) or $METC ( ▲ 11.67% ) to capture momentum from tightening supply and U.S. policy backing. Take partial profits on 20–30% rallies.

2. Play the “Critical Minerals” Expansion
The U.S. government just bought a stake in Canada’s Trilogy Metals — a clear sign they’re serious about locking down resources. Expect similar moves across lithium, nickel, and cobalt players.
📌 Action: Add exposure through diversified critical mineral ETFs like $REMX ( ▲ 0.31% ) or $LIT ( ▼ 0.96% ) to ride future government investment waves.

3. Position for the Processing Gap
China dominates rare-earth processing, not just mining. U.S. companies that move downstream (refining, separation tech, etc.) could explode in value as Washington funds domestic alternatives.
📌 Action: Research and accumulate small positions in emerging U.S. rare-earth processors or tech firms focused on refining efficiency. Think early-stage bets before funding floods in.

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