🚨 WW3 OR NEW WORLD ORDER?
The headlines are moving faster than the markets. Yesterday, the U.S. seized the Russian-flagged tanker Marinera near Iceland after a high-seas chase. Russia responded by shadowing the op with a submarine. This isn't just a "tanker row"—it’s a total shift in the global rulebook.
We are watching four massive geopolitical pressure points ignite simultaneously:
* The Venezuelan Blockade: Following the capture of Maduro, the U.S. is enforcing a global "energy chokehold." If you aren't with the U.S., you don't move oil.
* The NATO Fracture: Tensions over Greenland have Denmark and the EU warning that the post-WWII security era is over. The "Peace Dividend" is officially dead.
* The Death of Globalism: We are moving from "Trade Everywhere" to strictly enforced Spheres of Influence.
* Commodity Super-Cycle: Central banks aren't buying gold at record highs (now testing $5,000/oz) for fun. They are dumping paper debt for real assets because war is the ultimate inflationary engine.
Why this matters for your money:
Supply chains are being duplicated for "resiliency," not "efficiency." That means the cost of everything stays high, permanently. If you’re still trading like it’s 2019, you’re holding a bag of risk you don't understand.
We’ve entered the Conflict Phase. The Repricing Phase comes next. Expect a massive market shift by late 2026 as the "Real Wealth" rotation accelerates.
Stay sharp. I’ll keep you updated on my exits.
