Brown Koala

REMEMBERS WHAT MARKET FORGETS Subtitle: Historical signals of financial stress.
GOLD PRINTING ATH = HEALTHY ECONOMY THIS IS HISTORICAL DATA, NOT THEORY.
For more than 100 years, whenever gold (and silver) rose to extreme levels, a major crisis always followed. Not because gold caused the crisis, but because it reflected a collapse of trust in the global financial system.
YEARS 1929-1933 | GREAT DEPRESSION: • Dow Jones falls by ±89% • US unemployment ±25% Thousands of banks collapsed Global liquidity is frozen
The financial system collapsed due to deflation and banking failures and the Country that got out of the gold standard recovered faster.
➡️ Gold becomes an anchor of trust when the financial system fails.
1980 | GOLD ATH & FIAT'S CRESIS OF TRUST: • Gold ATH ≈ $850/oz • US inflation >13% The oil crisis of 1973 and 1980 Global stagflation (high inflation + stagnant economy)
The collapse of Bretton Woods made the USD lose credibility and negative Real yields drove a run to gold.
➡️ The Fed broke inflation with an interest rate > 20%
THE IMPACT: • The global recession of the early 1980s • Unemployment is soaring • Liquidity is forcibly destroyed
IN 1997-1999 | ASIAN FINANCIAL CRISIS → GLOBAL LIQUIDITY SHOCK:
• Thai baht fell by >50% • The rupee fell by >80% • South Korea almost defaulted • Russia defaults (1998) LTCM (systemic hedge fund) collapse
➡️ USD based debt in emerging markets exploded, global capital flight occurred and international liquidity froze.
➡️ Gold does not ATH the price, but ATH functions as a safe haven and global central banks carry out emergency bailouts.
2011 | GOLD & SILVER ATH-EUROPEAN ECONOMY IS STRESSED: • Gold ATH ≈ $1,920/oz • Silver ATH ≈ $49.8/oz • Trillion-dollar QE after the 2008 crisis Greek debt/GDP >170% • US debt ceiling crisis US debt ratings are down
The main fears: currency debasement & sovereign default. Global confidence in bonds & fiat is weakening.
AFTER ATH? • Silver crash >60% • Gold sideways nearly 10 years • Global deleveraging • The world's economic growth is weakening long
LATEST 2019-2025 | CENTRAL BANK GOLD ACCUMULATION: • Central bank gold purchases highest since the 1960s • China, India, Turkey, Poland aggressively buying gold Gold reserves are beginning to rival US Treasuries
➡️ This is not retail speculation but this is the country's strategy facing: • Risk of financial sanctions • Global debt is excessive • Geopolitical fragmentation • Declining confidence in the USD
AND 2025-2027 | RISKS SHAPED: Global debt is the highest in history • High interest rates depress liquidity The financial system is increasingly fragmented. • Multi-front geopolitics • Gold leads, silver begins to catch up (late-cycle signal)
DATA SUMMARY: ATH gold is not the cause of the crisis. ATH gold is an indicator that the system is under extreme stress.
If 1929, 1980, 1ම්-1997 and 2011 ended in a crisis
Is 2025-2027 heading towards the same phase? "no one knows until it happens.
THIS IS NOT A PREDICTION!! This reads risk based on history!! Bookmark this post, Because crisis always comes after a Warning.
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