Simon's views

Gold's surge past $4,000 signals the end of cyclical inflation. Analysis: Why central bank buying (1,045T in 2024) and debt concerns redefine gold as core monetary collateral. hashtag # Gold4000 hashtag # DeDollarization hashtag # MonetaryPolicy hashtag # GoldAllocation hashtag # PortfolioStrategy hashtag # InflationHedge   November 24, 2025 Late November 2025: Gold’s surge past $4,000 per ounce in late 2025 is no longer a speculative fantasy—it’s a market verdict on a fractured global financial order. With U.S. dollar dominance weakening, sovereign debt credibility fraying, and central banks accelerating de-dollarization, gold has reemerged not just as a safe haven, but as core monetary collateral. This shift redefines inflation hedging. In past decades, TIPS (Treasury Inflation-Protected Securities), commodities, or real estate sufficed. But today’s inflation is not cyclical—it’s structural, rooted in deglobalization, fiscal monetization, and loss of confidence in fiat. Gol...

The Canada-Indonesia CEPA unlocks a 290M-consumer market. We detail the elimination of tariffs on beef, machinery & apparel, marking Canada’s strategic Indo-Pacific pivot. hashtag # CanadaTrade hashtag # IndonesiaCEPA hashtag # IndoPacificStrategy hashtag # ASEAN hashtag # GlobalMarkets hashtag # TradeAgreement   November 24, 2025 The Canada-Indonesia Comprehensive Economic Partnership Agreement (CEPA) is set to fundamentally reshape Canada's trade relationship with Southeast Asia. Formally signed by both countries' Trade Ministers on September 24, 2025, the agreement is a crucial pillar of Canada's Indo-Pacific Strategy. It must now undergo parliamentary review and ratification, with an anticipated entry into force in 2026. The CEPA marks a historic milestone as Canada's first-ever bilateral trade agreement with an Association of Southeast Asian Nations (ASEAN) country. It establishes a modern framework covering trade in goods, services, investment, intellectu...

Iran and UAE join BRICS as Saudi Arabia delays. India recalibrates Russian oil imports, balancing rupee settlements with Western pressure. hashtag # BRICSStrategy hashtag # DeDollarization hashtag # SaudiAmbiguity hashtag # IndiaOilTrade hashtag # IranUAEBRICS hashtag # PetrodollarShift hashtag # GlobalCurrencyFlows hashtag # Geopolitics2025 hashtag # FinancialSovereignty   November 22, 2025 The BRICS bloc—Brazil, Russia, India, China, and South Africa—has shifted its financial strategy from the lofty ambition of creating a single unified currency to a more pragmatic, incremental approach. Rather than attempting to immediately rival the dollar with a common unit, the group is building alternative financial “rails” designed to reduce dependence on Western-dominated systems. This quiet revolution of de-dollarization is unfolding across several fronts: payment systems, local currency trade, development finance, and reserve diversification. Alternative Payment Systems: At the h...