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Summary
Phil comments on gold at record highs ($2,531/oz). EU nations spending more on defense after Trump win. References the historical parallel: Samuel Pepys burying gold during the 1667 Dutch navy attack. K-wave peaks occur every 50-60 years with the world at war. Infrastructure spending in Africa by China is unreported in western press. Watch for build-up in M&A into 2025-2026 — at the cycle peak expect the “largest ever” merger. Sweden’s EQT (Europe’s largest publicly traded PE firm) preparing spending spree.
Key Claims
- Gold at record highs ($2,531/oz) reflects global instability and US debt concerns. — confidence: high
- EU nations increasing defense spending post-Trump election. — confidence: high
- K-wave peaks occur every 50-60 years and are accompanied by wars. — confidence: high
- China is building major railway infrastructure in Africa (largely unreported in western media). — confidence: high
- A peak-cycle “largest ever” merger is expected in 2025-2026 as an indicator. — confidence: medium