The equity value of multinational companies that have benefited from the old 40-year paradigm is highly unlikely to continue if that paradigm is reversed through onshoring manufacturing.

The 10-year US Treasury bond at 4.50% is a major problem because it never came down as expected and is now staying elevated, which will crimp Trump's MAGA plans and rebuild efforts due to high government interest rate expense.

Greed eventually offsets fear, and pension fund managers ignoring precious metals dividends (like Magneo at 3%+) while holding tech stocks are making a mistake because dividends from gold miners will compound steadily while tech valuations compress.

The pension that was depending on treasury returns will see its purchasing power collapse like the Soviet republics when they broke up: still getting ruble payments but worth penny-on-the-dollar purchasing power due to currency collapse.

Scott Bessent's approach mirrors Carrasco's: he is not a trader but a long-term investor who loves periods when prices stay low to average down on positions, exactly the strategy Carrasco has been using for 3+ years in depressed precious metals.

Silver mining companies will have amazing leverage to margin expansion when silver prices rise because production costs are relatively fixed while revenue scales with commodity price, creating explosive earnings growth.

Investors should find a professional advisor to build their allocation properly, specifically using a 30/30/40 model (30% equities, 30% precious metals, 40% bonds) that proved successful through the 1970s-1980s inflation.

To benefit once the reset period is over, investors need equity (capital) which comes from dividend income during the crisis, allowing them to deploy cash when assets are cheap and maximize returns through the recovery.

Judy Shelton discussed a gold-backed monetary system with blockchain in a New York presentation, showing alignment between sound money advocates and decentralized ledger technology for future monetary architecture.

Chile and Argentina both experienced monetary resets with significant economic pain, but Chile is ahead of other countries because President Pinochet's constraints (Constitutional requirement for government approval of debt increases) forced a 'cleansing' that set up future growth.

The Bureau of Labor Statistics inflation data has been producing misleading numbers with statistical anomalies, similar to what Fidel Castro might have been proud of, which the bond market has been correctly signaling through rising long-end yields.

The true wealth from the 1930s came not from equity appreciation but from the dividend cash flow during the recovery: a $7,000 Homestake investment paid $7,000 in annual dividends per year through the 1930s-1940s period, allowing compounding wealth generation while assets were cheap.

Investors should have allocation to precious metals to build 'equity' (savings/wealth) that will allow them to benefit once the reset period is over and recovery begins.

The Latin American experience (Argentina, Chile) during their inflationary crises shows that resets happen quickly and are less painful than prolonged inflation, and Chile's constitutional limits on debt-to-GDP ratio (3,000%) was set by Pinochet after his reset and has never changed.

The bond market has diverged from 40-year historical patterns: when the Fed signaled rate cuts, long-term interest rates (10-year bond) rose instead of falling, signaling inflation concerns and a breakdown in the traditional monetary transmission mechanism.

BLS (Bureau of Labor Statistics) inflation data has been manipulated in ways similar to what Fidel Castro would have been proud of, with many statistical anomalies embedded in the official numbers that mask true inflation.

The 10-year bond currently trades around 4.50% and has never come back down after rising from 4%, remaining elevated, which puts a crimp on Trump's plans to rebuild the US economy because rising interest expense on the debt overwhelms tax revenue.

Trump's moves toward tariffs and away from income taxation signal a return to the 1930s mercantilist system where revenue was funded through tariffs instead of the IRS, which could allow him to 'drain the swamp' by eliminating the IRA (Internal Revenue Agency) without needing tax funding.

Roosevelt's reset of the monetary system on May 5, 1933 using US gold reserves is the historical precedent being hinted at by Judy Shelton and others in Trump's economic circle who are proposing a return to gold-backed currency.

Those who owned gold mining stocks like Alaska Juneau and Homestake Mining during Roosevelt's 1933 reset saw extraordinary returns: $7,000 in gold became $35,000, but $7,000 in Homestake mining became $70,000 because the equity gains combined with rising dividend yields.