De-dollarization is a long process (not one moment in time), suggesting that investors should consider buying European assets as contrarian play while the consensus narrative focuses on de-dollarization and US strength.

Chinese cars are rapidly becoming prevalent in Europe; the growth rate of Chinese vehicle market share and volume is 'mindblowing' according to industry insiders, suggesting that European auto manufacturers are losing market position with accelerating velocity.

Private Chinese citizens are buying gold at record rates through multiple channels (ETFs, bank offerings, gold bean retail products targeting younger investors) independent of central bank accumulation, suggesting that Chinese consumers perceive their own currency risk and are individually de-dollarizing.

Total global monetary and fiscal stimulus in 2020 reached $33 trillion USD, representing an unprecedented combined intervention that far exceeds previous crises.

After the COVID crisis, the next major crisis will be a solvency crisis rather than a liquidity crisis, as investors begin questioning balance sheets and credit ratings of governments and corporations that have massively increased debt.

The Federal Reserve will likely implement yield curve control if Lael Brainerd becomes Treasury Secretary, and even if not, the Fed's balance sheet will not shrink and will continue growing at accelerating rates.

34% of U.S. voters believe a civil war is likely in the next five years according to a survey cited by Paul Keramos, indicating significant social fragmentation and political polarization as a tail risk.

Copper prices have recovered significantly through 2020 and the metal is doing 'very very well,' suggesting commodity bull market is underway; a correction would be healthy for the market but Ronnie expects prices to remain strong.

A Bitcoin fund launched by Ronnie's team combines digital and physical gold with an options overlay strategy, using the high volatility of silver and bitcoin to write profitable options that generate income while maintaining long positions.

MicroStrategy CEO Michael Saylor's purchase of approximately $500 million in Bitcoin demonstrates an indirect way for investors to gain Bitcoin exposure while satisfying compliance departments that are hesitant to approve direct Bitcoin purchases.

Ronnie predicts the term 'crack up boom' will become much more commonly discussed in financial and policy circles over the next few months as inflation accelerates and the risks of currency debasement become apparent.

Russell Napier is one of the greatest strategists with a tremendous track record of accurate calls who recently converted from being a deflationist to an inflationist in 2020, indicating major reassessment of long-held views.

Specific inflation-sensitive assets to monitor include gold, silver, base metals (copper), agricultural commodities, inflation-protected bonds, and commodity-sensitive currencies like the Australian dollar, Canadian dollar, and Russian ruble.

The 'Boy Who Cried Wolf' is the title of Ronnie's upcoming inflation research report, suggesting that while many have falsely predicted inflation before, this time the wolf (inflation) is truly coming.

Warren Buffett and Berkshire Hathaway's purchase of Barrick Gold represents a significant endorsement of gold by one of the world's greatest value investors and signals that institutional acceptance of precious metals is beginning, validating Stöferle's macro case for gold.

Large institutional asset managers are not currently invested in commodities ('I don't know any big asset managers that that really are invested in commodities at the moment'), making commodities structurally underowned and available for institutional allocation without competition.

The book 'Central Banking: Modern Central Banking Simplified' literally instructs to 'print money, print money' and 'keep on printing' on its final page, representing the trivialization of serious monetary policy into a mechanical printing function with no attention to systemic consequences.

Incrementum AG has published the 'In Gold We Trust' annual report for 14 years in German, English, and Mandarin (Chinese), making it a comprehensive, globally-distributed research resource on gold markets and monetary policy.

Once the COVID vaccine achieves widespread adoption and uncertainty about 2021 health conditions resolves, velocity of money will reverse sharply, people will increase consumption and travel, and the enormous money supply created in 2020 will chase goods and services, creating strong inflationary pressure.

Environmental, Social, and Governance (ESG) investing criteria, while marketed as value-driven, function as a de facto divestment from commodity industries (oil, gas, coal, copper, gold, silver extraction), which will reduce capital allocation and access to capital markets, causing commodity supply to fall significantly and prices to skyrocket.