Up In Flames
The current order is over. What comes next?
London | Brisbane. 9th March 2025.
Trump’s ill-considered and rushed war with Iran is spiralling out of control. And the collateral damage is surprising. The UAE has spent decades trying to be the new western banking and finance hub, but that story is now over. There is a very good reason why countries store their gold at the Bank of England and the Federal Reserve Bank of New York. Vast oceans.
With Brent Futures hitting US$111 per barrel it looks like stock markets will be hit hardest with crypto barely moving. Who would have thought!
Equally currencies are all over the place. The USD is higher but capped by strong resistance. For those that believe that manipulated markets create havoc, here’s a good example:
The Swiss National Bank wants to sell CHF and buy USD. The Bank of Japan wants to buy YEN and sell USD.
Gold and Silver are lower as a stock market crash beckons.The entity that engineered gold and silver prices lower, the Chicago Mercantile Exchange, have just announced the same for oil. Margins increased today on oil products and decreased on gold and silver. Everyone benefits from a higher gold price, but no one benefits from a higher oil price.
Where does capital go when capital reallocation is forced? Typically back to where it came from.
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Ian Reynolds: Trader & Investor | Former Bank Foreign Exchange Market Maker | Early investor in Bitcoin & Tech Founder. Helping investors understand the radical changes coming in macroeconomics and geopolitics.
Suberia Capital: Special situations investing for high net worth individuals.
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