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Indonesian Households Hold an Estimated 1,800 Tonnes of Gold. Bank Indonesia Holds 87
Indonesian Households Hold an Estimated 1,800 Tonnes of Gold. Bank Indonesia Holds 87
2026-08-03
Indonesian households hold an estimated 1,800 tonnes of gold worth $234 billion, 20 times Bank Indonesia’s stock. Jakarta wants it onshore.
Indonesia Has a Record-Low Currency and No Permanent Central Banker
Indonesia Has a Record-Low Currency and No Permanent Central Banker
2026-07-29
The rupiah hit a record 18,209 per dollar, reserves fell $10.9 billion, and Bank Indonesia’s governor resigned. Here is the math behind it.
US Farm Debt Heads to a Record $625 Billion. Bankruptcies Up 46%
US Farm Debt Heads to a Record $625 Billion. Bankruptcies Up 46%
2026-07-27
US farm debt hits a record $624.7 billion as bankruptcies jump 46% and a 25 million tonne China soybean pledge decides harvest economics.
Congo Mines 73% of Cobalt. Its Export Cap Reset the Market
Congo Mines 73% of Cobalt. Its Export Cap Reset the Market
2026-07-27
Congo’s cobalt export cap turned apparent oversupply into a squeeze. See how its 73% mine share reset prices and global supply chains.
The Next Bank Run Starts in a Crypto Wallet and Ends in the US Treasury Market
The Next Bank Run Starts in a Crypto Wallet and Ends in the US Treasury Market
2026-07-14
Tether holds $141 billion in US Treasuries, more than Germany. BIS finds stablecoin outflows move bill yields 3 times harder than inflows.
The Lithium Triangle Holds 43% of Lithium Resources. 2028 Could Expose Its Output Gap
The Lithium Triangle Holds 43% of Lithium Resources. 2028 Could Expose Its Output Gap
2026-07-08
The Lithium Triangle holds 43% of lithium resources but only 27% of 2025 output. A 2028 supply test may expose the gap.
Indonesia's Manufacturing Fell to 19% of GDP. Its Middle Class Shrank With It.
Indonesia's Manufacturing Fell to 19% of GDP. Its Middle Class Shrank With It.
2026-06-30
Indonesia’s middle class fell to 47.9 million as manufacturing dropped to 19% of GDP. Downstreaming generates one job per $262,000 invested.
The G7 Can Mine Rare Earths, But 85% of the Supply Chain Disappears Before Magnets
The G7 Can Mine Rare Earths, But 85% of the Supply Chain Disappears Before Magnets
2026-06-29
G7 rare earths face an 85% supply-chain drop before magnets, exposing the real bottleneck in refining, alloying and magnet-making.
The Iran War Drained the World's Oil Reserves to a 40-Year Low
The Iran War Drained the World's Oil Reserves to a 40-Year Low
2026-06-29
IEA oil reserves fell from 4.1 billion barrels in 2004 to 1.8 billion by 2026. Refilling the drained buffer is a three-year claim on supply.
Why Is Silver Price Dropping While Its Deficit Hit a Record
Why Is Silver Price Dropping While Its Deficit Hit a Record
2026-06-26
Silver fell near $56, about 47% below its $121 January high, even as the 2026 supply deficit widened to a sixth year, 46.3M ounces.
Gold & Tech Have a Bond Market Problem
Gold & Tech Have a Bond Market Problem
2026-06-24
Real yields are testing gold and large-cap tech differently, as gold relies on demand support while tech depends on earnings and AI spending to hold up.
Lithium’s 84% Crash Erased the Mine Pipeline the Energy Transition Depends On
Lithium’s 84% Crash Erased the Mine Pipeline the Energy Transition Depends On
2026-06-22
Lithium prices fell 84%, eliminating mine investment. Wood Mackenzie forecasts a supply deficit by 2028, threatening continued declines in EV battery costs.
Suriname’s $10.5B Oil Bet Could Match Annual Output in 29 Days by 2028
Suriname’s $10.5B Oil Bet Could Match Annual Output in 29 Days by 2028
2026-06-22
Suriname’s $10.5B GranMorgu project could match annual oil output in 29 days by 2028, testing whether the country can absorb the boom.
What Would Show the AI Rally is Losing Strength
What Would Show the AI Rally is Losing Strength
2026-06-18
Burry’s AI warning is not a sell signal. It shows why traders should watch data reactions, chip leadership, breadth and earnings as the rally matures.
Argentina, Bolivia and Venezuela Carry a 21x Inflation Burden for 13% of Latin Americans
Argentina, Bolivia and Venezuela Carry a 21x Inflation Burden for 13% of Latin Americans
2026-06-15
Argentina, Bolivia and Venezuela hold 13% of Latin Americans but carry a 21x inflation burden, exposing a concentrated credibility crisis.