Earthquake: Dollar Crisis Spikes Gold $100 to $3073

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good Morning. “All Gold is monetary Gold ”Today* Discussion: Global Repatriation: Like a Natural Disaster Response* Premium: USD close to another confidence crisisAnalysis: EarthquakeUSD close to another confidence crisisThe S&P 500 closed down below 5,000 for the first time in almost a yearDollar is close to another confidence crisisThe 'sell America' scenario is becoming tangible again, as Treasuries and US equities are under pressure. That can be a very toxic combination for the dollar. Markets are clearly punishing US assets again after 104% China tariffs kicked in. Barring any de-escalation, the dollar has further to fall. Meanwhile, China is allowing the yuan to fall graduallyWhat is going on?Internationally- International Policy pushback is creating a liquidity problem for huge hedge funds risking global exit from USD trigerring a deflationary global recessionary spiral- repatraiting moneyDomestically- stagflation risk grows. Out of growth stocks, into bonds. out of bonds, into value and gold. Full analysis at bottom…Featured:Markets Recap: Wall Street ended lower as the U.S. forged ahead with additional tariffs on China, escalating trade tensions. Treasury yields rose on hopes that Trump administration will strike deals with other trading partners over tariffs. The dollar weakened against major currencies, while gold prices pared gains. Oil prices were down on recession fears.Canada's main stock index ended lower, weighed down by energy and material stocks, as investor hopes faded for any imminent U.S. delays or concessions on tariffs ahead of a midnight deadline.Market News: * US forges ahead with 104% tariffs on China, says willing to talk to other countries * EXCLUSIVE-Andreessen Horowitz seeks to raise $20 billion megafund amid global interest in US AI startups * Boeing deliveries in March jump by 41% compared to a year earlier* EXCLUSIVE-Micron to impose tariff related surcharge on some products from April 9Data on Deck: Minutes of the Federal Reserve's March policy meeting will be released, which is expected to clear some air about the central bank's rate-cut trajectory. Bets are high for a rate cut in May amid rising fears of a tariff fuelled recession* MONDAY, APRIL 7 Consumer credit* TUESDAY, APRIL 8 NFIB optimism index* WEDNESDAY, APRIL Minutes of Fed's March FOMC meeting* THURSDAY, APRIL 10 CPI Monthly U.S. federal budget* FRIDAY, APRIL 11 PPI year over year3.3% Summary and Final Market CheckPremium: