저자: JamesAnderson · 외국인
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영상 결론: 캐나다 정부의 트럭 시위 자금 동결 조치를 계기로 금융 통제·CBDC 우려를 강조하며, 귀금속 실물 보유 필요성을 주장하는 SD Bullion 시장 업데이트. 캐나다 정책: 크라우드펀딩 플랫폼과 결제서비스 제공자를 자금세탁방지 규제(FINTRAC)에 편입, 은행이 법원 명령 없이 계좌를 동결할 수 있게 하고 긴급권한법으로 시위 관련 계좌 동결을 진행했다고 설명. 사회 우려: 중앙은행디지털화폐(CBDC)가 데이터 수집과 통제 수단이 될 수 있다는 주장과, 대규모 금융 동결 선례에 대한 경계. 귀금속 시장: 금 현물이 주간 기준 약 9개월 만의 최대 상승으로 1900달러 근처 마감. 금/은 비율은 약 79로 2021년 6월(약 67)보다 높음. 은 현물은 약 28달러 이상이었던 2021년 6월과 비교 언급. 수출입 데이터: 스위스의 중국향 금 수출이 2016년 말 이후 최대 규모, 중국이 저가 판단하며 금 매수 확대. 인도는 2022년 1월 은 약 777톤(약 2,500만 온스) 수입, 2010년대 연평균 약 1억 7,200만 온스 대비 2020~2021년 평균 절반 미만이었던 만큼 억눌린 수요 존재 주장. 엔화 기준 금: 일본 엔 기준 금 가격이 사상 최고(온스당 21만8천엔 이상) 돌파, 은은 1980년 고점 대비 4배 이상 상승 필요라고 언급. 인플레이션: 미국 여론조사에서 약 80%가 물가가 계속 오를 것이라 응답. 미국 CPI 데이터에서 실생활 필수재 가격 상승이 가장 컸다고 주장. 찰리 멍거 인용: 인플레이션은 민주주의 붕괴의 한 요인이며, 장기적으로 통화가 0으로 수렴한다는 것을 작업 가설로 제시. 바이마르 인플레이션과 대공황이 히틀러 집권으로 이어졌다는 역사적 예시 언급. 결론: 장기 리스크 대비 실물 귀금속 보험 성격의 보유가 여전히 상대적으로 저렴하다고 권고. 주요 리스크: 인플레이션의 자기강화적 심리 확산, 금융시장 붕괴 및 경기침체 가능성, 정부의 금융 통제 확대.
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we are broadening the scope of canada's anti-money laundering laundering and terrorist financing rules so that they cover crowd funding platforms and the payment service providers they use these changes cover all forms of transactions including digital assets such as crypto currencies the illegal blockades have highlighted the fact that crowdfunding platforms and some of the payment service providers they use are not fully captured under the proceeds of crime and terrorist financing act our banks and financial institutions are already obligated to report to the financial transactions and reports analysis center of canada or fintrac as of today all crowd funding platforms and the payment service providers they use must register with fintrac and they must report large and suspicious transactions to fintrac as of today a bank or other financial service provider will be able to immediately freeze or suspend an account without a court order in doing so they will be protected against civil liability for actions taken in good faith federal government institutions will have a new broad authority to share relevant information with banks and other financial service providers to ensure that we can all work together to put a stop to the funding of these illegal blockades this is about following the money this is about stopping the financing of these illegal blockades we are today serving notice if your truck is being used in these illegal blockades your corporate accounts will be frozen so you're confirming that accounts have been frozen both personal and corporate but you're not releasing the information and the actual follow-up is i'm just wondering whether the bank accounts will be targeted of individuals who donated to the give sengo and the gofundme campaigns are they considered designated people under the emergencies act meaning that their credit cards could be cut and financial services are targeting them as well okay so the names of both individuals and entities as well as crypto wallets have been shared by the rcmp with financial institutions and accounts have been frozen and more accounts will be frozen crowd funding platforms and payment service providers have started the registration process with fintrac uh in terms of the specifics on whose accounts are being frozen uh you now have the regulations the financial service providers have those regulations as well and they working with law enforcement will be making the operational decisions just over a month ago the current prime minister of canada justin trudeau imposed another vax requirement on canadian and u.s truckers entering canada those who did not have their shots up to date had to quarantine for two weeks upon arrival in canada effectively putting truckers who did not want jabs out of business as a response earlier this month a trucker freedom convoy in canada took shape truckers arrived from all destinations and converged on ottawa the capital of canada one particular convoy stretched for 45 miles and included thousands of trucks yet a smaller group of about a hundred trucks paralyzed downtown ottawa for the last few weeks some trucks even closed the ambassador bridge between detroit and windsor ontario the most heavily traveled border crossing between the u.s and canada where about 30 percent of all commerce between the two major economies crosses it has since been cleared by authorities with over two dozen arrested in doing so as i speak these words at the moment they're already arresting people in downtown ottawa but what's most insidious and shocking is canada's recent usage of their emergency powers act which effectively gives their federal government the right to freeze anyone's capital they deem as part of this ongoing protest against injection mandates an attempt to get canadians to begin pulling their capital out of major banks seems to have begun online at least and there were reports of a handful of major canadian banks going simultaneously offline briefly this past week other astute onlookers point out other obvious dark growing implications of this financial freezing out precedent for our collective futures basically anywhere in the world central bank digital currencies or cbdc systems are certainly inbound and they're coming to over 90 percent of the world's global domestic producing nations these full central bank controlled payment systems will most certainly be used for massive data collection and attempting to gain further control of nation's respective citizenries through new age monetary policy tools gained hello there on behalf of sdblane.com this is james anderson with a quick sd bullion market update before we go further please smash the like button so other sound money stackers can also see this content and be sure to subscribe to our sd bullying channel so you can get our latest market coverages and also a chance at winning incredible bullying giveaways like this one raise your hand if you like free stuff we were going to give away a free tube of the brand new 2022 silver eagle coins then we said nah make it 25 tubes sd boolean is at it again with the silver eagle monster box sweepstakes how many coins are in a monster box let's just say one lucky participant is going to be showing off their best celebratory dance moves with 500 shiny new silver bird friends so head over to sdbouillion.com for your chance to win click the link below to enter our new 500 ounce american silver eagle coin type 2 giveaway contest and good luck to all of you who take part another strong week of trading to upsides for the monetary precious metals the gold spot price enjoyed its best weekly rise in the last nine months closing just under 1900 an ounce for the week the silver spot price also finished slightly higher though it's yet to fully confirm and follow gold's strength of blade as a result the gold silver ratio ends the week slightly up at 79 whereas in early june 2021 the last time gold was near 1900 an ounce the gold silver ratio was around 67 and the silver spot price was above 28 an ounce if gold somehow continues its move to the upside it will be interesting to see how silver responds this week we have some updates on underlying physical bullying import export data for the last month january 2022 swiss gold exports to china last month with the largest scene since late 2016 back when the then gold spot price dipped below 1200 an ounce thus far in 2022 the chinese see sub 12 000 yuan announced gold as perhaps good value judging by their heavy gold bullion buying to begin this year turning to silver bullion physical flows according to metals focus and india trade data the nation had a strong month january 2022 imports for silver they imported over 777 metric tons or roughly 25 million ounces last month alone the chart that you see here on the left is only updated through november 2021 but you can see where 777 tons in one month stacks up compared to the last 10 years of monthly data and while we don't expect that to become the norm for their average monthly silver imports for this year 2022 recall that during the 2010s india imported over 172 million ounces on average per year and the nation imported less than half of their average over the last two wedding season lockdown years 2020 and 2021 when averaged out so it's fair to say that there is pent up silver demand in india and we should continue seeing robust indian silver bullion import data to come there was a good bit of celebrating this week for gold bulls upon seeing the japanese yin gold price break out and reach new all-time highs beyond 218 000 fiat yen per troy ounce of gold you can see the massive cup and handle breakout here and that covers this full fiat currency era for the inn and massive cup and handles can be seen not just there but also for gold and silver and the fiat us dollar chart as well juxtapose here and what's fascinating for me is how much further silver has to go in japanese yen before getting anywhere near its 1980 high still and silver closed this week around 2750 per ounce in the land of the rising sun needs to see its current silver spot price multiplied by a factor of over four just to see its over 40-year high reached in january 1980.
turning again to u.s inflation expectations a recent late last month gallup poll reveals nearly 80 percent of those polled believe inflation is going to continue going up and while inflation is typically the end result of fiat monetary expansions the risk here is a runaway psychological expectation which becomes very hard to break without crashing financial markets and kicking off a recession here's an updated chart you may have seen before but it's updated through december 2021 of course it uses rigged us government bls cpi data and it shows regardless of all the offshoring and the increases in productivity over the last two decades in a year the largest price escalations have been in the things u.s citizens absolutely need to close this week we'll have a listen to berkshire hathaway's commentary on inflation this past week with charlie munger speaking to yahoo finance at 98 years old the successful stock investor sucked the air out of the room with a diatribe of real historic risks to run away price inflations historically speaking have a look and the gallows humor laugh at the awkwardness of the conversation i mentioned inflation charlie and the stock market is is down a bit this year maybe because of inflation uh also the tensions in russia and ukraine maybe we'll get to that in a second but i want to ask you specifically about inflation are we looking at a prolonged decline in the markets because of inflation is inflation on the rise and should we be concerned about it well let me take that in the reverse order inflation is a very serious subject you can argue it's the way democracies die when democracy dies in latin america inflation is a big part of it so it's a huge danger once you've got a populist that learns it can vote itself money if you overdo it too much you ruin your your civilization a lot and so of course it's a big long-range danger if you look at the roman republic and even after they went to a empire with an absolute ruler they inflated the currency steadily for hundreds of years and eventually the whole damn roman empire collapsed so it's the biggest long runs danger we have probably apart from nuclear war is it something investors need to be worried about specifically when it comes to growth stocks right now well i think the safe assumption for an investor is that over the next 100 years the currency's going to zero that's my working hypothesis wow well that'll be a different type of environment won't it a very dangerous environment and what about the ben hitler was the combination what brought in hitler was the combination of the weimar inflation where they utterly destroyed the savings of the middle class in germany followed by the great depression it was a one-two punch and hitler came in crazy demagogue with 40 of the votes and pretty soon we had a dictator hell bent for world war so the history is not pleasant and germany was a very advanced and civilized nation the the germany that hitler took over i always say that the interesting thing about that was little albert einstein a little jewish boy got his entire primary education with the insistence of a catholic church in germany now that is a very civilized nation so if you let your nation deteriorate too much what you get is a hitler we proved it i only wish they had asked charlie about how growth stocks perform under totalitarianism that was a fitting dark humor clip for the week especially the way things are trending i'll bet you would also take the under on his hundred year working hypothesis the good news remains prudent private bullying insurance remains relatively cheap and available for now that's all for this week as always to you out there take great care of yourselves and those you love if you enjoyed this content be sure to give our video a thumbs up to keep getting bullion related news and industry insights be sure to subscribe to our channel finally hit that alert button so you know when we publish fresh content
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