Rethinking the Dollar

Silver prices retreated as PCE inflation cooled, Treasury yields fell and the U.S. dollar pulled back. Core PCE rose 3% year over year, strengthening the case for a Fed pause as markets reassess rates, inflation and silver.

The AI bubble, 2027 market warning, rising Treasury yields, S&P 500, and Michael Burry are creating a critical market question: did stocks already approach a cycle peak? We examine historical bubble patterns, AI valuations, yields, banks, copper, and what could come next.

Burkina Faso has opened its first gold refinery as the government pushes to process more of its mineral wealth domestically. The new facility reflects Ibrahim Traoré's effort to increase state control over gold production and reduce reliance on exporting raw materials.

McDonald's stock is under pressure as rising menu prices, slowing US sales and customer concerns over value challenge the fast-food giant. Now McDonald's is betting on an $8.5 billion plan involving technology, restaurant upgrades, food quality and customer experience.

AI stocks now represent 41% of the U.S. stock market, matching the concentration seen at the 2000 dot-com peak. Here's what Bank of America's historical bond-yield comparison reveals about today's AI stock boom.

Polymarket bets involving JPMorgan, Wells Fargo and Bank of America collapsing are reportedly raising questions as regulators and lawmakers pay attention to prediction markets and trading volume.

Senate Iran War Powers Resolution vote explained. The Senate rejected a resolution by a 50-49 vote, with four Republicans supporting it and John Fetterman voting against it. See the breakdown of the vote and reactions surrounding the decision.Get the Eagle of Truth t-shirt here: https://www.rethinkingthedollar.com/store/the-eagle-of-truth-t-shirt/

In this video I want to share my perspective on what I'm seeing in the bond market, rising Treasury yields, and the growing pressure facing the Federal Reserve. The numbers, charts, and historical patterns are raising important questions about where interest rates, debt markets, and monetary policy could be heading.In this video, I break down why the recent moves in bond yields caught my attention, how today's environment compares with previous periods of market stress, and why I believe the Federal Reserve could face difficult decisions if current trends continue.I'll walk through historical Fed rate cycles, previous moments when bond yields reached critical levels, and the relationship between rising debt costs, interest rates, and financial market stability.

Iran-Israel tensions are escalating as oil prices and Treasury yields climb. The Iran-Israel crisis just sent a warning to global markets. There can be no PEACE. This breakdown connects Iran's latest warning, Middle East tensions, global debt, bond pressure, and what markets may be signaling next.

Trump and Xi meet as U.S.-China tensions converge around Taiwan, trade, rare earths, AI and global power. China enters the talks with growing economic and diplomatic leverage. What could this meeting change?

The White House has launched “TRUMP TV: The Essentials Station,” a 24/7 stream featuring Trump administration videos, remarks and highlights. It comes days after President Trump barred CNN, MS NOW and Politico from White House access over coverage he called “fake news.”

U.S. Treasury Secretary Scott Bessent says Iranian airlines face sweeping international restrictions starting September 23, warning companies servicing Iranian carriers about access to the dollar system.

ECB digital euro, Project Pontes, tokenized finance, CBDCs, and Europe's new digital banking infrastructure are accelerating. But the biggest question is: why now?In this video, we break down Project Pontes, the ECB's wholesale digital currency infrastructure, TARGET settlement, tokenized securities, stablecoins, and the broader shift toward interconnected digital financial networks.

Saudi Arabia left China-linked mBridge in 2025. Now the decision is making headlines as MBS seeks U.S. help against the Houthis. Coincidence, strategy, or something bigger?

Trump is weighing whether to resume major U.S. attacks against Iran as the Iran war reaches another critical juncture. His upcoming talks with Gulf leaders could influence what happens next.They're “dying to make a deal”… but the deal keeps dying.

Global financial system shifts are accelerating as gold accumulation, G7 debt, interest rates, crypto regulation and tokenized stocks collide. This video examines the growing divide between the G7 and Global South and the push toward digital financial markets.

China's US Treasury holdings have fallen to an 18-year low as Beijing diversifies its assets. Why is China reducing its recorded Treasury exposure, and where could the money be moving?

Trump addresses higher gas prices tied to the Iran war, calling them “a very inexpensive price to pay” and predicting prices will come “tumbling down.” The remarks triggered sharply divided reactions over war, energy costs, and the economy.

The CLARITY Act failed to advance in the Senate as ethics concerns over Trump-linked crypto interests collided with the push for U.S. crypto regulation. Now crypto markets face another uncertainty: an expected Fed rate hike.

Housing affordability is at a historic extreme as global bond yields and mortgage costs climb. With U.S. existing-home sales at a 30-year low in 2026, higher borrowing costs are raising pressure on housing, stocks, crypto and corporate profits.

Protect your purchasing power with silver. Visit Silver Team store here: https://bit.ly/Shop4SilverThe RTD De-Dollarization Playlist - https://www.youtube.com/playlist?list=PLfDsMedoTIaBwRbXB-QAZAo4WRkQFx6F2Middle East oil supply risks are escalating. Saudi Arabia's East-West pipeline, Bab el-Mandeb Strait, and Strait of Hormuz could affect nearly 30 million barrels per day of oil flows.

Protect your purchasing power with silver. Visit Silver Team store here: https://bit.ly/Shop4SilverThe RTD De-Dollarization Playlist - https://www.youtube.com/playlist?list=PLfDsMedoTIaBwRbXB-QAZAo4WRkQFx6F2The CLARITY Act could reshape U.S. crypto regulation by defining SEC and CFTC oversight of digital assets. The transcript examines the Senate vote, DeFi, stablecoins, AML rules, ethics provisions, and the dispute over President Trump's family crypto ventures.

August CPI held at 3.4% YoY but jumped 0.4% MoM, with energy prices driving much of the increase. Markets now price roughly an 81% chance of a 25 bps September Fed rate hike.

Protect your purchasing power with silver. Visit Silver Team store here: https://bit.ly/Shop4SilverThe RTD De-Dollarization Playlist - https://www.youtube.com/playlist?list=PLfDsMedoTIaBwRbXB-QAZAo4WRkQFx6F210-Year Treasury yields are spiking toward 4.84% while 30-year yields reach 5.3%. Gold gave up a $60 gain as rising yields and persistent U.S. debt issuance pressure markets.

Protect your purchasing power with silver. Visit Silver Team store here: https://bit.ly/Shop4SilverThe RTD De-Dollarization Playlist - https://www.youtube.com/playlist?list=PLfDsMedoTIaBwRbXB-QAZAo4WRkQFx6F2A massive US jobs report surprise sent gold, silver and crypto sharply lower as traders increased bets on a potential Fed rate hike. Nonfarm payrolls jumped 162,000 while unemployment held at 4.1%.

The Netherlands moved 86 tons of gold out of the US and Canada, with gold relocated to London as part of crisis preparedness. Why does the Dutch central bank want its gold more readily available during a crisis, and why London now?

Protect your purchasing power with silver. Visit Silver Team store here: https://bit.ly/Shop4SilverThe RTD De-Dollarization Playlist - https://www.youtube.com/playlist?list=PLfDsMedoTIaBwRbXB-QAZAo4WRkQFx6F2Gold miners vs gold could be approaching a major breakout. After more than a decade of consolidation, miners may vastly outperform gold as gold overtakes Treasuries and gains ground against the US dollar.

Protect your purchasing power with silver. Visit Silver Team store here: https://bit.ly/Shop4SilverThe RTD De-Dollarization Playlist - https://www.youtube.com/playlist?list=PLfDsMedoTIaBwRbXB-QAZAo4WRkQFx6F2Stocks rallied as Treasury yields fell after Fed Governor Christopher Waller signaled support for holding interest rates steady. The Dow jumped 635 points, the S&P 500 gained 1%, and Nasdaq rose 1.3% as Fed rate-hike odds dropped.

Protect your purchasing power with silver. Visit Silver Team store here: https://bit.ly/Shop4SilverThe RTD De-Dollarization Playlist - https://www.youtube.com/playlist?list=PLfDsMedoTIaBwRbXB-QAZAo4WRkQFx6F2Japan bond yields are surging as JGB demand weakens and Bank of Japan rate-hike expectations climb. With Japan's 10-year JGB yield hitting 2.95%, rising borrowing costs could intensify fiscal pressure and create spillover risks for US Treasuries and the yen carry trade.

Protect your purchasing power with silver. Visit Silver Team store here: https://bit.ly/Shop4SilverThe RTD De-Dollarization Playlist - https://www.youtube.com/playlist?list=PLfDsMedoTIaBwRbXB-QAZAo4WRkQFx6F2Memphis blackout, power grid security, cyberattacks and critical infrastructure concerns take center stage. We connect the outages, grid vulnerabilities and warnings discussed in the transcript while separating documented events from speculation.

Protect your purchasing power with silver. Visit Silver Team store here: https://bit.ly/Shop4SilverThe RTD De-Dollarization Playlist - https://www.youtube.com/playlist?list=PLfDsMedoTIaBwRbXB-QAZAo4WRkQFx6F2Silver price manipulation or a normal market selloff? Silver fell from roughly $71 to $66 as Fed rate-hike expectations, bond yields, and the dollar moved higher. Here's why today's silver crash stood out compared with Bitcoin and equities.

Protect your purchasing power with silver. Visit Silver Team store here: https://bit.ly/Shop4SilverThe RTD De-Dollarization Playlist - https://www.youtube.com/playlist?list=PLfDsMedoTIaBwRbXB-QAZAo4WRkQFx6F2Fed Chair Kevin Warsh delivered a hawkish Jackson Hole speech, warning inflation remains too high and the 2% target is firm. September rate-cut hopes took a hit as markets reacted sharply.

Protect your purchasing power with silver. Visit Silver Team store here: https://bit.ly/Shop4SilverThe RTD De-Dollarization Playlist - https://www.youtube.com/playlist?list=PLfDsMedoTIaBwRbXB-QAZAo4WRkQFx6F2The US could be eyeing Venezuela's massive oil reserves as the Strategic Petroleum Reserve sits near a 40-year low. Here's how Venezuelan oil, crude prices, the US dollar, and America's energy strategy could connect.

Protect your purchasing power with silver. Visit Silver Team store here: https://bit.ly/Shop4SilverThe RTD De-Dollarization Playlist - https://www.youtube.com/playlist?list=PLfDsMedoTIaBwRbXB-QAZAo4WRkQFx6F2Pressure is mounting on the Fed. Core PCE hit 3.3%, inflation is moving higher, and the Fed has now spent 65 straight months above its 2% target. Fed inflation is moving the wrong way, while oil moved above $80 and tech stocks hit records.

Protect your purchasing power with silver. Visit Silver Team store here: https://bit.ly/Shop4SilverThe RTD De-Dollarization Playlist - https://www.youtube.com/playlist?list=PLfDsMedoTIaBwRbXB-QAZAo4WRkQFx6F2China's gold-yuan network, de-dollarization, offshore gold vaults, and yuan-denominated gold contracts are expanding as the West builds tokenized financial infrastructure. This breakdown explores the transcript's physical gold vs. digital finance thesis.

Protect your purchasing power with silver. Visit Silver Team store here: https://bit.ly/Shop4SilverStanley Druckenmiller warns Scott Bessent against trying to suppress US Treasury bond yields as America's national debt hits $40 trillion. Why he says fixing the deficit is the durable answer.

Protect your purchasing power with silver. Visit Silver Team store here: https://bit.ly/Shop4SilverDiesel prices, rising tariffs, job losses, bankruptcies, and declining consumer confidence are creating new economic concerns in 2026. This video examines the warning signs behind America's growing cost of living crisis and pressure on the middle class.

Protect your purchasing power with silver. Visit Silver Team store here: https://bit.ly/Shop4SilverThis week the Treasury's ‘New Toolkit' was put in place. Little do they realize that they have just changed the game for silver. Now the US debt market stress could become a major catalyst for silver. Treasury is expanding bond buybacks as long-term yields remain under pressure, while silver faces its sixth consecutive market deficit in 2026.

Protect your purchasing power with silver. Visit Silver Team store here: https://bit.ly/Shop4SilverUS national debt has hit $40 trillion, far beyond the $24 trillion level Trump once called the “point of no return.” Treasury yields climbed, stocks fell, and Treasury Secretary Scott Bessent argued America can “grow our way out” of the debt.

Protect your purchasing power with silver. Visit Silver Team store here: https://bit.ly/Shop4SilverBitcoin, the Strategic Bitcoin Reserve, GENIUS Act, CLARITY Act, stablecoins, gold and the future of the U.S. dollar collide. This breakdown examines the argument that America's crypto push could reshape the monetary system and accelerate a digital-dollar future.

Protect your purchasing power with silver. Visit Silver Team store here: https://bit.ly/Shop4SilverTreasury buybacks, 30-year yields, gold and QE Lite take center stage after the US Treasury announced it will at least double longer-dated buyback operations. Yields tumbled, stock futures surged and gold broke higher following the announcement.

Protect your purchasing power with silver. Visit Silver Team store here: https://bit.ly/Shop4SilverSouth Korea's KOSPI crashes 6%, triggering a circuit breaker as Samsung falls 7%, SK Hynix sinks 8.6%, and SK Group plunges 11%. Japan's Nikkei drops 3% as $225 billion is wiped from Japanese stocks.

Protect your purchasing power with silver. Learn more: https://bit.ly/Shop4Silver

Protect your purchasing power with silver. Learn more: https://bit.ly/Shop4SilverTrump cyber warfare strategy takes a major turn as vetted US companies gain a role in government-directed offensive cyber operations. This breakdown examines Iran, China, de-dollarization, retaliation risks, and America's financial pressures.

Protect your purchasing power with silver. Learn more: https://bit.ly/Shop4SilverRand Paul's Fort Knox visit raises new questions about gold audits, dollar value, inflation, debt, CBDCs, Japan's yen problems, and the global bond market. This discussion explores gold's recent moves, currency concerns, and major financial developments shaping the economy.

Protect your purchasing power with silver. Learn more: https://bit.ly/Shop4SilverWhat happens if Bitcoin miners refuse to signal for BIP-110? A potential chain split, slower blocks, and a Proof-of-Work change could create two competing chains fighting for hashrate, miners, and the Bitcoin name. This video breaks down the BIP-110 hard-fork scenario and why some believe one chain could ultimately win.

Protect your purchasing power with silver. Learn more: https://bit.ly/Shop4SilverUS Saudi oil imports dropped to zero in July for the first full month since 1985. This video explains how Gulf disruptions, Strait of Hormuz issues, and changing refinery strategies reshaped US crude supplies.

Protect your purchasing power with silver. Learn more: https://bit.ly/Shop4SilverCopper prices just hit an all-time high as AI data centers, power grids, and electric vehicles drive demand higher. With copper rising 117% since July 2022 and the DRC restricting copper and cobalt concentrate exports, global supply concerns are growing.

Protect your purchasing power with silver. Learn more: https://bit.ly/Shop4Silver

Protect your purchasing power with silver. Learn more: https://bit.ly/Shop4Silver

Protect your purchasing power with silver. Learn more: https://bit.ly/Shop4Silver