Gold Prices stumbled earlier this week. It is a bursting bubble? Nope. Markets will remain uncertain – while the world’s geopolitical polarity is shifting Gold remains the safe-haven play. That shift is being accelerated by events as the stability that fuelled the last 80 years of growth is undermined by bad politics and division.

We’ve seen all the signs of crisis to come. Exuberant markets priced for perfection, valuations at mindboggling levels, AI spending trillions to make millions. Yet Gold, the universal risk-off asset just hit $4000. Wake up, smell the coffee…. While you still can..

I am notionally on holiday this week, but it struck me Trump’s latest succession of “flooding the space” announcements is just flow in the on-going madness of markets and politics. I’ve loaded Catch-22 into my kindle to re-read in search of insights on what might come next.

Markets and the global economy are subject to how the world is changing – get used to it. Trump is not the cause – he just one symptom of how geopolitics, politics and technology are all undergoing periodic change.

The Media love financial crisis – it sells. The reality is the need to understand, plan, prepare, and don’t expect anything you expected to happen, happen. Enjoy. Sun comes up tomorrow.