Gold · paper money · reserve stress

Gold & Money

Source-grounded notes on gold, reserve assets, energy, paper promises and what happens when financial expectations meet hard limits.

When reserves become fuel

Gold is not only a price chart. It is a stress signal for trust, energy, currencies and sovereign balance sheets.

GOLD

June 21, 2026 · Turkey / gold / Treasuries / reserve stress

Turkey, Gold and the Reserve-Currency Stress Test

A Jay Martin video becomes a mechanism map: if a country sells Treasuries first and gold next, the story is about dollar liquidity, oil, and the order in which reserve assets get liquidated.

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RESET

May 2026 · Gold / China / dollar reset theory

Plaza Accord 2.0: Gold, China and the Dollar Reset Theory

A theory map about gold, China, energy and a possible managed dollar adjustment — labelled as theory, not established fact.

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