We know what’s coming and we are prepared.
💰 🇬🇧 🇺🇸 The race to move gold bars out of London is so frantic they're even in the cargo of your flight to JFK
🔶️ The stampede to jet gold to New York led to a weekslong queue, as the Brits call it, to withdraw bars from the Bank of England’s subterranean stocks. Officials tasked with monitoring London’s bullion market have fielded anxious calls from bankers asking to short-circuit the system, said people familiar with the matter. The Bank of England responded that they have to wait for their turns.
🔶️ The gold rush shows how Trump’s steps to reshape world trade are rippling through international markets. He recently said Europe’s trade stance versus the U.S. was an atrocity, and promised punishing levies on the region. While it isn’t clear whether any tariffs would affect gold directly, the price spread widened after Trump unveiled broad-based aluminum and steel tariffs this week.
🔶️ Security firms shuttle bullion to the airport in London in high-strength vans. Comex contracts require a different size of bar, so traders need to send gold to Swiss refiners to recast it before flying on to the U.S. Sometimes, they cut out the first European leg by handing the refiner gold in London in exchange for the right size of bar, or flying bullion in from Australia instead.
Police in Winona Minnesota are stunned after every single one of their Flock cameras were suddenly removed in a single night.
According to the police department, all 8 of the town's cameras were cut down and hauled away.
Police are asking for the public's help to identify the individual, but the public has been responding with comments such as:
"The Flock cameras tore themselves down"
"Whoever did it, was fishing with me"
"Whoever it was, was at Bible study with me"
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Nearly 20,000 people are publicly vouching for a man accused of cutting down Flock cameras in a small West Virginia town.
People commented:
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"He was saving my neighbor's dog from a fire all day, couldn't be him."
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"This man is innocent. I saw him serving at a soup kitchen."
-"Couldn't be him. He was helping me replace the roof on a homeless shelter."
The man, Wesley Jackson, has pleaded Not Guilty.
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US diesel crack surpasses $100 a barrel for the first time on supply disruptions
... and the supply of refined fuels is already nearly exhausted. A hard landing is visible ahead, for farmers, for trucking, and ... well, for everything that requires food (people) and energy (the entire economy).
These are very likely the final days of relative normalcy during which to prepare. Get ready.
🌾 🌍 🚜 JPMorgan warns a massive global food supply crisis could begin next year as fertilizer shortages tighten agricultural supply.
JPMorgan is the latest institutional research desk to warn that the next global food crisis may already be taking shape, driven by what its analysts describe as the "Five Ws": War, Weather, Warehousing, Water, and Waste.
In a new report titled Food Security Is National Security: A Compounding Storm, a team led by London-based senior global economist Nora Szentivanyi warned that disruptions around the Strait of Hormuz and the emergence of a potentially historic El Niño could weaken crop yields, constrain agricultural production, and keep food inflation elevated through the first half of 2027.
"Successive shocks since COVID have compounded, eroding food production capacity and keeping food price pressures elevated into 2027," Szentivanyi said, warning that "this is not a short-lived shock; it has reduced the likelihood of near-term disinflation, and the food ...
