🚨 $48 Trillion China Signal You Can’t Afford to Miss
China’s M2 money supply has exploded to $48 trillion — almost twice the size of the U.S. The curve is now going near-vertical, pointing to a deep structural shift in global liquidity, not just short-term market noise.
💰 Capital Is Rotating China is steadily cutting exposure to U.S. Treasuries and Western equities while ramping up allocations to gold, silver, copper, and hard assets. The message is clear: paper assets out, physical assets in.
⚡ Silver at a Pressure Point Roughly 4.4 billion ounces of silver are sold short on paper, while annual mine supply is only ~800 million ounces. That’s more than 5× yearly production already short — an imbalance this extreme won’t unwind gently.
🔥 Why It Matters Currency debasement, central-bank buying, and rising industrial demand (solar, EVs) are colliding with heavy paper leverage and tight supply. When real assets finally reprice, the move won’t be slow — it’ll be violent.
👁️ Macro cycles stay quiet… until they erupt.
