Rabu, 11 Februari 2026

China's Warning is Rocket Fuel for Gold, Silver and NatGold

Practical Investment Analysis for the New Energy Economy

China's Warning is Rocket Fuel for Gold, Silver and NatGold

Brian Hicks

Dear Reader,

Gold's pullback has rattled some nerves. It always does. Corrections feel scary in the moment because they show up suddenly and erase a few weeks of gains in a matter of days. But in real bull markets, pullbacks are not the enemy — they are the fuel.

I've been telling my readers as far back as last September to expect a correction in February 2026. But we got the correction in mid-October.

I love corrections because it gives us a chance to add to positions that are in long-term bull markets.

They are the release valves that keep the advance alive. And what makes this recent correction especially important is not what happened on the chart… but what happened geopolitically right after it. Because while traders were focused on candles and moving averages, China was busy lighting a fuse under the entire global monetary system.

President Xi Jinping and China's central planners are no longer speaking in coded language about the yuan's role in the world.

They are openly accelerating their push to make it a global reserve currency — through trade settlement agreements, commodity pricing deals, and financial alliances that bypass the dollar system entirely. This is not symbolic. This is not theoretical. This is a direct challenge to the monetary architecture that has governed global trade since World War II.

And here's the part Wall Street still refuses to say out loud…

👉 Reader the full article here...

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A Little-Known Corner of Clean Energy Is Starting to Attract Capital

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A Little-Known Corner of Clean Energy Is Starting to Attract Capital

Not every opportunity announces itself loudly. Some form quietly, at the intersection of regulation, infrastructure, and necessity.

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By the time the story is obvious, positioning usually isn't.

See where early capital is starting to focus:

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You Are On The Wrong Side Of History's Biggest Wealth Transfer

The War Between Capital and Labor. And You're Losing.

Dear Reader,

Let me tell you something that will make you uncomfortable.

There's a war happening right now. It's been going on for 40 years. And you're on the losing side.

Discover the brutal economic shift that's been quietly crushing workers for 40 years—and why AI is about to make it ten times worse
Inside, you'll see the shocking proof: Nvidia is 20 times more valuable than IBM was in its heyday, yet employs only 10% of the workers
Most importantly, you'll learn the simple Rich Dad strategy for escaping the labor trap and joining the winning side—the side that owns capital
Have you heard of the "Presidential Bypass"? It's a legal loophole the rich use to keep their money. And though you might not know it, you can use the same exact loophole to slash your taxes. Legendary investor Robert Kiyosaki gives the details here.

It's the war between capital and labor.

Between the people who own things and the people who work for things.

And if you're still trading your time for money, you're getting crushed.

Here's a number that should wake you up.

Nvidia, the AI chip company, is nearly 20 times as valuable as IBM was in the 1980s.

Adjusted for inflation, it's five times as profitable.

But here's the kicker: It employs only one-tenth as many people.

Think about that for a second. Twenty times more valuable. One-tenth the workers.

That's not a fluke. That's the future.

And if you don't understand what it means, you're in serious trouble.

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Trump's Executive Order 14330: What Wall Street Doesn't Want You to Know

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Let me break this down for you in simple terms.

Every dollar of economic output gets divided between two groups: labor and capital.

Labor is you. The worker. The employee. The person who trades time for a paycheck.

Capital is the business owner. The shareholder. The investor.

The person who owns the assets that produce the wealth.

Back in 1980, labor got 58% of the pie. Capital got 7%. That seemed fair, right? The workers got the bigger slice.

Today? Labor gets 51%. Capital gets 12%.

You might think, "That's not such a big difference." But you'd be wrong. That shift represents trillions of dollars.

Trillions that used to go into workers' pockets and now go into the pockets of shareholders and business owners.

And it's getting worse. Fast.

Since the pandemic, profits have climbed 43%.

Workers' wages, after inflation? Up 3%. Not 30%. Three.

The Dow just hit 50,000. The stock market is soaring. Corporate profit margins are at their highest since 2009.

And the average worker is barely keeping up with rent and groceries.

This is what I've been screaming about for decades. This is why my poor dad, who worked hard his whole life and trusted the system, died broke.

And why my rich dad, who owned businesses and real estate, died rich.

Why This Is Happening

So what changed? Why is capital winning and labor losing?

It started in the 1980s. Unions died.

Outsourcing took over. Factories got automated. Robots replaced workers.

Machines don't ask for raises. They don't go on strike. They just work.

Then came the tech revolution. And this is where it gets really interesting.

The old economy was built on factories, buildings, and machines. Physical capital. You needed workers to run those factories. Lots of them.

The new economy is built on algorithms, software, and networks. Digital capital.

And here's the thing: You don't need many workers to run a software company.

You need a few brilliant engineers. That's it.

Look at Google. In the past three years, revenue is up 43%. Head count? Flat. They're not hiring. They're automating.

Amazon is one of the biggest employers in America. But even they are cutting jobs. Why?

Because robots are cheaper than people.

This is the new model. Fewer workers. Higher profits.

And all those profits go to the shareholders.

To the people who own the capital.

AI Is About to Make It Worse

Now here's where it gets scary.

AI is coming. And it's not just coming for factory workers. It's coming for white-collar workers. Lawyers. Accountants. Programmers. Analysts.

The CEO of Anthropic, one of the leading AI companies, said it plainly:

"AI isn't a substitute for specific human jobs. It's a general labor substitute for humans."

Read that again. A general labor substitute.

That means AI doesn't just replace one job. It replaces entire categories of work. And when that happens, labor's share of the pie is going to shrink even more.

The winners? Shareholders. The people who own the AI companies. The people who own the capital.

The losers? Everyone else.

What You Need to Do Right Now

So what's the answer? It's simple. Stop being labor. Become capital.

You need to own things. Businesses. Real estate. Gold. Silver. Stocks. Bitcoin. Assets that produce income. Assets that appreciate.

Your job is not your wealth. Your job is how you buy your wealth.

The economy is not broken. It's working exactly as designed.

It's rewarding the people who own capital. And it's leaving behind the people who only sell their labor.

You have a choice. You can keep trading your time for money and watch your slice of the pie shrink.

Or you can start buying assets, building businesses, and joining the winning side.

The war between capital and labor is not going to end. It's going to get more brutal.

The only question is: Which side are you on?

Kiyosaki Uncensored

P.S. For the first time, Robert Kiyosaki is revealing the tax strategy of the 1%. This isn't about finding minor loopholes; it's about understanding the fundamental structure of how the system really works. This is the playbook the wealthy use to fund their empires, and it's finally being made public. Click here for the Playbook

KiyosakiUncensored.com
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The Repricing of Commercial Real Estate Debt: A Forced Reset in the Cost of Capital

The CRE Maturity Wall and the Cost of Capital Shift

Commercial real estate (CRE) debt is getting reset at a higher cost, and the calendar is forcing the issue. A large share of the market's loans were originated when coupons were low and valuations were higher. That gap is now colliding with near-term maturities, which is why this topic matters right now.

Our analysis examines how higher interest rates and tighter underwriting standards are reshaping commercial real estate debt markets. We separate localized property stress from true spillover risk, using maturities, loan structures, and public-market signals as the guideposts.

The Maturity Wall Meets the Coupon Shock

The maturity wall is not one date on a chart. It is a multi-year ladder, and it is landing after a fast jump in financing costs. When a loan refinances at a much higher coupon, the payment increase can be large even if the building is "fine."

The key friction is that higher interest expense can break the debt-service math before anyone debates property value. A loan that cleared underwriting at a low coupon can fail a debt-service coverage ratio test after refinancing, even if occupancy is stable. Sector mix also matters, since assets with shakier cash flow tend to feel the payment reset first.

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Underwriting Resets the Equity Check

Underwriting is changing the deal shape, not just the interest rate. Lenders now assume lower leverage, tighter coverage, and more conservative income assumptions. That shift forces a bigger equity check in many refinancings.

This is where a lot of stress becomes visible. A sponsor can accept a smaller loan and pay down the balance, or they can seek an extension and hope cash flow improves. Extensions buy time, but they also push the maturity problem forward instead of solving it.

Public Markets Are Waving a Yellow Flag

Public markets tend to show stress earlier than private loan files. CMBS spreads, delinquency trends, and bond pricing move in real time. They often reprice risk before appraisals and bank reviews catch up.

These signals also highlight the two-speed nature of CRE. Some property types can refinance with pain but still clear the bar. Others, especially older office stock in weaker demand pockets, face a tougher mix of lower values and higher capital needs.

Why Stress Can Stay Local

Systemic risk needs synchronized pressure across lenders and borrowers. CRE stress often stays local because outcomes depend on the specific building, the sponsor, and the capital stack. A well-leased asset with a modest loan can absorb higher debt costs better than a marginal asset with high leverage.

Workout behavior also differs by lender type. Banks can extend and restructure in ways that smooth timing. Securitized structures can be more rule-bound, which can concentrate stress in certain pools without automatically spreading across the whole system.

Where Spillovers Can Still Happen

Spillover risk rises when credit losses collide with funding stress. If lenders pull back at the same time, refinancing windows narrow fast. That can turn a manageable maturity schedule into a scramble.

Nonbank channels add another layer. Some structures carry liquidity mismatch, where investor redemption demands do not line up with the time it takes to sell property. Forced selling can reset price marks lower, which then feeds back into refinancing terms and bank appraisals.

Risks And Limitations

Maturity totals are not the same as forced defaults. Extensions, partial paydowns, and loan modifications can stretch timelines. That reduces immediate damage but can keep uncertainty alive longer.

Public signals can also distort the picture. CMBS is a useful barometer, but it is not the whole market. Price indexes can look stable while weaker assets keep sliding, especially in areas where demand has structurally changed.

Conclusion

The CRE debt story is less about a single crash and more about a rolling reset in loan terms. The mechanism is simple: maturities are arriving, coupons are higher, and underwriting is stricter. That combination turns refinancing into a capital decision, not a routine rollover.

The spillover question stays open because the stress is uneven by property type and lender channel. The repricing, though, is already doing its job. It is forcing clearer separation between healthy cash-flow assets and assets that relied on cheap debt to pencil out.

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