Gold is now a Meme Stock?

Gold isn’t supposed to behave like this. On October 21, 2025, during New York trading hours, the world’s oldest monetary metal did something extraordinary: it fell from $4,378 to $4,093 per ounce in less than eight hours: a collapse of almost 6½ percent. No war had broken out, no inflation surprise had hit the wires,

NATO vs Russia self-interest: Easter March 2025, “Never again war”. Photo by Markus on Unsplash

Airspace violations, drone incursions, and tense interceptions along Europe’s eastern flank have dominated headlines in recent weeks. NATO officials denounce these actions as Russian provocations, while Moscow often denies them outright. The reality is murkier, but one thing is clear: in geopolitics, self-interest drives behavior. “Always back the horse named self-interest, son. It’ll be the

U.S. Capitol building at night in September 2025, symbolizing the engineered constitutional crisis of a government shutdown.

The looming shutdown is more than budget drama. It’s a lever that can rewire power inside Washington, stress‑test U.S. governance, and reshape perceptions abroad. We map the catalysts, explain how a shutdown can operate as a deliberate strategy, outline the incentives to keep it going, and connect the dots to our long‑horizon Scenario 4.

Global power transition: Chinese President Xi Jinping delivering a video address to the UN General Assembly in 2025, highlighting China’s climate pledge.

The past 24 hours have delivered several high-impact headlines across geopolitics, climate, domestic unrest, and grand strategy. We give a curated review of what matters — with implications for how each event connects to our four global scenarios and six core investment themes.

Empty seats at the UN General Assembly in 2025, symbolising a shifting world order

Each September, the United Nations General Assembly (UNGA) offers leaders a stage to frame their visions of the future. In 2025, the most striking image was not a speech but rows of empty seats. The optics told their own story: the UN’s legitimacy is fading just as the world order itself is fragmenting. A Weakening

RMB green yuan strategy linking currency power with renewables and energy trade

China is quietly reshaping global finance by linking its currency to the energy transition. The “green Yuan” could become the default trade unit for renewables, batteries, and low-carbon commodities

Global rearmament and semiconductor sovereignty driving the rise of the defense tech economy in 2025.

From fighter jets to semiconductors, governments worldwide are investing heavily in security and autonomy — creating a new economic sector that investors cannot ignore.

Lithium, copper, gold, and rare earths as commodities turned into weapons in a multipolar world, 2025.

From lithium and rare earths to gold and uranium, critical resources are moving from the sidelines of the economy to the center of geopolitics.

Gold ultimate hedge as central banks diversify reserves amid instability

As debt balloons and central banks diversify away from the U.S. dollar, gold is reclaiming its place as the world’s ultimate hedge.

Illustration of China tech sovereignty strategy with semiconductors and AI as core assets (By 2x910 - Own work, CC BY-SA 4.0, https://commons.wikimedia.org/w/index.php?curid=81499952)

Beijing’s determination to secure control over semiconductors, AI, and digital infrastructure is reshaping global markets — and creating both risks and opportunities for investors.

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