Rabobank: The Fiscal Event Horizon Is Here
They’re calling it the fiscal event horizon, and folks, that’s exactly what it is. The kind of moment when the math stops working, the trust starts breaking, and the whole financial system lurches into something new—and a lot more dangerous.
Across the globe, we’re seeing what happens when governments spend themselves into oblivion, central banks double down on the money printer, and the public loses faith in the system holding it all together.
But here’s what matters: gold is rising because trust is falling. And that’s the real story.
Political Collapse Isn’t Contained to One Country
Let’s start with the obvious: France is a mess. Their third government in twelve months just bit the dust. Can’t pass a budget. Can’t pay the bills. Can’t stop the bleeding.
But don’t fool yourself into thinking this is just a French problem. The same fiscal rot is spreading through every so-called “developed” country. France just happens to be first in line. Others will follow.
You know who’s watching all this unfold with grim determination? Central banks. And they’re responding the only way they can: by buying gold hand over fist.
They know that once a country tips past the fiscal event horizon, it’s either mass inflation or social breakdown—or both.
Gold Isn’t Reacting. It’s Predicting
Gold isn’t rising because it’s trendy. It’s rising because it knows.
The metal is front-running what’s coming: the decline of fiat currencies, the end of confidence in government bonds, and the geopolitical split between East and West that’s tearing the global trade system in two.
We’re entering a world where trust—between countries, banks, currencies—is no longer a given. And gold? Gold doesn’t need trust. It doesn’t need a signature, or a central bank’s promise. It just is.
That’s why it’s hitting all-time highs, and that’s why the big players are quietly piling in while the mainstream still sleeps.
The Dollar’s Throne Is Starting to Crack
While all this is happening, China’s making moves to unseat the dollar as the world’s reserve currency. They’re already pushing Australia to accept payment for iron ore in Chinese yuan, not U.S. dollars. That might sound like a niche trade story, but it's not. It's a chess move in a much bigger game.
And the U.S. knows it. That’s why they're racing to tighten the leash on global finance—FedNow, CBDCs, surveillance banking—all of it designed to keep the population boxed in just as the walls start shaking.
You can’t print your way out of what’s coming. You can’t vote your way out, either. But you can hold your wealth outside the system.
That’s where physical gold and silver come in.
This Is No Time for Paper Promises
Look, if you’ve been following me for a while, you already know what I’m about to say. But let me say it louder for the folks in the back:
If it’s not in your hand, it’s not yours.
Gold ETFs? Futures contracts? Paper receipts for metal in a vault across the country? That’s all fine—until it’s not. And when the panic sets in, good luck redeeming those promises.
Physical metal—coins, bars, rounds—isn’t just wealth. It’s freedom insurance.
Because when the next wave hits—and it will—the only thing that matters is what you can hold, trade, and trust. And let me tell you, gold and silver don’t default.
Bottom line:
Rabobank’s strategist may be the one ringing the alarm, but gold is confirming it: the system is breaking. If you're still clinging to fiat, you're swimming against a rip current with no lifeboat. Don't wait for the mainstream to catch up—they never do.
🔥 Get Ahead of the Collapse—Before It Gets Ahead of You
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Hold tight and hold metal,
– Frank Balm
