This Is Why the U.S. Is Moving NOW (Taiwan, Silver, Energy)

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Most people think markets move on headlines.
They don’t.

They move on control.

In this video, we break down the global shift happening right now that’s quietly reshaping markets. From rare earths, silver, and semiconductors to energy, defense, and currency confidence.

This isn’t about fear.
It’s about positioning.

You’ll learn:
• Why the U.S. dollar weakening doesn’t mean collapse, but does change where money flows
• How China has positioned itself around rare earths, silver, and advanced chips
• Why Taiwan, Greenland, and energy supply chains matter far more than most investors realize
• Why gold isn’t a bet against America — it’s insurance against uncertainty
• Which companies and sectors benefit when power, resources, and production get repriced

We’ll also break down:
• Rare earth suppliers rebuilding U.S. independence
• Silver’s role in AI, EVs, and modern defense
• Why TSM remains one of the most important companies in the world
• How to think long-term instead of reacting to headlines

This video isn’t about trading hype.
It’s about understanding the chessboard, and positioning before prices fully adjust.

If you’re trying to build real wealth, not chase noise, this one matters.

gold price, silver price, precious metals investing, GLD, IAU, GDX, GDXJ, SLV, rare earth stocks, MP Materials, USA Rare Earth, de-dollarization, Japan bond yields, carry trade, global power shift, TSMC, semiconductor supply chain, defense stocks, energy stocks.

⏱️ Chapters (Timestamps)

00:00 The Global Shift Most Investors Are Missing
00:50 The “Big Picture” Pressure Stack (Currency + Bonds + Geopolitics)
01:14 What a Weak Dollar REALLY Means (And Why Prices Jump)
03:34 Why Markets Rise Even When Life Feels Like a Recession
04:39 Stability Play #1: Gold Is Moving for a Reason
05:14 Why Central Banks Keep Buying Gold (No Emotion, Just Defense)
08:56 The 3 Tiers of Gold Exposure (ETFs → Miners → Quality Producers)
09:54 Why I Like Newmont (NEM): Gold + Silver + Copper = Power
11:42 The Japan Problem: Debt, Rising Yields, and the Carry Trade Unwind
13:06 Why Japan Selling U.S. Treasuries Hits YOUR Market
14:33 Why the U.S. Stabilized the Yen (Self-Preservation, Not Kindness)
16:07 China’s Real Strategy: Control the Inputs, Control the World
16:21 Rare Earths: The Processing Chokehold (MP + USA Rare Earth)
22:56 Silver: China Paying Premiums + Restrictions = Warning Sign
24:52 Why Silver Can Squeeze Fast (Supply Doesn’t Scale)
26:51 The Trump Card: Taiwan + TSMC + Advanced Chips
29:44 The 4 Areas I’m Positioned In (Gold, Silver, Rare Earths, Defense)
30:26 Final Word: Build Wealth One Share at a Time

Disclaimer
Education only. Not financial advice. Do your own research and manage risk.