The World Blog by humble servant.

REPORT: The 2026 Gold Exodus and the "Twin Hedge" Economy 1. The Startling Reality: A New Top Export  In a historic shift, gold has surged to become the single largest U.S. export, overtaking long-standing leaders like energy, aircraft, and agriculture. While typically accounting for only 4% to 7% of trade value, by February 2026 , gold and precious metals (HTS 72) hit $29.4 billion , making up roughly 15% of all U.S. goods exports. Top U.S. Exports (Q1 2026 Analysis) Commodity Export Value Gold & Precious Metals $29.4 Billion Energy (Oil, Gas, etc.) $25.2 Billion Chemicals $16.0 Billion Agriculture $14.7 Billion Airplanes $12.2 Billion 2. The Mechanics: Dumping Dollars for "Hard" Assets The "hockey stick" surge in exports isn't driven by manufacturing growth, but by a massive liquidation of dollar-denominated assets. Foreign nations are actively "dumping" their U.S. Treasuries and cash reserves in exchange for physical gold through ...

Johnnie Ellington II  May 12,2013  Shared with Public It is time for the discussion of the end game. The end game is the basis for the future. The emancipation of physical gold from paper gold is in fact happening. I have always counseled that a return to convertibility is impossible because gold would convert out only. If gold is emancipated then by definition it is Free Gold. Free gold is not new. Free gold is the history of gold. Free gold is the use of gold for savings. Free gold is the use of fiat paper for transactions. Free gold’s definition has matured as the foundational thinking of a school of thought that I hold which says gold is going back to its original roll pre-convertibility. I do not hold too many of the political thoughts of Free Gold. Those are products of its new adherents. As a movement gains followers they usually destroy the truth, the teacher, or both. Freegold derives its name from a monetary environment where gold is set free, and has no function a...