One Freeze Taught Every Government a Lesson. China Is Still Acting on It.

Rick Rule argues Beijing didn’t run a spreadsheet and conclude gold would outperform. It watched what happened to someone else’s reserves. The freeze of roughly $300 billion in Russian assets repriced a risk every reserve manager had treated as zero, and China has cut its Treasury holdings 52% since 2013.
Rick Rule Sold 80% of His Silver. He Won’t Touch His Gold.

Rick Rule sold roughly 80% of his physical silver near $75 an ounce. He hasn’t touched his gold. The fifty-year natural resource veteran explains the framework that separates savings from speculation, why one metal earned a sell signal and the other didn’t, and what actually happens to the rest of your portfolio when gold spikes higher.
