So I've posted around this paper by Stephen Miran, ringing the alarm bells regarding what they are trying to do: [https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199\_A\_Users\_Guide\_to\_Restructuring\_the\_Global\_Trading\_System.pdf](https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf)
He is Trump's new chief economic adviser. Guess what? The word "tariff" appears here 215 times. This is the plan. This paper establishes a regime where America is literally a global protection racket - "pay up the tariffs or we throw you to the wolves."
This has a tinfoil hat flavor to all this, but just yesterday Ezra Klein's new episode dropped with Gillian Tett, a Financial Times reporter, and it is ALL about the Mar-A-Lago Accord. It's not a name of some conspiracy theory. This policy paper mentions "Mar-A-Lago Accord" as a thing: [https://www.nytimes.com/2025/03/14/opinion/ezra-klein-podcast-gillian-tett.html](https://www.nytimes.com/2025/03/14/opinion/ezra-klein-podcast-gillian-tett.html)
You are not crazy - they tried to impose tariffs on our allies, the allies balked, and now the crew is salty and disorganized. They don't know what to do. Hilariously, Miran predicted this himself (this is in the summary, p.37, read it):
>These policies may supercharge efforts of those looking to minimize exposure to the United States. Efforts to find alternatives to the dollar and dollar assets will intensify. There remain significant structural challenges with internationalizing the renminbi or inventing any sort of “BRICS currency,” so any such efforts will likely continue to fail, but alternative reserve assets like gold or cryptocurrencies will likely benefit.
Dionysis Partsinevelos at MSN breaks down the plan in a more terrifying detail, describing scenarios such as repricing Fort Knox gold (THAT'S why you've heard about it) and basically sabotaging the dollar and US bonds:
[https://www.msn.com/en-us/money/markets/the-mar-a-lago-accord-explained-trump-s-ultimate-plan-to-reshape-the-dollar-and-america-s-debt/ar-AA1zUMQ2](https://www.msn.com/en-us/money/markets/the-mar-a-lago-accord-explained-trump-s-ultimate-plan-to-reshape-the-dollar-and-america-s-debt/ar-AA1zUMQ2)
Buckle up.