I do not know enough for a long version but for a short version:

*Don't sweat, in the mean time the 121 day time period is still valid.*

My speculation is that Jim knows or has info from someone who is in the know that at about that date:

1. Gold in sufficient quantity will be called for delivery and it is not there to get delivered.

2. Or some US dollar financing will come to term and will be defaulted or not refinanced.

(Example, China giving a date to do as we say or we dump dollar. Note that China almost never says what it will do but will say what it is doing or just HAS done. Perhaps they will be out of most of their $ hold by then.)

3. Or something to the equivalent effect of the above two.

Jim can not say how or from whom he knows because that could tip his hat. One has to protect one's sources.