Positions as of 12 May, 2026
Despite soaring with their metal in recent years, gold stocks still need to continue revaluing higher to reflect their stellar fundamentals in this gold regime.
Taxes are destroyers of civilization and society. They impoverish the average man. They support welfare programs that anchor the lower classes at the bottom of society.
Uncle Sam must pay interest on the nearly $40 trillion debt. Interest expense has grown into the second-largest spending category in the federal budget behind only Social Security.
This isn’t just a story about jewellery, tariffs or trade data. It is about what happens when governments become uncomfortable with citizens moving savings into physical assets outside...
Ira Epstein addresses the significant declines in metal markets, with silver and copper experiencing notable drops, and speculates on potential future movements in gold prices.
India doubled the import duty on gold and silver. Gold import norms were changed yesterday. This is in line with my expectations.
