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Commentaries

SpaceX IPO, the AI Super Bubble, and the Bells Ringing at the Top of the Market

Ever since I was a little kid, I’ve loved space, rockets, and science fiction. However, parts of SpaceX’s offering document read like a sci-fi novel. It’s pretty far out—as is the price of the offering. That said, I applaud Elon’s successes...

Inflation Soars on Trump's Hot Air

Iran Big Deal #39 proved as fake as all the previous deal/no-deals today, but stocks loved it, and so did inflation!

The G-Shaped Economy

The G stands for generational. Baby boomers, collectively sitting on $89 trillion in net worth (that is not a typo) are retiring in historic numbers. In 2025 alone, 1.85 million additional retired workers filed for Social Security for the first time...

The SpaceX IPO and the Return of Financial Gravity

When everyone else is buying a story that requires everything to go right, it is wise to also own something that does not depend on the story at all.

The Iran War Is the “Nail in the Coffin” for Dubai

Spoiler alert: Lebanon was done within a decade. It never truly recovered and is in decline now. And Lebanon is a beautiful country. It is not a petro-kingdom in the middle of the desert.

U.S. Precious Metals Industry Coalition Urges Congress to Advance SILVER Act to Address Critical Infrastructure Concentration & National Security Risks

The precious metals industry called on Congress to pass the SILVER Act to address national security risks by strengthening the geographical diversity of U.S. precious metals infrastructure.

Should You Sell Your Gold To Buy SpaceX?

This is why gold has struggled recently. The issue is not that the long-term case for gold has disappeared. It is that markets are once again focused on the Federal Reserve.

Based on History We May Still Be in the Early Stages of a Long-Term Inflationary Cycle

Again, history doesn’t always repeat. But this looks an awful lot like a sequel to the 60s and 70s.

Have a Recipe: Why Long-Term Investors Should Ignore the Noise and Focus on Fundamentals

Maharrey contends that investors are too often driven by headlines, market volatility, and emotional reactions. Instead, they should establish a long-term framework...

New Fed Chair Wants to Move the Inflation Goal Posts

During his confirmation hearing. New Federal Reserve Chairman Kevin Warsh indicated that he preferred “trimmed averages” for price inflation.

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