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Commentaries

Geopolitics, Stagflation, and Gold

Of the four business cycle phases since 1973, stagflation is the most supportive of gold, and the worst for stocks, whose investors get squeezed by rising costs and falling revenues.

The Big Cycle 2

Hemingway on bankruptcy: It happens “gradually, then suddenly.” Dalio’s data confirms the U.S. debt situation is deeply problematic, with several scenarios where it goes critical quickly.

Inflation Clearly Rises, Stocks Get the Memo ... Again ...

We have fallen off a deficit cliff—one so steep and deep that it makes the massive deficits deployed to escalate the economy back out of the Great Recession look like half-pints.

Cultural Affinity for Gold in China Could Fuel Rising Prices Globally

Data from the People's Bank of China shows it bought gold again in September. Gold reserves rose by 26 tonnes, boosting reported net buying to 181 tonnes so far this year.

Gold Hits Two Week High As Uncertainty Grows

One of the ‘supports’ for the gold price was the release of FOMC minutes yesterday, something that once upon a time would have done a bit of a number on the price of gold. 

Why Uranium Has Enormous Upside Potential

The uranium market is both cyclical and volatile. Like gold, it’s a very political metal. The time to buy is when prices are low.

Bond Bubble Bust Keeps Getting Uglier

The cost of burping the bond bubble so it breaks is now showing up everywhere, but especially in the banking sector.

Federal Reserve Redoubles Efforts to Reeducate the Young

Fed officials have stooped to targeting young people to distract from persistently high inflation and recession-inducing rate hikes.

Middle East Turmoil Could Mean More Market Volatility Ahead

The economy may become increasingly vulnerable. Central bankers also don't want to be seen as impeding any increased U.S. contribution to war efforts.

Silver Slippers, Flying Monkeys, and Gold as a Weapon – The 1896 US Election

History through a monetary lens is far more accurate than any other lens one can use. The farmers and the industrial workers lost to the Eastern Bankers and “the Flying Monkeys.”

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