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Commentaries

Making Corporatism Great Again

A corporation partially owned by the government will be considered “too big to fail” since its failure would cause the government to lose the money “invested” in the business.

The Dollar Is on the Brink of a Major Move

Gold and silver have already started to rally after breaking out of their summer consolidations, and further dollar weakness should drive additional gains.

Tariff Turmoil Freezes International Shipments, Imperils Treasury Market

It is not anti-Trumpism that causes me to say that a Supreme Court overturning of Trump’s tariffs-by-decree would be a huge blow to the economy and the national debt. 

Wealthy Asian Families Are Diving Into the Gold Market

Asian investors, along with central bank gold buying, have been the primary drivers during the early stages of this gold bull market.

Will the Fed Cause an Inflation Mountain by Lower Rates Too Soon

Barron’s pointed out that gold is getting a tailwind from buying by central banks, and said that gold’s recent rally and signals shouldn’t be dismissed as merely an inflation warning.

ETFs Continue to Pile in Gold

For the third straight month, gold flowed into ETFs globally, led by North American and European funds.

Beginning Of The End, But First A Bond Rally…

A recession (and bond rally) is oncoming, but first the stock market has to finish doing what it does…

Why Gold May Soon Surge to $4,400

Discover why gold’s breakout from its summer triangle pattern could drive it toward $4,400 an ounce and how long-term fundamentals point to much higher levels ahead.

THE DEEPER DIVE: The Labor Market Has Blown out BIGLY!

No sooner did the president fire a Biden-era department head for negative job reports than the new guy he hired to replace her reported far worse!

Politics at the Fed: What It Means for Investors

Unlike a central bank, gold does not promise independence. It simply is independent. It does not vote, it does not issue press releases, and it cannot be pressured by politics. In times when the credibility...

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