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Commentaries

Graphite’s Criticality Equals or Exceeds Rare Earths

The Pentagon will become the largest shareholder in MP Materials, the only rare earths miner in the United States, after agreeing to buy $400 million of its preferred stock.

Tombstone Gold Belt

BM: So, what I see happening between now and October is gold and silver starting now or shortly, the general stock market tumbling soon, I think the valuations are patently absurd...

Why Simon Hunt Says We’re Headed for War and Inflation. Watch Now

In our latest interview, Simon Hunt offers a sobering view. The world we have known for the past 30 years is not just changing. It is ending.

America’s Syrian Civil War

The failed Soviet Union demonstrated that central planning never works. Centrally-planned economies produce luxury for the elites and poverty for everyone else.

Big Bank Note Highlights Accelerating Global De-Dollarization

In a recent note, JPMorgan Chase highlighted the de-dollarization trend, pointing out that dollar reserves have dipped to a 2-decade low below 60 percent.

Gold’s Next Surge: Why 2026 Could Be Historic

Jordan Roy-Byrne began by emphasizing the importance of gold’s breakout in March 2024. This move marked the seventh major breakout in gold’s history...

Gold Outperformed Every Major Asset Class in H1

The dollar charted its worst start to a year since 1973. In fact, one could argue that it’s not so much that the gold is going up but that the greenback is sagging.

Fed Chair Candidate Warsh Wants More Inflation

During a recent interview with CNBC, Warsh called for regime change at the central bank, citing its reluctance to cut interest rates.

The Conspiracy Theory of History

The conspiracy theorist extends his analysis to...the creation of the Federal Reserve System. The conspiracy theorist asks himself the question cui bono? Who benefits from this measure?

Chinese Food for Thought and Taking Your Bank

RM: The agricultural trade situation in the US is butt ugly, US farm imports to China in the first three months of 2025 were down 50% on the year.

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