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Commentaries

US Government Runs Another Big Deficit in June as Interest Expense Climbs

When people say the spending is unsustainable, it feels like an understatement. In fact, it’s fair to call the federal government insolvent.

CPI Cools, But Inflation Isn't Gone: The Story Behind the Headlines

Maharrey warned that America's growing "debt black hole" continues to distort the broader economy and will ultimately limit how long the Federal Reserve can maintain higher interest rates.

The Whole Inflation Story

Fed Chair Kevin Warsh & Company will likely keep up the tough inflation talk; however, it will eventually run up against economic reality.

A New War, Not a Continuation

There may be a ceiling on how hot this can get. If Brent climbs into the triple digits, the pressure shifts back toward the US and away from Iran.

The Bull Market's Obituaries Are Now Being Written in the Mainstream Financial Media

Two of the biggest mainstream financial publications, The Wall Street Journal and CNBC, have started openly worrying that the AI bull could die and kill everything around it...

Your Portfolio Is Prepared For The Wrong Crisis

Even the scenarios described as unprecedented tend to be enlarged or accelerated versions of familiar risks: a deeper recession, a wider war, a more disruptive cyberattack...

Gov. DeSantis Signs Big-Government Bill Attacking Florida’s Gold Industry

Florida has an opportunity to correct course. Lawmakers should repeal all the new licensing and money services provisions that threaten competition and increase compliance costs.

A Strange Dichotomy: Gold Up on the Year in Asian Markets, Down Big in the West

The split between East and West becomes even more stark when looking at the data for the first half of last year.

The Fundamental and Technical Reasons for Continuing Dollar Strength...

A rising dollar won’t stop gold and silver bottoming and starting higher, because of the money printing required to maintain liquidity in the face of the deficit at $40 trillion and continuing to rapidly expand.

AI Bust and General Stock Collapse Forecasted as War Delivers Nightmarish Blows to Trump's Dreams

40% of the growth in AI earnings in the first quarter was actually from gains on stock investments made by one AI company into another company’s AI stock on a mark-to-market basis. 

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