Commentaries

U.S. Government Debt Black Hole Got Bigger in February

The relentless monthly budget deficits keep pushing the national debt higher. After eclipsing $38 trillion in October, it has ballooned to $38.9 trillion today.

The Deeper Dive: We Are Stumbling on the Truth Around Us Because We Cannot See It

By David Haggith, The Daily Doom

The economy is falling, and the best the government can do is pretend to try to end up somewhere closer to the truth after buying itself a long delay away from admitting the truth.

Gold & Silver Sell Off Again, as Oil Tankers Are Getting Blown up in the Middle East

By Chris Marcus, Arcadia Economics

If you were expecting the gold and silver prices to rise following the outbreak and then escalation of the Iran war, obviously, that has not been the case over the past two weeks.

Want Gold? Get a Duck!

By Mike Maharrey, Money Metals

According to the SCMP, this isn’t nearly as strange as it probably sounds to you. During the Tang dynasty (618-907), farmers regularly collected gold particles from the feces of ducks and geese.

Unless the war with Iran ends soon, stagflation will soon be stalking global economies. Stagflation is bad for stocks, bonds, consumers and manufacturers. The only thing that it’s good for, history has shown, is gold.

AI Is Bullish On Gold – What About You?

By Kelsey Williams

The structural drivers (central-bank buying, monetary instability, and declining real yields) remain strongly supportive of the gold bull market. A reasonable expectation for 2026 is...

The Curious Case of Gold and Utility

By David Russell, GoldCore

Gold performs a role within reserve portfolios that few other assets can replicate. The majority of official reserves consist of foreign currencies and government bonds, both of which represent claims on other states. Their value ultimately depends on..

After a Holiday Surge, Consumer Borrowing Slowed in January Signaling Continued Consumer Stress

By Mike Maharrey, Money Metals

And even if consumers still have some borrowing power, an economy run on Visa and Mastercard simply isn't sustainable. When Americans finally hit their credit limit, it will have major implications for economic growth.

The Fog of Confusion

By John Mauldin, Thoughts from the Frontline

Even if the war lasts three months, but there is no substantial infrastructure damage, the long-term results are frustrating, and certainly inflationary over the next year, but not the end of the world as many armchair analysts claim. But infrastructure damage? That’s a game changer.

Cost of the Iran War—and Why It Will Fuel Inflation

By Doug Casey, Casey Research

The only way the US can finance this war is by printing money. That always results in higher prices. And higher interest rates as well.

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