The Global Empire of Risk
Should the Fed pay attention to the IMF’s warnings about global financial risks and deteriorating market conditions? Probably, but more red-hot inflation data means their hands are tied.
Mason Stetler
Raise Rates ‘Til Something Breaks!
Rising interest rates reveal the consequences of exorbitant debt and leverage. When the free money disappears, what remains tends to flow into real assets.
Recessionary Red Flags
The current pace of rate hikes has no modern precedent. With recessionary red flags popping up everywhere, what will it take for the Fed to reverse course?
Gold Struggles Despite Stubborn Inflation
Inflation and money supply indicate that gold has room to run. How long can rising interest rates and dollar strength suppress the price?
Oil Might Be Due for an Unwelcome Rise
Inflation has peaked, right? The stock market is certainly acting like it, but there are many reasons to believe we are not out of the woods yet.
The Truth About Gold Price Manipulation
Gold bugs often debate the scope and impact of gold price manipulation. Some of these accusations are absolutely true, while others enter the realm of conspiracy.
Is Gold in the Beginning of a Historic Short Squeeze?
The futures market is flashing a very clear, and very rare, signal. Gold's jump from $1,680 to $1,800 could the be the beginning of a significant move higher. Right now, gold is still on the sale of the century.
When Will the Money Printers Turn Back On?
As the Fed grapples declining GDP and the growing threat of recession, will they let the economy crumble and defeat inflation, or juice the markets again?
Why is Gold Falling?
Gold is supposed to be a reliable hedge against inflation and economic disasters, but right now it’s stuck in the mud. When will gold shine again?
Crashing Commodities Point to a Recession
Demand destruction and the growing threat of recession crushed commodities in Q2. The Fed succeeded in slamming on the breaks, but did they go too far?
History of the Gold Standard in America
To understand the history of US monetary system, we must grasp the role of its central protagonist: gold.
Plummeting Consumer Sentiment Supports Gold
Gold bull markets are correlated with secular drops in consumer sentiment. Today’s sentiment numbers will help support gold’s next move.
How Does Quantitative Easing Impact Gold?
The long-term risks of quantitative easing, including eroding the credibility of the US dollar, are closely linked to gold's performance.
What a Rollercoaster
The past few years have been a violent whipsaw of recession and inflation. If the Fed has to pick between the two, which will they choose?
How to Confront Stagflation
In a period that crushes financial assets and currencies, investors need to own the king of all commodities: gold.
Gold Needs a Fed Pivot
The stock market is a casualty in the Fed’s fight against inflation. Will the entire economy follow? If so, will the Fed make a dovish pivot?