April 6, 2022

Hard Assets Shine as Paper Assets Fall

The changing world order comes with a new battle between financial assets, and commodities are winning.

April 5, 2022

History of Hard Money: Japan’s Lost Decade

Throughout the 1980s, Japan’s economy soared past the rest of the world. The growth that once earned the envy of investors and economists now stands as a dire warning against debt, speculation, and easy money.

March 30, 2022

Bond Market Bomb: Ready for a Recession?

The yield curve just inverted, a signal that has accurately predicted 10 out of the last 10 recessions. As investors exit the bond market, where will they go?

March 23, 2022

History of Hard Money: The Roman Empire

When Matthew wrote his gospel in 85 AD, one pure silver Denarius covered the daily wages of a skilled Roman craftsman. Three hundred years later, the Denarius had been reduced to a worthless scrap of copper alongside a crumbled empire.

March 17, 2022

Dropping the Dollar, Picking up Gold

The United States just made a monumental decision that discourages central banks from holding U.S. dollar reserves. Where do those trillions go?

March 10, 2022

The Economic Shocks are Just Beginning

Western sanctions are crushing the Russian economy, yet Putin has little option but to double down, sending shockwaves throughout the global economy.

March 2, 2022

Volatility is the Story of the Day

Geopolitical, financial, and economic uncertainties are compounding in a precarious display of ups and downs across nearly every asset class.

February 24, 2022

Russian Invasion Sends Gold Through the Roof

Russia changed the course of history this week with its invasion of Ukraine, crushing risk assets, spiking energy prices, and triggering a massive move into gold.

February 16, 2022

Gold Breaks Above Declining Trendline

Macroeconomic and geopolitical risks are stimulating interest in gold, but the mass money transfer is only just beginning.

February 10, 2022

This Week is Proof: The 60/40 is Doomed in Years to Come

Today’s frothy market is giving 60/40 investors a bitter taste of what is to come. Record-high stock valuations, exorbitant debt, high inflation, and rising interest rates are sowing the seeds for a radically different economic era.

February 3, 2022

Technology Stocks Plunge. What Comes Next?

Pressure is stacking up on technology companies, wiping out billions in market value. This volatility will likely contribute to a risk-off market attitude.

January 28, 2022

Gold: The Key to Escaping the Bubble

A stock market correction, a bond yield spike, a dash for gold – this week had it all. Will this be the exception or the rule for 2022?

January 20, 2022

Investors Duck for Cover, Gold Provides a Haven

2022 has humbled high-flying tech stocks, forcing investors into a risk-off attitude, and sending gold above $1,840/oz.

January 14, 2022

7% Inflation: Who’s to Blame?

CPI reached the highest level since 1982. Policymakers are scrambling to assign blame and introduce solutions that won’t sacrifice the economy or the stock market.

January 6, 2022

The Fed’s Balance Sheet: What you Need to Know

The Fed plans to reduce bond holdings and increase interest rates in 2022. History tells us gold is one of the strongest assets in this environment.

December 30, 2021

Nothing is Free. Especially Government Printed Money.

The Fed’s response to the Great Financial Crisis changed the world of economics forever. We live in the age of free money, which tends to sacrifice long-term economic stability for short-term reward.