June 1, 2022

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?

May 25, 2022

Egypt’s Bread Crisis is the Canary in the Coal Mine

As global food and commodity prices surge, nations are turning inward to protect their own food security. For emerging economies, inflation has a particularly nasty bite.

May 19, 2022

Inflation: Good for Governments, Bad for You

When public debt starts hitting the tens of trillions, governments only have one option: inflate it away. Sorry citizens!

May 11, 2022

When the Dip Turns to a Waterfall

Individual investors are relentlessly “buying the dip,” yet stocks continue to tumble. Maybe it’s time to abandon the risky bets and get into something real?

April 27, 2022

Stocks Are All Dressed up With Nowhere to Go

WWIII looms, equities are getting clobbered, and investors are stacking up on cash. Cash redeployment will be a powerful force.

April 14, 2022

When Fed Ability Fails, Credibility Follows

The U.S. financial markets rest on how much investors trust the almighty Fed. Can they engineer a soft landing after so many egregious miscalculations and deteriorating credibility?

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.

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?

Read more

Egypt’s Bread Crisis is the Canary in the Coal Mine

As global food and commodity prices surge, nations are turning inward to protect their own food security. For emerging economies, inflation has a particularly nasty bite.

Read more

Inflation: Good for Governments, Bad for You

When public debt starts hitting the tens of trillions, governments only have one option: inflate it away. Sorry citizens!

When the Dip Turns to a Waterfall

Individual investors are relentlessly “buying the dip,” yet stocks continue to tumble. Maybe it’s time to abandon the risky bets and get into something real?

Stocks Are All Dressed up With Nowhere to Go

WWIII looms, equities are getting clobbered, and investors are stacking up on cash. Cash redeployment will be a powerful force.

When Fed Ability Fails, Credibility Follows

The U.S. financial markets rest on how much investors trust the almighty Fed. Can they engineer a soft landing after so many egregious miscalculations and deteriorating credibility?

Hard Assets Shine as Paper Assets Fall

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

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.

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?

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.

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?

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.

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.

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.

Gold Breaks Above Declining Trendline

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

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.

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?

As global food and commodity prices surge, nations are turning inward to protect their own food security. For emerging economies, inflation has a particularly nasty bite.

When public debt starts hitting the tens of trillions, governments only have one option: inflate it away. Sorry citizens!

Individual investors are relentlessly “buying the dip,” yet stocks continue to tumble. Maybe it’s time to abandon the risky bets and get into something real?

WWIII looms, equities are getting clobbered, and investors are stacking up on cash. Cash redeployment will be a powerful force.

The U.S. financial markets rest on how much investors trust the almighty Fed. Can they engineer a soft landing after so many egregious miscalculations and deteriorating credibility?

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

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.

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?

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.

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

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

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

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.

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

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.

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