Previous articles and posts of interest.
The cheering has been loud on X and elsewhere, and may precede a correction in Silver's ratio to gold, and other markets (the "SGR trades") Go TEAM! Yaaay TEAM!! Back…
A new Commodity Super-Cycle is likely, finally I have poked fun at the Commodity Super Cyclers over the years. Churning out analysis telling of a great economic reset toward real…
The future is now for Strategic and critical commodities at the heart of the current global macro alignment Source: MP Materials I am moved to write this article because what…
Credit expansion, AKA more and more debt, into von Mises' Crack-Up-Boom would bring Stagflation at best, and Hyperinflation at worst in the not too distant future [edit] Today's better than…
Under the Federal Reserve system, the U.S. is not a capitalist country, it is a socialist welfare state for the elite, compliments of inflation Socialism For the Elite, Not Capitalism…
The Silver/Gold ratio trades, my name for a wider commodity rally, are on the cusp of another leg up You could call them "inflation trades", but the post-2021 phase and…
The commodity rally, such as it has been so far, should take on a new intensity, possibly after a summer cool-down Below I present for you one of those charts…
The gold stock rally is near our long-standing upside target of HUI 500 +/- Of course, a target is just a target. Not a stop sign. But while today's bulls…
Excerpted from the June 8th edition of Notes From the Rabbit Hole (#866): He’s at it Again Trump is badgering Powell relentlessly about interest rates. Aside from being great theater…
The Silver/Gold ratio is oversold, but silver is not "undervalued" relative to gold based merely on price A common hue and cry from Team Silver Bug is that silver is…
An "inflation trade" is possible, but take heed of its shelf life With the tariff/trade war drums fading lately, the logical conclusion is "inflation trade upcoming!" and cyclical markets -…
The chart of SPX and gold shows that volatility was hard-wired into a macro market situation that had been relatively normal prior to August, 1971 I love looking at pictures.…
"Stagflation or Deflation?"; one will come first As the Fed's Michael Barr notes, tariffs will put upward pressure on prices of items subject to said tariffs. You can tap the…
"Meme Coins are the stuff of late-stage bubbles" -Captain Obvious Disclaimer of bias: I have viewed Bitcoin and Crypto in general as a speculation to varying degrees from day 1.…