Previous articles and posts of interest.
Jordan Roy Byrne was nice enough to have me on once again to talk, and talk, and... well, you know... about the precious metals and the macro situation Thank you…
The latest edition of Trump on Powell hectoring: "He's always late", his "termination can't come fast enough" In Q4, 2018 during Trump 1, the president made a habit of hectoring…
Many gold bugs fail to understand the interplay between gold stocks and the Gold/Silver ratio Misconception: noun; a view or opinion that is incorrect, based on faulty thinking or understanding It has never failed. After the blessed…
Bond Market's Yield Curves to Fed: "Get your ass in gear" It is an indication from the bond market's Yield Curves implying a dovish Fed to come. But the Fed…
The 10yr-2yr and 10yr-3mo Yield Curves show the Fed to be behind, well, the curve With a deflationary impulse, which we have anticipated, that is the product of the already…
As Inflation Bugs sell indiscriminately, the gold mining Macrocosm (of proper macro-fundamentals) is engaged A man sits in the White house. A different kind of man. A man who does…
Trump appears to be using a 1970s, or worse, 1930s playbook; and those playbooks did not work even though the US had a large industrial base at those times [edit]…
Viewing the gold price in a vacuum, some may think there is a bubble in gold, but that is far from the case The gold price is, after all, doing…
A response to an article on gold stocks I read at Gold-Eagle Be aware that the writer does have 22 years of fact, of proof on his side. His argument…
One chart shows the details of an important historical analog for gold stocks Through many years of frustration among gold bugs due to the failure of gold stock prices to…
2025 begins with our plans well in motion for a stock market top and important changes to the macro This article attempts to put clearer words and images to the…
Jerome Powell: "I think it's pretty clear we've avoided a recession" In response to a media member, who at Wednesday's post-FOMC press conference, asked Jerome Powell if he thinks we've…
The 10yr-2yr yield curve remains on its new steepener The macro is grinding along, subject to daily noise that drives nominal yields up or down (today's noise du jour is…
The gold price is on a big leg up toward the next target of 3000+, but there is more to the story than that... Just to be clear that the…