Public posts
The hot July PPI number is not inflation, it is an effect of inflation Just as I often write that the "inflation" numbers the media chase all over the place…
Video discusses TA on precious metals and much more Turn on the mic and start talking this early morning... For "best of breed" top-down macro analysis and market strategy covering…
HUI's ratios have made positive moves in basing vs. gold and the stock market, plus a look at a few other items in this brief excerpt Gold stocks are favored,…
I have not heard back from you, so posting here to make sure you receive the message that the welcome email was sent on the day of subscription to the…
Gold stocks are a unique counter-cyclical sector Here is the planetary representation I came up with called the Macrocosm. The larger the planet, the more positively relevant to gold mining…
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…
Sad trader, happy trader, awestruck trader... he's happy again! I have to hand it to this gentleman. He has parlayed facial expressions into a cottage industry that has even landed…
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…
News of Treasury bonds' death was greatly exaggerated (and greatly promoted) Of course it was promoted... heavily. That is because here in the financial markets exists a great big herd…
In light of Trump's attack on Iran's nuclear capabilities over the weekend and this morning's little pump in USD, I thought I would reprint the Global Stock Markets segment from…