Public posts
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…
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…
Not only is the Sprott Uranium holder (SRUUF) attempting a break out, but it's recoiling to test the breakout area as would-be support [edit] Longer-term chart added to show clear…
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…
Bull flag breakout in gold is in its 9th day While attention for a lot of us (well, me at least) has been on silver and its ratio to gold…