AI
April 28, 2026
Three Tectonic Forces Are Converging — and Hard Assets Are the Only Winner
Yesterday’s article caused quite a stir. By quick way of review, I outlined the fact that Money Printers (Governments and Central Banks) have crossed the “point of no return.” The…
CENTRAL BANK INSANITY
April 27, 2026
The Money Printers Have Crossed the Point of No Return
The world is entering a new chapter in terms of investment. It is now clear that the pandemic opened the door to an amount of money printing/ stimulus that was…
AI
April 23, 2026
The AI Trade Has Changed — Here’s Where the Money Is Moving Now
As I have outlined since November, the Tech sector was the primary reason the stock market was struggling. Obviously, the war in Iran was the catalyst for the rapid decline,…
BANK CRISIS
April 22, 2026
The People Who Print Money Are Buying Gold by the Ton — And That Should Terrify You
Central banks now own ~18% of all the above ground gold in the world. That is not a typo. The people who can literally print money at will are loading…
GEOPOLITICS
April 19, 2026
Peace Won’t Fix This: The Closure of the Strait of Hormuz Has Already Done Its Damage
As I’ve outlined previously, the most critical aspect of the conflict in Iran pertains to the Strait of Hormuz, a narrow (~30 miles wide at its narrowest point) critical shipping…
MELT UP
April 17, 2026
The Real Reason the Trump Administration Is Manipulating the Stock Market
The Trump administration has ignited a new bull market. The S&P 500 and NASDAQ have both hit new all-time highs. You’re going to see a lot of commentators proclaiming that…
INFLATION
April 15, 2026
The Trump Administration Is Manipulating Inflation Data — And Gold Knows It
The Trump administration is now actively gaming the inflation data. For decades, the U.S. has understated the true state of inflation by applying various accounting gimmicks to the inflation data:…
PRECIOUS METALS
April 14, 2026
Ten Years in the Making: Gold Miners Just Triggered a Breakout That Changes Everything
The bull market in precious metals and precious metals miners is still in its early stages. Gold first began outperforming stocks in late 2024/ early 2025. From that point onward…
INFLATION
April 10, 2026
Peace Deal or Not, the Inflationary Shockwave Is Already in the Pipeline
A cease-fire has been declared between the U.S., Iran and Israel…. But the damage has already been done from an inflationary perspective. I’ve already delved into the inflationary impact that…
GEOPOLITICS
April 8, 2026
The Explosive Bounce Is Here — And What Comes Next Will Surprise You
The explosive bounce I wrote about is here. Stocks, precious metals, heck the entire financial system except oil, is ripping higher today on announcements of a two-week cease-fire between the…
AI
April 7, 2026
No, AI Cannot Think… and It’s Not Going to Take Your Job
Maybe… just maybe, things won’t be a disaster. Everywhere you look today, there are articles claiming that the Artificial Intelligence (AI) revolution is going to result in widespread jobs losses…
INFLATION
April 6, 2026
The Iran Conflict Remains the Single Biggest Inflation Wildcard in 2026
War is inherently inflationary for the following reasons: Governments ramp up spending to fund the war effort: weapons, personnel, logistics, and reconstruction. The potential for supply side disruptions: in a…
HARD ASSETS
April 6, 2026
Stocks Shrug Off Iran — And Gold Miners Are About to Explode Higher
Despite the War in Iran showing no signs of ending any time soon, stocks are refusing to break down. This is a signal that much of the bad news is…
PRECIOUS METALS
April 1, 2026
This is the First Real Shot for Bulls Since Iran — And Precious Metals Look Even Better
As I noted earlier this week, stocks were positioned for a violent bounce. By quick way of review: The number of S&P 500 companies trading above their 20-day simple moving…
PRECIOUS METALS
March 30, 2026
The Setup Is Perfect for a Violent Bounce
The stock market is setting up for a violent bounce. The most likely catalyst for this would be a ceasefire or some kind of negotiation breakthrough between the U.S./ Israel…
AI
March 27, 2026
The Hard Asset Revolution Has Begun — And Most Investors Are Going to Miss It
The financial system is rapidly changing. And those who invest accordingly stand to make fortunes. The conflict in Iran has revealed something vital to understanding the future of the financial…
GEOPOLITICS
March 26, 2026
The Only Thing You Need to Read About Iran
Let’s be clear about the situation in Iran. Perhaps 100 people in the entire world know the reality about what is transpiring between the U.S./ Isreal and Iran. Those people,…
CENTRAL BANK INSANITY
March 24, 2026
The Bull Market Is Over — And the MAG-7 Pulled the Trigger
There is a significant chance the bull market begun in 2022 is over. Stocks bottomed in late-2022 due to several factors: The Fed’s war on inflation appeared to be working:…
INFLATION
March 23, 2026
The TACO Trade Is Back — But the Real Story Is 5.2% Inflation Expectations
President Trump just unveiled another massive TACO. The term “TACO” is an acronym for “Trump Always Chickens Out.” It implies that the President, for all his bluster and verbal aggression,…
AI
March 19, 2026
Warning: the AI Theme is Officially DEAD
The bull market that began in mid-2022, and which accelerated starting in late-2023, has been largely driven by the Artificial Intelligence (AI) revolution. Since late-2023, AI-related companies have accounted for…