All Articles
Market Analysis Archive
DEBT BOMB
The Everything Bubble Update: Housing Confirms It, and the Fed Can’t Reflate It
Oct 21, 2026
5 min read
IT IS DIFFERENT THIS TIME.
The Pentagon Just Became a Drug Company’s Banker… the War Time Economy Shifts to a New Sector
Oct 20, 2026
4 min read
AI
Is AI Really a Bubble and Did CoreWeave Pop It?
Oct 18, 2026
5 min read
CRITICAL MINERALS
First JPMorgan, Now the World Bank: The Money for Critical Minerals Is Arriving From Every Direction
Oct 16, 2026
4 min read
HARD ASSETS
The Inflation I Warned About in March Just Showed Up, Right on Schedule
Oct 15, 2026
5 min read
CRITICAL MINERALS
Wall Street Just Put $1.5 TRILLION Behind Critical Minerals
Oct 15, 2026
4 min read
CRITICAL MINERALS
Wall Street Just Put $1.5 TRILLION Behind Critical Minerals
Oct 15, 2026
4 min read
THE ECONOMY
The Everything Bubble Is Already Deflating… Just Not Where Everyone Is Looking
Oct 14, 2026
5 min read
GOLD
How Washington Could Could Actually Put America’s Gold to Work
Oct 13, 2026
7 min read
DEBT BOMB
France Looks to Be the First Country to Go Bust… But It Won’t Be the Last
Oct 13, 2026
6 min read
THE EVERYTHING BUBBLE
The Everything Bubble Is Bursting Where I Said It Would
Oct 8, 2026
6 min read
DRONES
Cheap Drones, Costly Chokepoints: A New Layer of Inflation
Oct 7, 2026
6 min read
CRITICAL MINERALS
Why Did Treasury Just Hire the Architect of the Gold-Backed Bond?
Oct 6, 2026
4 min read
GEOPOLITICS
Washington Is Quietly Repositioning Gold
Oct 5, 2026
3 min read
DRONES
Cheap Drones, Expensive Oil: The New Math of Chokepoints
Oct 2, 2026
5 min read
AI
Musk and Luckey Just Got the Pentagon’s Checkbook
Oct 1, 2026
5 min read
CRITICAL MINERALS
Washington Just Opened Public Land to 456 Nuclear Reactors
Sep 30, 2026
4 min read
CRITICAL MINERALS
The War Just Opened a New Front, and It’s Inside the Pentagon
Sep 29, 2026
4 min read
CRITICAL MINERALS
Washington Just Made the Strait of Hormuz Irrelevant
Sep 28, 2026
3 min read
CRITICAL MINERALS
Two Months. That Is All Xi Got.
Sep 25, 2026
6 min read
