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…
GEOPOLITICS
March 17, 2026
The Iran War Is About to Unleash a Inflation Shock the Fed Can’t Stop
As I keep emphasizing, the War in Iran has the potential to ignite another round of inflation in the U.S. In fact, the longer this conflict drags on, the higher…
CENTRAL BANK INSANITY
March 16, 2026
Everyone Is Oversimplifying Iran — Here’s What the Smart Money Sees
Stocks are bouncing this morning because things do not appear to have worsened geopolitically over the weekend. The lack of escalation in the War with Iran combined with the fact…