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…
STOCK COLLAPSE?
March 13, 2026
The Three Pillars of the Bull Case Just Crumbled. What Comes Next Could Be Ugly.
One by one, the stock market bulls are running out of market props. Throughout the initial round of selling in in stocks, bullish investors pointed to aggregate breadth as indicating…
IT'S A BULL MARKET
March 11, 2026
The Inflation Numbers Washington Won’t Talk About — And They Were Flashing Red Before Iran
As I mentioned yesterday, the War in Iran has the potential to ignite another inflationary storm in the U.S. We’ve already assessed the threat this conflict presents to energy prices.…
CENTRAL BANK INSANITY
March 10, 2026
The Iran War Just Lit the Fuse on America’s Next Inflation Crisis
The U.S. is in very serious danger of igniting another inflationary storm. Gurus and pundits like to point to the decline in official inflation data points like the Consumer Price…
STOCK COLLAPSE?
March 9, 2026
This One Signal Has Predicted Every Bear Market — And It Just Triggered
Stocks just signaled a MAJOR warning. The 21-week exponential moving average (WEMA) is THE dominant trend for the market. Thie line acts as support during bull markets. And it is…
INFLATION
March 6, 2026
Everything Is Breaking at Once — And the Worst May Be Ahead
The markets appear to be heading into a perfect storm. There are few if any indications that War in Iran will end soon or easily. Despite the U.S. and Israel…
STOCK COLLAPSE?
March 3, 2026
Three Red Flags You Can’t Ignore: Why This Bull Market May Be Over
The markets are a sea of red this morning as the world begins to realize that: The situation in Iran will likely not be over quickly. Private credit markets are…