Global Wealth Destruction
Capital moves at lightning speed in today’s interconnected world. And that’s where bear markets and recessions create spillover effects worldwide.
October 28, 20224 min read
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Research
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China’s Superpower Slump
China is going through a myriad of problems and it has massive repercussions for the commodities market.
October 21, 20225 min read
Gold Currency Wars
Relative to the U.S. equity markets which are down nearly 25% as of this writing, gold is actually outperforming, or the lesser loser.
October 14, 20225 min read
Blood on Wall Street – But What About Main Street?
Some of the best intuition I get comes from the OMI, “Outside of Market Indicators”.
October 7, 20225 min read
Fistful of Dollars
We are now entering tax loss season. It’s time to prepare that the worst of the resource bear market could yet come.
September 30, 20225 min read
Gold Beating
In a time of high global inflation caused in part by massive money printing and fiscal stimulus experiments, gold SHOULD be rocking. What’s going on…?
September 23, 20224 min read
The Dollar War Path
Recent inflation data continues to show significant upwards pressure on consumer prices. Likely forcing the hand of Fed officials to raise rates further and push the US dollar higher versus other currencies.
September 16, 20225 min read
Recession Protection: Pay Me to Wait
I believe there’s a substantial chance that this is a long, drawn-out recession. And in between superstar opportunities, I want to get paid to wait.
September 9, 20226 min read
The Perfect Storm for Uranium
Japan just helped uranium creep closer to its final inflection point.
September 2, 20225 min read
Market Fake Out or Electric Breakout?
Share prices have bounced hard off the low. This has all the YouTube gurus and TikTok option traders calling the bottom is in. Is it?
August 26, 20225 min read
China Signals “Buckle Up”
China’s recent economic indicators are the worst they have been since Covid-19 started. High unemployment levels along with crashing real estate prices are creating an economic firestorm.
August 19, 20225 min read
China, Taiwan and the Boycott
China’s soaring default rates and mortgage boycotts provide a peek into the true health of the Chinese economy.
August 12, 20225 min read
