Another One ₿ites the Dust
This time, Bitcoin’s price drop had nothing to do with macroeconomic forces like geopolitical issues or rising inflation.
November 18, 20226 min read
Archive
Research
Is This the Ultimate Precious Metals Bottom Indicator?
One of my sector health gauges for precious metals is looking at cash as a percentage of market capitalization…
November 11, 20226 min read
A Dead Cat and Market “Misery”
The end of October dead-cat bounce was in full swing. In a rise for the ages, returns for stocks in the S&P 500 cracked the top 20 all-time best months.
November 4, 20226 min read
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
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
