You’re not late. The frenzy hasn’t started.
Nobody at dinner is talking about gold and silver. Good.
April 3, 20265 min read
Archive
Research
The “Watermark”: You’re grieving money you never had
And it’s quietly wrecking every decision you make.
March 27, 20266 min read
One Water. Half the World’s Food Supply.
Forget oil. Something far more important moves through Hormuz.
March 20, 20265 min read
Every robot needs 30 magnets. There aren’t enough.
The Lithium Crash Killed the Mines. Now 50,000 Robots Need Batteries.
March 6, 20265 min read
Never Bet Against America
In 2021, I called America’s comeback in print. Here’s the scoreboard four years later.
February 27, 20265 min read
Project Vault: Washington’s $12 Billion Copper Bet
My top copper pick has nearly doubled. I’m not selling.
February 20, 20265 min read
Jamie Dimon Sees Cockroaches. I See a Setup.
The Debt Signs You Missed in 2008 Are Back Again.
February 13, 20265 min read
This signal has fired five times. It’s never been wrong.
The number gold bears don’t want you to see.
February 9, 20262 min read
The Financial Hand Grenade
A crypto company is stockpiling physical gold in a nuclear bunker. I know why.
February 4, 20265 min read
Copper at $6: The Squeeze Has Just Begun
The 10 million tonne hole nobody’s plugging.
January 23, 20265 min read
Buckle Up: Silver Miners are Pushing Towards 150% Margins
Silver Stocks are climbing. Analysts are revising their models.
January 16, 20265 min read
