Jamie Dimon Sees Cockroaches. I See a Setup.
The Debt Signs You Missed in 2008 Are Back Again.
February 13, 20265 min read
Archive
Research
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
Oil’s Goldilocks Moment—And Who Gets Paid
303 billion barrels changed hands last week. Oil barely moved.
January 9, 20265 min read
Oil is Flashing the Same Signal It Did Before the 2014 Crash
The Calm Before Oil’s Next Contango Trade.
January 2, 20265 min read
The Silent Rotation of 2026
“You Can’t Print Energy” & Other Trends You Have to Watch.
December 26, 20255 min read
Big Mistake: This Wasn’t in the Lithium Models Before
Albemarle’s CEO Called It “The Big Surprise.” Here’s What He Saw.
December 12, 20254 min read
Silver’s “Cooling Failure” Cover Up
The London Loophole, The “Glitch” and Why the CME went dark.
December 5, 20254 min read
