The Trump administration is moving to create what is being described as a strategic stockpile for rare earths and other critical minerals, branded “Project Vault,” with reported financing of around $12 billion, involving a major loan structure and private participation from large industrial users. This is a defensive move akin […]
Look out below, because the dam is beginning to break. Many of us were projecting that our economic problems would accelerate during the early portion of 2026, and that is precisely what has taken place. Employers are conducting brutal layoffs all over the nation, the number of job openings continues to decline, […]
The Trump administration has made no secret of its desire to push the monetary easing pedal to the metal, even as the engine is already near the red line. They intend to push the system as hard as possible today and worry about the consequences later. One reason may be […]
Inflation is an elusive term. In 1983, Webster’s New Universal Unabridged Dictionary defined Inflation as: “An increase in the amount of currency in circulation, resulting in a relatively sharp and sudden fall in its value and rise in prices: it may be caused by an increase in the volume of paper money […]
Introduction: A Stampede of Fear and an Opportunity to Stack On a recent Friday, the price of silver, the indispensable industrial metal and monetary asset, was violently taken to the slaughter. Headlines blared about a crash, and mainstream financial media quickly supplied a convenient, surface-level explanation. But for those who […]
Introduction: The Silver Market Seizure – Opportunity Amidst the Chaos The physical silver market is experiencing a historic infrastructure meltdown as prices shatter all records, recently piercing the $100 per ounce barrier for the first time in history. This parabolic move—a tripling in value since early 2025—has triggered a market […]
End of an Era Imagine you found a magical bank that lets you borrow money at 0 percent interest. Naturally, you’d take that free money and put it into a high-yield savings account or the stock market to pocket the difference, right? That, in a nutshell, is the Yen Carry […]
Cycles are often systemic, predictable, and, as I have long argued, often the result of policy distortions interacting with underlying structural forces. The latest data showing where the cost of living is rising fastest in the United States is a textbook example of how centralized, urban-centric policies can create persistent […]
Congratulations Silver Stackers and Gold Bugs! This month alone silver is up $42, or 60%, while gold is up almost $1k, or about 20%. Just two years ago, silver was flirting with a price approximating 50% of this month’s gain! I’ve felt bad for those who held silver and not […]
In AI-related moves, companies are stepping up job cuts. Amazon Message to Employees This morning, Amazon gave an Update On Our Organization on its corporate blog. I want to let you know that we’re making additional organizational changes across Amazon that will impact some of our teammates. I recognize this is difficult […]