Review – Solo: A Star Wars “Story”

There wasn’t any one moment in Solo: A Star Wars Story where I noticed myself saying, “Yup, I’m on board with this.”  Because that moment didn’t occur.  Instead, like any good movie Solo wins you over naturally, almost effortlessly. And before you know it you are simply along for the ride to see where everything … Continue reading Review – Solo: A Star Wars “Story”

Private Blog: Contagion Risk is Now a Reality

I have a new Private Blog post up for my subscribers on Patreon discussing the ramifications of today's big news out of Spain and how that's spilling over into Italy. If you'd like to subscribe to the Private blog head over to my Patreon to sign up for it and the Gold Goats 'n Guns … Continue reading Private Blog: Contagion Risk is Now a Reality

Interview: The HOF Profit Podcast – Cryptos and Geopolitics Equal Profits

I sat down for a lovely chat with Lodewijk Simon Hof for his HOF Profit podcast a couple of weeks ago.  He's just published it and it's available for you to listen to on his site and Soundcloud. We discuss a number of things, but focus on Europe and European politics as he is Dutch … Continue reading Interview: The HOF Profit Podcast – Cryptos and Geopolitics Equal Profits

Petroyuan is Only the Beginning, Pop Goes the Metals Market

No boom today.  Boom tomorrow.  There's always a boom tomorrow" -- Susan Ivanova "Babylon 5" When Hong Kong Exchanges and Clearing (HKEX) bought the London Metals exchange in 2012 all the speculation about about the effects on gold trading.  The primary reason for buying the LME was to obtain its warehouses and ensure a free … Continue reading Petroyuan is Only the Beginning, Pop Goes the Metals Market

The Necessity of Bitcoin as Reserve Asset

Yes, I said necessity.  In a recent issue of the Gold Goats ‘n Guns Newsletter I described Bitcoin as “The Mutation That Saved Money.”  In that piece I argued that Bitcoin was born out of the extreme fraud of the financial system under Greenspan and Bernanke. Leverage ratcheted up post-Y2K to levels which could only … Continue reading The Necessity of Bitcoin as Reserve Asset

Gold Goats ‘n Guns Live – Italy’s Coalition Ups Pressure on EU, Halper Outed, Trade Competitiveness

The big story of the day was Mike Pompeo's insane speech on our new Iran policy.  This is not something that is at all sustainable.  And it will backfire on us in the long run.  The geopolitical upside for those affected by this policy is, at best, limited and at worst a profound negative. So, … Continue reading Gold Goats ‘n Guns Live – Italy’s Coalition Ups Pressure on EU, Halper Outed, Trade Competitiveness

Private Blog – Q&A: Playing the Dollar Rally

I answer some subscriber questions this morning about the emerging rally in the U.S. dollar and how to play certain aspects of it in my latest Private Blog.  You can sign up for the Private Blog by pledging at least $4/month at my Patreon.  You can also up that pledge to $12 to add the … Continue reading Private Blog – Q&A: Playing the Dollar Rally

Gold Goats ‘n Guns Live – The Dollar Melt-Up and Catatrophic Rate Rise Begins

With the bearish closes in the 10-Year U.S. Treasury market this week we are now facing the next leg of dollar illiquidity spilling over into larger markets.  Emerging markets such as Turkey, Malaysia and Brazil are taking it on the chin. But, now Mexico is staring at an ugly currency meltdown as the Peso flirts … Continue reading Gold Goats ‘n Guns Live – The Dollar Melt-Up and Catatrophic Rate Rise Begins