Speaking to Russians and Trump’s Mad Method

"You know General, sometimes the men don't know when you're acting. It's not important for them to know. It's only important for me to know." — Patton The more I observe Donald Trump the more I'm convinced he's more bark than bite, that his instincts on foreign policy are correct but his method is mad. … Continue reading Speaking to Russians and Trump’s Mad Method

Kavanaugh, the Disgust Circuit and the Limits of “Nuts and Sluts”

The Ragin' Cajun, I believe, coined the phrase "Nuts and Sluts" to succinctly describe the tactic used by the elites I call The Davos Crowd to smear and destroy someone they've targeted. Brett Kavanaugh is the latest victim of this technique.  But, there have been dozens of victims I can list from Gary Hart in the … Continue reading Kavanaugh, the Disgust Circuit and the Limits of “Nuts and Sluts”

Signs of the Gold Apocalypse: M&A and Fund Extinction

For bear markets to truly end investor sentiment has to get to a point where they would rather walk on broken glass than buy that asset or asset class.  We're reaching that point in the precious metals market. In conjunction with that we also have to see arrogance on the part of short-sellers convinced that … Continue reading Signs of the Gold Apocalypse: M&A and Fund Extinction

Brexit Breakdown is All Theatre

The "Gypsum Lady" Theresa May has no intention of staying strong on Brexit negotiations.  Her job was always to deliver a Brexit deal that was, in effect, no deal. She was to thread the needle that kept the U.K. in the European Union for everything that matters, the customs and trade unions, while selling the … Continue reading Brexit Breakdown is All Theatre

Private Blog: Market Report for 9-23-2018

This Sunday I profile WD-40 company (NASDAQ:WDFC) as well as have some thoughts on Gold's washout on Friday and the rough week in U.S. Treasuries.   The post can be accessed by Patrons here. For those that would like access to the Private Blog sign up at Patreon and pledge at least $4/month choosing "Community Member."

Trump Folds on Nordstream 2 Because … Logic

Since its first announcement I have been convinced the Nordstream 2 pipeline would be built.  I have followed every twist of this story from my days writing for Newsmax. And the reason for my confidence can be summed up in one word.  Money. Nordstream 2 simply makes too much economic sense for any amount of … Continue reading Trump Folds on Nordstream 2 Because … Logic