N.B.: With all of the trouble Tesla Motors is running into now, I thought it germane to publish this article which originally appeared in the December issue of the Gold Goats 'n Guns Investment Newsletter. I know that the sequel to 1982’s classic film Blade Runner didn’t exactly set the box office on fire. Neither … Continue reading Elon Musk: Entreprenurial Replicant
Things are heating up in a way that are finally becoming interesting. ECB President Mario Draghi continues to admit he's trapped at negative interest rates and buying European sovereign debt in perpetuity. Will the market ever call his bluff? When it does watch Gold, Silver and the cryptocurrencies closely. Speaking of Silver it's had a … Continue reading Gold Goats ‘n Guns Live – The ECB is Trapped, Silver/Bitcoin Rally and Orban is Winning
It's almost like Silver knew tax-payment related selling was coming to an end. But, after months of being about as exciting as watching grass grow Silver finally perked up like it knew Spring was finally here earlier in the week. With everything happening geopolitically it's easy to take your eyes off the market. Moreover, with … Continue reading Silver Breakout – Significant? Or Head Fake?
I have a few hundred words up on the turmoil in Russian assets in international markets on the Private Blog. The war preparations have turned serious now that there has been an external attack on Russian assets. If you are interested in gaining access to the Private Blog you can do so by signing up … Continue reading Private Blog — Russian Markets and the War Prep
George Soros must be fuming this morning. Not only did Hungarian Prime Minister Viktor Orban's "Stop Soros" campaign work to get him re-elected it did so with full two-thirds majority of parliament. Looking over the results of yesterday's election they couldn't be worse for western neo-liberal elites like Soros. Their hope, which was littered all … Continue reading Hungary Follows Russia in Rejecting Modern Liberalism
Things are coming in hot and heavy and I feel it's important to drive value for my subscribers by posting more regular Private Blog content. This morning's announcement by the Chinese to target U.S. soybean exports with a 25% tariff is telling. I have some thoughts about the medium-term market effects and potential moves by … Continue reading Private Blog: China’s Serious Tariffs on Serious Earth
I sat down for an interview with Radio Sputnik Moscow this morning where we discussed China's new oil futures contract and the beginnings of the petroyuan trade. I touch on the coming financial and political crisis that will hasten the conversion of a portion of the world's trade to the Yuan at the expense of … Continue reading Interview – Radio Sputnik, the Petroyuan and the upcoming Dollar Bull Market
I have a new Private Blog post up on Patreon. It is another installment of Subscriber Q&A, where I answer direct questions from my patrons on issues important to them and share my thoughts with the community at large. This one is about U.K. banks and mitigating contagion risk. You can sign up for the Private Blog … Continue reading Private Blog – The Pound, Bail-ins and What To Do About Them