I did a two segment stint on Lee Stranahan and Garland Nixon's excellent show Fault Lines yesterday. We discussed a whole range of things which needed more than 20 minutes to cover including Why Angela Merkel will not likely survive her current problems... Why Gold Goats 'n Guns ...? Why an investment newsletter? ...And the … Continue reading Interview: Fault Lines on Sputnik – Merkel’s Migration Crisis and Why Gold Goats ‘n Guns
Angela Merkel is in serious trouble in Germany and pat of the reason why is the U.S.'s insistence on dragging out the war in Syria for no tangible benefit at this point. The net effect of our continued presence there will be to red-pill even more Americans that the Syrian 'Civil War' was a U.S. policy … Continue reading Gold Goats ‘n Guns Live – Merkel’s Road to Hell Goes Through Syria, Will a Trump/Putin Summer Save Her?
President Trump is trying to remake U.S. foreign policy such that he can bring the troops home and rule the world through continued financial dominance. In an outstanding article at Strategic Culture Foundation, Alistair Crooke lays out the argument (see link below). Trump will not be successful because of Triffin's Paradox, among other things. The … Continue reading Gold Goats n’ Guns Live – Nordstream 2 and Trump’s Losing Battle Against History
I spent a few minutes chatting with Lee Stranahan (@stranahan) and Garland Nixon (@garlandnixon) on their radio show, Fault Lines on Sputnik Radio this morning. We went over the importance of Gazprom and its centrality to so many geopolitical hotspots around the world today. Gazprom is a company with the highest political risk of any stock … Continue reading Interview: Fault Lines – Gazprom and the Hybrid War on Europe
Issues like the Baker vs. the Gay Couple are designed to distract from the core problem and focus on the emotional one used by Progressives to advance a tyrannical agenda. Colorado's anti-discrimination law, while well-intentioned, is fundamentally wrong. It infringes on the rights of property owners to decide who is and who is not their … Continue reading Gold Goats ‘n Guns Live – SCOTUS Defends Businesses for Wrong Reasons – Let Them Eat Cake in the EU
Italian President Sergio Mattarella just blew up the European Union. His refusal of the coalition agreement between The League and Five Star Movement threw the best chance for the EU to face its burgeoning political crisis before it became a full-blown sovereign debt crisis. With U.S. and U.K. markets closed today the full force of … Continue reading The EU Strikes Back – Italy Coalition Rejected
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
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