Private Blog: Father’s Day and the Dollar Trap

I have a new Private Blog post up for my subscribers on Patreon discussing the ramifications how Friday's close in Gold and Silver interacts with news about Angela Merkel's potential boot from power in Germany. 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: Father’s Day and the Dollar Trap

Draghi Trapped, Euro Slapped, Gold and Silver Uncapped

Mario Draghi finally admitted he is trapped.  There is no exit from his negative interest rate policy that doesn't end in tears.  Now that he has a political reason to be dovish, Trump's aggressive trade and tariff policy towards the EU, he did so this morning. The latest policy statement from the ECB is a … Continue reading Draghi Trapped, Euro Slapped, Gold and Silver Uncapped

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

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

Private Blog – Dollar Liquidity Strategy

I have a new Private Blog post up for subscribers at Patreon discussing strategies for the unfolding liquidity issues forming in the U.S. dollar. To sign up for the Private Blog and the Gold Goats 'n Guns Investment Newsletter, join my Patreon and join the other "Big Ol' Bucks" by pledging $12/month.

Gold Goats ‘n Guns Live — Trump Should Thank Iran as the Dollar Blows Out

Last week I theorized that Donald Trump's insane bluster over Iran and the JCPOA could be the catalyst for a massive rally in the U.S. dollar.  This rally would touch off global contagion as bond yields around the world blow out to the upside. Yesterday's 10 basis point drubbing of the U.S. 10-year Treasury Note … Continue reading Gold Goats ‘n Guns Live — Trump Should Thank Iran as the Dollar Blows Out

Will Trump Torch the Global Economy on the Bonfire of his Vanity?

At least it is confirmed for us.  Donald Trump wants regime change in Iran.  His cancellation of the JCPOA was a decision born of his myopia.  He has surrounded himself with people who reinforce his view and manipulate him via his vanity. And the price of implementing his current plan will be a global debt … Continue reading Will Trump Torch the Global Economy on the Bonfire of his Vanity?