Five Pillars of Debt Default

Regular readers of Gold Goats ‘n Guns know that I’ve been handicapping a major sovereign debt default to begin here in 2018 or early 2019.  But, what do I mean by that? How does a sovereign debt default come about?  And who will default? There are a staggering number of factors that feed into this … Continue reading Five Pillars of Debt Default

Gold Goats ‘n Guns Live — Betraying Brexit, Putin’s New Groove and the BoJ likes Bitcoin

Following up on the news of the weekend.  Don't believe the new Brexit deal is anything other than a Trojan Horse.  Russia makes it clear with its vote that it stands behind a strengthened Vladimir Putin. Monday's have not been kind to Bitcoin and the cryptocurrencies since futures trading began, today was an exception with … Continue reading Gold Goats ‘n Guns Live — Betraying Brexit, Putin’s New Groove and the BoJ likes Bitcoin

The Death of the “Death of Contagion” Central Bank Meme

Last year now-former FOMC Chair Janet Yellen downplayed the possibility of another financial crisis.  In her hubris she believes the central banks have walled off the financial system from 'contagion risks' brought on by over-investment in synthetic derivative market products. Like generals, however, central planners are always fighting the last war. We're experiencing a major … Continue reading The Death of the “Death of Contagion” Central Bank Meme

January Issue of Gold Goats ‘n Guns Released

2018 will be a year where we truly begin the transition from the old order to the new one.  There will be chaos and the pace of change will accelerate.  If you though 2017 was crazy, you ain't seen nothing yet. The need for new institutions both in the real world and the cryptocurrency one … Continue reading January Issue of Gold Goats ‘n Guns Released

December Issue of Gold Goats ‘n Guns Released

The destruction of false media and political narratives dominated 2017's headlines.  The fallout from that destruction is the focus in this month's Gold Goats 'n Guns Investment Newsletter.  At the core of the political destruction is the fear of institutional breakdown and that means the looking for new solutions to problems still suffering from the 2008 financial crisis. Solutions … Continue reading December Issue of Gold Goats ‘n Guns Released