Is Gold Decoupling from Debt?

When I went outside this morning to wrangle my goats to milk them, I noticed something had changed.  All of a sudden it was October.  It was chilly in a way that only fall in North Florida could be, slightly drier and more temperate.  While it was a cold, wet summer for the most part, … Continue reading Is Gold Decoupling from Debt?

Merkel’s End Could Spark EU Breakdown

The pieces have been moving into place for months now.  German Chancellor Angela Merkel has seen her power within German political circles wane for more than a year.  Italy's opposition to the European Union's budget rules is stiffening. Bond yields are beginning to not just rise, but blow out uncontrollably. The Fed keeps raising rates … Continue reading Merkel’s End Could Spark EU Breakdown

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