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The Global Financial System Has Changed (And Gold is Reacting)

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Global Financial System

The Global Financial System Has Changed (And Gold is Reacting)

Unbeknownst to the highly one-sided media perspectives of late, the global financial system has changed. Despite massive price volatility of

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Ukrainian war

Ukrainian War: Sanctions vs. Sanity

In the tragic backdrop of the Ukrainian war, we consider the hard yet ignored math of failed Western financial systems

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war in Ukraine

War in Ukraine—Back to the Future?

As heated headlines all point to the war in Ukraine, saber rattling is sadly a key topic once again. The

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US Dollar

Signals (from the US Dollar) Matter

The bi-polar US Dollar, like so many market forces of late, is exhibiting some odd behavior. Equity markets, of course,

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2022 Markets

2022 Markets: Monetary Checkers vs. Checkmate Realism

Below, we look at 2022 markets and the converging market forces, policies and math which suggests US policy makers are

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Next financial crisis

The Ignored Spark of the Next Financial Crisis

The next financial crisis will begin like the last one: Not enough dollars. In the autumn of 2019, we began

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smart portfolios

Signals Matter: Smart Portfolios for Crazy Markets

Below, we discuss the need for smart portfolios in a backdrop of increasingly crazy markets. The data and analysis below

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Recession & Inflation

A Cornered Fed as Recession & Inflation Warnings Mount

Recession & Inflation signs are mounting. With the possible exceptions of Bill Martin and Paul Volker, history will one day

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The Fed

How Long Can the Fed Keep Faking It?

The facts of a surreal yet broken (and hence increasingly controlled and desperate) financial system are becoming harder to deny

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Taper Today?

Taper Today? Ready for the Ride?

Will Powell taper today? Below, we look at what that means for precious metals, the economy and risk assets. Precious

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