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2022September
Goodbye, SILICON Valley
Posted August 29, 2022
“Plain old silicon has ruled the day for over 50 years,” says Ray Blanco. “But silicon isn’t the end-all in the world of semiconductors.”

China’s Worst Drought in Recorded History
Posted August 25, 2022
Financial news spin hailed new Chinese stimulus as stocks rose. Be smart: Beijing’s efforts won’t come close to tackling the country’s multiplying crises.

Gold’s Near “Unlimited Upside”
Posted August 24, 2022
Jerome Powell’s meeting in Jackson Hole this coming Friday is a clear catalyst for gold. Here’s another…

The Fed’s Message to Americans
Posted August 23, 2022
The mirage of a new bull market has disappeared, and Wall Street insiders knew this was coming.

Germany’s Nuclear Option
Posted August 22, 2022
German officials exemplify a “belated outburst of rationality,” according to Reason

Keep Your Eyes on the Road
Posted August 17, 2022
Meme stocks are soaring, with many proclaiming the bull market is back. But you need to keep your eye on the macro set up, which points to a rough patch ahead.

The Gold Standard’s Rebirth
Posted August 16, 2022
“Few remember that in 1971, Nixon explicitly said that the suspension of [the] gold [standard]... was being done ‘temporarily,’” says Jim Rickards

The Gold Standard’s Finale (Aug. 15, 1971)
Posted August 15, 2022
For those of us who still believe precious metals are an intrinsic asset, a store of value and a safe haven, today is an historic day.

One Billion People Go Hungry
Posted August 10, 2022
There’s a catastrophic bottleneck of the crop nutrient potash; we outline the devastating consequences.
Mining M&A (Hits and Misses)
Posted August 09, 2022
: “Recent months have seen a pickup in merger and acquisition activity,” says Paradigm analyst Dan Amoss, referring mainly to mining M&A.

When Gold Will Rally Again
Posted August 08, 2022
It’s a question I hear a lot: “Shouldn’t the price of gold be soaring now?”

The Day China Kicked Out Starbucks
Posted August 05, 2022
This week’s series of events is a wake-up call for investors complacent about the US-China economic ties. Relations just got much worse, and quickly. So, today, we’ll check back on some American companies that have decided to bet their future on a friendly China…

The Mother of All Tail Risks
Posted August 04, 2022
China’s navy is encircling Taiwan. Here’s why you need to be ready for things to spiral out of control, and make the pandemic, Fed rate hikes, and the Ukraine war look almost “quaint.”

Oil Dominates 2022 ETF Gains
Posted August 03, 2022
“I still think you can make money holding oil stocks this year,” says Zach Scheidt. And the cleanest way to play oil?
