July 12, 2024

Gold, silver and copper had a banner first half – Richard Mills

2024.07.11 Silver is up 33% year to date (July 8), gold is up […]
July 12, 2024

Inflation Has Come Down, But High Prices Are Here to Stay

By Felix Richter – Statista While progress in the fight against inflation has […]
July 7, 2024

Commodities Halftime Report

By Frank Holmes – U.S. Global Investors Data supports the potential of commodities […]
July 6, 2024

Nothing Matters

Weekly Commentary – Credit Bubble Bulletin The grossly imbalanced U.S. economy may be […]
June 30, 2024

Charted: U.S. Wealth by Generation

By Bruno Venditti – Visual Capitalist In 2023, American Baby Boomers owned 52% […]
June 28, 2024

Commodities and Geo-Political Risks with Rozencwajg and Yra Harris

From Goehring & Rozencwajg Adam Rozencwajg and Yra Harris joined the Financial Repression […]
June 27, 2024

Who Needs the Fed?

From Mises Wire Perhaps nothing in financial news receives more attention than an […]
June 26, 2024

Inflation in Canada Throws Another Curveball: Core CPI Spikes Month-to-Month by Most since 2022

By Wolf Richter –  WOLF STREET When the Bank of Canada cut its policy rates […]
June 24, 2024

Who Holds the Recklessly Ballooning US National Debt of $34.7 Trillion?

By Wolf Richter for WOLF STREET The US national debt – now $34.7 trillion, up from […]
June 22, 2024

The Foreign Holders of the Ballooning US Debt

By Wolf Richter for WOLF STREET The question that’s on everyone’s mind is how long foreign […]
June 17, 2024

The U.S. Drops Out of Global Competitiveness Top 10

By Felix Richter – Statista Social cohesion, adaptability and agility are qualities the […]
June 16, 2024

China has become a scientific superpower

From The Economist In 2019 The Economist surveyed the research landscape in the country and asked […]
June 15, 2024

Services are big, and that one-month outlier was massive, and it drove down Core CPI and overall CPI.

By Wolf Richter –  WOLF STREET The Consumer Price Index for May, on a month-to-month […]
June 14, 2024

Ten Classic American Brands Owned by Foreign Companies

By Pallavi Rao – Visual Capitalist Popular brands have an intangible effect on […]
June 12, 2024

Charted: America’s Shift to a Cashless Society

By Marcus Lu – Visual Capitalist A cashless society is one in which […]
June 12, 2024

The Six Choke Points That Can Upend Global Trade

By Alaric Nightingale – Bloomberg Drone and missile attacks by Yemen’s Houthi militants on […]
June 7, 2024

Bank of Canada Cuts by 25 basis points, to 4.75% as Economy and Inflation Slowed. QT Continues

By Wolf Richter – Wolf Street “With continued evidence that underlying inflation is […]
June 5, 2024

Is America’s economy heading for a consumer crunch?

From The Economist Nothing has been able to stop American consumers. At first they splashed […]
June 5, 2024

Traders Gird for Weaker Canadian Dollar as First Rate Cut Eyed

By Nazmul Ahasan and Robert Fullem – Bloomberg The market is pricing in around an 80% […]
June 1, 2024

Commodities Have ‘Never, Ever’ Been More Undervalued Than Today

From Goehring & Rozencwajg  Leigh Goehring, Managing Partner at G&R and a seasoned […]
June 1, 2024

The King Crab Kings

By Andrew S. Lewis – Bloomberg Its claws were exceptionally muscular, its six […]
May 30, 2024

Traders Are Bracing for a Record-Smashing Summer That Will Shake Up Commodities

From Bloomberg Odds are growing that 2024 will become the hottest year in […]
May 27, 2024

Would Returning to the Gold Standard Resolve Our Most Pressing Monetary Problems?

By Charles Hugh Smith – of two minds Money in all its forms […]
May 27, 2024

Baby-boomers are loaded. Why are they so stingy?

From The Economist Baby-boomers were born between 1946 and 1964—and are the luckiest generation […]
May 25, 2024

Favorite Recession Indicator shows next recession keeps moving further out

By Wolf Richter for WOLF STREET This is kind of funny. Initial claims for unemployment insurance […]
May 24, 2024

US Business Activity Expands Most in Two Years, Prices Pick Up

By Vince Golle – Bloomberg The S&P Global flash May composite purchasing managers index advanced by […]
May 23, 2024

The Start of De-Dollarization: China’s Gradual Move Away from the USD

By Julia Wendling – Visual Capitalist Since 2010, the majority of China’s cross-border […]
May 18, 2024

The Push for Made-in-America Batteries Comes With Its Own Risks

By Cullen Hendrix – Barrons It is one thing to aspire to a “Made […]
May 18, 2024

6-Month Core CPI Hits 4.0%, 6-Month Core Services CPI Hits 6.0%, Both Highest since mid-2023

By Wolf Richter for WOLF STREET After months of worsening data on CPI inflation, we got […]
May 13, 2024
American-Dream

America is in the midst of an extraordinary startup boom

From The Economst Although America has a deserved reputation as a country at […]
May 10, 2024

Undeveloped Arctic Land the Size of Manhattan Lists for $323 Million

By Sarah Rappaport – Bloomberg The 14,830-acre plot lies approximately 40 miles away from […]
May 10, 2024

Insights on Investing in Gold, Silver & Bitcoin

From Goehring & Rozencwajg Where does G&R stand on Bitcoin? Does Bitcoin deserve […]
May 9, 2024

A Minsky Moment is fast approaching for gold – Richard Mills

2024.05.09 “Minsky Moment” refers to the idea that periods of bullish speculation will […]
April 30, 2024

Stagflation – Richard Mills

2024.04.27 Investors in stocks, bonds and commodities should be aware of the rate […]
April 29, 2024

Start arbitraging rate differences

By Wolf Richter –  WOLF STREET Americans hate, hate, hate inflation. But they’re liking the 5%-plus yields […]
April 28, 2024

Back Off, Stagflation. This Stock Rally Isn’t Over Yet.

By Teresa Rivas – Barron’s “Inflation metrics are the most important economic indicators right […]
April 27, 2024

U.S. Economy Slows as Inflation Heats Up in Q1 2024

By Felix Richter – Statista The U.S. economy grew slower than expected in […]
April 26, 2024

Fears about stagflation are mounting

By Elisabeth Buchwald – CNN At first glance, Thursday’s gross domestic product report showing […]
April 25, 2024

Is a Volcker-like series of rate hikes in the cards? – Richard Mills

2024.04.21 What if the worst in interest rates is yet to come?  Until […]
April 25, 2024

Don’t be gloomy about EV sales

Fen The Economist There are good reasons to expect demand to pick up. […]
April 23, 2024

US Dollar’s Extended Reign Delivers Stark Wake-Up Call for Markets

By Ruth Carson, Naomi Tajitsu, Carter Johnson and Tania Chen – Yahoo!finance The […]
April 20, 2024

Mortgage Rates Climb Past 7% for the First Time in 2024

By Felix Richter – Statista Mortgage rates in the United States climbed to […]
April 19, 2024

Global manufacturing recovery underway, can it last? – Richard Mills

2024.04.17 Assembly lines are humming again after a years-long manufacturing slump, although the […]
April 19, 2024

Stubborn Inflation Fuels Fears of ‘No Landing’ Scenario

By Felix Richter – Statista After there’s been a lot of talk about a […]
April 17, 2024

Investors choose gold and Treasuries during a crisis, not bitcoin – Richard Mills

2024.04.16 Iran attacked Israel on Saturday with about 320 drones and missiles, but […]
April 14, 2024

Will Israel attack Iran’s oil production? – Richard Mills

2024.04.14 Iran’s exports of crude oil grew by roughly 50% last year to […]
April 10, 2024

Biggest copper mines produced 20% less copper in 2023 – Richard Mills

2024.04.06 Copper jumped to $4.24 a pound ($9,359.23 a tonne) on Friday, the […]
April 10, 2024

The rich world faces a brutal spending crunch

From The Economist How long can the firehose keep blasting? At first glance, […]
April 7, 2024

10-Year Yield Hits 4.40% as Bond Market Begins to Adjust to Higher Forever: Higher Rates and Higher Inflation

By Wolf Richter  – WOLF STREET Suddenly lots of talk the 10-year yield will revisit […]
April 7, 2024

The Gold Market Hunts for Answers Behind Bullion’s Sudden Surge

By Mark Burton, Jack Ryan and Yvonne Yue Li –  Bloomberg News Seasoned […]
April 5, 2024

Graphite’s war-fighting capabilities – Richard Mills

2024.04.04 The energy transition and digitalization have made critical minerals top of mind […]
April 5, 2024

Bitcoin vs. Gold: The Debate Continues

By Douglas French – Mises Institute “People who are getting out of the […]
April 2, 2024

Apple and Tesla: Dreadful Two Instead of Magnificent Seven

By Felix Richter – Statista Despite the fact that Wall Street’s hopes for […]
March 30, 2024

Our Drunken Sailors Went Partying Again: Consumer Spending on Services, even Adjusted for Inflation, is Red-Hot

By Wolf Richter –  WOLF STREET Consumers are in absolutely no mood to slow down. […]
March 30, 2024

Visualizing the Major Product Exported by Each U.S. State

By NeoMam Studios – Visual Capitalist The U.S. is the second biggest exporter […]
March 29, 2024

Universal Capitulation and No Margin of Safety

By John P. Hussman, Ph.D. – Hussmand Funds Based on the valuation measures […]
March 29, 2024

Commodities will rally when the Fed cuts rates, Invesco says

From Mining.com Commodities usually rally when central banks cut interest rates, bolstering the […]
March 22, 2024

The Money Supply Fell for the Fifteenth Month in a Row

By Ryan McMaken – Mises Wire Money-supply growth has now been negative for […]
March 21, 2024

Goehring and Rozencwajg – Natural Resources Market Overview

From Goehring and Rozencwajg Commodities were mixed during the fourth quarter. The Goldman […]
March 17, 2024

Short-Term Treasury Market Walks Away from Rate-Cut Mania, Inflation Has Upper Hand

By Wolf Richter –  WOLF STREET From mid-October through the end of January, the 6-month […]
March 16, 2024

What the PPI is Telling us: Disinflation in “Core Goods,” a Hefty Counterweight to Hot Services Inflation, May be Over

By Wolf Richter – World Street The Producer Price Index (PPI) for final […]
March 14, 2024

Visualizing All of the U.S. Currency in Circulation

By Marcus Lu – Visual Capitalist Have you ever wondered how much U.S. […]
March 13, 2024

Inflation Progress Stalls as Housing Costs Continue to Rise

By Felix Richter – Statista Inflation in the U.S. edged up slightly in February, […]
March 8, 2024
Stock market

Big US Stocks’ Q4’23 Fundamentals

By Adam Hamilton, CPA The big US stocks dominating markets and investors’ portfolios […]
March 5, 2024

Mapped: Inflation Projections by Country, in 2024

By Dorothy Neufeld – Visual Capitalist Global economic prospects hang on a delicate […]
March 3, 2024

Inflation Saga Far from Over: Services Inflation in Euro Area Just as Stubborn as in the US, Makes Very Disconcerting Moves

By Wolf Richter – Wolf Street In the 20 countries that use the […]
March 1, 2024

Real Wages Turn Negative Again as Price Inflation Refuses To Go Away

By Ryan McMaken – Mises Institute According to the Bureau of Labor Statistics’ […]
February 27, 2024

Don’t be surprised if the Fed raises interest rates – Richard Mills

2024.02.27 The question of whether the Federal Reserve lowers interest rates at its […]
February 27, 2024

The Financial March to War

By HAROLD JAMES – Project Syndicate BERLIN – Since global financial stability ought […]
February 25, 2024

Consensual Hallucination

By Wolf Richter – Wolf Street So the trading volume on the Nasdaq, […]
February 24, 2024

Do not expect America’s interest rates to fall just yet

From The Economist Has inflation been vanquished, or is it bouncing back? The […]
February 21, 2024

Is Blockchain Ready for Primetime?

By Josh Burek – Project Syndicate CAMBRIDGE – As the crypto winter thaws, […]
February 14, 2024

Here’s the inflation breakdown for January 2024 – in one chart

By Greg Iacurci – CNBC Inflation declined in January and consumers’ buying power […]
February 10, 2024

A Pause To The Pausing

From Sprott Money As January progressed, most U.S. economic data came in “stronger […]
February 9, 2024

The Rise of Consumer Crypto

By Steve Kaczynski and Scott Duke Kominers – Project Syndicate Although non-fungible tokens are often […]
February 5, 2024

Eyepopping Factory Construction Boom in the US: Chip Makers on Forefront, but CHIPS Act Funds Not Even Released Yet

By Wolf Richter – Wolf Street In December, companies plowed $18.4 billion into […]
February 3, 2024

Want to know when the Fed cuts rates? Watch the consumer – Richard Mills

2024.02.03 The probability of interest rate cuts has many market participants pondering whether […]
February 1, 2024

Visualized: Past Interest Rate Cut Cycles and 2024 Forecasts

By Niccolo Conte – Visual Capatalist A key question mark for the U.S. […]
January 24, 2024

Prediction Consensus: What the Experts See Coming in 2024

By Niccolo Conte – Visual Capitalist As we look ahead to 2024, there […]
January 18, 2024

Our Drunken Sailors Push Back Against Rate-Cut Mania

By Wolf Richter – Wolf Street Per-capita disposable income, adjusted for inflation (total […]
January 18, 2024

China widens South America trade highway with Silk Road mega port

By Marco Aquino and Adam Jourdan – Reuters There is a new Chinese mega port rising […]
January 18, 2024

Coast is Clear for Bond Buyers in 2024

By Michael Ryval – MorningStar given the swift re-calibration of yields that we’ve […]
January 12, 2024

Beneath the Skin of CPI Inflation, December: Not in the Mood to Just Go Away

By Wolf Richter – Wolf Street Inflation in core services remains hot, and […]
January 11, 2024

The Goldilocks Narrative Reigns For Now

By Michael Lebowitz – RIA Advice Market narratives have been around for ages. […]
January 11, 2024

The Periodic Table of Commodity Returns (2014-2023)

By Dorothy Neufeld – Visual Capitalist It was a challenging year for commodity […]
January 10, 2024

Goldman veteran Jeff Currie remains bullish on commodities this year

By Grant Smith and Francine Lacqua – Mining.com Jeff Currie, who spearheaded commodities […]
January 9, 2024

Degrowth Advocates Misunderstand the Business Cycle

By Shiff Gold The de-growth argument does have a kernel of truth; while […]
January 8, 2024

AI-Powered Tech Boom Fuels 2023 Stock Market Rally

By Felix Richter Despite banking jitters, stubbornly high inflation and lingering recession fears, […]
January 6, 2024

National Debt Tops $34 Trillion but So What?

By Michael Maharrey On Dec. 29, the national debt slipped above $34 trillion for […]
January 5, 2024

Profligate spending and kicking the can down the road leads to Debt Jubilee – Richard Mills

2024-01-05 Lower interest rates and massive asset purchases by central banks are the […]
January 1, 2024

Central Banks Brought Inflation. Now they Bring Stagnation.

By Daniel Lacalle – Mises Wire Monetary aggregates show that there is a […]
December 30, 2023

Princely Finance and Taxation

By Bob Hoye One would have hoped that financial rip-offs committed by medieval […]
December 27, 2023

2024’s Deficit Is Already on Track to Be the Worst Since Covid

By Ryan McMaken – Mises Wire According to the latest monthly statement from […]
December 23, 2023

China aiming to tap US$23 trillion energy transition market – Richard Mills

2023.12.21 China, the world leader in electric vehicles and battery production, is moving […]
December 22, 2023

Visualizing 60 Years of Stock Market Cycles

By Dorothy Neufeld – Visual Capitalist Bulls and Bears Over History A bear […]
December 22, 2023

What’s Driving the U.S. Trade Deficit?

By Ehsan Soltani – Visual Capitalist The United States has had many major trading […]
December 20, 2023

Are Foreign Holders Finally Bailing Out of the Incredibly Ballooning US National Debt?

By Wolf Richter –  WOLF STREET Foreign holders have not kept up buying the the incredibly […]
December 19, 2023

Visualizing $97 Trillion of Global Debt in 2023

By Niccolo Conte – Visual Capitalist Global government debt is projected to hit $97.1 […]
December 19, 2023

Central banks brought excessive inflation. Now they bring stagnation

By Daniel Lacalle Although the Federal Reserve and the European Central Bank’s message regarding interest rate cuts […]
December 19, 2023

US Frackers Return to Haunt OPEC’s Pricing Strategy

By Yahoo Finance (Bloomberg) — OPEC’s one-time nemesis — US shale — is […]