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Markets
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Markets
December 2, 2025
December 2, 2025
Charted: The Declining Purchasing Power of the U.S. Dollar
By Marcus Lu – Visual Capitalist The U.S. dollar has steadily lost value over
[…]
November 28, 2025
November 28, 2025
Jamie Dimon is right. Alarm bells are ringing about the next GFC
By Heather Smith – Financial Review It seems trite to say much has
[…]
November 21, 2025
November 21, 2025
A World of Debt
From The Burning Platform A 2010 study on debt-to-GDP found that when a country’s public
[…]
November 21, 2025
November 21, 2025
Commodities and the Next Major Macro Phase
From Notes fro the Rabbit Hole The bigger picture in Treasury bonds is
[…]
November 20, 2025
November 20, 2025
Port of Churchill searches for year-round trade
By Jeff Melchior – Manitoba Co-operator University of Manitoba researchers are investigating how many
[…]
November 20, 2025
November 20, 2025
How economic corridors could shape a stronger Canadian future
From BOE Report Building a stronger Canadian economy depends as much on how
[…]
November 19, 2025
November 19, 2025
A Payroll Playbook to Gauge Recession Risk
By Bill Hester, CFA, CMT – Hussman Funds With the federal government open
[…]
November 16, 2025
November 16, 2025
The World’s $111 Trillion in Government Debt, in One Giant Chart
By Dorothy Neufeld – Visual Capitalist While global public debt is lower than pandemic
[…]
November 14, 2025
November 14, 2025
The economist counting down to America’s debt doomsday
By Joseph Zeballos-Roig – Quartz He was once called “Dr. Doom and Gloom”
[…]
November 13, 2025
November 13, 2025
Monthly Gold Compass
By Ronald-Peter Stöferle & Mark J. Valek
November 11, 2025
November 11, 2025
The Quiet Repricing of Reality
By Adam Rozencwajg & Cem Karsan
November 10, 2025
November 10, 2025
Stimulating Into a Bubble
By Ray Dalio – X Did you see that the Fed’s announcement that
[…]
November 4, 2025
November 4, 2025
Debt and what will cause the next financial crisis – Richard Mills
2025.10.30 It took just 71 days for the US federal government to add
[…]
November 4, 2025
November 4, 2025
The rise and fall of globalisation: why the world’s next financial meltdown could be much worse with the US on the sidelines
By Steve Schifferes – The Conversation Globalisation has always had its critics –
[…]
November 3, 2025
November 3, 2025
North American Miners Sell Shares at Fastest Pace Since 2013
By Geoffrey Morgan and Monique Mulima – Bloomberg Mining companies are selling shares at the fastest
[…]
October 31, 2025
October 31, 2025
Gold soared 15%, Bitcoin fell 1%: Why crypto failed the market stress test
By Asad Dossani – Financial Express When crypto currencies first emerged, advocates hailed them as
[…]
October 28, 2025
October 28, 2025
Charted: A Decade of Central Bank Gold Purchases
By Ryan Bellefontaine – Visual Capitalist As inflation and geopolitical troubles linger, how have
[…]
October 28, 2025
October 28, 2025
BRICS Payment System Supports Transactions Across 185 Countries
By Vinod Dsouza – Watcher.Guru BRICS member China’s new payment system, named Cross-Border
[…]
October 27, 2025
October 27, 2025
Explained: Why the world’s central banks are buying gold like never before
By Koustav Das – India Today Not just households and investors, but central
[…]
October 27, 2025
October 27, 2025
Asset Inflation… (From Rome to America: The Fall of Empires Through Debt and Currency Collapse)
By John Walter – JohnWalter25.substack The fall of the Western Roman Empire in
[…]
October 26, 2025
October 26, 2025
Crypto Treasury Stocks Face a Reckoning. Why Boom Could Turn to Bust.
By Adam Clark – Barron’s The boom in companies holding large stocks of cryptos
[…]
October 24, 2025
October 24, 2025
S&P 500 real terms
By Otavio (Tavi) Costa – X In gold terms, the S&P 500 is
[…]
October 23, 2025
October 23, 2025
Debasing the ‘debasement’ trade
By Jamie McGeever – Reuters Even though the $4 trillion global crypto market
[…]
October 20, 2025
October 20, 2025
Commodities: the last safe haven standing – Richard Mills
2025.10.11 Gold is up 51% year to date and reached a record-high $4,059/oz
[…]
October 15, 2025
October 15, 2025
Dollar leads
Otavio (Tavi) Costa – X Conventional wisdom tends to view a strengthening dollar
[…]
October 7, 2025
October 7, 2025
Nouriel Roubini and Brunello Rosa think digital currencies are best understood as a form of evolution, not a break from existing institutions
By Nouriel Roubini – interest.co.nz What does the future hold for money and
[…]
October 5, 2025
October 5, 2025
Copper surges to record high: Unpacking the global drivers behind the rally
By Hareesh V – The Economic Times Copper, the industrial red metal, is
[…]
October 4, 2025
October 4, 2025
Status of US Dollar as Global Reserve Currency: USD Share Plunges to Lowest since 1994, as USD Exchange Rates Tank, Central Banks Diversify
By Wolf Richter for WOLF STREET The dollar’s status as dominant global reserve currency just took
[…]
October 4, 2025
October 4, 2025
Yuan lies in wait as Trump pushes buck to the brink
By William Pesek – Asia Times TOKYO — Depending on your vantage point, the
[…]
October 4, 2025
October 4, 2025
Crazy data shows wildly profitable gold miners are still on sale
By James Hickman – Schiff Sovereign Gold is on an unbelievable tear, now resting
[…]
October 3, 2025
October 3, 2025
Welcome to the Age of Perennial Crisis
By Daniel Lacalle – Daniel Lacalle The world is not going to see
[…]
October 2, 2025
October 2, 2025
Canada to avoid recession in 2025; economist predicts ‘firehose of monetary and fiscal policy support’
By Jeff Lagerquist – Yahoo!finance Canada’s economy is expected to dodge a potential
[…]
October 1, 2025
October 1, 2025
Inflation Is in Services despite Powell’s Denials: PCE Price Index for Core Services Accelerated Further. Durable Goods Prices Fell for 2nd Month
By Wolf Richter – WOLF STREET Inflation is in services, where it accelerated further, even
[…]
October 1, 2025
October 1, 2025
The gold ‘fear trade’ is on – Richard Mills
2025.09.27 Keynote speaker Frank Holmes, CEO of U.S. Global Investors, often kicks off
[…]
September 24, 2025
September 24, 2025
Singularity and the Buzzard
By John P. Hussman, Ph.D. – Hussman Funds I probably don’t need to
[…]
September 22, 2025
September 22, 2025
Full Steam Towards Intractable Stagflation
By Michael Pento – Pento Portfolio Strategies The Fed kicked off another unwarranted,
[…]
September 21, 2025
September 21, 2025
Market outlook
By Alasdair Macleod US$ yields are rising because of growing currency risk, triggered
[…]
September 20, 2025
September 20, 2025
Price Inflation Rose Again in August, but the Fed Doesn’t Care
By Ryan McMaken – Mises Wire The Federal Reserve is set to lower
[…]
September 12, 2025
September 12, 2025
AOTH Portfolio – Richard Mills
2025.09.08 Here is our AOTH portfolio, the price the company shares traded at
[…]
September 2, 2025
September 2, 2025
Crypto treasury firms mirror CDO risks from 2008 financial crisis: Crypto exec
From Trading View Bitcoin BTCUSD and crypto treasury firms pose similar risks as collateralized debt
[…]
August 29, 2025
August 29, 2025
The Single Most Important Chart in the World is Flashing “Danger”
By Graham Summers, MBA – GAINS, PAINS & CAPITAL The defining issue of
[…]
August 28, 2025
August 28, 2025
The truth about the US dollar’s weakness — and fears of its growing threat to US stocks
By Ken Fisher – New York Post President Trump recently said, “Well, you know,
[…]
August 26, 2025
August 26, 2025
Bond Market Crisis: Why This Looks Just Like 2007-2008 All Over Again
By Przemysław K. Radomski, CFA – Golden Meadow The bond market is flashing
[…]
August 20, 2025
August 20, 2025
The return of inflation and goosing retail investors: Got gold? – Richard Mills
2025.08.16 When it comes to financial news, stocks, bonds, interest rates and inflation
[…]
August 15, 2025
August 15, 2025
Meme Stock Trading & Livermore’s Approach To Speculation
By Lance Roberts – Real Investment Advice Goldman Sachs’ speculative trading index is now
[…]
August 10, 2025
August 10, 2025
Interest Rates Should Be Higher, Not Lower
From SchiffGold The prevailing popular sentiment always seems to be that we can
[…]
August 6, 2025
August 6, 2025
The Crypto Crises Are Coming
By Simon Johnson – Project Syndicate Under its emerging legislative framework, the United
[…]
August 1, 2025
August 1, 2025
A Lesson in Open Interest
From SprottMoney I’ve learned a few things while watching the COMEX precious metals
[…]
July 21, 2025
July 21, 2025
The Impression of Invincibility
By John P. Hussman, Ph.D. – Hussman Funds You can’t possibly call a
[…]
July 18, 2025
July 18, 2025
The bond vigilantes are holding their fire — for now – Richard Mills
2025.07.17 US Treasury yields rose Tuesday following the release of June inflation figures
[…]
July 16, 2025
July 16, 2025
America’s debt: How much is too much?
From YouTube U.S. debt is sitting at more than $36 trillion US —
[…]
July 14, 2025
July 14, 2025
The (Declining) Status of the US Dollar as Global Reserve Currency: Central Banks Diversify into other Currencies & Gold
By Wolf Richter – WOLF STREET The dollar’s status as dominant foreign exchange-reserve currency has
[…]
July 10, 2025
July 10, 2025
Drought picture mixed in the US and Canada – Richard Mills
2025.07.04 Over 25% of the United States is experiencing drought conditions but the
[…]
July 3, 2025
July 3, 2025
How Financial Collapse is Manifesting on the Gold Chart
By Hubert Moolman 2 July 2025 The gold bull run of the 1970s
[…]
June 30, 2025
June 30, 2025
A Key Gauge Signals Waning Demand for US Dollar in $7.5 Trillion Market
From Yahoo!finance A measure of demand in the $7.5-trillion-a-day foreign-exchange market is catching
[…]
June 29, 2025
June 29, 2025
The last time oil was this cheap relative to gold was when prices were negative – Felder Report
By Neils Christensen – Kitco News The gold market continues to consolidate within an
[…]
June 28, 2025
June 28, 2025
Traders pile into commodity markets as returns rival 2022 boom
By Alex Gluyas – Financial Review The prospect of all-out war in the
[…]
June 26, 2025
June 26, 2025
The Great Bubble Parade: How 400 Years of Data Reveals We’re Entering Economic Winter
From The Economic LongWave After analyzing 56 major financial bubbles spanning from the
[…]
June 22, 2025
June 22, 2025
Visualized: Global Inflation Projections in 2025 and 2026
By Marcus Lu – Visual Capitalist After a global spike in inflation following
[…]
June 20, 2025
June 20, 2025
Central banks will continue to buy gold and diversify away from the US dollar in the next 12 months – World Gold Council 2025 survey
From Kitco news Not only are central banks expected to continue buying gold
[…]
June 20, 2025
June 20, 2025
How China, Tariffs, and Nuclear Power Are Reshaping Global Commodities
From Goehring & Rozencwajg A Global Market Shake-Up: Why Rozencwajg Says Real Assets
[…]
June 19, 2025
June 19, 2025
Investors shun long-term US bonds as hopes for aggressive Fed rate cuts fade
From Yahoo Finance Bond investors, anticipating the Federal Reserve will hold interest rates
[…]
June 16, 2025
June 16, 2025
The Bubble – Contains the Collapse – Contains the Resurgence
By John P. Hussman, Ph.D. – Hussman Funds When investors approach the financial
[…]
June 7, 2025
June 7, 2025
Gold, silver and copper are the answer to global turmoil – Richard Mills
2025.05.31 A crisis is unfolding in the bond market that equity investors may
[…]
May 30, 2025
May 30, 2025
Canadian Dollar Rockets to 7-Month High: What’s Fueling the Surge?
From Interchange Financial The Canadian dollar has been quietly gathering momentum—and on Friday,
[…]
May 27, 2025
May 27, 2025
Trump’s latest Wall Street showdown pushes investor scepticism to the brink
From The Guardian Donald Trump calls his tax and spending plans “big, beautiful,” and a
[…]
May 27, 2025
May 27, 2025
Warming Up the Printing Presses
By MN Gordon – Economic Prisim The Federal Reserve is up to its old
[…]
May 19, 2025
May 19, 2025
Is the US dollar done? – Richard Mills
2025.05.14 Donald Trump has boldly imposed a new era of US economic policy
[…]
May 18, 2025
May 18, 2025
The coming commodity bull market
From The Speculative Investor We expect that a 1-2 year or perhaps even
[…]
May 17, 2025
May 17, 2025
Crypto has become the ultimate swamp asset
From The Economist WHEN OFFERED a Boeing 747 by the government of Qatar to
[…]
May 11, 2025
May 11, 2025
Now is the Time for Commodities Precious Metals and Juniors #5 – Richard Mills
2025.05.03 Rick Mills, Editor/Publisher, Ahead of the Herd: When we started talking about
[…]
May 8, 2025
May 8, 2025
Video – The looming threat is stagflation: The new reality for the US economy
A stagflationary environment is one where economic growth is decelerating and inflation remains
[…]
May 1, 2025
May 1, 2025
U.S. Economy Shrinks in First Quarter of 2025
By Katharina Buchholz – Statista The U.S. economy shrank by 0.3 percent in the
[…]
April 28, 2025
April 28, 2025
The US dollar’s cyclical decline
From The Speculative Investor Think back to how bullish almost everyone was about
[…]
April 27, 2025
April 27, 2025
StockTalk – Bob Moriarty, Founder, 321gold, and Rick Mills, Founder, Ahead of the Herd
2025.04.24 RM: Bob and I are putting all the companies we talk about
[…]
April 26, 2025
April 26, 2025
Gold Keeps Setting New Record Prices. So Where Are the Investors?
By Frank Holmes – Frank Talk Just as investors’ portfolios are underexposed to
[…]
April 23, 2025
April 23, 2025
Here Be Dragons, The Complexity Of Everything – a Bob Moriarty Exclusive Interview #3
2025.04.20 Rick Mills, Editor/ Publisher, Ahead of the Herd: What are your sentiment
[…]
April 23, 2025
April 23, 2025
‘Dollar weakness is here to stay’ as foreign investors reassess U.S. assets – Goldman’s Trivedi
From Kitco The U.S. dollar has entered a period of sustained longer-term decline,
[…]
April 22, 2025
April 22, 2025
US bond funds suffer fifth weekly outflow on tariff-driven inflation fears
By Reuters U.S. bond funds came under heavy selling pressure in the week
[…]
April 21, 2025
April 21, 2025
An Abrupt and Cascading Dislocation
By John P. Hussman, Ph.D. – Hussman Funds I’ve regularly described the period
[…]
April 12, 2025
April 12, 2025
US manufacturing might is being replaced by China – Richard Mills
2025.04.04 As the old Chinese saying goes, “When the winds of change blow,
[…]
April 12, 2025
April 12, 2025
Donald’s $ ducks
By Alasdair Macleod – Goldmoney Measured in gold, the dollar’s decline is accelerating
[…]
April 9, 2025
April 9, 2025
Tariff Crash Among the Largest Downturns in 21st Century
By Felix Richter – Statista As markets across Asia and Europe went from
[…]
April 7, 2025
April 7, 2025
Status of US Dollar as Global Reserve Currency: Central Banks Diversify into Other Currencies and Gold
By Wolf Richter for WOLF STREET The status of the US dollar as the dominant global
[…]
April 7, 2025
April 7, 2025
On Commodities, Carry Regimes & Changes in Global Monetary Regimes
From Goehring & Rozencwajg We believe the time to buy natural resource equities
[…]
April 6, 2025
April 6, 2025
Humpty Dumpty Was Pushed
John P. Hussman, Ph.D. – Hussman Funds In recent years, our most reliable
[…]
April 4, 2025
April 4, 2025
Seven Charts That Put the Gold Bull Market in Context
By John Rubino – John Rubino’s Substack Remember that long, boring stretch where
[…]
March 31, 2025
March 31, 2025
The Silent Thief: How Inflation Erodes Investment Gains
By Jenna Ross – Visual Capitalist Imagine there’s a thief that sneaks into
[…]
March 21, 2025
March 21, 2025
Trump’s Crypto Plan Is Neither Strategic Nor a Reserve
By Dennis Kelleher – Barron’s President Donald Trump recently announced he would create what
[…]
March 1, 2025
March 1, 2025
What’s next for mining stocks as commodity cycle turns – Rob McEwen
From Kitco News There is a significant upswing coming in the commodity cycle
[…]
February 22, 2025
February 22, 2025
‘Meme coin mania is dead’: the rise and fall of the crypto fad
By Alex Gluyas – Financial Review Cryptocurrency traders commiserated over the one-month anniversary
[…]
February 21, 2025
February 21, 2025
Something Is Rotten in Canada
By Robert Burgess – Bloomberg Canada has fallen behind much of the developed
[…]
February 16, 2025
February 16, 2025
Inflation Heats Up for the Fourth Consecutive Month
By Felix Richter – Statista Just a few days after President Donald Trump
[…]
February 12, 2025
February 12, 2025
Booze, language laws and maple syrup? Here’s how interprovincial barriers impact your daily life
By Jenna Benchetrit – CBC News There’s been a lot of chatter about
[…]
February 11, 2025
February 11, 2025
As more people buy Canadian, these farmers are reaping the benefits
By Isabel Harder – CBC News The threat of a trade war between
[…]
February 3, 2025
February 3, 2025
PRINT BABY PRINT
By Egon von Greyerz – Von Greyerz Gold Remember that the dollar has been
[…]
January 28, 2025
January 28, 2025
The Middle Corridor: A Route Born Of The New Eurasian Geopolitics – Analysis
By Paulo Aguiar – eurasiareview.com The Middle Corridor, also known as the Trans-Caspian International
[…]
January 27, 2025
January 27, 2025
Will America’s crypto frenzy end in disaster?
From The Economist “Get your $TRUMP now,” came the message from America’s president-elect three
[…]
January 25, 2025
January 25, 2025
Everyone’s Talking About Trump’s Meme Coin. That’s Bad News for Crypto.
By Ian Salisbury – Barron’s President Trump’s meme coin is getting a lot of
[…]
January 25, 2025
January 25, 2025
New Study of Ancient Societies Explains Why Money Was Invented
From Ancient Origins Theories about the origins of money, one of the most
[…]
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