November 2, 2023

The Specter of Hyperinflation Looms over the Economy

By Michael Matulef The threat of hyperinflation has haunted fiat money economies throughout […]
October 31, 2023

The dirty truth about why we need mining if we want a cleaner world

By Frank Giustra The mining industry has had its share of abuse over the […]
October 28, 2023

Catastrophe bonds clobber government paper with 16.5% returns – Richard Mills

2023.10.28 It must suck to be a bond investor these days. Bond markets […]
October 26, 2023

The Dangers of a “Cashless” Economy

By Patrick Barron Your ability to hold real cash, not just bank balances […]
October 21, 2023

There will be a recession someday, there always is one eventually. But not yet.

By Wolf Richter Our recession-watch here started shortly after the Fed kicked off […]
October 12, 2023

America may soon be spending more on debt service than defence

By The Economist The bond market is sending a hopeful message about the strength […]
October 12, 2023

The Stock Market Sits On The Edge Of The End Of The World

By Quoth the Raven There has never been a point in history like […]
October 12, 2023

Mapped: Investment Risk, by Country

By Dorothy Neufeld What is the risk of investing in another country? Given […]
October 11, 2023

1970s-style stagflation may be at risk of repeating itself, Deutsche Bank warns

By Dow Jones A major Wall Street bank is warning about the risk that […]
October 11, 2023

A Government Shutdown Is not the Problem. Public Debt Is the Problem.

By Daniel Lacalle The Biden administration has signed a stopgap bill to prevent […]
October 10, 2023

IMF: Inflation to Remain Elevated Until 2025

By Felix Richter Despite inflation coming down notably from its 2022 highs in recent […]
October 5, 2023

A surge in global bond yields threatens trouble

By the Economist It is a brave investor who calls the end of a […]
October 3, 2023

Governments across the world are discovering “homeland economics”

By The Economist For a while, after the end of the cold war, it […]
September 30, 2023

The Dollar’s Full-Spectrum Dominance

By CARLA NORRLÖF Measuring dollar dominance requires a closer look at the many […]
September 30, 2023

How Tulips Became the Bitcoin of the 1600s

By Ancient Origins In the 1600s, before Bitcoin and cryptocurrencies, Europe experienced a […]
September 27, 2023

Timing (These Assholes) Is Everything

By Quoth the Raven “Probably the first bond market to crack up will […]
September 16, 2023

Fed Money Magicians Running Out of Rabbits

By Peter Schiff Most people think everything is fine. The Fed is getting […]
September 15, 2023

U.S. Dollar Defends Role as Global Currency

By Katharina Buchholz The de-dollarization of the world economy has been thrust back into […]
September 15, 2023

Currency wars versus gold standards

Russia and the Saudis are driving up oil and diesel prices. But these […]
September 14, 2023

Why Economists See Signs of ‘Soft Landing’ for US

By Rich Miller US policymakers led by Federal Reserve Chair Jerome Powell have been […]
September 13, 2023

US banking crisis has gone quiet, but not away – Richard Mills

2023.09.13 It was exactly six months ago when the US regional banking crisis […]
September 13, 2023

Visualized: Seaport Trade Traffic by Country

By Winifred Amase According to the World Bank, global seaport trade traffic reached […]
September 12, 2023

How Global Currencies End

By Barry Eichengreen Whether the dollar retains its global role will depend not […]
September 8, 2023

Momentum builds for US soft landing with no recession – Richard Mills

2023.09.08 A while ago, we insinuated that the Federal Reserve may just be […]
September 8, 2023

Natural Resource Market Commentary: Q2 2023

By Goehring & Rozencwajg Commodities and related natural resource markets were broadly weak […]
September 6, 2023

Corporate profit-taking is greasing the runway for a “soft landing” – Richard Mills

2023.07.28 For over a year now, the financial talking heads have been discussing […]
September 6, 2023

Mining industry risks another lost decade – Richard Mills

2023.09.06 Mining — like any other sector — has experienced its fair share […]
September 5, 2023

BYD and Tesla Dominate Global EV Sales

By Felix Richter Some of the world’s leading car makers are among the exhibitors […]
September 5, 2023

3 Reasons A “Nasty Recession” Will Soon Arrive

By Quoth the Raven Yet while mildly “bad news” may be “good news” (or may not be, as stocks […]
September 4, 2023

The world has a metals theft problem, and it’s here to stay – Richard Mills

2023.09.04 Scandals involving industrial metals are becoming a common occurrence, and it appears […]
September 1, 2023

The Upcoming Gold Bull Market: How High Will Gold Prices Go?

By Goehring & Rozencwajg Gold is no different than any other asset class: […]
August 31, 2023

U.S. Job Openings Drop to Lowest Level Since March 2021

By Felix Richter The number of job openings in the United States continued […]
August 30, 2023

America’s debt problem is only getting bigger- Richard Mills

2023.08.30 The US officially has a debt problem, in the present and in […]
August 28, 2023

Will the BRICS Dethrone the U.S. Dollar?

By Daniel Lacalle The summit of the so-called BRICS (Brazil, Russia, India, China, and […]
August 27, 2023

Does an Expanded BRICS Mean Anything?

By JIM O’NEILL Now that the BRICS (Brazil, Russia, India, China, and South […]
August 27, 2023

Doug Casey on the Battle for Strategic Resources in Africa

By Doug Casey International Man: Since 2020, coups have replaced pro-Western governments in Guinea, […]
August 26, 2023

Inflationary Incoherence

By Alexander William Salter “Predictions are hard, especially about the future,” the old […]
August 25, 2023

Growing National Debt Menaces Our Prosperity and Our Liberty

By Schiffgold The national debt has climbed to a staggering $32.7 trillion. In […]
August 23, 2023

The Rise of the BRICS

By Felix Richter Over the past two decades, the world has witnessed a profound […]
August 17, 2023

Survival of the richest – Richard Mills

2023.08.17 Inequality is one of the most volatile aspects of contemporary society, and […]
August 16, 2023

The three minerals indispensable to decarbonization – Richard Mills

2023.08.16 Faced with the grim prospect of falling short of our climate targets, […]
August 11, 2023

Markets for rice and wheat tightening – Richard Mills

2023.08.11 The markets for two of agriculture’s staple crops, rice and wheat, are […]
August 10, 2023

A vicious cycle of rising resource nationalism – Richard Mills

2023.08.10 Global warming has raised the economic status and political importance of critical […]
August 10, 2023

Latin America could become this century’s commodity superpower

By The Economist Latin America is no stranger to supplying the world with […]
August 9, 2023

Mining executives say copper set for fresh price break-out

By David McKay A DECLINE in the copper price since the beginning of the year […]
August 8, 2023

Charted: America’s Import Reliance of Key Minerals

By Niccolo Conte The push towards a more sustainable future requires various key […]
August 6, 2023

Animated: Global Debt Projections (2005-2027P)

By Dorothy Neufeld Total global debt stands at nearly $305 trillion as of the first […]
August 5, 2023

The Next Opportunity: Are We in a Commodity Supercycle?

By Goehring & Rozencwajg Are we in a commodity supercycle? In this episode, Adam […]
August 2, 2023

Animated: Global Debt Projections (2005-2027P)

By Dorothy Neufeld Total global debt stands at nearly $305 trillion as of the first […]
July 27, 2023

Reasons why food inflation isn’t going away – Richard Mills

2023.07.27 By now, we’ve probably surrendered to the fact that food prices will […]
July 24, 2023
Why are central banks buying gold and dumping dollars?

The US Reserve Currency & Commodities

By Goehring & Rozencwajg Incredibly, by 2016 commodity prices had sold off to […]
July 20, 2023

The beneficiaries of dollar weakness – Richard Mills

2023.07.20 On July 9 the US dollar index (DXY) slipped under 100 for […]
July 20, 2023

A Catastrophic Debt Implosion Can Be Incredibly Quick

By Egon von Greyerz  In spite of unprecedented risks in investment markets, for the […]
July 16, 2023

The Inverted Yield Curve and Next US Recession

By QUOTH THE RAVEN No better, more reliable forecaster of the US business […]
July 13, 2023

Jim Grant: We Could Be Heading Toward a Generational Bear Market in Bonds

By SCHIFFGOLD  One of the singularities of the present time is the American position […]
July 9, 2023

Zoltan Pozsar: New World Monetary Order, Dedollarization and the Role of Gold

2023.07.09 We are moving into a multipolar reserve-currency world where the dollar will […]
June 18, 2023

The Polar Silk Road

Warming temperatures and thawing sea ice could soon allow for the expansion of […]
June 1, 2023

Debt the Dollar and Gold – Richard Mills

2023.05.31
May 29, 2023

Dollar collapse will happen ‘gradually, then suddenly’ – Richard Mills

2023.05.29 “How did you go bankrupt?”“Two ways. Gradually, then suddenly.” – Ernest Hemingway, […]
May 25, 2023

The Impacts of Rising Interest Rates on Commodities

By Goehring & Rozencwajg What are the impacts of rising interest rates on […]
May 25, 2023

The end of King Dollar? The forces at play in de-dollarisation

By Naomi Rovnick and Libby George Rivalry with China, fallout from Russia’s war in Ukraine and […]
May 25, 2023

What a “war tax” means for the global economy

By The Economist At the end of the cold war America’s president, George H.W. […]
May 24, 2023

Interest on the debt on track to exceed military expenditures – Richard Mills

2023.05.24 The US national debt is again in the spotlight, as congressional leaders […]
May 24, 2023

The Fed Is Losing the Inflation Fight

By Peter Schiff We saw a big selloff in the gold market last […]
May 24, 2023

What happens if America defaults on its debt?

By The Economist By failing to raise America’s debt ceiling in time, Congress […]
May 23, 2023

U.S. Consumer Debt Piles Up to $17 Trillion

By Felix Richter U.S. consumers are sitting on a historically high pile of debt […]
May 22, 2023

Definite Debt Default

By Quoth the Raven  It’s pathetic that we do this song and dance […]
May 18, 2023

Charting the Rise of America’s Debt Ceiling

By Dorothy Neufeld Every few years the debt ceiling standoff puts the credit […]
May 18, 2023

Sell in May and Go Away?

By Jim O’Neil While investors should never let rules of thumb override financial […]
May 14, 2023

What Canada’s new Modern Slavery Act means for miners

On May 3, Canada’s Parliament passed Bill S-211, the Modern Slavery Act, aimed at […]
May 8, 2023

The Fed Is Moving Historically Fast to Tame Inflation

By Felix Richter Coming off historically low interest rates in the wake of […]
May 5, 2023

All signs point to the early stages of a new “commodity supercycle” – Richard Mills

2023.05.05 The idea that commodity markets can only yield short-term gains isn’t entirely […]
May 2, 2023

Is a new supercycle starting?

By Bruno Venditti In recent years, commodity prices have reached a 50-year low […]
May 2, 2023

The Economy Is A Powder Keg, Boiling Over And Ready To Blow

By Quoth the Raven I can sit back and watch those investments hopefully […]
April 30, 2023

U.S. Economy: Cloudy With a Chance of Stagflation

By Felix Richter Having proven surprisingly resilient in the face of the Fed’s aggressive […]
April 28, 2023

QE-Light Forestalls Crisis…For Now

By Michael Pento First Quarter GDP increased at only a 1.1% seasonally adjusted […]
April 27, 2023

“Dystopian” CBDCs will Allow Government to Track Purchases

By Paul Joseph Watson With eleven countries having already launched Central Bank Digital […]
April 27, 2023

Rickards: We’re Our Own Worst Enemy

By James Rickards I’ve said to the military and intelligence community, “I don’t think […]
April 22, 2023

U.S. Debt: Visualizing the $31.4 Trillion Owed in 2023

By Julie R. Peasley Can you picture what $31.4 trillion looks like? The […]
April 20, 2023

China’s GDP Growth Picks Up Pace Again

By Martin Armstrong China’s economy appears to have shaken off the effects of the […]
April 18, 2023

Ascent of central bank digital currencies bodes well for gold – Richard Mills

2023.04.18 The days of paying for something with cold, hard cash may be […]
April 14, 2023

Exclusive: Fed can ‘hit the mark and hold’ with one more rate hike, Bostic says

By Howard Schneider One more quarter-percentage-point interest rate hike can allow the Federal Reserve […]
April 13, 2023

It’s all hotting up

By Alasdair Macleod Increasing numbers of national governments are abandoning the US sphere […]
April 13, 2023

A BRICS Threat to the Dollar?

By Jim O’Neill The fact that a US-excluding group of emerging powers has […]
April 10, 2023

Role Reversal: The Collapse of the Dollar-Enforced Empire

By Patrick Barron The American empire is not enforced by walls with armed […]
April 7, 2023

Status of US Dollar as Global Reserve Currency

By Wolf Richter The share of the US-dollar as global reserve currency dropped […]
April 6, 2023

The Countries Bailed Out by China

By Katharina Buchholz Bailout amounts provided by China remained quite low in the 2000s […]
April 5, 2023

Why the Fed must pivot – Richard Mills

2023.04.05 According to the Institute of International Finance (IIF), the value of global […]
April 5, 2023

Why the Panic Is Just Beginning

By James Rickards The combination of a recession and an existential financial crisis is extremely rare. […]
April 5, 2023

The Dollar Is In Trouble! Here Are 7 Signs That Global De-Dollarization Has Just Shifted Into Overdrive

By Michael Snyder For decades, the U.S. dollar was the undisputed king of […]
April 3, 2023

Deflating the credit bubble

By Alasdair Macleod How likely is it that the downturn in broad money […]
March 31, 2023

Ex-Goldman chief economist calls on BRICS to challenge USD’s dominance as China leads de-dollarization trend

By Anna Golubova Former Goldman Sachs chief economist Jim O’Neill is calling on […]
March 31, 2023

The Coming Doom Loop

By Nouriel Roubini In the face of high and persistent inflation, recession risks, […]
March 28, 2023

Fed Projections: The Ceiling Is in Sight

By Felix Richter If there has been one consistent theme in Jerome Powell’s […]
March 28, 2023

De-Dollarization: More Countries Seek Alternatives to the U.S. Dollar

By Bruno Venditti The U.S. dollar has dominated global trade and capital flows […]
March 27, 2023

5 Reasons the US Dollar Will Head Lower – Richard Mills

2023.03.27 Given its role as the world’s primary reserve currency, the importance of […]
March 27, 2023

Everyone Is Just Pretending Nothing’s Wrong

By Quoth the Raven The fact is that I just don’t care about […]
March 26, 2023
Why are central banks buying gold and dumping dollars?

US bank trouble heralds end of dollar reserve system

By DAVID P. GOLDMAN The US banking system is broken. That doesn’t portend more […]
March 23, 2023

The Most Splendid Housing Bubbles in Canada: March Update on the Housing Bust

By Wolf Richter This is the beginning of spring selling season. So let’s […]
March 23, 2023

Interest Payments On Treasury Debt Up 29% y/y

By macromon Interest payments on the national debt during the current fiscal year (October […]