Inflation is an elusive term. In 1983, Webster’s New Universal Unabridged Dictionary defined Inflation as: “An increase in the amount of currency in circulation, resulting in a relatively sharp and sudden fall in its value and rise in prices: it may be caused by an increase in the volume of paper money […]
Introduction: A Stampede of Fear and an Opportunity to Stack On a recent Friday, the price of silver, the indispensable industrial metal and monetary asset, was violently taken to the slaughter. Headlines blared about a crash, and mainstream financial media quickly supplied a convenient, surface-level explanation. But for those who […]
Introduction: The Silver Market Seizure – Opportunity Amidst the Chaos The physical silver market is experiencing a historic infrastructure meltdown as prices shatter all records, recently piercing the $100 per ounce barrier for the first time in history. This parabolic move—a tripling in value since early 2025—has triggered a market […]
End of an Era Imagine you found a magical bank that lets you borrow money at 0 percent interest. Naturally, you’d take that free money and put it into a high-yield savings account or the stock market to pocket the difference, right? That, in a nutshell, is the Yen Carry […]
Cycles are often systemic, predictable, and, as I have long argued, often the result of policy distortions interacting with underlying structural forces. The latest data showing where the cost of living is rising fastest in the United States is a textbook example of how centralized, urban-centric policies can create persistent […]
Congratulations Silver Stackers and Gold Bugs! This month alone silver is up $42, or 60%, while gold is up almost $1k, or about 20%. Just two years ago, silver was flirting with a price approximating 50% of this month’s gain! I’ve felt bad for those who held silver and not […]
In AI-related moves, companies are stepping up job cuts. Amazon Message to Employees This morning, Amazon gave an Update On Our Organization on its corporate blog. I want to let you know that we’re making additional organizational changes across Amazon that will impact some of our teammates. I recognize this is difficult […]
We are witnessing an unmistakable shift in the US housing market, not a bubble pop like 2008, but a market regime change characterized by buyers retreating as inventory rises and affordability remains strained. Recent data from Redfin shows that roughly 40,000 US home-purchase agreements were canceled in December, representing about 16.3% of […]
The University of Michigan Consumer Sentiment Index is one of the clearest windows into how the average American actually feels about the economy. Each month, the university surveys households across the country, asking straightforward questions about personal finances, job prospects, inflation, and expectations for the future. Those responses are distilled […]
We live at a time when the pace of change is so rapid that it can be overwhelming at times. More change occurs in a single month than happened during most entire years when I was growing up. When I pull up the news each day, there is always a […]