Is the U.S. about to experience another banking crisis? Shares in banks, and particularly regional banks, imploded yesterday. At one point the regional bank index (KRE) was down 7%. The issues pertain to two recent bankruptcies in the subprime auto-lending and auto parts manufacturing industries: TriColor Holdings and FirstBrands. About […]
The bull market in hard assets is accelerating, NOT slowing down. Gold first cleared $3,800 per ounce on September 26th, 2025. Today, less than two weeks later, it’s over $3,900 per ounce. Gold is not the only hard asset ripping higher, either. Silver was below $46 two weeks ago. Today […]
The single most important chart in the world is flashing “danger.” The defining issue of the last ~45 years has been the secular bull market in bonds. From 1980 until 2022, the yield on the U.S. debt (called Treasuries) was in a downtrend. In the very simplest of terms, this […]
Last week I noted that the single most important chart in the world is flashing “danger.” By quick way of review… Central banks are fully aware of this situation and have been taking steps to prepare for what’s coming. As you no doubt are aware, there are three methods of […]
Gold is signaling that the next inflationary storm is about to arrive. In the last year, gold has done several remarkable things. First and foremost, central banks have acquired so much gold that the precious metal now comprises a greater percentage of foreign reserves than Treasuries for the first time […]