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Has The Great Rotation Begun?
Was that a market liquidity tremor last week? If so, does that mean equity declines are ahead, or was it signaling something more dramatic?
Either Trump’s Dollar Weakening Works or It Doesn’t
Get ready for some very alarming moves in the markets over the coming months. The old regime is ending and a new one is starting.
Generational Wealth Will Be Made and Lost as the Carry Trades Unwind
One of my favorite podcast guests is back with us for our quarterly sit-down. Adam Rozencwajg’s thoughtful and measured views on trends, resources...
Investing During The Age of Consequences
Staying abreast of these markets is a full time job. Unless you love doing it, which both myself and Paul Kiker do. Then it’s not work at all.
U.S. Retail Is Slowly Waking Up to Buying Gold and Silver
Dana Samuelson’s decades of precious metals experience shed light on the biggest monetary story of our lifetimes.
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