Based on the CPI, inflation is relatively cool. Don't be fooled. It's much higher than advertised, and you can see it clearly if you look at the right data.

People in high office and their friends are at the receiving end of anger and frustration due to their misbehaviors of late. The release of the Epstein files have only fueled this. The internet is ablaze with anger against the “elites.” Is this an opportunity, as...

Our long term stocks/bond model remains in favor of equities over bonds. Trend is down. Cycle is down. Correction in progress.

A slowdown in demand for electric vehicles has injected optimism into the platinum group metal (PGM) markets. Platinum and palladium are integral inputs in the production of catalytic converters for both gasoline and diesel-powered engines. They are also used in...

Silver flash-crashed 44% from its January high in a single week. What the price chart didn't show was happening inside the delivery system.

Two monetary and currency paradoxes emerge as the war rages. First, there is likely an immediate episode of some monetary disinflation, never mind the widespread concern about a looming jump in consumer prices. 

While the paper-driven silver price swings all over the place, the Chinese have been gobbling up physical silver. China imported 790 tonnes of silver through the first two months of 2026, with 470 tonnes flowing into the country in February alone. 

The “greatest economy ever,” as the king and all the king’s men (and women) keep calling it, is creating the greatest private-credit crisis ever. A crisis that is increasingly being described as something that could rapidly achieve critical mass like the Great...

The silver price has come down almost 50% from its January all-time high of over $121 per ounce, but what's happening behind the scenes, especially in China, tells a much different story.

Silver had a phenomenal 2025, more than doubling from around $30/oz to above $70 by late December, and the rally continued into the new year. Since then, however, silver and gold have both been volatile.

We finally saw the long-awaited silver squeeze drive the price well past the long-heralded $50 mark last year, and eventually get as high as $121.76.

Cycle is down. Trend is down. Correction in progress.

Our long term stocks/bond model remains in favor of equities over bonds. Trend is down. Cycle is down. Correction in progress.

The dot plot delivered the bearish scenario on March 18. Silver fell. And the structural forces underneath the market didn't move by a single ounce.

The weakening Labor Market is reducing the flow of passive dollars into the stock market. Both labor supply and labor demand are falling in tandem.