January 23, 2026 | Gold, Silver, and Their Big Round Numbers

The odds that $5,000 gold and $100 silver would happen on the same day seemed pretty slim. Yet here we are, with that being a very real possibility: There’s no deep message here. It’s just pretty cool to be right side of history in such a decisive way. Even wilder times are no doubt coming. […]

January 23, 2026 | Grantham Reflects on Six Decades of Investing

Far-reaching, worthwhile discussion in this segment. On episode 226 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Jeremy Grantham to discuss: stock market bubbles, the ups and downs of managing money, how the wealth divide has grown so wide, the future of clean energy tech, and much more! Here […]

January 23, 2026 | The US Real Estate Investor Ban

Donald Trump declared at Davos that America would not become a nation of renters, much to the dismay of the “you will own nothing and be happy” audience. Trump is now talking about banning large institutional investors from buying more single-family homes, claiming this is about restoring the American Dream and ending the insanity where […]

January 23, 2026 | Will Silver’s Rocketing Momentum Continue?

What falling interest rates really indicate

January 22, 2026 | What Should We Do With Our Silver Volatility Spread?

Back in December, I suggested a strategy for addressing silver’s epic bull market (and resulting correction risk) that involved betting on action, not direction. From that post: Enter the Volatility Spread There’s a simple options strategy for times like this. It’s called a volatility spread, and involves buying mirror-image calls and puts for a given security. […]

January 22, 2026 | US Real Estate – 37.2% More Sellers than Buyers

  Redfin estimates there were 37.2% more home sellers than buyers in November, which is the largest gap since 2013 outside of last summer. The computer warned that the US would experience a buyer’s market until 2028. The imbalance does not translate into some 2008 era real estate crisis, but it highlights the confidence cycle […]

January 22, 2026 | Investor Emotional Cycle is Alive and Well

Madness and mayhem are the order of the day, while consumer and business sentiment are dour, and for-sale signs are popping up like measles. Meanwhile, equity markets are priced for nirvana, and participants are the most long of all time. Households and nonprofit organizations entered 2026 with a record near half of their financial assets […]

January 22, 2026 | Markets Reacting to Trump Greenland Comments

Metals continue to drive higher

January 21, 2026 | Danish Pension Fund Divests $100 M in US Treasuries

A Danish pension fund, AkademikerPension, is reportedly divesting its US Treasury holdings to the tune of $100 million. Anders Schelde, AkademikerPension’s investing chief, claims they are concerned about the condition of US government finances and rising credit risk. They even admitted the Greenland political tensions simply made the decision easier, but the core point remains […]

January 21, 2026 | The “Dollar Debasement Trade” Goes Full “Sell America”

Suddenly, the whole world is either selling US assets or threatening to do so. And based on Donald Trump’s recent World Economic Forum speech, in which he demanded control of Greenland and ridiculed multiple globalist scams, “sell America” is a trend with legs. The main beneficiary? Gold, of course. See this from Kitco: Gold blasts through […]

January 20, 2026 | Silver Just Blew Through $100

It’s amazing how fast the human mind acclimates to “new normals”. Silver is an obvious case in point. A year ago, $40/oz seemed like a good intermediate-term target. Now, if the price drops below $90, it will be a “crash.” So let’s take a beat and acknowledge the fact that silver — if you actually […]

January 20, 2026 | Grantham Sees an AI Bubble — and a Familiar Ending

For more than four decades, Jeremy Grantham has been one of the most contrarian voices in global investing. The co-founder of Boston-based asset manager GMO, he built his reputation warning about bubbles before they burst, from Japanese equities in the late 1980s to US tech stocks in 2000 and housing in the run-up to the […]

January 20, 2026 | Trump Invites Russia to Join Board of Peace

  The Board of Peace was established in November 2025 to champion the Gaza-Israel ceasefire. Donald Trump will act as the first chairman and has begun inviting nations to join, including Russia. The headlines are reacting as if this is some radical, unprecedented concept. I have said repeatedly that the real objective for decades has […]

January 19, 2026 | Gold Miner Q4 Earnings: Worth Waiting For A generational bull market

We still have a while to wait for the gold/silver miners’ Q4 and full-year 2025 earnings. Newmont, one of the early reporters, is scheduled to release its results on February 19. But after that, the deluge. And a fun deluge it’s going to be. Sticking with Newmont, here’s a chart of its past year’s earnings versus […]

January 19, 2026 | Plan B

Happy Monday Morning! Asking rents in Canada fell again in December, falling for the 15th consecutive month according to Rentals.ca. Furthermore, December marked the slowest month for rental demand in two years, capping off five straight months of declining prospect counts. Source: Rentals.ca For those that have been following this newsletter, falling rents will come […]

January 19, 2026 | The History of Money

Extremely interesting historical perspective in this discussion; worth a listen. David McWilliams (The History of Money: A Story of Humanity) is a journalist, writer, and economist. David joins the Armchair Expert to discuss having an unusually calm Irish family upbringing, being practically prescribed to study economics, and the impact that his father being screwed by […]

January 19, 2026 | Britain’s Foreign Secretary Insists Putin Rebukes Peace

    Peace was never an option. The Russia-Ukraine war was plotted out over a decade ago by people unassociated with either nation. The Plot to Seize Russia explains everything in detail. Yeltsin handed Putin the reins to protect Russia from the oligarchs. The West installed Zelensky to quietly control Ukraine and position it for […]

January 18, 2026 | The Bipolar Economy, Part 2

Today we continue my 2026 economic and market forecast. Last week I described our current environment as The Bipolar Economy, featuring wild and frequent mood swings. We could also add psychosis to the symptom list. For example, why have silver prices (roughly) doubled in the last three months? What changed to make it suddenly more valuable? […]

January 18, 2026 | Don’t Worry, Be Happy: The Bots Are Coming

Readers can be forgiven for wondering how long the ‘topping process’ I’ve alluded to over the last several months will drag on. As you will have long since concluded, no one can answer that question with confidence. For all that we supposed experts know, the bull market that began in 2009 could still be chugging […]

January 17, 2026 | Trading Desk Notes for January 17, 2026

The Art Of The Deal I started this year with a “gut feeling” that events in 2026 would “rock our world.” When Trump snatched Madero, I wrote, “Here we go.”   This morning, Trump cranked up the “We have to have Greenland” pressure by declaring that Germany, France, the UK, the Netherlands, Denmark, Sweden and […]

January 17, 2026 | Art of the Collapse, January 2026

  The world remains a pretty dark place. But at least there are a few, um, silver linings: Silver Ape King@SilverApeKing #SILVER 5:40 PM · Jan 12, 2026 · 80.9K Views 97 Replies · 232 Reposts · 2.15K Likes Meanwhile, in geopolitics… Is it all a distraction? At least our kids have good daycare…   S

January 17, 2026 | Danielle on CBC Weekend Business Panel

January 17, 2026 | Dr Refuses to Say Biological Men Cannot Get Pregnant

What is really stunning in this conversation is how the WOKE LEFT are willing to go in order to pretend that they are never wrong. This doctor refuses to simply admit that “biological men cannot get pregnant.” The conversation had nothing to do with transgender. This is indeed a simple yes/no question can “BIOLOGICAL MEN” […]

January 17, 2026 | This Week in Money

• Ross Clark:  Stock Market Record Highs, Gold, Silver, Copper, Uranium, Oil, Bitcoin, USD and Canadian Dollar.
• Rick Ackerman: (10:37) Silver, Copper, AI, Bitcoin, Lithium, Gold.
• Josef Schachter:  (38:27) Oil, Energy, Geopolitical Events in Venezuela and Iran, Alberta Independence.
• Robert Campbell: (1:31:12) US Economy, Interest Rates, Housing Market, Fitness Tips.