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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 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 12, 2026 | Rob Smallbone: This Commodities Boom Goes Way Beyond Gold and Silver
Contrarian Capitalist’s Rob Smallbone just posted a deep dive into commodities and the developing shortages that make the sector a once-in-a-generation opportunity. Here’s an excerpt: The Commodity Shortage Nobody Is Priced For Why structural supply constraints are forming across silver, copper, and the materials that underpin the global economy Beneath the surface, a growing number of strategically important […]
January 9, 2026 | The Gold/Silver “Rebalancing” Correction Will Run Its Course
Think of what’s happening to gold and silver this week as the price of success. They rose so much over the past year that funds that hold commodity futures contracts now have to sell some of their gold/silver positions to maintain the required balance in their portfolios. In other words, this is a very short-term […]
January 8, 2026 | Two Great Policy Changes
The US government gets plenty of well-deserved criticism, especially from us gold bugs. But it is doing some things right. So credit where credit is due. Consider these two massively sensible policy changes from just the past couple of days: Goodbye Carbs The Agriculture Department just converted the food pyramid from this carb-heavy monstrosity… …to a […]
January 5, 2026 | Health Prepping: Hold Off on That Knee Replacement
“If you want to make God laugh, tell Him your plans” — Woody Allen, It’s a common story these days: An active person works hard and saves for a retirement that, they expect, will feature hiking, biking, and tournament-level pickelball. But when the big day arrives, so does multi-joint osteoarthritis, which makes most of the above […]
January 1, 2026 | Silver’s 2026 Open: Irresistable Force Meets Immovable Object
Specifically, Institutional buying meets higher Comex margins Comex Margins The paper metals markets have traditionally responded to spiking prices by raising margin requirements. Players who can’t come up with the extra money have to liquidate their positions, which causes prices to fall. That accounts for at least part of the brutal end to last […]
December 31, 2025 | The Minnesota Daycare Scam in Context
Americans are watching videos of empty, taxpayer-funded “daycare centers” with bemusement. How, we wonder, can such things exist right under the noses of officials who are supposed to police exactly this kind of blatant fraud? According to El Gato Malo, whose bad cattitude Substack is becoming essential reading, the scam is “a feature, not a bug” in a new […]
December 29, 2025 | Is Asian Guy a False Flag?
As most of you have noticed, the precious metals space on YouTube is being flooded with AI/human hybrid deep dives into the suddenly crazy-volatile silver market. Why now? Who are these people? And how are they suddenly able to produce a tsunami of riveting content? Gold stock analyst Don Durrett just posted an interesting explanation: Don Durrett – […]
December 26, 2025 | Unobtanium! Silver spikes as industrial users scramble for inventory
Merry Christmas, stackers! Some happy images pulled from my X feed: And an “Asian Guy” video:
December 24, 2025 | Time For a Silver Volatility Spread?
2025 was the year silver stackers were waiting for. The metal blew through $40/oz, then $50 and $60 without a backward glance, and is now testing $70. Many of you are suddenly rich. Nicely done! But now we’re in an interesting place. Silver’s chart screams “overbought, correction imminent!” while its fundamentals make a parabolic spike […]
December 21, 2025 | The Next Fed Chair Inherits the Death Spiral
President Trump is auditioning candidates for Fed chair (to take office in May 2026), with the main criteria apparently being who will cut rates fastest and deepest. So consider a near-zero Fed Funds rate a given for the coming year. But that’s just the beginning of a very complex process. Let’s start with the fact that the […]
December 19, 2025 | AI Videos and the Shrinking Trust Horizon
Seemingly overnight, AI-generated content on YouTube and X has become almost indistinguishable from “real” human-made media. Nothing, in other words, can be trusted. How can a society function in that kind of information environment? We are, in short, at a civilization-threatening stage of history. But there is a fix. The following excerpts are from a […]
December 17, 2025 | Is An “Iceberg Order” Supporting Silver?
Here’s another apparently AI-created (performed, assisted, whatever) video that offers an interesting answer to a big question. I have no idea whether any of this is true, but it’s definitely compelling. Let’s start with an excerpt: There’s a saying in the intelligence community: the loudest threats are rarely the most dangerous. It is the quiet […]
December 12, 2025 | The Gold/Silver Bull Market, in Seven Charts
Incrementum — source of great gold/silver charts — just posted some new ones that illustrate the epic nature of this bull market. Here are seven, and the stories they tell: Gold in This Century The following chart shows what would have happened if we had bought gold at nearly any time in this century. The […]
December 8, 2025 | Next Year’s Wild Card: The Yen Carry Trade
Most countries’ sovereign bond markets have been pretty tame lately. Here, for instance, is the yield on US Treasury notes: But it’s different in Japan, where money is getting dramatically tighter: Normally, when the world is moving in one direction and a single country breaks ranks, it can be dismissed as a temporary glitch that […]
December 6, 2025 | Making Sense of the “Silver Glitch”
Silver is in the news lately, as it smashes old records and (apparently) wreaks havoc in metals exchanges. But, as usual in global finance, many of the details range from technical to incomprehensible. So here’s an article from Katusa Research that explains some of silver’s recent action and why it’s every bit as bullish as it sounds. […]
December 1, 2025 | The Best Silver Video I’ve Ever Seen
These days, it’s hard to know whether a given video is genuine or AI-created. So I can’t speak for the veracity of this one. But whatever its source, this is the best and most comprehensive presentation on silver I’ve ever seen. Listen to the whole thing, and you’ll understand this bull market — and why […]
November 28, 2025 | Are Aliens a Black Swan or a False Flag?
Yet another documentary about aliens just dropped. But instead of leaning on sketchy whistleblowers and anonymous quotes, this one, titled Age of Disclosure, features Establishment heavy hitters like Marco Rubio, Trump’s Secretary of State and National Security Advisor. They’re saying: Aliens are real, and here. The US, China, and Russia all have alien technology and non-human bodies. […]
November 26, 2025 | “Inelastic” Gold Means Much Higher Prices
Economists have a useful concept called “elasticity,” which measures how one thing responds to another. For example, if the price of corn goes up, farmers plant more acres and produce more grain. The supply of corn is thus “elastic,” because it rises in response to higher prices. In contrast, something that doesn’t respond to price […]
November 21, 2025 | Becoming Invisible, Part 18: Your Family Needs a “Safe Word”
Has anyone else been watching the 3I/Atlas story about the interstellar object passing through our solar system, igniting debate over whether it’s alien tech or just an ordinary rock? Some well-known scientists have appeared on YouTube, asserting that it’s clearly artificial. Except that it’s those scientists who are artificial. Most are AI-generated impostors saying things the real […]
November 20, 2025 | Which States Are Embracing Gold?
Washington State just made gold and silver bullion subject to sales tax. Here’s a video with all the sordid details: This kind of law presents local stackers with the question of how they’re supposed to buy or sell gold when taxes take such a big bite out of the proceeds. The most obvious answer: Travel […]
November 12, 2025 | Recession Watch: Spooked For Good Reasons
A widely-followed consumer sentiment index just hit its second-worst level on record: Why are Americans so spooked? Perhaps it’s the prospect of being replaced by AI. So far in 2025, major layoff announcements include: Amazon: 14,000 job cuts UPS: 48,000 Intel: 20,000 Microsoft: 6,000 Target: 1,800 Meta: 600 (from its AI division!) Salesforce: 4,000 Or maybe […]
November 9, 2025 | Health Prepping: A Future to be Avoided at All Costs
A few months ago, I put a pistol (Sig Sauer P320 for the gun people out there) on a bedside table to remind me to clean it. But I didn’t get to it right away. And then one day it was gone. After a frantic hour spent checking every possible part of the floor and […]
November 3, 2025 | Worried About the Gold/Silver Correction? Don’t Be. It’s Just a “Head Fake”
Gary Bohm at Metals and Miners just posted a great analysis of the recent turmoil in precious metals and why it’s likely to be temporary. Here’s an excerpt: The $7.5 Billion Head Fake: Why History’s Largest Gold Outflow Last Week Will Turn Out To Be A Generational Buying Opportunity! The media has seized upon […]