June 11, 2026 | The Best Possible News For Gold Miners
The recent precious metals correction seems to have made an impression on investors. So much so that almost everyone has turned bearish on gold miner stocks. The following is excerpted from a post by Ahead of the Herd’s Rick Mills: Gold Miners Bullish Percent Index falls to 0, a sign of ‘total capitulation’ as contrarians see opportunity Gold […]
June 10, 2026 | Imagine The Government’s Interest Cost When This happens
The US government has been trying to minimize its interest expense by borrowing at the short end of the yield curve, where rates are lower. The result? Massive amounts of Treasury paper must be rolled over each year. The current number is $8 trillion. Apparently, the plan was to cut short-term interest rates back to […]
June 6, 2026 | The CIA Gold Story: Friends and AIs Weigh In
In May, David Rush, a former senior CIA official with top-secret clearance, was arrested after the FBI caught him with gold bars worth more than $40 million. The gold was allegedly obtained from the CIA between November 2025 and March 2026 under the guise of “work-related expenses.” Two friends of mine — one a former military […]
June 4, 2026 | The Energy Crunch Is Starting To Bite
Gas is more expensive since the Strait of Hormuz closed. But life goes on. People are still driving, and oil prices, while up, are not spiking as they did in past energy crises. One might be tempted to call this latest disruption a non-event. But one would be wrong. The impact on the broader economy has […]
May 28, 2026 | From the Archives: People We Should Know: Rep. Thomas Massie
Kentucky Congressman Thomas Massie poked the deep state dragon one too many times. And a couple of weeks ago, he was “primaried” in (thanks to a tsunami of out-of-state money), the most expensive Congressional campaign ever. Libertarians are mourning his loss and hoping he runs for president in 2028. Here’s a post from 2024 that explains why: […]
May 24, 2026 | Preparing To Say Goodbye (To Our Junior Miners And Explorers)
The commodities investment thesis goes like this: The price of gold, silver, copper, uranium, etc, will rise as production stagnates and demand increases (also as fiat currencies are inflated away). Higher prices will give the best miners lots of free cash flow. The miners will then raise dividends and buy back shares. As the cash […]
May 22, 2026 | Energy Prepping: The Cheapest Way To Go Off-Grid
Recent events have left millions of Americans wondering whether they can trust their local utilities — and, by implication, whether they should go partially or completely off-grid. But the gulf between wondering and doing is immense. So it’s time for a series that addresses the main “energy prepping” issues. Let’s start with Health Ranger Mike Adams’ insights on […]
May 19, 2026 | Recession Watch: Inflation Spikes, Bonds Rebel
The latest Middle East war is approaching its three-month anniversary, and the price of everything related to energy and fertilizer is way up: As go energy and fertilizer, so goes food. Beef, for instance, was already rising. But now it’s spiking. See Wolf Street’s Food Inflation in America by Product: It Boils Down to a Sharp Acceleration on […]
May 17, 2026 | Becoming Invisible, Part 19: You Only Think You Own Your Car
Modern vehicles had already become “rolling surveillance devices” by the beginning of this decade. But that’s just the start. Much more dystopian tech is in the pipeline. Consider the following, from a couple of recent X posts: In new patents filed with the US Patent and Trademark Office (Serial No. 20250104469), Ford is envisioning a future where […]
May 10, 2026 | Art of the Collapse, May 2026
With public support for the Iran war declining, the Deep State needs another distraction. And right on cue… Dr. Fauci Reports Amazing Results In Gain-Of-Function Research At New Cruise Ship Laboratory (Babylon Bee) — Dr. Anthony Fauci announced today that he has achieved a remarkable breakthrough in gain-of-function research at his mobile laboratory aboard a cruise […]
April 30, 2026 | Lawrence Lepard: New Fed Chair, New Round of Easing
The Fed is about to get a new Chairman (economist Kevin Warsh), and the markets are naturally wondering if this means big changes in monetary policy. My take is that it obviously means lower interest rates and generally easier money, since that’s what an incoming Fed chair would have to promise President Trump in order […]
April 28, 2026 | Welcome to the Silver War
Silver is trending down this week. But that’s just the paper markets discouraging long futures contract holders from standing for delivery. Ignore it, because something much bigger is happening. China is on an epic silver buying spree. Why now? Several reasons. For one thing, solar panels contain silver, and China’s panel exports are spiking. Meanwhile, […]
April 24, 2026 | Health Prepping: Has AI Cured Aging?
This week, the Internet is full of debates over whether and when AI will gain sentience and proceed to exterminate us (with our predicted expiration date clustering around 2031). Meanwhile, AI has also produced breakthroughs that sound like legit cures for aging. So it would be, at the very least, ironic if AI made us […]
April 22, 2026 | Big Questions: What Is The Dollar Collapsing Against?
Among the recurring questions subscribers submit, the most common involve the concept of “dollar collapse.” A prominent stockbroker, in fact, recently posed a version of this question in a note to his customers: When [analysts] warn that fiat currencies are dying, the logical follow-up question — one that almost never gets answered — is: dying […]
April 21, 2026 | Energy Crisis Risks Global Recession
Most countries maintain fuel inventories that they can draw down in the event of an interruption. But those inventories are finite, and as the Iran war drags on, they are, in many cases, running out. The result: Sectors like fishing, mining, and farming in many places are shutting down. Local economies are tipping into recession, […]
April 20, 2026 | Spain Embraces the “Great Replacement”
Lately, conservatives have been accusing their political opponents of weaponizing immigration by letting in millions of undocumented immigrants, who then vote to keep their benefactors in power. The ostensible goal? A one-party state with Third World demographics. The left (Democrats in the US, socialists in Europe, and state-run media everywhere) have dismissed this accusation as […]
April 19, 2026 | Mining is Hard: When Governments Demand a Bigger Cut
Governments, by their nature, are always starved for revenue. Most of the time, they respond by raising taxes on their subjects’ income or real estate (see New York’s “pied-à-terre” tax). But sometimes they go after foreign investors, like miners, who, they claim, are making too much money. This can be a game-changer for those mines and […]
April 12, 2026 | AI Layoffs: Prisoner’s Dilemma + Red Queen = Unavoidable Depression
Academia is starting to analyze “AI layoffs,” and the result is not pretty. A recent study seems to conclude that another Great Depression is unavoidable. From an X post summary, with a few links added for context: Two researchers from UPenn and Boston University just published a paper called “The AI Layoff Trap”. They proved something terrifying.. Every […]
April 9, 2026 | The Real Space Revolution Doesn’t Involve Astronauts
NASA was back in the news this week with its moon mission: NASA’s Artemis II mission, the first crewed lunar flyby in over 50 years, successfully launched on April 1, 2026, and is currently returning to Earth after a historic 10-day journey. The four-person crew, consisting of Reid Wiseman, Victor Glover, Christina Koch, and Jeremy Hansen, […]
April 7, 2026 | Recession Watch: Everything All At Once
Tech layoffs have become front-page news… And the picture for this year’s class of graduating coders is apocalyptic. From Tech Layoff Tracker: Computer science professor at a major state university just finished the worst faculty meeting in 32 years of academia Department head dropped the placement statistics like a bomb at 2:47 PM on a Wednesday 2023: 89% […]
April 1, 2026 | Macro Butler on the Sudden, Potentially Profitable Helium Shortage
We all know that gold, silver, copper and a few other high-profile materials are crucial to the global economy. But there are others of nearly equal importance, some of which are in seriously short supply. A case in point is helium, an industrial gas that’s irreplaceable in sectors ranging from MRI scanners to superconducting magnets. […]
March 30, 2026 | Art of the Collapse, April 2026
Ah, the cycle of life. Gas shortages might soon be a thing again: It’s supposedly even worse overseas: Meanwhile, the Epstein Class is still free: Maybe AI will fix everything… Still, pockets of sanity remain…
March 29, 2026 | Big Questions: Is There Enough Gold For a Gold Standard? John Rubino
Money is a complicated subject, and subscribers have lots of questions. I usually answer via email or in a post’s comments section, but some questions recur often enough to warrant a monthly Q&A post. This is the first in that series: Question: US gold reserves are only worth a fraction of GDP. Does that mean there’s not […]
March 25, 2026 | Charles Hugh Smith on the Inevitable “AI Depression”
A debate is raging over AI: whether it’s a force for good or evil, and, just as important, whether it even works. But a case can be made that this debate is pointless because, however it plays out, the result will be an economic/financial crisis. Charles Hugh Smith just posted a good take on this thesis. Here’s […]
March 24, 2026 | The Food Supply Chain Is Breaking. Again
Spring has sprung, which means seeds that were planted in late winter are starting to germinate. They’re hungry and will only grow to their full nutritional potential if they’re well fed. But that, apparently, isn’t happening, as fertilizer supplies are interrupted by yet another pointless Middle East war. The result? Global food shortages that might […]


