ALWAYS CONSULT YOUR INVESTMENT PROFESSIONAL BEFORE MAKING ANY INVESTMENT DECISION
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 […]
March 23, 2026 | Mining is Hard: Rising Oil Squeezes Margins
These are turbulent times, especially for the gold miners whose profit margins are bouncing all over the place. Here’s a brief X exchange that puts the last few weeks in context: The Lesson Two things can be true at the same time: Gold miners have indeed been squeezed by recent price action in oil […]
March 20, 2026 | Bonds Prepare to Stop the War
This is feeling more and more like the 1970s. A Middle-East war descends into chaos, causing oil prices to approach triple digits… …and bond yields to spike: The war’s cost and complexity are causing political turmoil: Cracks emerge in GOP over Iran war cost as administration floats more than $200B request to Congress (CNN) – […]
March 17, 2026 | Civil War: Original MAGA vs the Neocons
For many voters, the best thing about Donald Trump, the presidential candidate, was his entourage. He was surrounded by smart, courageous people who had spent years opposing the Aristocracy on existential issues like regime change wars, vaccine mandates, censorship, and illegal immigration. With them running major departments and dominating cabinet meetings, at least some good […]
March 16, 2026 | Health Prepping: ADHD Is a Business Scam, Not a Disease
Today’s schools are pleasant environments for some kids and torture chambers for others. In particular, boys with short attention spans and high energy are deemed mentally ill and drugged into sitting still for eight hours a day. Like so many current things, this is a scam designed to enrich a small group of providers (in […]
March 12, 2026 | Culture War, Part 1: Ayaan Hirsi Ali Defends the West
I’m just going to say it: Christian and Islamic cultures can’t seem to co-exist in liberal/capitalist societies. And deciding who gets to define right and wrong is going to require some kind of culture war. The UK seems to be the front line. See: Civil War in the UK? UK Civil War: Wow, That Escalated Quickly The […]
March 8, 2026 | Has the Great Taking Begun?
If you (like me) keep mixing up Blackstone and BlackRock, you can relax now. They’re both in serious financial trouble, so you can assert that either is “imploding” and be more-or-less right: BlackRock fund limits withdrawals as redemptions rattle private credit (Reuters) – BlackRock (BLK.N) said on Friday it has limited withdrawals from a flagship debt fund […]
March 3, 2026 | Recession Watch: Is Private Credit The New Subprime Mortgage?
Oil has been one of the worst-performing commodities lately, due mostly to rising US production and relative peace in the Middle East. Well, that peace ended with a bang last weekend, and oil has erased its price declines. Higher gasoline prices are likely to follow. While oil was spiking, pretty much everything else tanked on […]
March 2, 2026 | Art of the Collapse, March 2026
Welcome to the Era of Mixed Feelings. The world is still at war… …but stackers are getting rich: The “Epstein class” is now a thing: Next up: culture war Alarming Study Shows Average Somali High School Senior In Minnesota Committing Fraud At Just A 5th Grade Level (Babylon Bee) – An alarming new study of Minnesota schools […]
February 26, 2026 | One Cause of Silver’s Recent Volatility
Quite a rollercoaster we silver stackers are on. The metal’s price gaps up, making us geniuses. Then it tanks, replacing our self-regard with angst. And then it does it all again. Some behind-the-scenes games are definitely being played, and here’s one of them: Start with the fact that Jane Street, a semi-obscure investment bank, recently […]
February 23, 2026 | Breakthroughs: Starlink + Next-Gen Batteries = Viable Homesteads
A growing number of people, fed up with dysfunctional cities and craving a simpler/safer life, are fantasizing about homesteading. But only a tiny fraction of that group has actually made the move. Why? Because that level of self-sufficiency is vastly harder than it looks. Or…at least it was vastly harder. Two breakthroughs might revolutionize the homesteading concept: Starlink […]
February 22, 2026 | Distraction From Distraction
First came the Epstein files, which seem to implicate half of the West’s ruling class in bafflingly monstrous crimes. Then, perhaps to distract us from those crimes, came the announcement that the US is about to invade Iran, home of a major oil supply route and lots of missiles. Then, perhaps to distract us from Epstein […]
February 17, 2026 | When China’s Away, the Silver Shorts Play
It’s been a brutal few days for precious metals, especially silver: And — completely coincidentally — China’s gold markets are closed. Here’s an AI summary of the situation: The Shanghai Gold Exchange (SGE) and Shanghai Futures Exchange (SHFE) are closed from February 15 to February 23, 2026, due to the Lunar New Year holiday, with trading resuming on February 24, 2026. […]
February 16, 2026 | AI: Why We’re Underestimating the Threat
The Asian Guy phenomenon is a wake-up call for podcasters, as the same avatar — and AI content-generating engine — proliferates in the precious metals space. Now, he/it is branching out into other fields. Recognize this voice? The point? AI is beginning to affect people who thought they were immune to artificial competition. Here’s the psychological basis […]
February 13, 2026 | Rick Mills: The Copper Shortage Has Arrived
One of the wild things about copper is that it’s now trading at an all-time high price while supply and demand are more or less in balance. Kind of makes you wonder what it will do when the long-awaited shortage hits. According to commodities analyst Rick Mills, we’re about to find out because 2026 is […]
February 12, 2026 | Putin Whacks Silver
Silver just had one of its steepest declines on record: And this might be why: (Economic Times) – Russia is actively considering a return to the US dollar settlement system as part of a potential economic partnership with President Donald Trump, according to a 2026 internal Kremlin memo reviewed by Bloomberg. The proposal outlines […]
February 11, 2026 | The Gold/Silver Bull Market, in Eight Charts
Incrementum just published its Monthly Gold Compass chartbook. As usual, it tells the story of an epic bull market that still has room to run. Here are some of the highlights, with a bit of commentary: Gold is doing great in US dollars but even better when priced in foreign currencies. When valued in gold, the […]
February 8, 2026 | So…About That Chinese Silver Short Whale
Many of you have probably heard at least part of this story. But for those who haven’t, read on because it’s wild. And potentially favorable for our silver. Let’s start with a Chinese whale putting on a Hunt Brothers-level silver futures short in Shanghai: Silver, possibly in response, tanked: And then — while the markets were […]
February 4, 2026 | Epstein and the Shrinking Trust Horizon
Let’s start with Bill Gates, because he’s one of the more baffling characters in the Epstein drama. I have some liberal friends, and without exception, they think Gates is a good man. A typical conversation goes like this: Me: You know Bill Gates is buying up millions of acres of farmland, right? Liberal friend: He’ll […]