ALWAYS CONSULT YOUR INVESTMENT PROFESSIONAL BEFORE MAKING ANY INVESTMENT DECISION
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 […]
October 24, 2025 | Recession Watch: Shadow Banking Crisis … and So Much More
The spread of private equity and non-bank lending has created a “shadow banking system” that’s largely invisible — until something breaks. Then the resulting losses show up in the real banking system, and everyone freaks. In the past couple of months, some of this shadow paper went bad without warning. Here are a few bullet-point […]
October 19, 2025 | The U.S. Quietly Bails Out Its Banks
Once again, the regional banks are in trouble. This time, the crisis began with several commercial/industrial loan defaults and is progressing into yet another multi-billion-dollar bailout via the repo market. Here’s a concise X post with the details: Echo 𝕏 @echodatruth While Everyone’s Distracted… Most people have no idea what just happened. On October 16th, 2025, the Federal Reserve Bank of […]
October 13, 2025 | Is the AI Stock Bubble Partially Fake?
There’s a business practice sometimes called “vendor financing” in which a company lends money to a customer, who then uses that money to buy the company’s products. The company reports the proceeds as sales and income, usually without a full accounting to its shareholders. This financing scheme can work — as long as the customer […]
October 12, 2025 | Is Silver Becoming “Unobtanium”?
Silver is back at its all-time nominal high, while tales of shortages and squeezes abound. Is this the moment long-suffering stackers have been waiting for? Let’s start with an AI-generated overview of the structural silver deficit: A significant global shortage of silver is currently underway, driven by persistent demand outpacing supply. This deficit is the […]
October 7, 2025 | Recession Watch: How Is This Economy Still Growing?
The stock market is a pretty good barometer of economic health…except when it’s contradicted by employment. Currently, even profitable companies aren’t hiring: When job openings dry up, the unemployed stay that way for longer: Government hiring usually counteracts weakness in the private sector. But not this time: The longer someone is unemployed, the harder it […]
October 6, 2025 | Breakthroughs: Is Aging a Curable Disease?
The Fountain of Youth might predate gold as humanity’s earliest obsession. But here we are, 10,000 years into the quest with little to show for it. Some common-sense lifestyle tweaks (stay slim, exercise, manage stress, don’t smoke) are worth maybe an extra decade of active life. But no magic bullet of any kind has emerged. […]
October 1, 2025 | Art of the Collapse, October 2025
Things took a dark turn in September. We’ll get to that. But first, the usual corruption and incompetence: Dashboard Now for that dark(er) turn, starting with a Ukrainian woman being stabbed to death on a train… …which was quickly followed by the Charlie Kirk assassination: Universities Quietly Cancel ‘Kill Conservatives 101’ Courses (BabylonBee) – In […]
September 28, 2025 | Wall Street Finally Embraces Gold
For as long as most of us have been alive, the standard investment portfolio has consisted of 60% stocks and 40% bonds, with stocks providing growth while bonds protect against downturns. This worked beautifully, with the typical portfolio generating a reliable 8%-10% annual return. But it’s not working anymore. As the credit supercycle (which sent […]
September 22, 2025 | The Fed Cuts Interest Rates…And Money Gets Tighter
Last week, the Fed started easing again, with a quarter-point cut in its overnight lending rate and a promise of more to come. But the bond market was not impressed: 10-year Treasury yield hits 2-week high despite Fed rate cut this week (CNBC) – U.S. Treasury yields rose on Friday as investors weighed the state […]
September 19, 2025 | Will Demographics Fix Inequality?
We Baby Boomers are no longer the biggest generation. Millennials and Gen Z now outnumber us: But when it comes to wealth, we rule. Thanks to the past few decades’ asset price inflation, we’ve accumulated an aggregate net worth that surpasses all other generations combined. No wonder young people don’t trust the system. Here’s a […]
September 14, 2025 | Recession Watch: Brutal Job Market
It seems that (surprise!) the US government has been systematically overstating job growth and then (when no one was looking) revising the numbers down to much lower, more ominous levels. The following chart shows the size and consistency of those revisions, resulting in over a million fewer jobs than initially reported. And it’s still happening. […]
September 12, 2025 | Health Prepping: Big Pharma Gets What It Deserves
Alternative health guru Sayer Ji just published a small book’s worth of dirt on some manifestly evil companies. If he’s right — and generally speaking, I think he is — we’re witnessing poetic justice on a global scale. Here’s a tiny excerpt of the much longer post: Are We Witnessing Big Pharma’s Accelerating Collapse? Layoffs, Lawsuits, […]