The decline in the real interest rates is the most important downside risk for gold. Will it materialize, plunging the price of the yellow metal? Q4...
The outlook for US mortgage–backed securities (MBS) – a triple A rated fixed income asset backed by an implicit government guarantee – is upbeat. MBS are...
Global COVID Vaccinations Pass Confirmed Cases As Wealthy Countries Lead The Way As EU regulators push back against approving the Russian Gameleya Institute vaccine even after...
Mario Draghi is back to save Italy by now running it. Like Janet Yellen resurfacing at the US Treasury, these people are thought of in the...
I talked through some issues regarding the competing recovery plans in this Wisconsin Public Radio interview. Here are some graphs to buttress my point that the...
US Mint Warns It Can't Meet "Surging Demand" For Silver & Gold With The Fed printing money 'out the wazoo', monetizing COVID relief package debt as...
Trading mania subsides Trading is back to normal. Risk appetite returns as the retail trading mania ends, the US turns a key corner in the fight...
One week ago, the Reddit crowd - then numbering 2 million users- sparked a historic squeeze among the most shorted Russell 3000 stocks
Mittleman Investment Management commentary for the year ended December 31, 2020, discussing the top three contributors to their performance: Village Roadshow, Revlon, and Greatview Aseptic Packaging....
A new Congress has convened. Soon the battle of the budget will begin. On one side will be the advocates of stimulus, who think the economy...
Paper Silver Slammed, Erases Most Of Monday's Gains; Physical Premium Remains Extreme After getting a lot of attention over the last few days thanks to the...
Futures Surge Above 3,800 As Short Squeeze Fizzles; Attention Turns To Stimulus US equity futures have continued their Monday rally, rising above 3,800 as the collapse...
Overview: The recovery from last week's equity slide continues today. In Asia Pacific region, Taiwan and India led with more than 2% gans. Stepped fiscal efforts,...
One Bank Throws Up All Over The Surge In COVID Optimism With every passing day since the Biden inauguration, which also coincides with the day new...
US Manufacturing Survey Hits Record High Amid Soaring Inflation, Supply-Chain Disruptions Amid declining 'hard' economic data, 'soft' survey data on US manufacturing surged to a record...
Most of the time, investors are focused on two V’s: value and volatility. However, two other V's will continue to dominate the month ahead for the investment...
Key Events In The Coming Action-Packed Week: Payrolls, PMIs, Politics And Tons Of Earnings It’s another big week for earnings and data, with the PMIs for...
In recent years, a heterodox model called “Modern Monetary Theory” (MMT) has gained adherents. For those who follow the policy debate in the media, this theory...
People often turn to rituals to promote health and reduce anxiety during periods of high risk.
Yes, Virginia, The System Is Clearly Rigged Authored by Omid Malekan via Medium.com, Before sharing my opinion on the WallStreetBets events of last week, I want...
Silver Futures Soar 8%, Rise Above $29 As Reddit Hordes Pile In Update (1800ET): It was the one print everyone was waiting for, and here it...
For some background on just how unprecedented this weekend's action in silver markets is...
In a blowout comedy for the ages, finance pirates, we call Hedge Funds, take it up the clacker...
Gold Price Framework Update: The New Cycle Accelerates Via Goldmoney Insights, Gold prices rallied 25% in 2020 after having gained 19% the year before. We believe...
2021 - A Disappointment Of Growth And Disinflation Authored by Lance Roberts via RealInvestmentAdvice.com, As we head into 2021, there is a large consensus that the...
By Thomas Cooley and Peter Rupert GDP The BEA announced that the advance estimate for Q4 real GDP increased 4.01% on an annual basis. Final Q3...
Markets wobble amid retail backlash The last week in the markets has been extremely interesting and highly unusual, to say the least. We’ve long talked about...
As we head into 2021, there is a large consensus that the massive monetary interventions in 2020 will lead to an explosion of economic growth, inflation,...
Crescat Capital commentary for the fourth quarter ended December 31, 2020, discussing that gold and silver mining companies now trade with a higher free cash flow...
The Biden Administration recently proposed an additional $1.9 trillion in federal spending to address the ongoing pandemic. We estimate that the package would boost economic activity,...