Recent Posts - page 8

  • What happened to Silver

    Because investors could not trade or exit positions in China, those with global access rushed to sell silver on Western exchanges like the COMEX and LBMA to raise cash, contributing to the 31.3% crash in international prices.

  • Next Fed Chairman Quotes from the Past

    “We believe that QE has redirected capital from the real domestic economy to financial assets at home and abroad. In this environment, it is hard to criticize companies that choose ‘shareholder friendly’ share buybacks over investment in a new factory. But public policy shouldn’t bias investments to paper assets over investments in the real economy.

  • Issues 2026

    Some will argue the President’s threats on Greenland, Denmark and our European allies were “no harm, no foul.” Just Trumpian “art of the deal” antics. Globally, most see a most flagrant foul not soon forgotten. I can’t help but draw a connection between the administration’s tactics, a breakdown in the global order, incipient crisis of confidence dynamics, and an impetus for sophisticated players to commence de-risking/deleveraging.