Another 2008 Analog: Goldman, JPM Offering Hedge Funds Ways To Short Private Credit
Another 2008 Analog: Goldman, JPM Offering Hedge Funds Ways To Short Private Credit The big story last week, a narrative which we may have inadvertently started, was the recurring comparison across various sellside desks (and quite a few buysiders) of the current double crisis (private credit as an analog to the subprime crisis of 2007/2008 […]
China Buys Gold For 16th Straight Month, Wall Street Sells As Retail Loads The Bullion Boat
China Buys Gold For 16th Straight Month, Wall Street Sells As Retail Loads The Bullion Boat For the 16th month in a row, China bought gold into reserves in February even as bullion prices hovered near record highs. The People’s Bank of China (PBOC) added another 30,000 troy ounces last month, lifting official reserves to […]
Gold vs Stocks & Bonds: What the Data Really Suggests
Most investors rely on stocks for growth and bonds for stability — but the data tells a more complex story. Discover what gold actually does in a portfolio that traditional assets cannot, and why the case for including it has never been stronger.Read More
Why Is Gold Falling While a War Is Raging?
Why is gold falling while a war rages in the Middle East? Today’s digest breaks down the Iran energy shock driving oil to $115, Powell’s Fed decision, a $39 trillion debt milestone, and the surprising split between retail and institutional gold buyers.Read More
‘No Hire, No Fire’ Economy Rolls On With Jobless Claims Back Near Record Lows
‘No Hire, No Fire’ Economy Rolls On With Jobless Claims Back Near Record Lows The number of Americans filing for jobless benefits for the first time fell to just 205k last week (well below the 215k expected and down from 213k prior). This is back near the lowest reading for initial claims ever having gone […]
Gold Price Outlook: Fed Holds, PPI Climbs
Gold fell 3.75% to $4,820 as February PPI surged to 3.4% — double expectations. The Fed held rates at 3.50%–3.75% with no cuts in sight. Here’s what the data says about the gold price outlook and whether this dip is a buying opportunity.Read More
The Seven Stages of Empire: Why Every Great Currency Eventually Collapses
Every great empire follows the same arc: sound money, public works, military expansion, war, debasement, loss of faith, collapse. Mike Maloney’s Seven Stages of Empire framework explains why currencies fail — and what history says comes next.Read More
Schiff: This War Is “Going To Cost A Lot Of Money We Don’t Have”
Schiff: This War Is “Going To Cost A Lot Of Money We Don’t Have” Last night, ZeroHedge hosted investor Peter Schiff and Rabobank’s Michael Every to debate the question: Will the war in Iran accelerate the U.S. dollar’s collapse or is it a geopolitical chess move that could strengthen its hegemony? Moderated by Cornell professor […]
Silver Price Crash History: What Happens After the Biggest Drops
Silver crashed 30% from its January 2026 all-time high. Alarming — unless you’ve studied silver price crash history. The 1970s and 2011 both saw violent pullbacks inside raging bull markets. Here’s what happened to investors who held, and those who didn’t.Read More
Gold IRA vs Physical Gold: Which is Best for Your Portfolio?
Choosing between a Gold IRA and physical gold ownership? Understanding the key differences in tax treatment, storage requirements, costs, and liquidity is essential for making the right investment decision. A Gold IRA offers tax-deferred growth and professional storage within a retirement framework, while physical gold provides immediate control and access…Read More