10+ hour, 21+ min ago   (804+ words) When the CRB Commodity Index broke to a new 15-20 year high in late August, headlines briefly reported on the bull market in commodities. However, Rick Rule treated it as a nominal print that still leaves real prices far short of…...

1+ week, 1+ day ago   (755+ words) The government’s consumer price index has been stuck above the Federal Reserve’s 2 percent target since March 2021—65 consecutive months. Officially, the latest reading is 3.36 percent. That is the number used to adjust Social Security checks, to argue that inflation is “contained,…...

2+ week, 9+ hour ago   (1262+ words) History repeats: Circumstances of today’s gold bull market mirror those of the 1970s—notably with energy prices driving inflation. Pierre forecasts that gold could reach $17,000 an ounce over the next three years. Debt explosion: Unlike the past, today’s U.S. federal…...

2+ week, 5+ day ago   (893+ words) He tracked CPI the same way the government did until 1980, when—according to a BLS memoir he cites—officials sought ways to reduce the headline CPI to limit cost-of-living-driven deficit spending. Since 1980, roughly 20 redefinitions have been made to the CPI,…...

1+ mon, 1+ day ago   (413+ words) Another catalyst I’m watching closely is the Treasury General Account at the Fed—the checking account for the U.S. Treasury, which sits at almost a trillion dollars of cash. That’s a lot of potential cash on the sidelines that…...

1+ mon, 1+ week ago   (1301+ words) "The great merit of gold is precisely that it is scarce; that its quantity is limited by nature; that it is costly to discover, to mine, and to process; and that it cannot be created by political fiat or caprice....

1+ mon, 2+ week ago   (887+ words) Until the range of potential outcomes narrows, we believe maintaining liquidity and preserving investment flexibility provide a better risk-reward tradeoff than fully deploying capital into markets that have already priced in a considerable amount of favorable news. See related podcast…...

1+ mon, 2+ week ago   (258+ words) Investment Implication: While evidence of the AI buildout is showing revenue results for the Mag-7, investors continue to punish any news of increased capital spending. Investment Implication: Persistently elevated oil prices would likely widen the earnings gap between companies capable…...

1+ mon, 4+ week ago   (326+ words) Apple supplied one of the week’s clearest examples of continued AI and semiconductor capital spending. The company agreed to spend more than $30 billion on Broadcom chips under an expanded supply arrangement extending through 2031. The agreement is expected to support production…...

1+ mon, 4+ week ago   (474+ words) Cris Sheridan: Well, joining us today is Tian Yang. He's the CIO at Variant Perception. Variant Perception leverages a vast array of proprietary leading indicators, seeking to identify cyclical turning points and structural shifts before they're reflected in consensus market…...