Top Three Videos – September 19, 2026
Michael Oliver: Gold Miners Just Broke a 13-Year Downtrend...(September 18, 2026)
WTFinance...
Summary
Michael Oliver argues that a government-bond crisis, weakening financial sector, and vulnerable global stock markets are converging into a historic market shift that he expects to push money out of conventional paper assets and into gold, silver, miners, and commodities. His momentum analysis shows what he considers a major 13-year breakout in gold-miner valuations relative to gold, which he believes signals miners will dramatically outperform as gold potentially moves toward $8,000–$9,000 and silver outperforms gold. Oliver expects central banks to respond to sovereign-debt stress with further money creation, accelerating what he sees as currency debasement and a commodity supercycle, with the transition potentially becoming a “fast and furious” flight into previously neglected hard-asset sectors.
Top 5 Key Topics
- A government-debt crisis unlike 2008: Oliver says the crucial problem is shifting from private debt, as in the mortgage crisis, to sovereign debt itself, with the U.S., Japan, Europe, and the UK all struggling with rising yields. He argues central banks and Treasury departments will ultimately have to “print, print, print” to defend their bond markets, creating conditions for monetary metals to rise while stocks and other paper assets decline.
- Gold miners signal a major breakout: The XAU-to-gold ratio historically traded around 18–35%, collapsed to roughly 4% in December 2015, and then remained between about 5% and 8.5% for years before breaking above 9% in August; Oliver interprets this as a breakout from a 13-year base. He says a return merely to the old 18% floor would imply miners doubling relative to gold, while gold itself could potentially reach a “normal bull market peak” of $8,000–$9,000.
- Financials and stocks look vulnerable: Oliver says the XLF financial-sector ETF has deteriorated relative to the S&P 500 to levels below those preceding the 2007–2009 crisis, while banks, credit-card companies, broker-dealers, commercial real estate, and private credit all show signs of stress. His momentum work suggests the S&P 500 and Nasdaq cannot tolerate even an 8–9% correction without potentially breaking long-term structures and beginning a bear market, while Japan’s Nikkei, Euro Stoxx 50, and Shanghai Composite are also showing weakness.
- Commodities and monetary debasement: Oliver says the Bloomberg Commodity Index has climbed from 107 in October to 146, still far below its roughly 237 level in 2008, with strength broadening across energy, copper, grains, sugar, cotton, and other commodities rather than simply reflecting Middle East tensions. He cites M2 money supply growth of 8.62% year-over-year and argues this—not official 2–4% inflation measures—better captures monetary inflation, pointing to the progression from roughly $4,500 homes in his grandfather’s era to $45,000 for his father’s generation and around $450,000 today.
- A “fast and furious” hard-asset rotation: Oliver sees parallels with the late 1970s, noting gold rose eightfold from summer 1976 to January 1980 even while the federal funds rate climbed from roughly 4% to 19%, which he uses to reject the assumption that rising rates necessarily hurt gold. He expects silver to outperform gold and favors monetary metals, miners, energy, base metals, agriculture, and the broader commodity complex as capital moves out of stocks and bonds, warning that the next phase could become a rapid “white-knuckle flight” as late buyers encounter relatively few sellers.
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Jim Rogers: Major Crisis Within 12 Months? — Why He Sold Most of His Portfolio...(September 18, 2026)
Wealth Building Blueprint...
Summary
Jim Rogers says he has sold nearly all of his shares worldwide and is holding substantial cash because nearly every stock market is making new highs simultaneously, a rare condition he believes historically warrants caution and could lead to serious problems within roughly a year. He argues that the United States is in long-term decline because it has become what he calls the largest debtor nation in history, but stresses that enormous bull markets can continue during that decline as governments borrow and print money to keep the system functioning. Rogers continues to hold gold and silver, sees potential opportunity in depressed oil and gas, retains investments in China and Pakistan, and emphasizes curiosity, skepticism, perseverance, emotional discipline, and buying during periods of despair rather than enthusiasm.
Top 5 Key Topics
- Rogers has sold nearly all his stocks: Rogers says nearly every stock market in the world is making all-time highs, something he considers historically unusual and potentially dangerous, so he has sold almost all his shares and accumulated significant cash while retaining positions in China and Pakistan. He says that if the interview were repeated a year later, he suspects conditions would have “gotten bad” in at least some countries.
- U.S. debt and long-term decline: Rogers describes America as the largest debtor nation in history and argues its growing debt ultimately “is going to end very, very badly,” although he does not claim to know whether the reckoning comes next month, next year, or next decade. He compares the U.S. with Britain in the 1920s, emphasizing that a country can experience spectacular bull markets while simultaneously undergoing long-term decline because borrowing and money printing can extend the cycle.
- Gold, silver, and mining stocks: Rogers says he has never sold any of his gold or silver and hopes his children, grandchildren, and great-grandchildren eventually inherit it, adding that “everybody should have some gold and silver under the bed.” He does not currently own mining stocks, but says carefully selected miners can produce “staggering” returns and offer much greater leverage than owning the metals themselves if an investor is willing to do the necessary research.
- Oil and other portfolio positions: Rogers calls oil one of the world’s most important commodities and says investors willing to research the sector should consider oil and gas because prices remain substantially below their all-time highs, although he personally owns none. His portfolio is currently dominated by cash alongside gold, silver, and remaining stock exposure in China and Pakistan, reflecting his concern about excessive optimism across global equity markets.
- What makes a successful investor: Rogers identifies curiosity and skepticism as crucial traits because successful investors continually question both the world and the answers other people give them, while also emphasizing perseverance because mistakes are unavoidable. He says market timing and emotional awareness are essential because markets alternate between despair and extreme enthusiasm, are frequently irrational, and investing is “not an easy way to make money.”
Jim Rickards: Middle East War Escalation to Drive GOLD Prices 'Significantly Higher'...(September 16, 2026)
Commodity Culture...
Summary
James Rickards remains strongly bullish on gold and silver, arguing that gold’s pullback from roughly $4,600 to $4,300 is normal volatility above its prior $3,900 interim low, while geopolitical uncertainty, central-bank buying, Chinese demand, and inflationary pressure from the Iran war and disrupted energy markets remain powerful tailwinds. He rejects claims that rising Treasury yields signal the imminent collapse of the U.S. dollar or bond market, instead arguing that countries such as Japan are selling Treasuries because they desperately need dollars to support their own currencies, while BRICS payment systems remain far from providing a genuine reserve-asset alternative. Rickards also says the U.S. could mark its 8,100 metric tons of gold closer to market value and generate roughly $1 trillion for the Treasury without issuing new debt, although he believes acknowledging gold’s monetary importance would make such a move politically difficult.
Top 5 Key Topics
- Gold’s correction and renewed upside: Rickards says gold’s decline from roughly $4,600 to $4,300 is ordinary volatility and emphasizes that it remains comfortably above the approximately $3,900 interim low, which itself exceeded his projected floor of $3,600. He expects gold to establish a new base and move “significantly” higher, supported by continued central-bank purchases, Chinese buying, geopolitical uncertainty, and inflation.
- Iran, oil, and gold’s war premium: Rickards argues that Iran has effectively achieved its objectives of regime survival while retaining highly enriched uranium and gaining leverage through disruption around the Strait of Hormuz and Red Sea; he claims roughly 20% of global oil exports and 20% of LNG flows are exposed to these chokepoints. He argues physical spot oil and refined-product economics imply an effective crude price around $140–$160 per barrel rather than the roughly $105–$107 indicated by benchmark futures, making the conflict “extremely bullish for gold.”
- Silver’s dual bull case: Rickards agrees that silver around $60–$63 is attractive and says it can lag gold before suddenly catching up, while its industrial role creates a second source of demand. Even in a recession, he expects electronics and AI infrastructure spending—including trillions of dollars committed to data centers by companies such as Microsoft, Anthropic, OpenAI, Apple, Amazon, and Meta—to sustain silver consumption.
- Treasury yields are not the end of the dollar: With U.S. debt above $40 trillion and the 10-year Treasury around 5%, Rickards disputes claims that foreign Treasury selling represents abandonment of the dollar, arguing Japan and China often sell securities precisely because they need actual dollars to defend their currencies. He says the dollar still accounts for roughly 59% of global reserves and the euro about 28%, while BRICS has developed alternative payment rails but lacks the deep, liquid, legally protected bond market required to replace U.S. Treasuries as the principal reserve asset.
- Revaluing America’s 8,100 tonnes of gold: Rickards says the Federal Reserve’s gold certificate effectively values U.S. Treasury gold at $42.22 per ounce and argues that marking approximately 8,100 metric tons to a $4,300 market price could create about $1 trillion for the Treasury without selling bonds or adding debt. He considers such an accounting move legally and operationally possible—and historically precedented in a related form—but says policymakers resist it because doing so would explicitly acknowledge gold as an important monetary asset, which he believes would itself be psychologically bullish for gold.