Top Three Videos – November 15, 2026
Doomberg: Why Gold Could Challenge U.S. Treasuries as a Global Reserve Asset...(November 11, 2026)
Natural Resource Stocks...
Summary
Doomberg’s lead writer argues that the US is in the late stages of a fiscal and geopolitical unwind: the Iran war was a disastrous betrayal that spiked diesel crack spreads above $100 a barrel, fueled hot CPI, and sank Trump politically, while $2 trillion annual deficits and failed Treasury auctions mean the Fed will ultimately have to print. He contends the world is shifting from Treasuries to gold as the neutral reserve asset for settling international trade imbalances, and that 2026 proved gold’s critical third trait, that it can be sold in a funding crisis, which he calls wildly bullish long term and the reason he dollar cost averages. He frames World War III as a war of attrition that began in 2014 and is centered on China’s rare earth chokehold, predicts the EU is breaking apart under authoritarianism and energy poverty, says commodities are a sucker’s bet because real prices trend lower, and prefers gold, land and collectibles as stores of value.
Top 5 Key Topics
- Hot CPI and a trapped Fed: He says CPI understates reality, citing his 22% health premium hike to about $30,000 for a healthy family of four before the deductible, and argues diesel crack spreads above $100 a barrel are feeding through supply chains. With no appetite for fiscal discipline and $2 trillion annual deficits, the Fed cannot hike without breaking refinancing, so all roads lead to printing.
- Iran war as political catastrophe: He calls the February 28 decision to attack Iran a betrayal of Trump’s no-new-wars pledge that lost the war, spiked energy prices, routed Republicans in the midterms, and made an Iranian bomb more likely. He says he read the oil collapse and gold spike the Monday before the election as a signal that Trump had sunk his presidency, and he sees no path to a repeat.
- Trillion-dollar IPOs as stealth printing: He argues that trillion-dollar IPOs like SpaceX, which raised about $13 billion in real capital against roughly $2 trillion in valuation, generate $150 to $200 billion in capital gains tax and can cut the deficit by 40 to 50% if repeated. This works as financial repression and money creation outside the Fed, while Bessent shortens debt duration because the market for 10-year bonds at 5% is weak.
- Gold as the neutral reserve asset: A neutral reserve asset must be politically unconfiscatable, protect purchasing power, and be sellable in a funding crisis, and gold’s price drop around $4,000 proved the third trait because buyers were deep and liquid, unlike Treasuries propped up by US pressure. He sees the shift from Treasuries to gold tied to a World War III that began in 2014 with Russian sanctions and the Shanghai gold exchange, with the US on the cusp of losing a rare earth attrition war.
- Commodities are a sucker’s bet: He says gold is not a commodity, but copper, oil and natural gas will trend lower in real terms because human ingenuity keeps expanding supply, and he notes an ounce of gold buys far more corn, copper and oil than in 1970 to 1990. He prefers gold, farmland and authentically human collectibles, and picks-and-shovels or royalty companies that benefit from volume rather than price.
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Luke Gromen: The US Needs A 'Much Higher' Gold Price – Here's Why...(November 10, 2026)
Palisades Gold Radio...
Summary
Luke Gromen argues the US faces a Hobson’s choice between saving the dollar and saving the bond market, and that it must choose to cap yields, monetize the debt and let the dollar fall so it can reshore its industrial base, which pushes gold “way, way higher” from about $4,200 today after hitting $5,500 earlier this year. He says the West’s social welfare model, demographics (10,000 boomers a day turning 65), 40 years of short-term political expediency and a hollowed-out industrial base dependent on China make a multi-decade inflationary reckoning unavoidable, with bondholders, banks and boomers taking the real losses while the working class and manufacturing base benefit. He concludes that gold is a 0% bond of finite issuance and infinite duration, that Washington has quietly been engineering a higher gold price (the 2019 JPMorgan RICO indictment, Judy Shelton at Treasury, a possible gold-backed bond), and that without a much higher gold price the US cannot retain the sovereign ability to build its own military.
Top 5 Key Topics
- Long cycles and the welfare state: Gromen says the West is in the winter of a long cycle in which social welfare drives overconsumption and undersaving, with 10,000 boomers a day turning 65 and healthcare costs rising at least 10% per year. AI is pulling blocks from the bottom of the tower by cutting labor and the tax receipts that come from labor.
- Reshoring needs China and inflation: Reshoring has to be fast, which means inflation that breaks the debt, and it cannot be done without Chinese supply chains in batteries, rare earths, chemicals and solar. He says the US must either monetize the debt with capital controls and yield curve control or fail, calling it the end of the post-1971 dollar system.
- Sacrifice the bond market, not industry: He argues the US should cap yields, print, and let the dollar fall, as it did when the dollar fell 90% against oil from 2001 to 2008 (oil from $15 to $150) and enabled the shale boom. Bondholders, banks and boomers taking $4.2 trillion a year in entitlements get inflated away, while working-class and skilled-trade jobs boom like after World War II.
- Real bond bear market just beginning: Gromen thinks the nominal bond selloff is largely done, perhaps with the 10-year topping near 5.5%, but the real bear market has just started, with interest plus entitlements already at 106% of receipts. He prefers gold to long Treasuries and expects GLD/TLT to rise mostly from gold rising, with all currencies and Western bonds falling against gold.
- Gold repricing is already engineered: He points to the Shanghai Gold Exchange international board in 2014, yuan oil contracts in 2018, CIPS now at $7 trillion a year, the 2019 RICO indictment of JPMorgan’s gold desk, 2021 Basel funding rules and the 2022 Russia sanctions as the machinery for gold price discovery. He sees a gold-backed bond with Bessent and Judy Shelton as a possible trigger, and notes China’s $1.2 trillion annual trade surplus would balance at roughly $26,000 gold, with miners his third-largest position behind bullion.
Rick Rule: We’re Entering a Massive Buying Opportunity...(November 10, 2026)
VRIC Media...
Summary
Rick Rule and Jeff Phillips argue that the roughly 30% drop in the GDXJ is a sale rather than a reason to panic, because gold near $4,000, silver near $50, copper near record highs and uranium near $90 to $100 a pound sit on a structural supply deficit created by decades of underinvestment in exploration. Rule dismisses both political parties as thieves who steal for different constituencies (quoting Mencken that elections are advance auctions of stolen property), says the financing window shut about 3 weeks ago and juniors are now calling him five times a day at a higher cost of capital, and expects M&A to turn white hot with eye-popping multiples paid for real discoveries. Both favor betting on proven people and structures, citing prospect generators (which Rule says have given him roughly a 30% success rate versus 1 in 3,000 for a typical anomaly), royalty names like Empress and Versamet, and developers like Go Gold, Revival Gold, Banyan and NextGen, while warning that most investors should stick to the large royalty and mining companies unless they will do the due diligence.
Top 5 Key Topics
- Buy low, stay calm: Rule, at 73 and still trying to grow his wealth, says the GDXJ being off 30% makes it 30% more attractive than in January, and that Bob Quartermain is calm because he thinks rather than feels. Phillips notes he bought his first gold at $294 an ounce in 1999 and still holds it, and that silver at $50 is higher than it has been for 90% to 95% of his career.
- Politics irrelevant, supply deficit decisive: Rule says neither party is your friend, that voters opposed Trump and Harris rather than backing anyone, and that a new set of thieves will make prior beneficiaries nervous but that is noise. Energy demand must rise because there are more people who want to live better, and with Robert Friedland’s claim that we will use more copper in 25 years than has been mined in history, constrained supply cannot avoid moving prices.
- Financing window slams shut: Early this year juniors raising $10 million came back with $25 million and bankers did not even call Rule, but about 3 weeks ago the window closed and he now takes five calls a day. He calls it tailor-made for stock pickers, with generalists on strike, expects white-hot M&A, and recalls Arequipa going from 30 cents to $30 in 19 months on a Barrick bid in the last discovery cycle.
- Prospect generators and royalty plays: Rule says prospect generators like Latin Metals and Mundoro get their due diligence done for free by majors such as Barrick and Anglo, and that of 70-plus he has backed, 25 had economic successes and 23 were taken over. He says Empress reached critical mass with the Tongon deal, and that Versamet’s $850 million market cap is really a $200 million float because B2 Gold and the Londons are unlikely sellers.
- Developers, Banyan and uranium: Rule is an unabashed long on Go Gold (permits received, free cash flow likely 55% silver and 45% gold) and holds Revival Gold and Banyan, whose roughly 7 million ounce Yukon target he says could be bought out if high-grade cores pay back capital. On uranium, he holds NextGen (directly and via Mega Uranium) and is skeptical on Paladin’s operations, noting that term contracts now carry a firm $95 floor and that a tripling of price from about $30 to nearly $100 a pound has not meaningfully increased supply.