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While Wall Street spent the week parsing every word of Warsh’s press conference, something happened on the other side of the world that will matter
Brent crude futures closed Tuesday around $108. Dated Brent, the price for physical barrels that actually get loaded onto tankers, traded above $130. Dubai and
On September 10 and 11, drones launched from Maysan province in southern Iraq hit pumping stations on Saudi Arabia’s East-West crude oil pipeline near Riyadh
Friday’s inflation report came in exactly where Wall Street expected it, and the bond market sold anyway. August CPI rose 0.4% for the month and
Ignore the initial reaction. Focus on the framework. At 11 a.m. yesterday, the U.S. Treasury announced it would buy back $6 billion of 10-to-20-year U.S.
At 11 a.m. today the Treasury Department will announce how many bonds intends to buy back tomorrow. Current estimates range from $5 billion to $10
I’ve spent the last two pieces walking through how the Trump administration is moving gold back into the geopolitical arena via Executive Order, an audit
As I told you yesterday, gold has stepped into the geopolitical arena in a way we haven’t seen in decades. By quick way of review,
Something has shifted in how Washington talks about gold, and most investors are missing it because it’s happening in three separate news cycles instead of
Scott Bessent just confirmed what I asserted weeks ago: namely that Iran has been using the gold and crypto markets to move capital/continue trade outside
The central framework from my 2024 best-selling book Into the Abyss is playing out right on time. By way of quick review, the framework was: The most
The financial system just woke up to the new era for precious metals miners. For weeks now I’ve been pounding the table that precious metals
We’ve spent the last few weeks in this newsletter walking through the Trump administration’s critical minerals push. Presidential attendance at the mining roundtable. Billions in
Last week we covered the flurry of critical minerals deals the Trump administration announced at the mining roundtable. This week, let’s slow down and zoom
Our last piece walked through the Trump administration’s mining roundtable and the flurry of Department of War deals that followed. One question that piece left