Took a look at the CPI report. Food is up 0.7% and natural gas service is up 4.4%
The only reason is flat is because of the drop in oil prices and used car prices. Actual living costs are up. pic.twitter.com/UDwkcC2tnp
— Financelot (@FinanceLancelot) January 13, 2026
Jason Burack of Wall St for Main St and Trader Aaron from Carnivore Traders did their annual longer show that reviews 2025 and previewed 2026.
Jason and Aaron talk about why gold, silver and US stocks went up in 2025 and why Jason was wrong about an oil rally in 2025.
They talk about global M2 up enormously to nearly $100 trillion and how the US is caught in a new Cold War and very expensive technology arms race with China over key energy, strategic metals and 5 or 6 key technologies that can now improve rapidly thanks to AI software.
Unfortunately, currency debasement and inflation is likely to increase for many, many reasons as the US brings back key processing for uranium enrichment, silver, rare earths and other key strategic metals.
Costs could go up by at least 20% to 30% as the US re-shores key manufacturing, processing and value added parts of its supply chain away from China which is also issuing export bans on rare earths, silver and other strategic metals.
Reliable energy, electricity and raw materials will be required in increasing amounts for the new technologies that are now advancing rapidly.
Jason and Aaron talk about an oil rally in 2026 and why they think a lot more inflation is coming in the years ahead.