A hub for independent voices and hard truths
Jim Zelter’s warning hit hard because he was not talking about a normal slowdown. He was describing the kind of break that wipes out entire business models and leaves companies with no way back. He spoke calmly, but the message …
Gold — the ultimate haven asset, backed by a multitude of macro drivers that I believe are fueling the onset of another secular cycle. pic.twitter.com/RBPe57F9dU — Otavio (Tavi) Costa (@TaviCosta) March 13, 2025 This is your irregular reminder that you …
“Silver is making another strong move, decisively breaking out of a 13-year resistance level. A compelling approach to identifying the beginning of a new secular trend in commodities is to examine the rotational dynamics of price behavior among various resources. …
I now predict something that is not priced into ANY Wall Street earnings model: A secular Tech recession. I base this on the fact that the Cloud outsourcing bubble that began during the pandemic is now four years old and …
Now it’s official. Gold just had a quarterly close at record levels, likely marking the beginning of a secular bull market. This is indeed one of the most exciting times to be a precious metals and commodity investor that I …
That’s why alot of folks are betting on extended duration treasuries. This system doesn’t work if rates trends away from zero h/t InternationalTop2405