Shortly after Treasury Secretary Scott Bessent announced an increase in bond buyback limits, the bond yield bounced. Some commentators already concluded this move had failed. Today I examine this by comparing it to experts who predicted US$150-200 oil during the US-Iran conflict…
The US is squeezing China through oil, and the gold price is moving. Lachlann Tierney explains the difference between the debasement trade and a debasement investment.
Gold deposits… They’re getting harder to mine and harder to find! Data from S&P Global shows that gold discoveries have fallen more than 70% over the past twenty years.
The roadmap I use to guide my paid service recommendations, the two liquidity clocks behind it, and why it’s better to be early rather than agree with everyone else.
Hidden beneath Australia’s housing bubble is a scandal so shocking it cannot be exposed. But the journalists and financial regulators are getting ever closer to the dangerous truth.
US Treasury Secretary Scott Bessent tried to jawbone yields down and that play lasted about a day. Meanwhile, gold and Bitcoin had other ideas. Here’s why I think the debasement trade is back, and where it leads next.
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