In the past 72 hours, traffic on social media was through the roof, especially on X, but another thing was off the charts: the amount of nonsense being spread left and right with the sole purpose of farming engagement. Am I an expert on Iran? No, I am not, and…
Category:Macro
WHAT’S NEXT FOR SILVER? 2022 NICKLE STYLE MAYHEM
In the past months, I have been documenting the slow-motion train wreck in the physical silver market. The draining vaults, the explosive lease rates, the widening chasm between “paper” price and physical reality. Many of you have followed this journey, watching the puzzle pieces accumulate. Today, those pieces lock into…
WHY THE AI BUBBLE AND SILVER ARE TWO SPECULAR FACES OF THE SAME BROKEN SYSTEM
In the past few days, so many things happened in both areas I have been covering extensively for a very long time: AI frauds and Silver. While the two topics might appear very distant from each other, perhaps the only thing in common is how silver is increasingly used to…
JEROME POWELL’S POINTLESS FIGHT FOR HIS LEGACY
Those who have been reading my analysis on the FED and its policies for the past years know that, long ago, I nicknamed Jerome Powell “Jerome Burns”. Why? While leading the Federal Reserve in vastly different economic eras, Jerome Powell and Arthur Burns share significant similarities in their analytical framework…
BEYOND THE NIKKEI HIGHS: THE $ 1.9 TRILLION SOLVENCY CRISIS CRIPPLING JAPAN
Almost 6 months ago, I asked this question: “HOW LONG WILL THE BOJ BE ABLE TO AVOID THE COLLAPSE OF A MAJOR FINANCIAL INSTITUTION?” Surely, the central bank of Japan has done a remarkable job so far in keeping big insolvent Japanese financial institutions afloat. However, the constant flow of…
THE FINAL ACT: HOW THE LBMA COULD UNRAVEL
In my previous articles, I have described the gathering storm in the precious metals market. The situation has progressed from a distant warning to an imminent reality. Now, we must confront the most critical question: what happens if the very center of the global gold and silver market, the London…
THE RISK OF A SILVER CHAOS
There is a scenario every trader fears: when your screens go dark. In that situation, the only way to understand where the market is trading is to start making phone calls to your trading partners. To a certain extent, this event already happened during Thanksgiving night when CME servers stopped…
CENTRAL BANKS ARE DRIVING WHILE LOOKING IN THE REARVIEW MIRROR
The market is currently betting heavily on the FOMC delivering another rate cut in December, and considering the real goal of the Fed and fellow central bankers has been to “assure financial market stability”, not control inflation, assure healthy and homogeneous economic growth, or maintain a resilient job market, it…
WHY SILVER CAN HIT $100 BY MARCH
In the past few days, several people reached out to me asking me to write an article about silver, but initially, I thought I would not have much to add to what I wrote back in June, yes, over 5 months ago, in “THAT SMELL OF SILVER SQUEEZE IN THE…
TRUMP’S DILEMMA: TO BAILOUT OR NOT TO BAILOUT THE AI BUBBLE
If you think that right now, with all that’s happening in markets, there are no ongoing discussions behind closed doors of the US administration offices as to whether or not to publicly support the (reckless) AI hyperscalers, then I suggest it’s time to stop living under a rock and see…