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Gold
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$4,000 is the new floor for gold, not the ceiling, says Miles Franklin's president
7 calls: Gold's new critical-minerals status, Hong Kong's 24-hour gold settlement system, a tax-loss swap that beats the wash-sale rule, and China's…
3 hrs ago
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Gold at $4,000 looks attractive to a miner who started at $140, says Dakota Gold co-chair
11 calls: why China's lead is in refining rather than mining, why gold is not on NATO's critical list, and how Dakota Gold plans to fund a mine without…
12 hrs ago
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The Wolf Of All Streets: Mike says gold and Bitcoin are both "done," the panel splits
8 takeaways: why credit spreads are flashing before stocks are, the Blackstone REIT trading below its own cash, and the volatility-selling flow one…
Oct 27
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The West Is In A "Doom Loop" — The Market Sniper On VRIC Media
6 calls: a 10-year yield target through 6%, why France is the weak link, and why he just went long gold and silver again
Oct 26
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"This stock market is a top": Von Greyerz partner on swapping stocks and bonds for gold
10 calls: a Fed that lost control of yields, France as the preview, 10% real inflation, Treasuries down 90% in gold, a US gold revaluation, and AI as a…
Oct 25
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The equity risk premium is near zero, as in the dot-com bubble, says Fidelity Canada CIO
9 calls: AI-linked earnings beating a rising bar, rate hikes priced too high, gold over Bitcoin, a 60/20/20 portfolio, and why 1999's builders lost
Oct 25
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"Equity capital can be patient, but debt has to be paid": McAlvany Financial CEO on AI
15 calls: why he sees $8,000 gold in 2 to 3 years, why Oracle's New Mexico data center stalled on a gas pipeline, and why he would split cash between…
Oct 16
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"Gold will blow through $5,500 an ounce for sure": Equinox Gold founder on the bull run
11 lessons: why mine supply has not answered $4,000 gold, why he expects copper to fall in 4-5 years, and the uranium call he got wrong
Oct 12
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Bitcoin kept its rise from 60,000 as gold lost its rally, Euro Pacific economist finds
14 calls: Why he says mortgages could reach 9% by year-end, Fannie and Freddie face another bailout, and a hostile Congress after the midterms would…
Oct 12
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Croft Financial portfolio manager: yields rose 130bps in 7 months; 80bps ended 3 cycles
14 arguments: why she blames oil rather than US deficits for higher yields, why Canadian homes at 8.9 times income have further to fall, and why…
Oct 12
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"There finally is an alternative": Creative Planning strategist on 5.3% Treasury yields
11 charts: Why Nvidia is worth more than the whole Russell 2000, why analysts now expect 34% earnings growth, and why gold has fallen about 20% from its…
Oct 10
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The US may have to print money or restructure its Treasury debt, says DoubleLine's CEO
18 calls: why Rosenberg blames Kevin Warsh for the bond sell-off, AI bond spreads widening while the rest hold, and why Gundlach wants a 6% 30-year…
Oct 10
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