Another Taper Caper in a Ravenous World – Part 3
The world has changed drastically since penning Part 1 and 2 about the Fed’s Taper Caper dilemma that’s buried deep in the mainstream financial press as a potential policy failure or another behind-the-curve monetary response by the FOMC. Policy and economic wonks...
Russia’s Retreat From Counterparty Risk and SWIFT Over Ukraine – Part 2
When I penned Part 1 (Twitter thread) on Jan. 25, the reality of removing Russia from the SWIFT system via sanctions was just a thought in the Biden administration’s woke mindset and European virtue signaling before a second invasion of Ukraine. This past week altered...
Accumulation Phase in the Commodity Bull Market
On Feb. 13, my gold and silver analyses included a recent interview from the financial sandbox that aired on Jan. 6 and featured Jeff Currie, global head of commodities research at Goldman Sachs Group Inc. His opening salvo pointed to stretched valuations in the...
The Surge of “Little Green Men,” and Metal is Poised to Strike – Part 4
Unfortunately, the standoff between Ukraine, NATO, the Baltics, and Europe vs. Russia has devolved into chaos and kinetic exchanges across the Dombas region in a fog of war since my last update on Jan. 29. Despite diplomatic efforts to identify a reasonable pill to...