// TLDR for the squirrels... I have written extensively the past few weeks about commodities. They are fascinating to me - I mostly like the stuff you dig out of the ground, but I've spent a few hours now pouring... Continue Reading →
"Commodities are collateral. Collateral is money" - Zoltan Pozsar (I said it first, in 46,000 words though. He summarized my thoughts more precisely) Brent Johnson has a "milkshake theory" and he's known for that now, for better or worse. You... Continue Reading →
I have been saying they are for about two years now - and have gotten quite the push back. "money needs to be FUNGIBLE and DIVISIBLE!". In my video series nearly 2 years ago, I made note of the definition... Continue Reading →
I am seeing more and more posts on how a BRICS commodity-backed currency isn't possible. I mean, I don't think anyone really gives it 10 seconds of thought. It's like, "can't be done", and on they go with their day.... Continue Reading →
I have two parts to this - first is my opinion, but at the end I have bullets here of "lessons learned" that I think can provide great value to those tracking geopolitics. Many of you may already understand a... Continue Reading →
I had a conversation with an old friend of mine a few years ago where she continually asked - "but where do I put my money??" This was in response to looking around at the system and evaluating it had... Continue Reading →
Yes, I believe it is the beginning of the end of the system, as we know it. It's not all doom and gloom, stick around until the end. To me, the nickel market was probably the most defining element of... Continue Reading →
I took this idea from Tim Pool last week. He was basically saying there is no right or left. There is no democrat or republican. "There is only libertarianism versus authoritarianism". I wanted to bring this up in the context... Continue Reading →
Note: This is not financial advice. I’m not a financial advisor and I’m wrong 100% of the time. Investments are risky and nothing mentioned here should be considered financial advice. Invest at your own risk. I'm going to lay out... Continue Reading →
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