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CPI

The root cause of the destruction to come – CPI is wrong

I have written about this a lot over the last year, but I wanted to have a more concise and direct - yet shorter - post many can see as my point of view. I share a lot of the... Continue Reading →

Silver shorts 7/14 – high CPI, gold sentiment looks great, silver metrics now deep in red alert, options play update, deflationists missing key point

High CPI We start off by discussing how "transitory" became "temporary" in Fed Speak a week or so ago, and now it appears CPI was higher than anticipated. And gold fell. I made a comment last night on someone posting... Continue Reading →

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