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inflation

My 2023 macro forecast

I made a ton of good calls for 2022, which I will highlight below quickly before getting into my 2023 view. I wanted to do this to get my thoughts down on paper so I'm on record. Unlike some out... Continue Reading →

Silver Shorts – The inflation roller coaster

I wanted to share some charts I saw recently, and link some discussions which I feel are very relevant to where we are, and where this is going. Currently, these charts signal my mood. And then Tavi's chart which essentially... Continue Reading →

Why I hate bitcoin as a gold bull?

Don Durrett just asked this on Twitter. I'd like to first start off and classify my feelings... Laser eyes and Saylor level investment in bitcoin - this is cult-like behavior that, as part of the business model needs to get... Continue Reading →

How to end inflation? Let’s dig into policy outside of the Fed

I wrote something a few days ago on Twitter after I was considering my apple analogy below. The thinking was, "if they could now just increase energy supplies, this should more or less neutralize a lot of inflation we are... Continue Reading →

The Fed is trapped! Or are they?

Many months ago - we all heard "the fed is trapped!". I believe it - I still do, to an extent, but I think many people predicated this on the cost of interest on the debt going sky high, leaving... Continue Reading →

You have to listen to Don Durrett’s latest interview on Palisades

I love listening to Don on the shows. One thing I like about him is he's an ideas guy. Many of the other guys you listen on the shows are fund managers, wall street pros, etc. Don has an IT... Continue Reading →

Why such disbelief in $300 silver by end of decade? Let’s look at how we COULD get there and the threats to it

Let's have a little fun - and with this, I'd like to explore $300 silver. I once heard $300 silver by the end of the decade and thought it was comical. Here, I go into how it is possible -... Continue Reading →

Is gold going way up or way down? Re-testing our hypothesis

I read an article by Jonathan Margott yesterday here where he pointed to lower gold prices ahead. He seems convinced of it. I disagree with his conclusions and I'd like to ask questions here and point out where he and... Continue Reading →

What the bitcoiners (and crypto investors) get right and terribly wrong at the same time

(updated 10/30 0600) I initially quickly wrote this up on a lunch break but wanted to add a little more. This article was inspired by a conversation I had on Twitter this morning while caring for a sick child napping... Continue Reading →

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