Commentary

The Correction Has Arrived

Read or listen now | Silver hits $54, sucks everyone in, then delivers the slap. Here's what happens next.

Oct 22 •

11:06

Silver's Breakout and Sierra Madre's Perfect Timing

Time to take profits or double down on this expanding producer?

Oct 16 •

How much gold does China really have in 2025?

Listen now | My Flow-Based Reckoning Reveals 31,000+ Tonnes in the Middle Kingdom - It Signals a Seismic Shift in Global Power

Oct 15 •

9:40

Gold Interviews and a Crypto Bloodbath

Plus a cautionary tale on leverage and risk management. Your Sunday thought piece.

Oct 12 •

The Hardest Part: Knowing When to Sell

Read or listen now | Silver approaching $50, miners breaking out, and reading the precious metals bull market

Oct 2 •

10:06

Vivek Ramaswamy's Bitcoin Bet: The Semler Deal Worth Waiting For

From frustrating value trap to potential triple – if Strive holds up

Sep 24 •

Bull Markets Don't Last Forever

Read or listen now | The gold standard illusion: lessons from previous bull markets

Sep 17 •

8:23

The End of Dollar Dominance

Gold, Bitcoin & America’s New Strategy

Sep 16 •

13:24

Silver: The Hot, Wild Metal That Will Break Your Heart

Silver's Wild Ride: $50 or $20? Plus updates on Sierra Madre and Semler Scientific

Sep 11 •

Breaking the Exorbitant Privilege: The Coming Monetary Revolution

How to position yourself for the biggest monetary shift since 1971

Aug 26 •

12:07

When Companies Make Tough Choices

Markets Punish, But Fundamentals Remain

Aug 14 •

Game Over for Bitcoin Treasury Companies?

As the FCA finally blinks, what are the global implications of Britain's bitcoin about-face?

Aug 6 •

8:00

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