Gold Strategy: Why You Must Store Metals Outside The Banking System
Investors focusing on day-to-day volatility are missing the larger structural shift. In this interview with Kitco News Senior Anchor Jeremy Szafron,…
The Greatest Global Investment Mania in modern History
Monthly Market Commentary: July 1, 2026
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Latest Monthly Market Commentary Reports
How Monetary Inflation Facilitates Non-Productive Activities and the Illusion of Wealth
My friend, the highly respected, “pure” and dogmatic Austrian Economics protagonist, Frank Shostak recently published for the Mises Institute an article with the title, Is Deflation Bad for the Economy? The economist Joseph Schumpeter had postulated that, “The capitalist engine is first and last an engine of mass production which unavoidably also…
Marc Faber
Increased Complexity through Simultaneous Demand and Supply Destruction
Against my expectations, the major stock indices in the US broke out on the upside and made new highs over the last ten days. However, from a technical point of view the new highs are not particularly impressive. While market breath improved the number of stocks that trade above their 200-day moving average is disappointing. Furthermore, if we…
How the Iran War is tightening Global Liquidity
Last month, I also postulated that I could not be enthusiastically bullish about government bonds because compared to consumer price inflation, their yield was not particularly high. However, I noted that as a believer that we would shortly experience massive asset price deflation in just about everything (such as we just saw in cryptocurrencies,…
Phase One of the Great Rotation is well Underway
The title of last month’s report was Has a Great Rotation begun? In the context of this proposition several charts caught my attention recently. Given by how much an entire generation of young people gullibly believed in the merits of cryptocurrencies, I found their recent collapse in prices from the October 6, 2025 high to be rather remarkable. …
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