This Item is a Threat to America’s National Security

America, we have a problem. No, it is not hypersonic Russian or even Chinese nuclear missiles. It’s not terrorists crossing our border with nuclear materials […]

The Populist Threat to America’s Economy

In ancient days, to avoid the wrath of a Rome, the wealthy would often offer tribute in many forms as a sign of submission and […]

Trump’s Trade War Fallacy

Today was another one of those “days of days” when President Trump announced retaliatory tariffs against India and, for some reason, Japan. At the same […]

Dr. Copper is On Life Support

There are great songs in American history then there are those that resonate since the 1980s forever. Unfortunately for precious and industrial metals investors, the […]

The Manufacturing Renaissance Myth

While there are many who celebrate all of the announcements of countries to invest and companies to reshore into the United States, there are some […]

Moo? No, That’s a MOU to You!

Only the South Park Cows and the President of the United States could say the same thing with only the cool people understanding the reference. […]

More Inflation Nonsense This Time from Hershey’s

Hershey’s today made an announcement that they will be engaging in double digit price increases and amazingly made the following statement as quoted in a […]

$40 Silver: Stay on Target

Could this be the week? The instability created by the Japanese elections, the trade war rhetoric heating up, and worse, the insane war on the […]

Maybe the Consumer Isn’t as Strong as Advertised

Sigh, I feel like the lost bear in the woods. There is an underlying economic reality that the “K” shaped economy is something new to […]

Dr. Copper is Still Holding Class

The stories since the start of the trade war tend to verify what most intelligent people knew long ago(from the UK Guardian): Demand for copper […]

More Tariff Circus Nonsense Now with Indonesia

This morning our Emperor in Chief, Donaldo Maximus El Trump announced that he personally had struck another trade deal, this time with the President of […]

Godzilla or Just More Chart Crimes?

There has been a lot of excitement overnight and online with FinTwit and the financial media about the sudden move in the Japanese bond yields, […]

The Trump Trade Sitzkrieg

After the defeat of Poland by the German military on September 27, 1939 an prolonged 8 month period of relative inactivity on the European front […]

2025 Q2 Ends on a What Me Worry Note

The second quarter of 2025 began in April with a trade war firestorm and ended the month of June with a Taco Fiesta creating hope […]

The Major Problem With Iran: You Break It, You Buy It

In just hours or days from now, there is a strong possibility of American bombers, surface to surface missiles launched from US Navy vessels, and […]