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2025September

Don’t Sell Your Gold — Not Yet

Posted August 13, 2025

Don’t feed the beast with premature profit-taking.
Don’t Sell Your Gold — Not Yet

The Venice of Poland — With Better Beer

Posted August 12, 2025

Polish, Bohemian, Austrian, Prussian, German, Polish again — Wrocław’s passport stamps are all home games.
The Venice of Poland — With Better Beer

Five Eyes Gets A Middle Finger

Posted August 11, 2025

Trump just excluded the UK, Canada, Oz, and New Zealand from Russia-Ukraine peace talks.
Five Eyes Gets A Middle Finger

“Smart… For Someone Who Doesn’t Have a PhD.”

Posted August 08, 2025

The return math is brutal. Futures math is worse. And PhDs still can’t do either.
“Smart… For Someone Who Doesn’t Have a PhD.”

Trump’s Golden Bullet

Posted August 07, 2025

Why a U.S. Gold Revaluation Is No Longer Crazy—Just Unlikely… Unless Things Get Terrible.
Trump’s Golden Bullet

The Next-Best Thing to Big Gold Nuggets

Posted August 06, 2025

How would you like to reach into a river and pull out a gold nugget?
The Next-Best Thing to Big Gold Nuggets

Why Trump’s Tantrum Pushes India Away

Posted August 05, 2025

Whenever Lindsay Graham is happy, you know it’s bad policy.
Why Trump’s Tantrum Pushes India Away

Trump Decapitates the BLS

Posted August 04, 2025

One Down, 2.1 Million Bureaucrats to Go, as Trump Finally Fires BLS Commissioner.
Trump Decapitates the BLS

The Copper Faceplant

Posted August 01, 2025

Oh Donald, What Chaos You Have Wrought!
The Copper Faceplant