Gold 1200
September 5, 2020

The Fed, Modern Monetary Theory and the Impact on the US Dollar

In normal times, businesses that need capital offer a reasonable rate of return to individuals or businesses who have capital. For example, a mining company might […]
September 4, 2020

Robber Barons: Big Tech’s “New Gilded Age” Monopolies Hit a Wall

The late 19th century was one of the fastest developing periods in the history of the world… particularly so in the United States. During the lead-up […]
September 1, 2020

Aggressive China Showing Signs of ADD… Agriculture Deficit Disorder

For most of us in 2020, the COVID-19 pandemic abruptly forced a merger of home and office. And surprisingly, it was reasonably successful… so much so […]
August 28, 2020

Rare-Earth Element Investing 101

The rare-earth elements (REEs) sector could become one of the most sought after, highly competitive marketplaces in the world. Why are REEs so important? Rare-Earth Elements […]
August 27, 2020

Inflation is Here – The Fed Just Doesn’t Know Where to Look

Early this morning when I sat down to write, I was resigned to talk about how the real economy is faring. I had some charts lined […]
August 25, 2020

Back to Back: Hurricane Laura Bears Down on Gulf Coast

It seems like just yesterday I was battening down the hatches in my garden as Tropical Storm Isaias barreled its way up the East Coast. But […]
August 21, 2020

An Exclusive Interview with Mining’s Renaissance Man

It was 3am in the morning when mining’s Renaissance Man turned to his wife and told her to write down a reminder. The next morning, she […]
August 20, 2020

Yellow Brick Road: The Path Back to the Gold Standard Leads Through China

After an elbow injury forced me to quit playing baseball in college, I unexpectedly found myself with a lot of extra time on my hands. Some […]
August 18, 2020

Bonds…Jay’s Bonds: Tomorrow’s 20Y Auction Will Make or Break Markets

I love everything about James Bond movies. That probably won’t surprise many of you, as I’ve written before about my penchant for cars, geopolitical conflict, and […]