The biggest development this week wasn’t simply that the S&P 500 reached another record high. It was why the market was able to reach that high—and what was happening underneath the surface when it ...
"The great merit of gold is precisely that it is scarce; that its quantity is limited by nature; that it is costly to discover, to mine, and to process; and that it cannot be created by political fiat ...
Well, China just came out with a new AI model, and it's rattling Silicon Valley. And that's the topic of today's podcast. Joining me is Craig Tindale. Craig, everyone has been framing this AI race as ...
Well, U.S. stocks are seeing some respite after posting their biggest drop this month, with Brent crude easing below $100 a barrel and bond yields pausing their climb. Where do we go from here? Let's ...
We continue to maintain a defensive investment posture, with overall asset allocations below neutral targets and cash reserves above normal levels. This positioning does not reflect a belief that ...
July 21, 2026 – Singapore-based macro strategist Laurent Lequeu of The Macro Butler discusses the intensifying US-China AI race following the release of Moonshot's Kimi K3. Lequeu explains why Chinese ...
July 17, 2026 – Explore how minerals and natural resources underpin modern technology, AI, national defense, and the shift to green energy. Financial Sense's Jim Puplava reveals how critical minerals ...
Jul 17, 2026 – Robert Bryce discusses his data center rejection database, highlighting the surge in local moratoriums and project denials across the U.S., including the recent first-ever state-wide ...
"Land monopoly is not only monopoly, but it is by far the greatest of monopolies; it is a perpetual monopoly, and it is the mother of all other forms of monopoly." — Winston Churchill From the moment ...
Well, if you're looking at asset classes over the last decade, which performing asset class was the best? If you're thinking of the Nasdaq tech stocks, you might have been close. The Nasdaq is up 418% ...
The entire market calm rests on one fragile assumption—that everyone (the U.S., Gulf states, and Iran) wants oil to flow. If that breaks and the Strait slows to a trickle, the world would be short of ...
'It's Impossible to Get Bearish on Oil' – Mish Schneider's Contrarian Call on China, Metals, and Oil
Well, it’s been somewhat of a bifurcated week. The Dow’s doing okay, but the S&P and the NASDAQ are pulling back. Let’s find out where we’re going with the market. Joining us from Market Gauge is Mish ...
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