Newsletter

Besides everything else, bonds broke. China retaliates with tariffs on the US. Trump re-raised tariffs on China. Goldman Sachs changes recession forecast in an hour. China needs LPG.

The great math behind Trump’s tariffs. The real reason behind the tariffs. Gold hits US$3,200. Russia and Australia have the largest gold reserves. Larry Fink shills Bitcoin.

PE hasn’t performed that well. People are getting stupider. The stock market wasn’t always US-centric. The US has the largest gold reserve. Is the recession coming?.

Gold >US$3,000/oz t. Money flowing out of the US. Trump tariffs are still low. Young pessimism. Currency risk is real.

AI needs a lot of energy. Intra-day tariff, ever heard about it?. China builds >50% of ships. Private capital – low risk, high return. It’s different this time.

This trade war has happened before. People who start wars don’t fight them. EU is beating the US. Push for lower oil prices may backfire. US Tech at 60x CAPE.

Trump to slap EU with tariffs. EU nuclear support rises. Higher US inflation expectations. Deficit drives GDP. US ceasing to be a great power.

A looming Japanese debt crisis. US stocks at record outperformance. Stagflation fears rising. High margin for gold miners. There is no green energy.

The original mission of USAID failed. The RRP is down US$2.5trn. Central bank loads up on gold. 4 ways to increase value. We live in an incredible world.

The Trump thump. Just another crypto crash. Got gold?. The bookstore renaissance. Nuclear power is booming in China.