The world is waltzing into a crisis of food insecurity at a quickened pace as war in the breadbasket of Ukraine and Russia multiplies agricultural supply chain issues and inflation pressures that were already afoot. Sanctions against Russia may be necessary for the...
The geopolitical situation in the world took a turn for the worse after publishing last month’s gold and silver technical analysis on Feb. 13. I won’t rant too long tonight about “the Ukraine” (PDF file) and ongoing conflict with Russia that originates from policies...
The world has changed drastically since penning Part 1 and 2 about the Fed’s Taper Caper dilemma that’s buried deep in the mainstream financial press as a potential policy failure or another behind-the-curve monetary response by the FOMC. Policy and economic wonks...
When I penned Part 1 (Twitter thread) on Jan. 25, the reality of removing Russia from the SWIFT system via sanctions was just a thought in the Biden administration’s woke mindset and European virtue signaling before a second invasion of Ukraine. This past week altered...
On Feb. 13, my gold and silver analyses included a recent interview from the financial sandbox that aired on Jan. 6 and featured Jeff Currie, global head of commodities research at Goldman Sachs Group Inc. His opening salvo pointed to stretched valuations in the...
Unfortunately, the standoff between Ukraine, NATO, the Baltics, and Europe vs. Russia has devolved into chaos and kinetic exchanges across the Dombas region in a fog of war since my last update on Jan. 29. Despite diplomatic efforts to identify a reasonable pill to...