GOLD AND SILVER SOAR / MACLEOD FINANCE

Gold and silver soar In this report, we examine technical and market positions for gold and silver, concluding that $3,000 is not a hurdle f...

Q4 2024 Z.1 AND THE START OF DELEVERAGING / CREDIT BUBBLE BULLETIN

Q4 2024 Z.1 and the Start of Deleveraging Doug Nolan The thesis holds that a multi-decade super cycle Credit Bubble - over recent years succ...

THE TRANSACTIONAL WORLD DONALD TRUMP SEEKS WOULD HARM NOT HELP AMERICA / THE ECONOMIST

Gangster’s paradise The transactional world Donald Trump seeks would harm not help America Ukraine, Gaza and China will all test his self-in...

PORTFOLIO EFFECT ON GOLD IS JUST STARTING / MACLEOD FINANCE

Portfolio effect on gold is just starting With western capital markets only just beginning to realise that gold is the best performing asset...

ARGENTINA´S CHAINSAW REFORMER IS MORE ORTODOX THAN HE LOOKS / THE FINANCIAL TIMES OP EDITORIAL

Argentina’s chainsaw reformer is more orthodox than he looks The risk is that President Javier Milei declares victory in his economic progra...

THE POST-PANDEMIC FISCAL TIGHTROPE / PROJECT SYNDICATE

The Post-Pandemic Fiscal Tightrope A troubling trend persists across Asia, Latin America, and Europe: countries are running fiscal deficits ...