The Real Risk of De-Dollarization

Whether you like it or not, if you own and transact in dollars, your lot is cast with every other person, business, central bank and investment fund that owns dollars.

Updated August 27, 2026

A Warning from America’s Billionaires

These aren’t the only billionaires out there with critiques about bonds or a position in gold… but they’ve been the most vocal about the major issues with US Treasurys. And they’ve all been...

Updated August 25, 2026

Foreign Holders of US Bonds Are Now Racing for the Exits – Here’s Why

The latest US Treasury report of Foreign Holdings is out.

Updated August 20, 2026

America’s Golden Fire Sale

American gold is leaking out of the country at a record pace.

Updated August 18, 2026

Keep the GLD-Gold Indicator in Mind

I’ll never recommend GLD, the SPDR Gold Shares ETF.

Updated August 13, 2026