Built for the Long Race

When we get it right, we’ll tell you. When we don’t, we’ll tell you that too.

Updated October 13, 2026

There’s a Goldbug in the US Treasury!

Judy Shelton is now a Senior Advisor to the US Treasury, after her appointment this week by Scott Bessent.

Updated October 9, 2026

The Gold Sector Everyone Is Ignoring Right Now

Gold prices are down since January, and while many gold miners are enjoying elevated profits – there’s another part of the gold market I cover that people seem to be ignoring. It’s also seeing...

Updated October 7, 2026

Here’s What Terrifies Gold Miners More Than a Gold Price Correction

Gold feels like it’s not performing very well. And it’s true: we’ve seen a substantial correction from January highs.

Updated October 5, 2026

“Certain Levels of Inflation”

Sometimes politicians say the quiet part out loud – and I don’t think it’s controversial to say President Donald Trump is an all-time champion of amplifying the quiet part more frequently and...

Updated October 2, 2026