History Rhymes, But This Is Ridiculous

Golden Opportunity

Posted September 25, 2026

I just got back home from Porter and Co’s conference, held at Porter Stansberry’s farm in Maryland.

Making an offer we can’t refuse

Golden Opportunity

Posted September 23, 2026

Earlier this week I wrote about how we’re in the beginning stages of a gold major acquisition phase.

Gold Majors Going Shopping

Golden Opportunity

Posted September 21, 2026

We’re in the early innings of a gold major acquisition phase.

Gold’s Macros vs. Gold Stock Micros

Golden Opportunity

Posted September 18, 2026

There’s a big misconception about gold stocks with regard to the price of gold…

They get mad when I give away the ticker, but…

Golden Opportunity

Posted September 16, 2026

While we wait and see what Fed Governor Kevin Warsh decides to do with rates (the news drops late tonight), I have something else I’ve been working on.

What a Fed Rate Hike Would Mean for the Dollar, the Deficit, and Gold

Golden Opportunity

Posted September 14, 2026

Wednesday, the Federal Reserve will announce whether it will raise, lower, or keep rates the same.

Why Indians are Buying Gold (Still)

Golden Opportunity

Posted September 9, 2026

This past May, I wrote about how Indian Prime Minister Narendra Modi asked Indians to stop buying gold altogether for a year.

Gold Being Drained from US Vaults

Golden Opportunity

Posted September 3, 2026

For decades, the Federal Reserve’s vault in New York City was filled with gold owned by other sovereign central banks.

The Bond Market is Calling the Fed’s Bluff

Golden Opportunity

Posted September 1, 2026

The bond market is getting one step ahead of attempts to control it.

The Real Risk of De-Dollarization

Golden Opportunity

Posted August 27, 2026

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.

A Warning from America’s Billionaires

Golden Opportunity

Posted August 25, 2026

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...

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

Golden Opportunity

Posted August 20, 2026

The latest US Treasury report of Foreign Holdings is out.