Commentaries

Current Commentary

Russia, War and History

Past Commentaries

We’ve Only Just Begun

The Calm before the Bomb Cyclone

The Sound of Ringing Bells

Valuations, Part Deux – Bonds

Swimming with the Sharks

Crisis = “Danger” + “Change Point”

Madness and Chaos

Postcards from the Edge, 4.0

Lockdowns and Bail-Ins

What Happens Next

Changing on a Dime

Buy the Dip! + Gold Price Forecast

What a Difference a Day Makes

Hong Kong – Then and Now; Back to Basics

Break on through to the Other Side

Postcards from the Edge, 3.0

It Doesn’t Matter ’til it Matters

Keeping Up with the Governor Joneses

The Times They Are A-Changin’

3 Modern Reasons for the Kings’ Gold Gift

The Length of Frauds

The Magna Carta and Kavanaugh

Gold in Bear Markets

Vancouver Conference Notes

A Tale of Two Committees
Alps Precious Metals Group – A Tale of Two Committees

Postcards from the Edge, 2.0

The Same Side of the Trade

Deutsche Bank + CDS and LIBOR-OIS Spreads

An Anniversary that is Not What it Seems

The Return of All Correlations to 1.0

Indian Silver Demand

Interview with Bonner & Partners
What the Smart Money Knows About Gold and Silver – Bonner & Partners

More on Cryptocurrencies

The Rivendell of Precious Metals

Korean War, 2.0

Postcards from the Edge

Negative Interest Rates

The Fed Enjoins the Battle

A “‘Flation” Problem – But Which One?