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Market Insights

Here you’ll find every Thoughts on the Market article from 2025 through to the present day — for paid subscribers only.

Cruising Towards Calamity?
Market Insights

Cruising Towards Calamity?

The Yen Is At A Crossroads
Market Insights

The Yen Is At A Crossroads

Gold’s Nap Time, Yen’s Gym Time
Market Insights

Gold’s Nap Time, Yen’s Gym Time

Special Report – Federal Debt Time Bomb and the Mar-a-Lago Accord
Market Insights

Special Report – Federal Debt Time Bomb and the Mar-a-Lago Accord

Cognitive Dissonance and the Markets Today
Market Insights

Cognitive Dissonance and the Markets Today

A Global Rebalancing Toward Gold
Market Insights

A Global Rebalancing Toward Gold

Stagflation Is on the Way -- the Credibility Premium Repricing
Market Insights

Stagflation Is on the Way -- the Credibility Premium Repricing

GOLD: Stay Long — The Rally Is Structural, Not Tactical
Market Insights

GOLD: Stay Long — The Rally Is Structural, Not Tactical

Market Insights

A Note to Our Readers

Interim Report Dollar on the Ropes: Fed Rate Cuts Meets Labor Fragility
Market Insights

Interim Report Dollar on the Ropes: Fed Rate Cuts Meets Labor Fragility

Market Crossroads: Preparing for the Final Blast
Market Insights

Market Crossroads: Preparing for the Final Blast

This Isn’t Just a Wild Ride, It’s a Crash Test
Market Insights

This Isn’t Just a Wild Ride, It’s a Crash Test

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