Peak Prosperity

Was that a market liquidity tremor last week? If so, does that mean equity declines are ahead, or was it signaling something more dramatic?

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Get ready for some very alarming moves in the markets over the coming months. The old regime is ending and a new one is starting.

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One of my favorite podcast guests is back with us for our quarterly sit-down. Adam Rozencwajg’s thoughtful and measured views on trends, resources and commodities, are always rooted in an investment thesis that makes sense. and is backed by copious data. This one is a banger.

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Staying abreast of these markets is a full time job. Unless you love doing it, which both myself and Paul Kiker do. Then it’s not work at all.

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Dana Samuelson’s decades of precious metals experience shed light on the biggest monetary story of our lifetimes.

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