US Treasury Total Return Index Has Worst 12 Months on Record. Double Digit Real Losses
A black spot
Chart: Growth Optimism at All Time Lows
Contrarian indicator?
Charts: Mineral Intensity of Renewables and EVs
Reality check
Gold Correlation Regime Shift
Showtime
The Yuxi Circle: The World’s Most Densely Populated Area
Where most humans live
Jeff Gundlach: Inflation Probably Peaking, Will Be Sticky
“My highest conviction is short the dollar, but not this week. I am talking about looking forward over an investment horizon of four or five years…”
Gold, Not Chinese Yuan or Russian Rubles, Is the Biggest Competitor for the Dollar
Gold, not gold-backed currencies
Most Accommodative Fed Ever
Making Arthur F. Burns look hawkish
10-Year Hits Most Important Trendline in Finance
Return of cold hard reality to a world that has spent decades pretending it didn’t exist.
Visualizing the History of Energy Transitions
Keep an eye on nuclear