Tag: precious metals
-
Day 300 of 1000: Portfolio Planning During Geopolitical Conflict
Last week’s chart action in the S&P 500 might make people think we’re back to bull market programming. Not so fast.
-
Day 278 of 1000: Is This the Beginning of a Commodities Supercycle?
Considering the commodities supercycle of the 1970s. Lessons to learn and moves to make now, if we are entering another one.
-
Day 276 of 1000: Middle East Crisis Alpha For Your Portfolio
Sharing a framework for global macro shocks from a former Fed guy. Moves I’m making in line with his thesis.
-
Day 271 of 1000: Financial Shenanigans in Oil and Silver
A lengthy discussion of paper vs physical futures markets, short-selling, and the supply deficit in silver.
-
Day 268 of 1000: War and Hope
Han and Bloch on the future vs the past. Finding some hopelessness and hopefulness in looking to the past.
-
Day 267 of 1000: Pondering Portfolio Moves After a Weekend of War
A Monday morning musing about financial markets after the U.S./Israel attack on Iran over the weekend. I’m expecting things to take some time to play out, so no immediate action is necessary.
-
Day 239 of 1000: Reckless Investing | What Is It?
Reckless investing, welcoming the unfolding of the future, that may look nothing like the past. Acknowledging that I always face insecurity.
-
Day 238 of 1000: Hello February
On deck this week, learning about commodity exchanges (and watching precious metal prices on them) + a new metallic painting series.
-
Day 237 of 1000: Lessons in Liquidity | the Silver Market Crash of 2026
Analyzing yesterday’s precious metals market crash. Where will the silver market go next?
-
Day 236 of 1000: Precious Metals Under Pressure
Gold, silver, and other precious metals are under heavy selling pressure today. Possible reasons, and implications for investors.
-
Day 235 of 1000: The Physical Delivery of Silver
I share a video and theory from Andy Schectman, a precious metals dealer, about why the silver price is surging, and the risks of the supply-demand imbalance that exists in the silver market.
-
Day 232 of 1000: Is It Too Late to Get Into Precious Metals?
Why it’s not too late to get into precious metals. How to invest in them without taking on undue risk.