Weekly Recap
~70% of Last Year’s Jobs Never Happened, Locking In Gains on an Exploration Winner, Doug Casey on Iran & Epstein Fallout, Taking Profits on Our 'Miracle Material' Play, Trump’s Reset in Action
They Fabricated Two-Thirds of Last Year's Jobs
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I usually see little point in commenting on the monthly jobs reports—unless something truly remarkable or outrageous happens.
Iran & Epstein Fallout
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In the latest episode, we hit Iran, the Epstein mess, legacy media, the Fed’s debt math, robots, and a European tax idea that should terrify anyone with assets. Here are the points that matter.
The Trump Reset in Action: Dollar Down 9% Since Inauguration
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A year ago this month, we laid out what might be the most important thesis we've ever published in Crisis Investing: the Mar-a-Lago Accord—or, as it became known, the Trump Reset.