Weekly Recap
China’s Silver Power Move, Washington Cuts Jobs but Not Spending, and Why Labor Data Can’t Be Trusted
Forget Poor Man’s Gold—China Just Rewrote the Silver Story
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On January 1st, 2026, China flipped the switch on silver export controls. If you read Frank Giustra’s recent guest essay, you probably caught it. Most people didn’t. The financial press barely mentio…
They Cut 270,000 Federal Jobs—But Missed the Real Target
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I know I can be a downer sometimes, but there’s actually something worth celebrating in this week’s chart. Well, sort of. Take a look below.
You Can’t Trust the Government’s Numbers Anymore (As If You Needed a Reminder)
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The December jobs report is out. The U.S. added just 50,000 jobs—well below the 73,000 expected. That’s the bad news. The good news: unemployment fell to 4.4% from 4.5%, and wage growth ticked up to …
Hi Lau,
Good to connect. I’m new to Substack after trading in my PPE and tools, and I now write about markets, risk, and the stories we tell ourselves to stay comfortable.
After the Close is less about prediction and more about process — discipline over drama, and thinking clearly when the screens go dark. The writing is partly a way for me to slow things down and stay honest, especially in a space that tends to reward noise.
If you ever have a moment to look through it, I’d genuinely appreciate any feedback on the process. Good or bad is fine. I can handle it.
Cheers, Andrew