Weekly Recap
Gold Fever and the Future of Precious Metals, China Passes Sweeping Export Curbs on Rare Earths, Americans Need Help With Their Mortgages Like It’s 2008 Again, Powell Signals the End of QT
Gold Fever: The Future of Precious Metals
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Please note: This conversation was recorded last Friday (October 10) but didn’t make it out before the weekend. Any mentions of “breaking news” reflect that date.
Trump vs. Xi: Chaos, Tariffs… and a the Next Great Resource Opportunity
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What a wild finish to last week.
When Americans Need Help With Their Mortgages Like It’s 2008 Again
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Reports of housing stress are starting to pop up everywhere—stories about homeowners struggling to make payments, rising delinquencies, and growing anxiety about affordability. But is this just click…
Powell Just Signaled the End of Quantitative Tightening
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Jerome Powell, the Fed’s chairman, just gave the clearest signal yet that the Federal Reserve’s so-called “quantitative tightening” is about to end.