Weekly Recap
The Job Market Is Collapsing, Gold Crushed Stocks in 2025, and Why This Year’s Gold Performance Isn’t a One-Off
The Job Market Collapse Just Got Worse
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Look, I hate to hit you with bad news right before Christmas. I promise this is the last gloomy piece you’ll get from me this week. But the jobs data released over the past week is too important to i…
Gold Crushed Stocks in 2025—And You Called It
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As we close out 2025, I wanted to take a moment to acknowledge something important: if you invested in gold this year instead of chasing mainstream stocks, you were right.
Gold's 2025 Blowout Wasn't a Fluke
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Yesterday, I wrote to you about how gold demolished stocks this year—finishing 2025 up 73% compared to just 18% for the S&P 500. A few readers wrote in pushing back with a familiar objection: sure, g…