Analysis
Dollar Devaluation: M2 Hits Record $23.1 Trillion
US M2 money supply hit a record $23.1 trillion in May 2026, its fastest monthly jump in 5 years. Why dollar devaluation is the real …
Macro
Analysis
Clem Chambers: Fed 'Printathon' Means a Decade of Inflation
Clem Chambers argues Trump's Fed will be forced to print money for the industrial and AI buildout — meaning 5–9% inflation for a decade. …
Analysis
Bitcoin Below Fair Value: Cowen's 2026 Outlook
Benjamin Cowen says Bitcoin and crypto will stay below the fair value logarithmic regression trend line through 2026 — here's the model and …
Analysis
Marc Faber Warns of a Monetary Reset: Gold Over Bitcoin
Marc Faber warns the fiat system is heading for a reset. Why he favors gold, is skeptical of Bitcoin and XRP, and sees near-term deflation …
Analysis
Velocity of Money: How the Wealthy Close the Gap
The velocity of money is GDP divided by M2 — and running it on your own balance sheet exposes the return gap between what you need and what …
Analysis
Mining Stocks 2026: Tavi Costa's Automation Thesis
Tavi Costa says mining stocks now earn better margins than Google — and automation makes owning the best gold, silver and copper assets a …
Analysis
China's New Gold System: Why Beijing Killed Paper Gold
China's new gold system launches July 24 as major banks pull paper gold trading. Here's why Beijing is building a physical-gold rival to the …
Analysis
Economic Singularity: Raoul Pal's 2030 Crypto Thesis
Raoul Pal's economic singularity thesis says the old rules of economics break by 2030. Here's the GDP formula, the deflation shock, and the …
Analysis
GENIUS Act: How Stablecoins Absorb US Treasury Debt
The GENIUS Act forces stablecoin issuers to hold US Treasuries. Here's how dollar-pegged tokens could distribute trillions in US debt …