Gold & Treasury Yields

Gold traders are the only ones worried about rising Treasury yields. 

Ironically the insignificant rise is actually even less relevant to gold than to other commodities or investment assets. 

If annual inflation is 10% does it really matter if 10-year Treasuries yield 0.9% or 1.1%?

Bitcoin's Rally: Not Being Driven By Wide-Spread Institutional Adoption

The recent surge in Bitcoin is not being driven by wide-spread institutional adoption. CNBC and other crypto shills are exploiting the fact that a few high-profile institutions have taken positions to create the false impression of larger participation to sucker in more buyers.

Bitcoin: I'm The Voice Of Reason In The Insanity

Many accuse me of tweeting about Bitcoin to get attention. If attention was my goal, I would pretend to jump on the Bitcoin bandwagon and be like all those high-profile Bitcoin promoters who tweet about Bitcoin far more than I do. I'm just the voice of reason in the insanity.

The Main Reason Investors Are So Exuberant

Investors are widely enthusiastic about every asset class except precious metals mining stocks. The irony is that the main reason investors are so exuberant is inflation. It's the reckless monetary policy of central banks that's driving investors out of cash and into risk assets.

Bitcoin: Not A Threat To Central Banks

Bitcoin promoters believe that Bitcoin is an actual threat to central banks and the fiat monetary system. Yet despite this belief they also believe that the U.S. government, which has the most to lose if Bitcoin

 succeeds, will take no action to protect itself from this threat.

The Coming U.S. Dollar Collapse

The coming U.S. Dollar collapse will likely result in China surpassing the U.S to become the world's largest economy before the end of the next presidential term. As America's economic dominance comes to an end, so too will the dollar's status as the dominant reserve currency.