News
South Korea Stock Market Crash 2026: A US Warning
The South Korea stock market crash of 2026 wiped out 320,000 accounts through margin calls. Why record US margin debt could make it a …
Macro, Debasement & Hard Assets
Almost every thesis we cover traces back to one root cause: a monetary system that can only grow by expanding debt and debasing the currency. This hub follows that macro thread — the money supply, the dollar, gold and the assets that hold their value as fiat leaks.
Begin with the record M2 money supply, the gold revaluation and $10,000 Treasury-bond thesis, and our synthesis piece, The Great Repricing, which ties debasement, AI deflation and tokenization into one machine.
Below is our full macro, debasement and hard-assets coverage, newest first.
All Macro, Debasement & Hard Assets coverage
Analysis
Yen Carry Trade Explained: Why It Moves Bitcoin
The yen carry trade is the world's cheapest borrowed money funding assets everywhere. Here is how it works, why it unwinds, and what it …
Analysis
Is Now a Good Time to Buy Gold? A 2026 Guide
Is now a good time to buy gold? After 2026's sharp pullback from record highs, here's a clear framework for the buy decision, the price …
Analysis
China Gold Reserves: Why the PBOC Keeps Buying
China's gold reserves hit ~2,346 tonnes in June 2026, a 20th straight month of buying. Here's why Beijing keeps stacking gold — and what it …
Guides
Mining Stocks: How to Invest in Miners in 2026
Mining stocks are shares in companies that dig up gold, silver and copper. A plain-English 2026 guide to majors, juniors, royalties, ETFs …
Analysis
Bank of Japan: Why Its Rate Hikes Move Global Markets
The Bank of Japan raised rates to 1% in June 2026 — the highest since 1995. Here is why the BOJ, the yen and the carry trade matter to every …
Analysis
What Is Deflation? Causes, Effects and Real Risks
Deflation is a sustained fall in the general price level. As of July 2026, here are its causes, the deflationary spiral risk, and why …
Analysis
The Great Repricing: Debasement Meets AI Deflation
The great repricing is the collision of monetary debasement and AI deflation — why gold, Bitcoin and tokenized assets absorb the wealth fiat …
Analysis
Raoul Pal Supercycle: Why He Sees No Bear Market
The Raoul Pal supercycle thesis argues AI capex, debt, and liquidity make a 2026–2028 bear market almost impossible. Here's the case — and …
Analysis
Strategy STRC: Is the 11.5% Bitcoin Yield Safe?
Strategy's STRC (Stretch) pays 11.5% and trades below its $100 par. Here's what the Bitcoin-backed yield is, why below par isn't a break, …
News
CME 24/7 Gold and Oil Trading Starts July 24, 2026
CME's 24/7 gold and oil trading goes live July 24, 2026 with micro contracts. Why trader Bubba Horwitz says the date beats any Fed meeting.
Analysis
Strait of Hormuz Oil Shock: The Risk Markets Ignore
A Strait of Hormuz oil shock could reignite inflation, force a Bank of Japan rate hike, and trigger a yen carry trade unwind that hits …
Analysis
S&P 500 2026 Outlook: The Midterm Correction Setup
Benjamin Cowen's S&P 500 2026 outlook: a shallow June dip, a summer drift higher, then a 10–20% midterm-year correction into the autumn low.
Analysis
Gold Revaluation and the $10,000 Treasury Bond Thesis
Could a US gold revaluation reprice bullion to $10,000 an ounce? Inside the gold-backed Treasury bond thesis, Tier 1 gold, and the monetary …
Analysis
Is the Silver Rally Over? Tavi Costa on the Sell-Off
Is the silver rally over? Tavi Costa says the sell-off after Kevin Warsh's first Fed press conference is normal — and the structural case …
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 …
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
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
Catherine Austin Fitts: Gold, XRP & the Control Grid
Catherine Austin Fitts warns the great wealth transfer is accelerating via tokenized money. Why gold, XRP and cash matter as the reset …
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 …