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The Everything Hedge

26 April 2025
In this piece, I explain why I don’t see gold as just an inflation hedge—it’s what I call the everything hedge. From central bank buying to BRICS strategy and flat global output, the forces behind gold’s rise are stronger than ever. If you’re not positioned yet, now’s the time.

Everyone’s Wrong About Trump and the Fed

24 April 2025
I’ve been fired from nearly every job I’ve had—and I’ve learned it’s not always about incompetence. It’s about control. That’s exactly what we’re seeing play out between Trump and Jerome Powell right now. But while the media’s focused on the drama, I’m watching what smart money is doing—and I believe this could be the biggest stock setup in decades. Here's why.