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[Yahoo/Bloomberg] Trump Backs New Sanctions When NATO Stops Buying Russian Oil [AP] Millions face skyrocketing health insurance costs unless Congress extends subsidies [Yahoo Finance] Homeowners insurance costs just hit a new high. It’s scaring off some buyers. [Axios] Why foreign travelers are avoiding the U.S. [Yahoo/Bloomberg] Ukraine Stepping Up Drone Attacks on Russian Oil Assets […]

Let The Thesis Play Out This week, HAI will be quick. There’s just not much to add to the commentary of recent weeks. In HAI‘s view, the Fed is trapped between an inflation problem and a serious Federal government debt and deficit problem. The Fed seemingly can’t raise rates further to effectively fight inflation (because […]

Once a quarter, Bubble Analysis requires the deciphering of a bevy of new Fed data. It’s been quite a ride; quarter-to-quarter epic monetary inflation. Outstanding Treasury securities were about $3.3 TN when I started my quarterly Z.1 analyses in 1999. It closed June at $28.5 TN. Agency Securities has more than tripled to $12.4 TN. […]

Precious metals continue to march higher, with gold reaching a new all-time high. The platinum-to-palladium ratio narrowed slightly as platinum took a breather while sister metal palladium played catch up. The US dollar index slipped after a downwards revision of jobs data and signs of stagflation. Let’s take a look at where precious metals prices […]

[CNBC] Stocks gain as traders bet August inflation increase won’t derail Fed rate cut next week: Live updates [Yahoo/Bloomberg] Oil Holds Three-Day Gain With Trump’s Next Russia Move In Focus [Reuters] Rising G7 debt back at centre of bond market storm [AP] US inflation worsened last month as the cost of gas, food and airfares […]

[CNBC] S&P 500 jumps after encouraging inflation update, Oracle stock surge: Live updates [CNBC] Wholesale prices unexpectedly declined 0.1% in August, as Fed rate decision looms [BBC Live] Polish armed forces say Russian drones shot down in its airspace [Yahoo/Bloomberg] Poland Shoots Down Russian Drones After Airspace Violation [AP] Court rules Lisa Cook can remain […]

Dow/Gold Ratio Is The Key Gold Reduces Investment Complexity Unemployment Shock Puts Fed In A Corner “Your most reliable hedge is something that doesn’t do a lot of different things. It’s not like a Swiss Army knife—does a little bit of everything, but nothing very well. Gold is wealth insurance. In its purest form, it […]

In his latest appearance on Schwab TV, David McAlvany, CEO of McAlvany Financial Companies, shares timely insights on the precious metals market with a focus on gold. Gold: Why it continues to act as reliable “wealth insurance,” supported by steady central bank demand and strong long-term compounding—despite short-term volatility. Market drivers: How real rates, policy […]