Corgano: markets, money and metals
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Why Some Analysts See a Silver Surplus Coming
Solar panels are using much less silver, and some forecasters now expect the market to tip from shortage to surplus. The official 2026 forecast still shows a deficit. What decides it may be how much silver investors are willing to hold. Silver…
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Tariffs, Tax Breaks and Credit: Is America’s Factory Revival Real?
Susan Kokinda says America’s factory revival has already begun, driven by three tools: tariffs, a 100% write-off for new factories and government credit for strategic industries. The official data show…
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Triffin, Debt and Gold: Is a ‘Bretton Woods 2.0’ on Trump’s Table?
Susan Kokinda believes the Trump administration is “very seriously and very quietly” rethinking the dollar-based financial system, and points to Judy Shelton, a gold-standard advocate now advising Treasury Secretary Scott…
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The Great Systemic Clash: Susan Kokinda on America’s Fight Between Two Global Orders
Susan Kokinda, a co-founder of Promethean Action, argues that America’s political turmoil is not ordinary left-versus-right politics but a clash between two systems: a producer-based “American System” of industry, infrastructure…
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US Economy Grows 3.4% on an AI Investment Boom, but the Details Are Weaker Than the Headline
The US economy grew at a 3.4% annual rate in the third quarter, faster than forecast, as businesses poured money into artificial-intelligence equipment and consumers kept spending. The details are…
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Silver Is 60% Below Its Record and Gold at a One-Year Low: Correction or Structural Shift?
Silver ended October at about $49 an ounce, roughly 60% below its record of $121.67 in January, and gold closed the week near $3,876, a one-year low and about 27%…
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Gold Hits a One-Year Low and Silver Breaks $50 as Oil, Rate-Hike Bets and a Tech Rout Collide
Gold fell below $3,900 an ounce on Friday 30 October, its lowest in about a year, and silver dropped under $50 for the first time since November 2025. Three pressures…
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Record Diesel Margins Meet Washington: How Much Can Policy Squeeze the Refiners?
US refiners are earning record margins on diesel, and their shares have soared. The administration is now trying to push pump prices down before the midterms. But its measures add…
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Midterms: Forecasts Favour a Democratic House, and the Senate Is the Closer Call
Forecasters and prediction markets make Democrats strong favourites to win the House on Tuesday 3 November, and narrower favourites to win the Senate, where soaring diesel costs have put farm-state…
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