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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…
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Central Banks Keep Buying Gold as Rate-Hike Bets Weigh on Prices
Rate-hike bets and 5% Treasury yields have pulled gold well below its January record. Central banks are still buying at a steady pace. Silver has no such buyer behind it. Gold now trades at…
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Gold’s Problem Isn’t Yields. It’s Why They’re Rising.
The dollar tells you the reason, and right now the reason is bad for gold. If you think watching the 10-year Treasury yield is enough to predict gold, you’re missing the point. The level…
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The gold trap: Why the safe haven is losing its footing
The rally is stalling. For anyone holding gold or silver, the current market setup feels less like a temporary breather and more like a steady slide. We are seeing significant downward pressure across the…
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The ‘Image of Man’: Culture, Ideology and the Fight Over Western Civilization
For Susan Kokinda, the fight between the “American System” and the imperial order is ultimately about the “image of man”: whether people are creators or animals to be managed. She argues that ideologies from…
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Sovereignty vs. Empire: Iran, Ukraine and a Trump–Putin–Xi Summit
Susan Kokinda sees Trump’s foreign policy as a break with the “rules-based international order”: deals between sovereign nations instead of rules set by Western institutions, sanctions instead of war where possible, and perhaps a…
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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 manufacturing jobs have stopped…
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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 Bessent, as a sign.…
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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 and national sovereignty, and…
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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 less robust than the…