-
18.6 Property Cycles Recession Indicator
This chart tells a brutal but useful story. Property cycles do not die in a straight line. They slow, squeeze, rally one last time, then crack. And if this 2011 to 2029 or 2030 path keeps rhyming with history, 2026…
-
The Collapse of Gold Backing of US Debts
This chart tells a brutal commodity-market story in one glance: gold didn’t get weaker, debt got faster. Back in the 1920s through early 1940s, US gold reserves covered a huge share of government debt. In commodity terms, that meant gold…
-
Yearly Outlook for 2026
Our main theme for 2026 is simple: real assets. That is the big bet. The center of the map. The lane we believe deserves the closest attention as the next chapter of the market unfolds. So how do we analyze…
Archive
SUBSCRIBE
