Bottom line: The economy added an average of 44k jobs a month for the past 4 months. That's barely "treading water" and explains why unemployment is now 4.4% --> highest since Oct 2021. The September jobs report is a mixed bag. Hiring did pick up to 119k, but most of that pickup

Japan's Yen in real effective terms (black) is almost as weak as Turkish Lira (blue), which is the world's weakest currency after Erdogan eviscerated his central bank. Japan is in denial on debt. Sanae Takaichi's fiscal stimulus only makes this worse... robinjbrooks.substack.com/p/the-end-of-t…

US small business employment is collapsing: US small firms cut -120,000 jobs in November, the most since May 2020, according to the ADP Employment Report. Companies with 1–19 employees cut -46,000 jobs, while those with 20–49 employees cut -74,000 jobs. This also marks the 6th

🚨✨ Gold is Set to Skyrocket in 2026 — 👇 🥇 Gold may hit $4,800–$5,800/oz in 2026, says top analysts, powered by heavy central-bank buying, sticky inflation, and a weak dollar 📉🌍 🔒 With global demand climbing, gold’s staying in the spotlight as a hedge against economic

US equities slid Wednesday as traders brace for a widely anticipated quarter-point rate cut later in the session, along with projections from officials on the trajectory of monetary policy bloomberg.com/news/articles/…

The Bank of Canada held interest rates steady and said although the economy appears resilient, keeping borrowing costs at their current level is still appropriate to mitigate the trade war damage bloomberg.com/news/articles/…

Global governments are aggressively moving toward short-term borrowing: The average maturity of world government bonds has declined to 8.8 years, the lowest since 2014. The average maturity has declined by -1.5 years since 2021 as countries are relying more heavily on bills to

BREAKING: The Fed cut rates another 25 bps, moving down to a new range of 3.50-3.75% and they ANNOUNCED $40 BILLION per month of Treasury bill buying starting this Friday. QE IS BACK!

BREAKING: JAMIE DIMON JUST SURRENDERED. After a decade of calling Bitcoin a fraud, JPMorgan’s CEO went on live TV and admitted: “We move trillions of dollars a day on blockchain. It’s real. It’s faster. It’s cheaper.” His exact words on Fox Business. The same man who

Silver’s ripping because a bunch of slow moving forces finally hit at the same time. We’ve been running a structural supply deficit for years, inventories keep thinning out, and mine production hasn’t meaningfully grown because most silver comes as a by product, you can’t just

What’s been unfolding in silver these past few weeks is a defining shift for the entire metals and mining cycle, in my view.   This is the year silver stepped firmly into the leadership position it has historically taken during powerful, long-term bull markets.   If you respect

BREAKING: Silver prices have reached parity with oil prices for the first time since the 1980s. One silver ounce is currently worth $63.80, or $6.50 more than one barrel of WTI Crude Oil at $57.30. By comparison, WTI Crude Oil prices were 5.5 times higher than silver prices in

People need to understand precious metals are in the final months/year of a 26 year bull market. This is the "bubble" phase. The very beginning and very end of a bull market are where the largest gains are made the quickest. So resist the temptation to buy into the narrative.

Weird things happening in the silver markets. There is a possibility that the LBMA (London silver market) may not be able to meet the demand for physical silver delivery. They also do not have enough cash on hand to pay off those demanding delivery with cash instead of silver.

The Silver Situation: Silver prices are now up a MASSIVE +175% in 2025 and set to post an 8-month win streak for first time since 1980. Gold and silver have added a combined +$16 TRILLION in market cap this year ALONE. What is happening? Let us explain. (a thread)

China, the 2nd largest Silver producer, is stopping all Silver exports next week 13% of the world Silver supply is going offline

🚨 DO NOT BUY A HOUSE THIS YEAR, UNLESS YOU’RE A BILLIONAIRE! I’ve spent 22 years in macro. I’ve seen every cycle from the 2008 crash to the 2020 blow-off top. Look at this chart. 2006 bubble peak was about 266. If you think the current market is safe, you’re missing the

🚨 HISTORY OF 2008 REPEATING!! Gold hits an ATH at $5,097. Silver hits an ATH at $109.81. I don't want to SCARE you, but this is not a recession anymore. We are on the verge of a HUGE COLLAPSE of the US dollar. If you hold any assets, you MUST read this post. Here's what's

BREAKING: The delinquency rate on Commercial Mortgage-Backed Securities (CMBS) for offices jumped +103 basis points in January, to a record 12.3%. This surpasses the post-2008 Financial Crisis peak by 1.6 percentage points. The CMBS delinquency rate has soared +600% over the

🚨 BREAKING CHINA DUMPED $638 BILLION IN US TREASURY HOLDINGS. NOW THEY HOLD ONLY $683 BILLION - THE LOWEST SINCE 2008. MEANWHILE, CHINA'S GOLD RESERVES HAVE PUMPED FOR 15 MONTHS IN A ROW, TO $370 BILLION - A NEW HIGH. THEY'RE EXITING THE SYSTEM...