From Tariffs to Gold: Reading the Regime
Debt, tariffs, and money printing: Mark Thornton explains how the policy machine rewires markets, and why metals and commodities react first.
Debt, tariffs, and money printing: Mark Thornton explains how the policy machine rewires markets, and why metals and commodities react first.
Two interviews, two timelines: before and after the Middle East war. Mark Thornton explains what the conflict means for oil, inflation, and why gold and silver still signal deeper trouble ahead.
Mark Thornton explains the gold and silver selloff.
Even if peace breaks out tomorrow, the economic damage is done.
Mark Thornton updates the Stocks versus Manure contest, then explains why gold’s correction may be temporary, and why democratic socialism attracts young voters with failed answers to real problems.
Gold and silver whip around with war and liquidity stress, while the Fed quietly rolls out “emergency” support. Mark Thornton explains what’s driving the moves.
Record-low consumer confidence and record-strong corporate earnings aren’t a paradox: they’re the Cantillon effect in real time. Mark Thornton explains who inflation rewards, who it crushes, and what comes next.
Mark Thornton explains how inflation drives the K-shaped economy, why gold and silver remain central to the debt crisis, and why socialism appeals to young Americans left behind by government failure.
The aggregate net worth of all Americans is $170 trillion. Total government liabilities (on and off the books) are $160 trillion. Rick Rule: "I just don't understand how that great big large number goes away." Neither does the Fed.
The Shiller CAPE ratio has only been higher once in 150 years. The Buffett indicator is 2.5 standard deviations above trend. 40% of the S&P 500 is in just ten stocks. Wall Street sees nothing wrong.