A series of recent data points in the US might be an early warning of a stagflationary economic environment. Inflation figures released yesterday came in a touch higher than expected, at 2.1% on a y-o-y basis for January, and up .5% from December. This data was enough to send the US Dollar much...

President Trump isn't afraid to spend money. The past few weeks have seen a new federal budget agreed to in the USA, with the figure for 'defense' spending coming in at the highest level ever: $700 billion US Dollars. This is a very large amount of money, though when the defense...

It would be difficult to conceive of a more meaningful topic for investors than the recent 'correction' in many global equity markets. This sharp movement lower has been accompanied by action in the US bond market that isn't what one would expect to see in the middle of a selling...

Liquidity is the lifeblood of the financial system. When the subprime market tanked in 2008, it was the suspension of trade in the AAA rated synthetic bonds that acted as the impetus for the crisis of confidence that shook the world. Now renown investor and author James Rickards is putting the...

For most of recorded history, gold was money. If it wasn't minted into coins for use in the economy, it was what backed up the value of paper currency. It has only been in the last 50 or so years that gold became demonetized, and with the rise of fiat currencies, the yellow metal became a...