Monetary Metals Promo 3

A New Iran (Military?) Base Case

The extended ceasefire also points towards a true TACO, which we’ve long made clear would be a geopolitical earthquake on par with the 1956 Suez Crisis...


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Trump's "Sock Puppet"

This was clearly a very partisan confirmation hearing for Kevin Warsh and near the end of the 2.5 hour session one of the more empathetic senators asked him why he would want this job.

Don’t Buy The Earnings Hype

AI hype and a handful of stocks are driving the upgrades, while the consumer weakens and growth slows. This isn’t a boom, it’s a narrow narrative rally.