
A macro intelligence unit tracking the dollar system, gold & silver, and geopolitical risk — the framework behind the headlines, not just the headlines.
| Platform | Pricing | Freemium | Publishes | Twice weekly | |
|---|---|---|---|---|---|
| Issues | 46 | Founded | 9 months ago | Last Issue | 8 days ago |
| Active | |||||

31st Aug - The Fed Adds Liquidity, the Treasury Manages Duration And Precious Metals Wait Underneath
Every week, I begin with an update on precious metals and how we are progressing towards what I believe is an unfolding monetary reset. Bu...
What Jackson Hole Actually Told the Precious Metals
Kevin Warsh closed his Jackson Hole keynote with a line built for headlines: I stand here today committed to a discipline, not to a decision. Gold and silver read it as hawkish and sold o...
2 weeks ago, Amazon reported net income up 244% yoy. More than half of that increase was a paper write-up of its stake in a company it invests in and sells cloud computing to.
Few days ago, a PE syndicate announced half a trillion dollars...
24th Aug: Treasury Buybacks, Yield Curve Control, and the Slow Death of the Dollar's Purchasing Power
Every week, I begin with an update on precious metals and how we are progressing towards what I believe is an unfolding monetary reset. B...
The Secondary Monetary Architecture
What if the next monetary system isn’t announced at a summit but built quietly, one piece at a time? Not in a single treaty. Not through a dramatic declaration that the dollar is being replaced. But in g...
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The writers behind this newsletter.
I track the positioning, liquidity and policy signals that reveal where capital is moving before the narrative catches up. Family Office Professional & Macro Strategist
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