Craig Tindale
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 68 | Founded | a year ago | Last Issue | 5 days ago |
| Active | |||||
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ctindale.substack.comLatest Issues
Bessent Is the House Now. Gold Is the Tell
The house and the tell. Caravaggio, The Cardsharps, c. 1594.
The United States Treasury has begun managing the conditions under which it buys, finances, holds, and sells its debt, and gold marks each point in American history when those co...
The Short Side of National Security
Capital access and industrial readiness
America can’t rebuild its industrial base with factory announcements alone. It needs the financing that turns equipment into qualified output.
In May 1940, Franklin D. Roosevelt connected governm...
The Silver Turnstile Illusion: Tracking the 330 Million Invisible OZ that Prevent Delivery Failure
Trading
Silver traded at $66.15 an ounce on 28 August 2026, and traded between $66 and $69 for most of that week; it is still there at the time of publication. Eight months earlier it traded at $121.64. The path between those prices is the...
The 1/1000 Year El Niño Almanac: 2026–2027 Chokepoints
This essay includes an updating mechanism that, if you load it into your favourite LLM, will update you daily or weekly on the status of the issues raised in the essay. Just load the prompt at the end.
The current El Niño is looming, and i...
Five Contracts, One River
In August 2026, exceptionally low water has pushed the Rhine to record lows around Kaub, the narrow, shallow section of the river between the great industrial systems of northern and southern Germany. Commercial barge traffic has become sev...
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