Financial Sense

The Perfect Storm: Debt Spirals, the Energy Trap, and the End of Cheap Illusions

fswebmaster@financialsense.com (Financial Sense) — Thu, 03 Sep 2026 15:01:10 -0700

Sep 3, 2026 – For decades we were told credit was infinite, supply chains that supplied the global economy would be frictionless, and a transition to clean energy would be cheap and effortless—a theory based on wishful thinking rather than raw physics...

Is Inflation 3% or 11%? Interview with John Williams from ShadowStats

fswebmaster@financialsense.com (Financial Sense) — Mon, 31 Aug 2026 08:46:00 -0700

By Financial Sense

Aug 31, 2026 – Williams tracked the CPI the same way the Bureau of Labor Statistics did until 1980. Then the headline number rose high enough that congressional cost-of-living adjustments threatened to eat into deficit spending. In Williams’s telling...

Treasury’s “Whatever It Takes” Stance Caps Yields, Fuels Dollar Slide and Gold Rally, Says Financial Sense CIO

fswebmaster@financialsense.com (Financial Sense) — Thu, 27 Aug 2026 09:03:00 -0700

By Financial Sense

Aug 27, 2026 – Treasury Secretary Scott Bessent’s mid-August comments on expanding debt buybacks triggered sharp moves across currencies, bonds and commodities—moves that Chris Puplava, chief investment officer at Financial Sense...

The Investor Mentality

fswebmaster@financialsense.com (Financial Sense) — Fri, 21 Aug 2026 11:43:00 -0700

By Ryan J. Puplava, CMT®, CTS™, CES™

Aug 21, 2026 – Markets make it easy to focus on what is working right now but successful investing is often about looking beyond the next quarter. In my latest article, I explain what I call the Investor Mentality: owning businesses you understand...

The Six Biomarkers That May Predict How Long You'll Live

fswebmaster@financialsense.com (Financial Sense) — Mon, 17 Aug 2026 13:36:00 -0700

By Financial Sense

Aug 17, 2026 – Dr. Brian Lenzkes explains six biomarkers that may offer a clearer view of longevity than cholesterol alone—and explains the ways in which inflammation, metabolic health, and muscle mass are critical factors for healthy aging...

Beyond the Paper Shakeout: The Secular Bull Market Drivers Steering Precious Metals

fswebmaster@financialsense.com (Financial Sense) — Fri, 31 Jul 2026 10:58:00 -0700

By Jim Puplava, CFP®, CTS™, CES™

Jul 31, 2026 – While the macro environment is a critical factor on the demand side in driving precious metals higher, the most powerful driver of any commodity supercycle sits on the supply side. Right now, it takes approximately 18 years...

Patience, Liquidity, and the Value of Optionality

fswebmaster@financialsense.com (Financial Sense) — Fri, 24 Jul 2026 20:40:00 -0700

By Christopher Puplava, CRPC®

Jul 24, 2026 – We continue to maintain a defensive investment posture, with overall asset allocations below neutral targets and cash reserves above normal levels. This positioning does not reflect a belief that investors should abandon...

This Week's Market Wrap: Earnings, Inflation, and AI-Driven Spending Concerns

fswebmaster@financialsense.com (Financial Sense) — Fri, 24 Jul 2026 15:22:00 -0700

By Ryan J. Puplava, CMT®, CTS™, CES™

Jul 24, 2026 – Strong earnings should have been good news for stocks, but this week the market focused on what companies are spending to generate that growth. Alphabet and Tesla were punished for rising capital expenditures and...

This Week's Market Wrap: AI Shakeup, Earnings, and Renewed Oil Shock

fswebmaster@financialsense.com (Financial Sense) — Fri, 17 Jul 2026 12:48:00 -0700

By Ryan J. Puplava, CMT®, CTS™, CES™

Jul 17, 2026 – AI stocks stumbled despite strong fundamentals, earnings season exposed a widening gap between winners and laggards, and a renewed oil shock threatened to complicate the inflation outlook just as the data appeared to be improving...

SOFTWARE IS AN ILLUSION: The Silent Minerals Driving Modern Life

fswebmaster@financialsense.com (Financial Sense) — Tue, 14 Jul 2026 15:33:00 -0700

By Jim Puplava, CFP®, CTS™, CES™

Jul 14, 2026 – The great illusion of the 21st century is that our world runs on code. In reality, it runs on physical geology—highly refined, deeply excavated chunks of the earth’s crust. While the broader markets obsess over AI and the cloud...

This Week's Market Wrap: Oil Shocks, AI Volatility, and a Resilient Economy

fswebmaster@financialsense.com (Financial Sense) — Fri, 10 Jul 2026 14:22:00 -0700

By Ryan J. Puplava, CMT®, CTS™, CES™

Jul 10, 2026 – Oil surged, semiconductor stocks swung sharply, and economic data once again showed a market being pulled in different directions. This week’s market wrap-up by financial advisor and market technician, Ryan Puplava, looks at...

The Great Monetary Realignment: Gold Migrating from Paper to Physical

fswebmaster@financialsense.com (Financial Sense) — Fri, 26 Jun 2026 22:09:00 -0700

By Jim Puplava, CFP®, CTS™, CES™

Jun 26, 2026 – While predicting the exact bottom of a cyclical correction is difficult, I believe the structural fundamentals of this gold bull market remain largely intact. We are witnessing what may prove to be the largest wealth transfer in modern history...

This Week's Market Wrap: AI Memory Shock, Crude Cracks, and Data Boxes in the Fed

fswebmaster@financialsense.com (Financial Sense) — Fri, 26 Jun 2026 14:13:00 -0700

By Ryan J. Puplava, CMT®, CTS™, CES™

Jun 26, 2026 – Micron’s blowout quarter confirmed powerful demand for memory chips, but rising memory costs also pressured Apple, Microsoft, and other mega-cap tech names. At the same time, falling oil prices helped leadership broaden...

Crowded Trades Are Not Always Bubbles, But Valuation Still Matters

fswebmaster@financialsense.com (Financial Sense) — Thu, 25 Jun 2026 09:39:00 -0700

By Ryan J. Puplava, CMT®, CTS™, CES™

Jun 25, 2026 – Everyone wants to own the AI winners, but what if some of the most crowded trades in the market are no longer the best values? In this month’s Big Picture from Ryan Puplava, he breaks down why semiconductor stocks...

Running on Empty: The Hidden Oil Crisis

fswebmaster@financialsense.com (Financial Sense) — Wed, 24 Jun 2026 15:00:00 -0700

By Jim Puplava, CFP®, CTS™, CES™

Jun 24, 2026 – The oil markets possess an innate, historical tendency to overshoot to structural extremes before undergoing a violent turnaround, both on the upside and the downside. We are currently witnessing this exact psychological phenomenon...