MacroPass™: Darius Dale's Latest Comprehensive Market Outlook
Darius Dale has released the latest edition of his MacroPass™ service, a hefty 85‑slide market outlook that dissects the current economy and financial markets. The report blends raw data with Dale’s forward‑looking asset‑class forecasts, aiming to guide premium subscribers through volatile conditions. In a parallel promotion, Miles Franklin’s CEO Andy Schectman is offering junk silver at $2 below spot while supplies last. The article urges readers to upgrade to the Substack premium tier to access this and the archive of past MacroPass™ analyses.
SPECIAL REPORT: Will The Fertilizer Shortage Create A Global Food Crisis? | Bruce Sherrick
The closure of the Strait of Hormuz, through which 30‑34% of the world’s seaborne fertilizer moves, raises concerns about fertilizer availability for the Northern Hemisphere harvest. Professor Bruce Sherrick says immediate risk to this year’s crops is limited, but longer‑term...
This Simple Strategy Can Save Retirees Thousands (or More) | Julia Lembcke
Julia Lembcke, a Certified Financial Planner and Managing Director at URS Advisory, explains the optimal sequence for withdrawing from retirement accounts. She argues that most retirees pull funds in the wrong order, incurring unnecessary taxes and limiting flexibility. By prioritizing...
The Inevitable Decline of the Dollar | Former Fed Governor Tom Hoenig
Former Kansas City Fed chief Thomas Hoenig warned that under incoming Fed Chair Kevin Warsh the dollar’s purchasing power will keep eroding. He said the US‑Iran war‑driven oil price shock could keep inflation high, making rate cuts unlikely and modest...
When The Bond Market Breaks, The Fed Will Be Powerless To Stop It | Bill Fleckenstein
Bill Fleckenstein warns that the U.S. bond market is headed for a break, a scenario that would leave the Federal Reserve largely powerless to intervene. He attributes the current market buoyancy to massive passive index inflows, ongoing quantitative easing, and...
Is National Security The New Winning Investing Trend? | Peter Tchir
Peter Tchir, head of macro strategy at Academy Securities, argues that the "ProSec" trade—production for security—has become a central investing theme as governments prioritize reshoring and supply‑chain resilience amid geopolitical tensions. He highlights that sectors such as aerospace, semiconductors, batteries,...
Coming Flood Of Foreclosures To Sink Home Prices | Melody Wright
U.S. housing market faces a perfect storm as ownership costs hit record unaffordability and mortgage rates climb again. Analyst Melody Wright warns a surge in foreclosures will swell inventory throughout 2026, adding downward pressure on home prices. Recent data, including...
Stocks To Crash By 50%+, Silver To Surge Above $300/Oz? | Michael Oliver
Technical analyst Michael Oliver warns that the S&P 500’s strong April performance is a fleeting topping spike, not the start of a new bull run. He predicts a multi‑year bear market with a 50%+ decline in U.S. equities, sharply higher...
What Does The Post-War Future Of The US Dollar Look Like? | Brent Johnson
In a recent livestream, Brent Johnson—creator of the Dollar Milkshake Theory and CEO of Santiago Capital— dissected how the US‑Iran conflict could shape the post‑war trajectory of the U.S. dollar. He argued that while America’s overwhelming military edge in the...
SPECIAL REPORT: Chaos At The Fed? | Axel Merk
The Federal Reserve’s Open Market Committee left its policy rate unchanged, but a record three members dissented, warning that the escalating Iran‑Israel conflict could reignite inflation and strain supply chains. The vote marked the final meeting chaired by Jerome Powell,...
The Bad Times Happen When Market Valuations Are Too Rich...Like Now | New Harbor Financial
John Llodra and Mike Preston of New Harbor Financial warn that today’s equity markets are trading at historically rich valuations, a condition that historically precedes sharp corrections. They note the S&P 500’s recent rally from its March 30 low, driven...
How Would The Greats Like Buffet, Lynch, & Templeton Invest In Today's Market? | Pieter Slegers
Pieter Slegers, founder of the Substack Compounding Quality, outlines how legendary investors like Warren Buffett, Peter Lynch and John Templeton would navigate today’s volatile market. He stresses a timeless formula: acquire wonderful companies led by managers with skin in the...
Market To Pullback By May, Then Race To New Summer Highs | Mark Newton, Fundstrat
Fundstrat’s Head of Technical Strategy Mark Newton says the market will experience a material pullback by May before launching into a summer rally that could set new highs. He cites a V‑shaped snapback driven by improving technical breadth, lower oil...
The Global Rush For Physical Gold & Silver Is Going Into Overdrive | Andy Schectman
Physical gold and silver demand is surging globally, with COMEX deliveries hitting unprecedented levels and China’s silver imports reaching record highs. Nations such as France are repatriating gold stored abroad, reflecting heightened concerns over counter‑party risk. Andy Schectman, CEO of...
Stagflation Dead Ahead! | Chance Finucane
Chief Investment Officer Chance Finucane of Oxbow Advisors warns that the oil price shock from the Iran conflict is igniting a fresh inflation surge that could drag growth into stagflation. He believes markets are already pricing a near‑term de‑escalation, leaving...