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 by geopolitical headlines, has pushed the index above key moving averages and into overbought territory. The duo also share long‑term portfolio‑building best practices, while a separate offer from Miles Franklin promotes junk silver at $2 below spot. Their macro outlook underscores the tension between short‑term momentum and underlying valuation risk.
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...
The US Industrial Economy Is Now Booming DESPITE High Oil Prices | Craig Fuller
Freight volumes in the United States have rebounded sharply since late 2025, signaling a resurgence in the industrial economy despite record‑high oil prices. Craig Fuller of FreightWaves describes the current environment as one of the strongest manufacturing markets in years,...
Is This The Future Of Nuclear Energy? | Matt Lozak, Aalo Atomics
After years of regulatory hurdles, nuclear energy is re‑emerging as a strategic solution to rising electricity demand, especially from AI‑driven data centers. Next‑generation micro‑reactor designs, championed by firms like Aalo Atomics, emphasize factory‑scale manufacturing, inherent walk‑away safety, and a small...
Stephanie Pomboy: Is The Iran War Creating A Global Scramble For Hard Assets?
Stephanie Pomboy’s latest livestream argues that the Iran war is intensifying a global scramble for hard assets such as gold, energy, and commodities. She contends that soaring defense spending and heightened supply‑chain risks underscore the fragility of fiat currencies and...
Rick Rule: The Coming Copper Price Shock
Rick Rule warns that decades of under‑investment in copper exploration and mine development have left the market severely undersupplied. With consumption already outpacing production, inventories are dwindling and new supply cannot materialize for another 5‑10 years. He predicts a sharp...
MacroPass™: Lacy Hunt On The Economic Ramifications of the Global Oil Price Shock
Economist Lacy Hunt’s latest MacroPass report warns that the current global oil price shock will ignite fresh inflationary pressure and could trigger a misguided Federal Reserve response that worsens the downturn. Hunt draws on a century of oil‑shock data, emphasizing...
DEBATE | Marc Faber vs Brent Johnson: What Comes Next After The Iran War?
Thoughtful Money moderated a live debate between Marc Faber, editor of The Gloom, Boom & Doom Report, and Brent Johnson, founder of the Dollar Milkshake Theory, to assess the fallout from the US‑Israel war with Iran. The discussion explored whether...
Iran War Nearing The End? | Ryan Bohl, RANE
Iran’s negotiators appeared just hours before President Trump’s deadline, prompting a tentative two‑week ceasefire that halts U.S. airstrikes but leaves fighting alive on multiple fronts. Hostilities continue with Israeli strikes on Lebanon and Hezbollah, Iranian attacks on Gulf‑state assets, and...
Are Gold & Silver Now "On Sale"? | Andy Schectman
Precious‑metals analyst Andy Schectman says gold and silver are effectively on sale after steep price corrections, even amid the ongoing Middle‑East conflict. COMEX data show record physical deliveries in March—over 1.45 million ounces of gold and 4.66 million ounces of silver—indicating robust...
Great Recession 2.0? | Michael Pento
Money manager Michael Pento warns that the U.S. economy is confronting a "triad of bubbles" in credit, real estate and equities, amplified by a sharp oil price rally to roughly $100‑$110 per barrel amid the Iran conflict. His proprietary 20‑indicator...
Is The Bottom In For Gold? Silver? Bitcoin? | Lawrence Lepard
Lawrence Lepard, a leading sound‑money advocate, reiterated his conviction that the United States’ unsustainable debt trajectory will drive relentless money printing, bolstering demand for hard assets. He argued that recent sharp declines in gold, silver and Bitcoin represent a healthy...