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, driven by genuine demand rather than temporary capacity constraints. The turnaround follows a period of tariff uncertainty and sluggish freight activity that raised recession fears. Fuller’s bullish outlook suggests the recovery may be sustainable, though geopolitical risks remain.
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...
"We're Now In The Middle Of A Market Correction" Admits Longtime Wall Street Bull | Ed Yardeni
Ed Yardeni, long‑time bullish economist, has revised his outlook after the Iran‑related oil shock, calling the market a correction and raising U.S. recession odds to 35%. He warns that bond market vigilantes are returning worldwide, increasing the risk of a...
Maximizing Your Tax-Free Wealth & Income For Retirement | Ed Slott
Ed Slott, a leading IRA distribution specialist, outlines tax‑free retirement strategies centered on Roth IRA conversions while current tax rates are low. He emphasizes that 65 % of Americans feel their retirement savings are off track, with a median account balance...
Is It Time To De-Risk Your Portfolio? | Ted Oakley
Ted Oakley, founder and CEO of Oxbow Advisors, urges investors to keep 20‑25% of their portfolios in cash or Treasury bills as stock valuations remain extreme and earnings multiples risk compression. He warns that both declining earnings and falling multiples...
Is Cuba Next? | Mario Braga, RANE
The Trump administration has signaled it may target Cuba next, prompting a livestream analysis by RANE’s Latin America analyst Mario Braga. Cuba is grappling with a deepening crisis marked by chronic energy shortages, an economy on the brink of collapse, and...
Are China & The USA Working Together To Carve Up The Globe? | Peter Alexander
The interview with Peter Alexander, founder of Z‑Ben Advisors, challenges the polarized Western view of China by highlighting a pragmatic, on‑the‑ground assessment. He argues that China is not on the brink of collapse nor poised for outright global domination, but...
MacroPass™: Jeff Clark's Latest Gold Mining Stock Pick
Jeff Clark of The Gold Advisor recommends a newly formed gold miner that controls a project with more than 2 million ounces of proven gold in Colombia’s prolific belt. The company, less than two months old, is fully funded, has begun...