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The Wonderful Asymmetry of Gold & Silver Investments
Silver has always been the common man’s metal, but the unique combination of industrial necessity and monetary appeal has helped to resolve its historical "identity crisis," making it both an industrial input and an investment asset.
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Dec 21, 20255 min read


The Single Fed Mandate & Bank Stocks
The Fed's actions in 2008 and again in March 2020 were largely driven by the sole mandate of the central bank -- to keep the Treasury market opening and functioning.
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May 14, 20259 min read


Fed Duration Trap Threatens Banks, SOMA
It’s time for the Fed to get smart on duration risk before circumstances create another money market crisis.
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Nov 1, 20248 min read
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