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Counterparty risk in silver exposed
That TD Securities traded silver short and taken losses not once but twice alerts us to increasing counterparty risk not just in silver contracts but…
Jan 16 • Alasdair Macleod
Bull in the china shop
President Trump is revealing himself to be the most destructive US president in history. It is no wonder that foreigners and even some Americans are now…
Jan 14 • Alasdair Macleod
Credit is the basis of all economic activity
Understanding credit is vital if we are to navigate our way through the coming fiat currency crisis. Unfortunately, very few economists do.
Jan 11 • Alasdair Macleod
Consolidating amid uncertainty
Chinese silver demand is on pause allowing prices to drift from all-time highs. Meanwhile, gold marches on towards a test of its post-Christmas highs.
Jan 9 • Alasdair Macleod
Battle of the hegemons
With Peter Gadsdon of Mining Network we discuss Venezuela in the context of the US relationship with Russia and China. Recorded only yesterday
Jan 8 • Alasdair Macleod
The Maths of a Debt Trap
Stagnating economies, together with high government debt loads, inevitably create funding crises and debt traps.
Published on VON GREYERZ (English) • Jan 7
Digging into the COT figures
After last year’s US government shutdown, commitment of traders’ statistics are now fully updated. They make interesting reading, particularly in the…
Jan 7 • Alasdair Macleod
Interview with Danny of CapitalCosm
This was recorded before Christmas but is very relevant for 2026's outlook
Jan 6 • Alasdair Macleod
Venezuela is no pushover
What is not mentioned in the mainstream media is that Maduro put in a porcupine defence system against US aggression. Trump has bought himself a load of…
Jan 4 • Alasdair Macleod
Varoufakis and AI deep fake!
I posted a link to a video purportedly by Yanis Varoufakis earlier today. I cautioned viewers that it might be fake, and a number of subscribers have…
Jan 3 • Alasdair Macleod
Varoufakis warns of dollar crisis…
Yanis Varoufakis is well known in European circles as an economist. He claims to have attended a meeting at the BIS where central bankers discussed…
Jan 3 • Alasdair Macleod
2025—Silver sparkled and gold shined
Precious metal bulls will feel vindicated, but the rise in prices indicates something darker: the dollar’s decline is accelerating, barrelling towards…
Jan 2 • Alasdair Macleod
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