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Month: April 2025

Why I’m Watching Silver Like a Hawk and Gold Like a Central Banker

If you’ve felt like markets lately have been writing a soap opera with one too many plot twists, you’re not alone. 2025 feels like a "transition year" in every sense, markets are jittery, policy is chaotic, and investors are unsure whether to sprint, stroll, or stand still. But under all the noise, I think the real story is silver, and a very underappreciated regulatory shift called Basel [...]

The Great Tariff Tantrum: Welcome to the Reset

April 2, 2025, will go down in history not with a bang but with a tax. A 24 point 65 percent average tariff, to be precise. This was not a carefully crafted trade policy. It was a financial flare shot into the sky by the United States in what looked a lot like panic dressed up as patriotism. Liberation Day, as it is now being called, was not about sovereignty. It was the moment the United[...]