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Monday Edition: March 2, 2026

Aztec Drills Oxide Gold & Silver in the Westside Area of the Tombstone Project, Arizona; Intersecting 44.1m of 0.86gpt AuEq (0.22 gpt Au and 44.6 gpt Ag) as Part of a 250m Step Out...

CEO Dyakowski: "With continued drilling of step out targets to the West of the main contention Zone the project's scale continues to grow as we continue our largest ever drill campaign..."

Extra: War with Iran is on with Elevated Threats of WWIII

Stock markets, bond markets, etc, are all likely to reposition. The US stock market was already fragile, and Treasury yields were plunging in what looked like a safe-haven flight...

SP500, Oil, & Silver: Key Wave Counts

Silver was sharply higher this past week, reaching a high of 94.20 and closing at 93.84.

Technical Scoop: Bomb Ripples, Commodity Divergence, US Down

The events in the Middle East, with the bombing of Iran, might be the catalyst, not only for oil and gas to rise but also for a rise in precious metals.

War Sends Gold and Silver Sharply Higher

Ira Epstein discusses the impact of the ongoing war involving the US, Israel, and Iran on the metals market in his weekend edition.

Sunday Edition: March 1, 2026

“Interim” Disinflation Within the Inflationary Macro

The view is and has been disinflation first, then a return of the inflationary macro

Gold—The Handiwork of Divine Alchemy

With gold once again topping $5,200 an ounce, I thought it a good time to look back in time and ask: Where did this coveted metal comes from and why has it retained its universal appeal though the ages?

Gold Garners Praise, Silver Ablaze … but Must the Fed Raise? (And Now Iran Weighs)

Gold’s expected weekly trading range is 304 points, which with the Middle East offensive could be covered early on in the ensuing week; (the daily is 159 points).

Gold Stocks: Record Highs In Play

Technical stock chart updates on $AU, $FNV, $AG, $GDXJ, $NUGT and more.

The Ecology of Influence and Why Markets No Longer Take Trust for Granted

In recent weeks, a series of revelations around the world has unsettled public confidence, exposing how influence can blur the boundaries between access, reputation and accountability.

The Coming Crisis: Fingers of Instability

Yet as we reduce the known risks, we sow the seeds for the next 10-sigma event. It is the improbable, unseen risks that will create the next real crisis. It is not that the fingers of instability have been removed from the equation, it is that they lurk in different places, not yet visible.

Friday Edition: February 27, 2026

Gold Still Juggernaut

High consolidations need to extend to at least six weeks to sufficiently reduce the odds of serious drawdowns. Today gold is only halfway there, needing to extend its run into mid-March.

Rising Capital Controls, Tighter Borders, and What You Can Do About It

Citizenship in most countries, especially the US today, is a liability, not an asset. Government is not your friend.

Could the AI Bubble Pop and Cause a Credit Crisis?

Global debt is at record high levels. This is a stick of dynamite just waiting for something to light the fuse.

The Brightest and Best are Falling the Fastest

What we are seeing is a sporadic and restless bear market. For example, the iShares Expanded Tech-Software Sector ETF has gone solidly into the bear’s territory, down roughly 30%...

US-Iran Talks Went Terribly

Ira Epstein discusses the current state of the metals market, highlighting a rise in prices amid geopolitical tensions between the U.S. and Iran.

Thursday Edition: February 26, 2026

Ghana Announces Plan to Buy "Artisanal" Gold to Stem Smuggling

Ghana ranks as Africa's top gold producer and the world's sixth largest. In 2024, the country produced around 4.9 million ounces of the yellow metal.

A Sequel to 2008 in the Making

Dimon warned that people are becoming comfortable with high valuations and assuming there will be no problems. He stressed that cycles always turn and admitted his anxiety is high.

Bank Of America Is In Trouble

BAC has a very large unrealized loss in its HTM bond portfolio. As of the end of 2025, this loss was as high as $80.3B, which accounts for 40% of the bank’s CET1 capital.

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