Insights on real assets, real markets, and real strategy
Practical, no-hype writing on precious metals, retirement solutions, and mortgage protection.
AI Leaders Are Sounding the Alarm — Is Your Wealth Prepared?
As AI capabilities accelerate, some of the industry's own leaders are warning about the risks. For investors, there's another question worth asking: how much of your wealth depends entirely on digital systems?
By Drew Yurasek
Is Kevin Warsh's Bark Worse Than His Bite?
The Fed Chairman sounded tough on inflation at Jackson Hole. But with $40 trillion in federal debt, a weakening jobs market and slowing economic growth, just how aggressive can the Federal Reserve really afford to be?
By Drew Yurasek
$1 Trillion of Firepower: Washington's New Bond-Market Intervention Should Have Every Investor Thinking About Inflation
Treasury officials are reportedly eyeing the nearly $1 trillion sitting in the Treasury General Account as potential firepower to buy long-term government bonds. Here's why that intervention, not the debt itself, is the bigger story for investors worried about inflation.
By Drew Yurasek
The Federal Deficit Is Already Bigger Than All of Last Year. Is That Why Gold Just Jumped $400/oz?
The U.S. has already run a larger deficit through 10 months of fiscal 2026 than it did in all of fiscal 2025, with two months still to go. Here's how that connects to gold's recent surge, and why central banks are buying too.
By Drew Yurasek
Can the Fed Really Raise Rates? Gold May Already Be Giving Us the Answer
Weak jobs data, a surging Treasury borrowing need, and an extraordinary U.S.-Japan currency intervention are all narrowing the Fed's room to raise rates further, a shift gold's 7% weekly surge may already be pricing in.
By Drew Yurasek
What the Yen Rescue Reminds Us About Owning Physical Gold
A rare coordinated U.S.-Japan intervention to support the yen is a reminder of how interconnected, and fragile, the global financial system has become, and why physical gold remains a hedge free of counterparty risk.
By Drew Yurasek
How You Can Leverage Your IRA for Tax-Advantaged Investment in Real Gold
Most retirement accounts are locked into paper assets. Here's how a self-directed Gold IRA lets you roll existing 401(k) or IRA funds into physical gold, without triggering taxes or penalties.
By Drew Yurasek
