Economy

Markets are near record highs. Politicians insist the economy is strong. Yet millions of young people feel further away from home ownership, financial security, and the future their parents took for granted. After my latest conversation with Gerald Celente, I found myself thinking less about inflation, AI, or even geopolitics, and more about where all of this is leading politically.

Aaron Hoddinott has owned gold for more than a decade, but after interviewing Alasdair Macleod, he is reconsidering what gold really is. Not a trade. Not a hedge. Maybe not even an investment.

Social Security’s retirement trust fund is projected to run out in 2032, leaving enough revenue to pay only about 78% of promised benefits. The shortfall raises bigger questions about U.S. deficits, entitlement promises, and long-term confidence in the dollar.

Mark Carney has a majority and no more excuses. Canada’s economy is flashing warning signs, from collapsing small business confidence to capital flight, record food bank use, and a generation losing faith in the future.

A country does not begin to unravel when tanks roll in or markets finally crack. It begins when trust in leadership, legitimacy, and the social contract starts to break down, turning social strain into economic fragility long before most investors or institutions are willing to see it.

David Betz warns that collapse does not begin with tanks in the streets. It begins much earlier, with falling trust, fractured identity, weakened institutions, and a society that still appears functional on the surface while growing more brittle underneath.

In this interview, Marc Faber explains why war, debt, and money printing are becoming one story for investors. He argues that precious metals still matter, paper currencies keep losing value, and the next cycle may reward investors who focus more on protecting capital than chasing returns.

Oil shocks grab headlines, but Steve Hanke says they do not cause inflation. Hanke explains why money supply growth matters far more, why the 1970s are widely misunderstood, and why he believes the United States is likely heading toward more inflation, not less.

We are not entering a normal market cycle. We are entering a repricing driven by debt saturation, slowing demographics, and a surge in AI-led productivity. In this macro shift, currency dilution, policy pressure, and supply constraints are changing how capital behaves.

A sober look at the structural forces reshaping markets, from scarcity and geopolitics to capital discipline, and why patience and judgment will define the next chapter.