Latest Insights on COG
The Market’s Breaking Point August 23, 2016 U.S. Economy Price discovery. Never heard the term? Remember it, because it explains the logic defying melt-up the market is going through right now.
The New Gold Rush: Insurance Against the Collapse August 16, 2016 Gold Why should you bother owning gold or precious metals? Wealth insurance, plain and simple. And with central banks doing what they do best, boy, do we need some insurance these days.The Billionaire Bears Club June 14, 2016 U.S. Economy The stock market has reached a near-euphoric level of buying enthusiasm, and several billionaires are now selling into the rally. It’s time to follow the money, but not the crowd.
The Danger of the Fed’s Tall Tales June 8, 2016 Gold Don’t believe anything saying a rate hike is on the table in July. It’s not. The U.S. won’t see meaningfully higher rates for many years. The sooner you accept this, the sooner you can avoid financial ruin.
Ride Oil’s Comeback May 18, 2016 Oil Don’t believe the media, oil consumption is not declining — it’s rising. But oil exploration budgets have been cut, and a supply shortfall is looming on the horizon.





