Peter's Blog

Money Supply Grew by 4% in 2024

Money Supply is a very important indicator. It helps show how tight or loose current monetary conditions are regardless of what the Fed is doing with interest rates. Even if the Fed is tight, if Money Supply is increasing, it has an inflationary effect.

Trump’s Immigration Long Game

Trump‘s border policy was one of the most controversial issues that made him the center of national attention during the news cycle leading up to the 2016 election. His radical and unashamed defense of the American border was shocking to many Republicans and Democrats alike. He seemed to have stepped away from the American ideal […]

Is Someone Attacking the Comex? January Sees $5.2B in Gold Deliveries

The CME Comex is the Exchange where futures are traded for gold, silver, and other commodities. The CME also allows futures buyers to turn their contracts into physical metal through delivery. You can find more detail on the CME here (e.g., vault types, major/minor months, delivery explanation, historical data, etc.).

The Perverse Incentives Depreciating Your House

While home prices increase in price exponentially, many worry as to whether they will one day own a home. For years the American dream consisted of home ownership and financial independence. The increasing price of homes makes it seem as though only a select group of elites can afford them. The graph below shows median […]

Schiff w/ Kalbarczyk: Trump Won’t Fix the Economy

On Friday, Peter joined Artur Kalbarczyk for a wide-ranging conversation about the Federal Reserve’s next moves, the “time bomb” of U.S. government debt, and why he believes inflation will keep surging in 2025. Despite market expectations that the Fed will leave rates unchanged at its upcoming meeting, Peter sees plenty of monetary danger on the […]

$500 Billion AI Investment Spells Good News for America’s Future

In a bold move that signals a shift towards private sector-driven innovation, President Donald Trump has unveiled a groundbreaking initiative that promises to reshape America’s financial landscape. The announcement of a $500 billion investment in artificial intelligence infrastructure marks a pivotal moment in the nation’s pursuit of AI dominance and economic growth.

Peter Schiff: The Dollar Takes a Dip

On Friday, Peter went live to discuss the first trading week of Donald Trump’s second term. Throughout the episode, he describes the dangers of excessive consumption and how global investment in AI might sedate the economy in the short run. He also explains the recent drop in the U.S. dollar and gives his unfiltered take […]

The Technicals: Short-Term Caution, Medium-Term Bullish

This analysis attempts to look at different metrics to understand the current momentum in the gold and silver markets. It is meant as an analysis on potential price direction in the very short-term (a few weeks to 1-2 months).

China Seeks to Steady the Yuan as Trump Takes Office

China’s central bank moved on multiple fronts this week and last in an effort to shore up its currency, the yuan, which has languished near a 16-month low relative to the dollar. Authorities announced plans to park more U.S. dollars in Hong Kong, increase offshore borrowing limits for companies, and cautioned investors against speculative activity. […]

Peter Schiff: Will Trump Achieve a Golden Age?

On Tuesday, Peter went live with analysis of this week’s major events. Most notably, he comments on Joe Biden’s controversial final acts as president and on Trump’s return to the Oval Office. He also analyzes the prospects for Trump’s second term and bashes the newly-inaugurated president for promoting a new cryptocurrency bearing his name.