The Brogan Group Equity Research “Model Sell Alert” was recorded on Monday’s “Groundhog Day” (Mon. 2/2/26), and we need to make certain that you and your team are aware there is very little time to…

Our view remains firm: the U.S. dollar is in a structural weakening phase driven by persistent deficit expansion, rising rollover risk in federal debt, and growing reliance on short-term Treasury bill issuance to fund government…

Private credit and BDC-style lenders are under pressure as the market starts to reassess how much exposure sits inside loan books tied to the software sector. From what I’m seeing, roughly a fifth of many…

The recent sharp selloff in gold and silver across futures and spot markets highlights how strongly short-term pricing is driven by paper positioning rather than purely by physical supply and demand. Large futures and options…

Wouldn’t it be great if, while U.S. markets are crashing—yesterday, today, tomorrow, over the weekend, and for many weeks and months to come—we recognize from our perspective why we must not delay mandating and acquiring…

The Shanghai Gold Hoard Is Forcing Gold Into BofA’s Bubble-Risk Zone. Capex spending has increased across the board. The market is just rewarding the ability to monetize it, while placing question marks on companies that…

Recent geopolitical shocks and rate-linked policy moves have pushed investors back into gold, silver, and select industrial metals, marking a renewed leg of the “debasement trade” as hard assets gain favor amid currency devaluation and…

Over the past 18 months we’ve favored gold and silver as practical hedges against a steadily weakening U.S. dollar, viewing both metals as strategic supports to confidence in the broader monetary system. With the gold–silver…

On January 22, 2026, gold posted what technicians call a “golden reversal,” after reaching a record high near $4,888 the prior day and then forming a textbook “shooting-star” candlestick, a pattern that typically signals short-term…

According to Reuters, a proposed 68-page U.S. bill would establish a federally governed stockpile of critical minerals including Silver, lithium, nickel, and rare earths, underscoring Washington’s push to secure supply chains vital to energy transition,…