In a recent New York interview with Daniela Cambone, Eric Griffin argued that gold’s $700 pullback and silvers $40 slide are not signs of weakness, but stress fractures in an overleveraged financial system. The real…

The case for a gold price rule is not just about better central banking — it is about preserving economic stability before repeated monetary excess undermines our standard of living. History shows that when money…

China’s silver market is showing clear signs of physical stress despite recent stabilization in global prices. Exchange inventories have fallen to multi-decade lows, and front-month contracts are trading in record backwardation, while spot buyers are…

Given that our Daily Money-Flow Model turned fully bearish last Monday (2/2/26), the most important market interpretation is that price leadership and internal capital movement have already deteriorated beneath the surface even as parts of…

U.S. software stocks have been in a sharp downturn, with major names like Microsoft, Salesforce, and ServiceNow sliding as investors worry that new AI tools could disrupt long-established business models. The S&P 500 Software &…

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…