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Article

Solar Is Growing. Why Might It Need Less Silver?

Global solar installations rose about 15% in 2025, adding roughly 690 gigawatts. [1] Yet silver demand from solar fell 6%, to...

Article

Macro Bites – Fed Leaves Interest Rates Unchanged as Warsh Limits Guidance

The FOMC voted 10-2 to maintain the target range for the fed funds rate at 3 ¾% to 4%, with Governor...

Article

Macro Bites – DOE Offers Constellation Up to $5 Billion for Nuclear Power Upgrades

On Tuesday, Iran’s Supreme Leader Mojtaba Khamenei issued a statement reiterating Tehran's strict conditions for ending the war with the U.S....

Video

Why a 60/40 Portfolio Can Struggle With Inflation

Key Takeaways A 60/40 mix does not guarantee offsetting returns. Stocks and bond prices can fall together when inflation pushes yields...

Video

Is Farmland a Good Investment? Joel Salatin on Farm Economics

Key Takeaways The land and the farm business have different economics. Salatin distinguishes owning property from earning income by managing land...

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