Tag Archive for: gold

The Real (Much Bigger) War Behind The Scenes; Why Gold Crashed & It’s Good News!

Economies can’t handle interest rate shocks (the mortgage industry is a case in point), and the repercussions put politicians in deep peril. So, it is a certainty that nobody is freaking out more than Trump administration officials. This is because oil prices and interest rates are up again today! (Mortgage rates have now climbed almost 5/8%!) But here’s a fascinating and comforting reminder: In 1993 and 1994, 10 Year Treasury Yields rose from 5.2% to over 8.0%! (A 3% increase!) This was in response to Clinton’s efforts to push through a massive stimulus bill that the bond market did not like.Read More

The Other (Way More Interesting) Reason Gold Prices Skyrocketed; Loan Limits Released

The price of gold has more than doubled over the last two years, crushing the S&P 500. There is one reason behind the price increase that everyone needs to understand because it explains so much else. SIDEBAR: The FHFA officially released its new 2026 loan limits for Fannie/Freddie loans: Low-Cost Areas: $832,750 (up from $806,500); High-Cost Areas: $1,249,125.Read More

Can Our Government Stimulate A Strong Economy Forever? Why Recessions Are Good; Low Rates Still Coming

Ed Dowd was one of the many highly respected macro analysts who got the recession call in 2022 and 2023 blatantly wrong.Read More

The Gold To Hot Dog Ratio (And Tiger Woods Too) Explains Everything & It’s Why People Need to Own Homes

In 1906 an ounce of gold could have bought 690 hot dogs, as hot dogs cost 3 cents and gold cost $20.67 per ounce. In 2025 an ounce of gold buys about the same number of hot dogs (675), as hot dogs cost $4, and gold is about $2,700 per ounce.Read More

Israel-Iran War – Impact On Rates; Price of Gold; What Do Billionaire Insiders Know?

Rates are way up this morning again, and nobody is happier about that than me – even though these high rates are extremely costly for JVM and the mortgage and real estate industries. On Saturday, I expected rates to be much lower today because I was reading all of the WW III predictions on X in response to Iran’s attack on Israel – and it certainly seemed like things were bound to escalate.Read More