It took a while, but here, at last, is a fully updated Table of Contents.
With a commodities bull market now ramping up, it might be especially helpful to see the early posts introducing the stocks and strategies that make up this newsletter’s main Portfolio. To find them, scroll to the relevant section and check out the posts from early to mid-2023 (they’re in reverse chronological order). Then scroll forward (upward) in time for updates and newer recommendations.
Everything here is available to paid subscribers, while the older material is behind the paywall. For free subscribers, a quick solution would be to sign up for a $5 monthly plan, read the most useful articles, and then unsubscribe once you’re up to speed.
Table Of Contents
Updated 5/22/24
Art of the Collapse
June 2024
May 2024
April 2024
March 2024
February 2024
January 2024
December 2023
November 2023
October 2023
September 2023
August 2023
July 2023
June 2023
May 2023
April 2023
Economy and Stock Market
What Do You Do When A Stock Goes Way Up? (6/5/24)
Japan Death Spiral Update: Now Inflation Is Spiking (5/30/24)
De-Dollarization: The Trend Continues (5/26/24)
Because We're Still Not Sufficiently Indebted... (5/10/24)
Recession Watch: Why Isn't "Inevitable" Becoming "Imminent"? (4/28/23)
How Far Can The Yen Fall Before Japan Goes Bankrupt? (4/26/24)
Is the AI Bubble Bursting? Wolf Richter's WTF Charts (4/20/24)
How Inflation Is Crushing Our Kids, In 5 Charts (3/28/24)
If You're Wondering About Cryptos... (3/18/24)
Recession Watch: Deficits And AI Versus The Real World (2/28/24)
Inequality In 9 Charts And One Amusing Image (2/21/24)
Recession Watch: Inflation Won't Die Until The Economy Kills It (2/14/24)
What's Cheap -- And What's Cheaper -- In 8 Charts (2/7/24)
Recession Watch: Spiking Layoffs (1/13/24)
So... About Bitcoin (1/12/24)
Poetic Justice, Part 1: The Corporate Profit Squeeze (1/9/24)
Recession Watch: Slightly Lower Interest Rates Will Make Zero Difference (1/3/24)
Welcome To the Third World, Part 1: California's "Surprise" $67 Billion Deficit (1/7/24)
Recession Watch: Forget About That Soft Landing (12/12/23)
De-Dollarization Watch: It's Definitely Happening (12/6/23)
Recession Watch: Wow, That Was Fast (11/16/23)
Are There Too Many People Or Too Few? (11/8/23)
Mark Nestmann: The War On Cash, Past And Future (11/7/23)
This Is What Inflation Does To Our Kids (11/6/23)
It's Tax-Loss Selling Time. Here's How To Play It (10/19/23)
Crash Alert: That "Spinning Out Of Control" Feeling (10/19/23)
Recession Watch: Red Flags Everywhere You Look (10/9/23)
Japan Is In That Box (10/4/23)
Recession Watch: When Big Trends Collide (9/29/23)
Mark Jeftovic: Cash Isn't The Solution To CBDCs (9/24/23)
Peter Zeihan: China Is Collapsing -- Now (9/19/23)
Recession Watch: Obscure But Scary (9/5/23)
What Happened To Canada? (9/2/23)
BRICS Summit Ends With a Bang -- And a Tease (8/24/23)
Wage Inflation Is a Thing Now, Part 1 (8/22/23)
The BRICS Currency: We'll Know Soon (8/15/23)
The Car of the Future Runs on Hydrogen (8/13/23)
Recession Watch: October Surprise? (8/11/23)
The Long Wave Versus the Printing Press (8/6/23)
Japan Takes Another Step Towards the Cliff (7/31/23)
This Is What a Death Spiral Looks Like (7/30/23)
Real Estate And Manufacturing Seize Up (7/20/23)
BRICS To Introduce Gold-Backed Currency In August (7/10/23)
CBDCs Are Coming. Mark Jeftovic Explains Why You Should Worry (7/9/23)
Until Something Breaks... (6/29/23)
Which Of These Currencies Will Collapse First? (6/23/23)
Easy Money Makes You Stupid, Europe Edition (6/19/23)
Recession Watch: 10 "Hard Landing" Charts (5/24/23)
Real Estate Icon Sam Zell: Right One Last Time (5/19/23)
Next Generation Money, Part 1: Texas Re-Imagines The Dollar (5/17/23)
How Will The Aristocracy Keep What They've Stolen? Part 1 (5/3/23)
Crash Alert: This Market Has Really Bad Breadth (5/2/23)
Fooling Us With Fake Stats: Household Net Worth (4/30/23)
You Can't Taper A Ponzi Scheme (4/26/23)
How To Short Europe (4/24/23)
Can The Euro Be Saved? (4/23/23)
Recession Watch: Cars and Houses Join The List (4/19/23)
What Blows Up Next? Commercial Real Estate (4/2/23)
De-Dollarization Follow-Up: Three Crucial Videos (3/39/23)
De-Dollarization Just Got Real (3/27/23)
And Just Like That, The Tight Money Era Is Over (3/19/23)
How a Country Goes Bankrupt, In 10 Steps (3/4/23)
Imminent Bankruptcies, Part 1: Carvana and Beyond Meat (2/28/23)
Write Puts To Buy Stocks At A Discount (2/21/23)
Crash-Proof Your Portfolio, Part 1: How To Short Stocks (2/14/23)
Crash Alert (2/8/23)
Welcome to the Death Spiral (2/1/23)
Why Recession Is Imminent, In Three Charts (1/16/23)
Energy Stocks
Finally, A Physical Copper ETF (6/6/24)
Breakthroughs, Part 1: Three Potential Threats To Oil, Gas, Uranium (5/14/24)
Five-Stock Portfolio #5: Junior Miner ETFs (5/16/24)
This Was Validating For Uranium and Copper Miners (3/8/24)
Uranium Stocks: What Just Happened to SMRs? (11/14/23)
Royalty Companies: GROY Turns The Corner (11/10/23)
Uranium Stocks: An Emerging Royalty Company (10/10/23)
Uranium Is In A Legit Bull Market (9/22/23)
Uranium Stocks: Denision’s Milestones (9/13/23)
Deep Dive Weekend: Uranium (7/15/23)
Three More Oil Stocks (5/5/23)
Two More Copper Stocks (5/4/23)
Let’s Start Building That Copper Portfolio (4/14/23)
Let’s Add Some Oil Stocks To The Portfolio (4/2/23)
Is The Copper Story As Good As Everyone Says? (2/24/23)
Uranium Stocks: NextGen’s “Generational” Deposit (2/16/23)
Uranium Miners: Let’s Start With Cameco (2/5/23)
Three Quick Ways To Get Uranium Exposure (2/2/23)
Things We Should Own: Uranium (1/9/23)
Gold/Silver Mining Stocks
Marin Katusa: Time Is Running Out For Gold Stocks (5/27/24)
Nice Timing! Small Gold Miner Becomes A Mid-Tier (5/26/24)
Five-Stock Portfolio #5: Junior Miner ETFs (5/16/24)
Check Out The Great Earnings Reports (5/15/24)
Finally, Some Good-Looking Gold/Silver Miner Charts (5/9/24)
When Acquisition Candidates Become Acquirers (4/25/24)
Marin Katusa Sketches Out An Interesting Future (4/19/24)
Portfolio Stock Update: Good News That's Even Better Than It Looks (4/18/24)
Was That Financing A Good Thing Or A Bad Thing? (4/11/24)
Bob Moriarty's Favorite Explorers (4/7/24)
Franco-Nevada Takes Its Cobre Panama Hit (3/17/24)
Finally, Some Good News From A Junior Miner (3/11/24)
Mainstream Money Tiptoes Into Gold Miners (2/16/24)
Now This Is How You Raise Money (2/13/24)
Two Interesting Questions: How Dilutive Is That Financing? (2/12/24)
Another Explorer: Great Drill Results, Worrisome Timing (2/2/24)
This Royalty Company Is Quietly Crushing It (1/18/24)
Two Useful Lessons: What a Successful Royalty Company Looks Like (1/9/24)
For This Gold Explorer, All That Remains Is the Buyout (1/4/24)
A Glimpse Of The Future For Gold/Silver Miners (12/14/23)
Buy All The Big Gold/Silver Miners With A Mouse Click (12/5/23)
Buy All The Gold/Silver Miners With A Mouse Click (12/5/23)
When Is A Gold Miner Also A Value Play? (11/29/23)
Just How Bad Was Franco-Nevada's Bad News? (11/1/23)
Junior Miners: i-80 Gold's Complex Success (10/26/23)
Why Don't All Precious Metals Miners Do This? (9/15/23)
Junior Miners: SilverCrest Metals’ Free Cash Flow (8/31/23)
Junior Miners: A Financing Success Story (8/16/23)
Junior Miners: Wallbridge’s Serious Ounces (8/10/23)
Mining Is Hard: Another Reason To Own The Royalty/Streamers (8/2/23)
Videos Featuring Our Portfolio Companies (7/19/23)
Royalty Stocks: Elemental’s Emergence (7/12/23)
Junior Miners: Seabridge Gold’s 170 Million Ounces (7/5/23)
Hidden Value Plays: Palisade’ New Found Stake (6/12/23)
Portfolio Stock News: New Found’s Blow-Out Results (6/5/23)
Miners Have Three Potentially Serious Problems (5/29/23)
Junior Miners: Lion One’s Bonanza Grades (4/27/23)
Junior Miners: Irving Resources’ Hidden Value (3/21/23)
Junior Miners: Nevada King (3/14/23)
Junior Miners: Eloro Resources’ Phase Change (2/3/23)
Junior Miners: Dolly Varden Silver Is a No-Brainer (1/31/23)
Junior Miners: In Search of the Next 50-Bagger (1/25/23)
The Only Gold Stocks You Really Need (1/3/23)
Gold and Silver (Physical)
Gold Hit With One-Two Punch (6/8/24)
Where You (Shouldn't) Store It: Nine Places (5/21/24)
It's Not Just Gold. This Is A Full-On Commodities Bull Market (5/19/24)
Why The Gold Rush Is Just Beginning, In Six Charts (5/17/24)
Wall Street Journal Boosts Gold FOMO (5/12/24)
More Good News On The Silver Deficit (5/4/24)
Gold Porn, Part 1: Gold Bugs Are Suddenly Cool (4/5/24)
Is This "Silver Squeeze" For Real? (4/4/24)
How To Buy Physical Gold And Silver (3/26/24)
Will The Shanghai Gold Arbitrage “Empty Vaults In London and Europe”? (3/4/24)
Accidentally Funny CNBC Grapples With Costco Gold Sales (3/14/24)
Getting To $100 Silver, Part 1: Rising Solar Demand, Stagnant Mine Supply (2/27/24)
Gold, When All Else Fails, Part 1: China's Last Resort (1/29/24)
Someday This Will Happen To Silver (12/30/23)
Gold Is Now Definitely An Impulse Buy (12/29/23)
Geopolitical Risk and the Case For Physical ETFs (12/19/23)
Gold: $2000 Might Still Be Resistance (12/8/23)
Is Gold A Manipulated Market? (11/24/23)
Gold: Resistance Is...Finite (11/22/23)
Central Bank Gold Demand Is Even Stronger Than It Looks (10/12/23)
Did Gold Bars Just Become An Impulse Buy? (9/27/23)
Gold Is Doing Great -- In Other Currencies (9/18/23)
Gold Seasonality, Part 1: Are We There Yet? (8/23/23)
How You Store It, Part 2: Physical ETFs (7/25/23)
Silver Gets Some Mainstream Coverage (7/14/23)
How You Store It, Part 1: Gold In Hand (6/15/23)
More "In Gold We Trust" Charts (5/27/23)
Is A Silver "Deficit" The Same As A Shortage? (4/21/23)
Check Out Gold's Quiet Bull Market (4/12/23)
The World's Best Chartbook, A Preview (3/23/23)
Is Your State Gold-Friendly? (2/5/23)
Gold And The Shrinking Trust Horizon (1/29/23)
Gold Or Silver? (1/21/23)
Interviews
With Nat Resource Stocks, Sachs Realty, Daniela Cambone, Cowboy's Take (5/11/24)
With Market Sniper, Natural Resource Stocks, KE Report, Soar Financially (4/14/24)
With KE Report, Brighteon, Talk Digital, GoldSeek, and Michael Douville (3/11/24)
With Commodity Culture, Sachs Realty, Thoughtful Money, and KE Report (1/26/24)
With Palisades Gold Radio, GoldSeek Radio, KER (12/29/23)
With Soar Financially, Michael Douville, L and F, FSN, and Collapse Life (11/23/23)
With Commodity Culture, Liberty and Finance, FSN, and KER (10/4/23)
With KE Report, USA Watchdog, and HoweStreet (9/7/23)
With GoldSeek Radio, KE Report, and USA Watchdog (7/23/23)
With Jay Taylor, Mario Innecco, and Greg Hunter (6/7/23)
With Shad Marquitz and Elijah Johnson (5/12/23)
With Jason Burack and Kerry Lutz (3/30/23)
Messages to Subscribers
Adam Taggart: Ask Your Questions, Get Trustworthy Answers (5/5/24)
Contest Results: The Winners Are... (4/15/24)
Let's Have A Contest (4/13/24)
Thanks For a Great First Year (12/30/23)
Welcome, Everyone (1/5/23)
People We Should Know
Rep. Thomas Massi (6/11/24)
Victoria Nuland (3/6/24)
Mike Benz (2/17/24)
Elon and RFKJ (2/16/24)
Vivek Ramaswamy (12/26/23)
Russell Brand (10/5/23)
Glenn Greenwald (9/20/23)
Martin Armstrong (8/9/23)
Russell Brand (8/6/23)
Ray Dalio (7/17/23)
Caitlin Johnstone (6/2/23)
Ron Paul (4/10/23)
Eric Brakey (4/7/23)
Jimmy Dore (4/7/23)
James Howard Kunstler (3/25/23)
Janet Yellen (3/17/23)
Marjory Wildcraft (3/10/23)
Catherine Austin Fitts (2/20/23)
Matt Taibbi (2/6/23)
Nouriel Roubini (1/28/23)
Ronnie Stöeferle (1/20/23)
Rick Rule (1/18/23)
Peter Zeihan (1/6/23)
Politics/Culture/Media
"Peer Reviews" And The Shrinking Trust Horizon (5/29/24)
Creeping Fascism, Part 1: Just The Beginning (5/22/24)
So That's Who's Screwing Everything Up (5/7/24)
The Day We Stopped Trusting Media (4/27/24)
The MSM Is Dying, NPR Edition (4/12/24)
Elites, Commoners, And The Shrinking Trust Horizon (3/24/24)
Huge 1st Amendment Drama (3/18/24)
Welcome To The Third World, Part 3: Just Leave Your Keys Where The Car Thieves Can Find Them (3/17/24)
Welcome To The Third World, Part 2: When The Cops Don't Come (3/12/24)
Inequality In 9 Charts And One Amusing Image (2/21/24)
Good News For A Change, Part 1: Independent Media Is Replacing the MSM (2/10/24)
The Great Taking, Part 2: More Heavyweights Chime In (1/16/24)
Brighteon Covers "The Great Taking" (12/18/23)
Are We Too Dumb To Survive? (12/13/23)
Quick Video: CBDCs "Sound Like Fascism" (9/20/23)
Wind Power, Dead Whales, and the Shrinking Trust Horizon (9/11/23)
Ancient Evil: Term Limits, WWIII, and Other Reasons to Clean House (7/28/23)
Public Health and the Shrinking Trust Horizon (7/20/23)
The Epic Failure Of Modern Experts (5/8/23)
Jimmy Dore: Is This Why Tucker Carlson Was Fired? (4/25/23)
Is Everybody Lying? (4/21/23)
Deep Fakes, Artificial Intelligence and the Shrinking Trust Horizon (3/16/23)
Rhyming History: Censorship In A Burning Theater (2/26/23)
Is The Aristocracy’s Next Psyop … Alien Invasion? (2/12/23)
The Vaccine Narrative Crumbles (1/27/23)
What Will the Aristocracy Try Next? (1/12/23)
The Aristocracy Is Eating the Peasants (1/11/2023)
Portfolios and Updates
Five-Stock Portfolio #6: Gold/Silver Explorers
Monthly Portfolio Review, June 2024
Monthly Portfolio Review, May 2024
Five-Stock Portfolio #4: Takeover Candidate Royalty Companies (4/17/24)
Five-Stock Portfolio #3: Large Cap Royalty/Streamers (4/8/24)
Five-Stock Portfolio #2: Energy Stocks (4/2/24)
Monthly Portfolio Update, April 1 2024
Five-Stock Portfolio #1: Physical ETFs (3/23/24)
Weekly Portfolio Update, March 3 2024
Weekly Portfolio Update, February 25 2024
Weekly Portfolio Update, February 18 2024
Weekly Portfolio Update, February 11, 2024
Weekly Portfolio Update, February 4 2024
Weekly Portfolio Update, January 28 2024
Asset Allocation, Part 2: Mid-Tier Stocks (1/25/24)
Asset Allocation, Part 1: Core Positions (1/25/24)
Weekly Portfolio Update, January 21 2024
Weekly Portfolio Update, January 14 2024
Weekly Portfolio Update, December 31 2023
Weekly Portfolio Update, December 24 2023
Weekly Portfolio Update, December 17 2023
Weekly Portfolio Update, December 10 2023
Weekly Portfolio Update, December 3 2023
Weekly Portfolio Review, November 26 2023
Weekly Portfolio Update, November 19 2023
Weekly Portfolio Update, November 12 2023
Weekly Portfolio Update, November 5 2023
Weekly Portfolio Update, October 29 2023
Weekly Portfolio Update, October 22 2023
Weekly Portfolio Update, October 15 2023
Weekly Portfolio Update, October 8 2023
Monthly Portfolio Update: October 2023
Weekly Portfolio Update, September 24 2023
Weekly Portfolio Update, September 17 2023
Weekly Portfolio Update, September 10 2023
Weekly Portfolio Update, September 3 2023
Weekly Portfolio Update, August 27 2023
Weekly Portfolio Update, August 20 2023
Weekly Portfolio Update, August 13 2023
Weekly Portfolio Update, August 7 2023
Portfolio Review, May 2023
Portfolio Review, April 2023
Monthly Note And Portfolio Review February 2023
Weekly Portfolio Update, January 7 2023
Prepping (Health, Skills, Privacy, Finance)
Estate Planning: The Big Question (6/13/24)
Health Prepping Update: So Intermittent Fasting Kills? Really? (4/10/24)
Becoming Invisible, Part 14: Proton's Latest Tools (4/6/24)
Becoming Invisible, Part 13: Glenn Meder Explains "De-Googled" Phones (3/20/24)
Strategic Relocation, Part 3: Whales Fleeing Weaponized Courts (2/23/24)
Becoming Invisible, Part 12: Even Your Car Is Spying On You (2/9/24)
Time For A Trust? If So, What Kind? (2/1/24)
Health Prepping, Part 4: Vitamin D Seems To Prevent Dementia (1/22/24)
Skill Stacking, Part 1: Handymen Will Inherit the Earth (12/23/23)
Becoming Invisible, Part 11: Privacy Land Trusts (12/20/23)
Strategic Relocation, Part 2: The "Big Sort" (12/9/23)
Your First Gun (11/21/23)
Health Prepping, Part 3: Intermittent Fasting (10/13/23)
Health Prepping, Part 2: Interval Training (10/5/23)
Becoming Invisible, Part 10: Your WiFi Can See You (9/18/23)
Becoming Invisible, Part 9: Burner Phones (9/9/23)
Your Bug-Out Bag Needs a Grab-and-Go Binder (9/4/23)
Health Prepping, Part 1: Stem Cell Breakthrough (8/29/23)
Things We Should Do: Make An Estate Plan (8/16/23)
Becoming Invisible, Part 8: So Much For Incognito Mode (8/9/23)
Health Prepping, Part 2: Interval Training (8/5/23)
Becoming Invisible, Part 7: Android Phone Privacy Settings (8/4/23)
Becoming Invisible, Part 6: iPhone Privacy Settings (7/27/23)
Strategic Relocation -- Why, Where, And How (6/26/23)
Becoming Invisible, Part 5: Phones Are Surveillance Machines (6/21/23)
They're Coming For Your Bank Account (6/17/23)
Becoming Invisible, Part 4: How To Choose And Use A VPN (6/10/23)
Becoming Invisible, Part 3: Hiding From Google (5/22/23)
Becoming Invisible, Part 2: They're Tracking (and Manipulating) Us (5/16/23)
Becoming Invisible, Part 1: How They Track Us (5/12/23)
Is Your Bank At Risk? (3/12/23)
Are We As Prepped As We Think? (3/9/23)
Real Estate
Recession Watch: Doom Spending and Frozen Real Estate (1/23/24)
Next Year's Housing Crash, In Charts and Anecdotes (11/27/23)
Private Equity "Landlords" Endangered By Falling House Prices (10/23/23)
JP Morgan Predicts A Housing Market Crash (10/3/23)
Wolf Richter On Why We Should Short The Housing Stocks (9/26/23)
Finally, The Housing Crash (9/21/23)
How the Aristocracy Ate the Housing Market (8/26/23)
Time To Short The Homebuilders (5/10/23)
Two Experts Agree: Home Prices Are Headed Down Hard (4/26/23)
The Commercial Real Estate Bust Isn't Coming. It's Here (4/9/23)
Will 7% Mortgages Crush Housing? (2/22/23)
Chris, Steve, Fredy, David, and Poisoned,
Thanks for the kind words. It means a lot! Come back anytime with questions or comments.
Thank you so much for your efforts to inform us, John. I enjoy very much reading your writings and listening to your interviews. You must be the hardest working, most prolific and highest/best value Substack authors I subscribe to.