Sitemap - 2026 - market vibes

downward mobility

evening wrap, June 4

running out of gas

evening wrap, June 3

evening wrap, June 1

just charts today... lots of charts

mine the strait, please

a personal note to a reader

all magic comes with a price

evening wrap, may 27

indefinite doubt

evening wrap, may 26

oil is actually not that big a deal anymore

they just don't know where to look

an important correction

simple arithmetic

evening wrap, may 21

evening wrap, may 20

how to open the strait of hormuz

evening wrap, may 19

an important rule

Evening wrap, may 18

when in the course of human events

evening wrap, may 14

mishandling taiwan

evening wrap, may 13

evening wrap, may 12

logical abductions

evening wrap, may 11 (correction)

evening wrap,may 11

seeking the tenderloin so to speak

evening wrap, may 7

negative development in oil, positive in silver,

evening wrap, may 5

evening wrap, may 4

the operational floor

it fits like a glove

evening wrap, april 30

rent assunder, indefinitely

gold squeeze 2.0

evening wrap, April 28

strange bedfellows

evening wrap, april 27

situation normal

no matter what happens america wins

no matter what happens america wins

faith in strangers

low hanging fruit

evening wrap, april 22

evening wrap. april 21

it's all relative

get back to where you once belonged

how much oil is too much

do hard things today

evening wrap, April 15

sunset boulevard

evening wrap, April 14

evening wrap, april 13

check and almost mate

what gold and oil didn't do

evening wrap, april 8

this too shall pass

evening wrap, april 6

a last minute deal

evening wrap, april 2

one of these days Alice

evening wrap, April 1

evening wrap, March 31

snafu, fubar, and quarterly charts

evening wrap, march 30

what's wrong with gold

markets don’t blink.

evening wrap, march 26

just charts today... lots of charts

a taco or the whole enchilada - t minus 59:30

evening wrap. march 24

interloping blockers

evening wrap, march 23

let the bells ring

many people think Iran is winning... this is what it looks like

he's pulling out

evening wrap, march 19

evening wrap, march 18

a timeline to irreversibility and a deflationary cascade

evening wrap, march 16

the strait jacket

the halls of montezuma

friday wrap, march 13

perfect is the enemy of good

how to open the strait of hormuz

evening wrap, march 11

a period of galactic supply and capacity

120 is the new 50 (republishing with chart titles...)

120 is the new 50

evening wrap, march 9

a bloodless antietam

85,000 miles per ounce

the cat bird seat

evening wrap, march 5

earthly gravity

suicide by cop ... no wrap tonight

the big swinging ...

evening wrap, march 3

evening wrap, march 2

a stitch in time

a podcast with the blind squirrel

evening wrap, february 25

a house divided

evening wrap, february 24

evening wrap, february 24

evening wrap, february 23

the village venus

be it ever so humble there is no place like gold

the point of no return

evening wrap, february 17

a brief update ... February, 16

evening wrap, february 12

evening wrap, february 11

strawberry fields

evening wrap, february 10

evening wrap, february 9

shirts vs skins

selected silver and other charts from social media

evening wrap, february 6

silence implies deceit

evening wrap, February 5

evening wrap, february 3

let go or be dragged

evening wrap, February 2

we're not the red cross

a remarkable comeback, my 2 cents on kevin warsh, horse racing... and silver

the jury is out

evening wrap, january 29

follow the leader (corrected)

evening wrap, january 28

lightning in a jar

evening wrap, january 27

evening wrap, january 26

there's no such thing as house money

I smell a rat... part 2

immoral hazzard

evening wrap, january 22

everything is up but bitcoin

evening wrap, january 21

candor in Davos

evening wrap, january 20

of human bondage and MLK 2026

the fire horse and little cat feet

a message from russia

evening wrap,january 14

what is good for business is good for business

evening wrap, january 13 (sliver)

a minor epidemic

evening wrap, january 12

just charts today…

the river never moves / gold in 2026 part 2

evening wrap, january 8

evening wrap, january 7

quick update on silver

evening wrap , january 6

evening wrap , january 6

the baggy pants syndrome

evening wrap, january 5

it’s different this time / gold 2026

back to the grind

back to the grind

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