Trump stated that he will appoint a new Federal Reserve chairman who supports low interest rates. He also claimed that this would mean lower mortgage rates for Americans. However, in reality, his envisioned, inappropriate rate cuts will backfire, exacerbating inflation and pushing up mortgage rates.

Trump claims he has secured $18 trillion in foreign investment, roughly equivalent to two-thirds of the U.S. GDP. He also claims the Business Improvement Act (BBB) is the largest tax cut in history. However, because the plan increases deficit spending, which the public will ultimately bear through higher inflation, it is effectively a tax increase.

Eleven months ago, Trump inherited a mess he himself had helped create. Since then, things have gotten worse. The surge in gold and silver prices suggests that the day of reckoning is closer than ever.

Larry Kudlow (@larry_kudlow) is now as optimistic about the U.S. economy in 2026 as he was about it in December 2007. Of course, back then we were already in the midst of the Great Recession, about eight months before the global financial crisis. His foresight may now appear just as accurate as it was then!

The Federal Reserve has quietly restarted its quantitative easing policy—and the gold market has reacted accordingly. Schiff warned that inflation will surge again as the Fed buys Treasury bonds while pretending that policy remains "tight."

It's hard to find a worse chart pattern than $MSTR. This stock should at least fall to around $80, which is half its current price. It's hard to imagine MSTR falling that much without a significant drop in Bitcoin. I think Bitcoin's minimum target price is around $50,000.

A gold price breaking through $4,300 is not a trading opportunity, but a signal. Central banks are increasing their gold reserves, market confidence in paper assets is waning, and gold mining companies are selling cash at extremely low valuations—because their share prices do not reflect expectations that gold prices will remain above $4,000. In this month's Strategic Assets column, we will introduce three gold companies with differing prospects:

Federal Reserve Governor Waller stated, "I see absolutely no signs of a surge in inflation expectations." I suspect he hasn't looked at the gold and silver markets yet. Furthermore, with the federal budget deficit soaring, interest rates falling, and the implementation of "non-quantitative easing" policies, signs of inflation are obvious.

Why is @Saylor continuing to buy Bitcoin when the price of $MSTR stock is lower than the price of his Bitcoin holdings? If he truly cared about shareholder value, he should sell Bitcoin and buy back the stock. This would increase the number of Bitcoins he holds per share. His goal isn't to maximize value, but rather to support Bitcoin.

Silver hit a record high overnight, just below $66.50 an ounce. It's currently trading at $65.80 an ounce, up 3%. However, CNBC (@SquawkCNBC) didn't report on this record gain, instead directing viewers' attention to Bitcoin's 1% drop overnight. Savvy investors are making a killing in the silver market, while CNBC viewers are missing out.