Heretic Speculator

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'Ya Light a Match'
There are masterpieces of film-making that can help us make sense of the world we live in. Such is the case, with the story of the Bamboo Lounge.
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Mike Fay
2
Bullion Run: Gold, Silver, and The Quest For Collateral
Plus, some very interesting signals from the 2024 central bank Gold survey.
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Mike Fay
Gold Is Getting Scary
Yellow metal is on pace for a 15% gain this quarter alone.
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Mike Fay
2
Living On The Edge
After a 4.8% selloff from all time highs over the last week and half, is the pain over? I don't think so. Sorry. But that doesn't mean there isn't a…
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Mike Fay
The Rules of The Game
We are all just prisoners here of our own device.
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Mike Fay
2
Market Meltdown
After a Friday of utter carnage in the metal market, what does the crystal ball show for the future?
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Mike Fay
An Honest Assessment of The Orange Coin
With both assets making new all time highs this year, the Bitcoin vs Gold debate is starting to get some mainstream play again. I still prefer holding…
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Mike Fay
Gold Knows
Mischief may be afoot. And I don't think the end result is going to be pleasant.
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Mike Fay
Fund Flows And Crowd Behavior
A good contrarian investor has to know when to move against the crowd. In this update, we'll look at ETF flows for BTC and Gold, MicroStrategy's…
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Mike Fay
Macro, Bitcoin ETFs, and an Indecisive Metal Market
What’s up, heretics! With the first week (if we can call it that) of trading for the year now in the books, here’s a quick glance at some of the…
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Mike Fay
He Who Holds The Paper Derivative
The powers that be are losing control. That doesn't mean the ride won't be bumpy.
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Mike Fay
Predicting Pivot Points
Mortgage rates, home prices and a handful of charts for your enjoyment.
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Mike Fay
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