Home

  • Bill’s Commentary:

    “Rural is where you want to be…”

    Exodus: Affordability Crisis Sends Americans Packing From Big Cities

    For much of the past century, in both the United States and elsewhere, the inexorable trend has been for people to move from rural areas and towns to ever larger cities, particularly those with vibrant downtown cores such as New York, Chicago, San Francisco, Seattle, and dozens of other iconic American cities. Most visions of the future still view urban cores as the uncontested centers of production, consumption, and culture, with rural areas, small cities, and suburbs relegated to the backwaters of modernity.

    A RealClearInvestigations analysis has found that we may be on the cusp of a new era. Urban cores have started to shrink, losing first to the suburbs, then to ever further exurbs, and now to small towns and even rural areas. For the first time since the 19th century, America’s growth pattern favors smaller metros – Fargo, North Dakota, as opposed to Portland, Oregon – many of which once seemed out of favor.

    Read more here…

    Bill’s latest interview with The Kinvestor Report (Also posted under Interviews)

    Bill’s Commentary:

    ”This looks to be a very good resource while preparing.”

    From our pal Grizzly – (Also posted under Grizzly’s Corner)

    Free Survival Books and Manuals

    https://collapsesurvivalsite.com/free-survival-books-manuals/#cooking-and-fire

  • Bill’s Commentary:

    “This is some scary shit!”

    The latest from USA Watchdog –

    Bill’s Commentary:

    ”Does anyone believe the first paragraph is wrong?”

    The latest from Erik –

  • Bill’s Commentary:

    ”This is only slightly worse than the world as a whole…”

    The Dragon’s House of Cards: China’s Debt Could Total 400% of GDP

    Last month marked the collapse of China’s Evergrande, once the world’s most indebted developer with $300 billion in liabilities. The real estate sector remains a debt bubble, fueled by roughly $695 billion in new government-approved loans.

    While the property crisis has been widely reported, the broader scale of China’s debt problem is less understood. Official figures show that public and private debt combined already exceed 309% of GDP, yet even this number understates the true scope.

    When other sources of leverage are factored in, such as margin trading, shadow banking through wealth management products, and off-balance-sheet local government borrowing, China’s total debt burden climbs to at least 400 percent of GDP.

    Read more here…

    Bill’s Commentary:

    ”So the moral to this story is to not come to the negotiating table at all because you will be killed…? This was also done to Iran, you think the rest of the world does not have eyes to see?:”

    Hamas Accuses Trump Of A Set-Up In Doha, After 5 Leaders Killed In Israeli Strike

    Update(1355ET): Hamas has claimed in an official statement that Israel failed in its attempt to assassinate the group’s negotiations team; however, it acknowledged that five of its members were killed in the Tuesday Israeli aerial attack on Doha, including the son of the group’s chief negotiator Khalil Al-Hayya.

    There’s been some back-and-forth on whether the US greenlighted the operation ahead of time, but reports say the White House was informed once the operation had already been ordered by Netanyahu. Trump officials then quickly informed Qatar.

    Read more here…

    Bill’s Commentary:

    “What about science?”

    Christian foster families fight back against Massachusetts transgender mandate

    Christian foster parents in Massachusetts are challenging a state policy that requires them to affirm and encourage the medical transition of children in their care who identify as transgender or risk losing their foster care licenses.

    The lawsuit, filed Sept. 3, names two families — the Jones and the Schrocks — who foster young children and infants. 

    Both families say they have either lost or are at risk of losing their licenses because of the policy, which requires foster parents to sign agreements to “promote,” “support” and “affirm” a child’s gender identity or expression.

    Read more here…

    Bill’s Commentary:

    ”This is correct, 72 hours.”

    Nine Meals From Anarchy

    In 1906, Alfred Henry Lewis stated, “There are only nine meals between mankind and anarchy.” 

    Since then, his observation has been echoed by people as disparate as Robert Heinlein and Leon Trotsky.

    The key here is that, unlike all other commodities, food is the one essential that cannot be postponed. If there were a shortage of, say, shoes, we could make do for months or even years. A shortage of gasoline would be worse, but we could survive it, through mass transport or even walking, if necessary.

    Read more here…

  • Bill’s Commentary:

    “You might think you “own” your home after paying off the mortgage?  Think again!”

    A property tax revolt is spreading — with help from key conservatives

    With real estate prices climbing and household budgets under strain, a once-fringe push to eliminate property taxes is drawing new energy — and the backing of high-profile conservative figures.

    Republican firebrand Rep. Marjorie Taylor Greene of Georgia recently argued for making it a national priority. Billionaire Elon Musk has likened property taxes to “a de facto lease from the government” that should be abolished. And in Florida, Gov. Ron DeSantis, a once and possible future presidential contender, has vowed to move his state in that direction.

    “If you own your home, to truly own it, you have to own it free and clear of the government,” DeSantis said Tuesday.

    Read more here…

    Bill’s Commentary:

    “Trump just posted this?”

  • The latest from USA Watchdog –

    Bill’s Commentary:

    “Global yields are telling us something, are you listening?”

    German Bund Yields Extend Rise; 30-Year Yield at Highest Since 2011

    0705 GMT – German 30-year Bund yields continue to rise, extending Monday’s move and hitting their highest level since 2011, LSEG data show. The 30-year Bund yield reaches a high of 3.3840%. Yields have been increasing over recent weeks as investors factor in Europe’s increasing defense expenditures and Germany’s infrastructure spending. Eurozone flash-estimate inflation data for August are due at 0900 GMT and are expected to cement the view that the European Central Bank should keep interest rates unchanged at its September 11 meeting. (emese.bartha@wsj.com)

    Read more here…

    Bill’s Commentary:

    “Much of history has been rewritten in case you did not know…”

    Bill’s Commentary:

    “Chris Marcus’ latest report on silver.”

    Hi Billy,

    Here’s the report in case you’d like to take a look.

    Chris

    Arcadia Economics
    Gold and Silver Research

    Get Access To Our Daily Gold & Silver Substack here:

    https://goldandsilverdaily.substack.com/

    Begin forwarded message:

    From: Arcadia Economics’ Gold & Silver Daily <goldandsilverdaily@substack.com>

    Subject: ARCADIA SILVER REPORT: An Overview Of The Silver Market In Late 2025, And The Problems Posed By The Ongoing Defici…

    Date: September 5, 2025 at 6:09:32 PM EDT

    To: chris@arcadiaeconomics.com

    Reply-To: Arcadia Economics’ Gold & Silver Daily <reply+2uy6ng&196ba0&&5fd962033721eb2fe27a35a75ed0080a838f1c94b3dabcb64d9793956a80b191@mg1.substack.com>

    Forwarded this email? Subscribe here for moreARCADIA SILVER REPORT: An Overview Of The Silver Market In Late 2025, And The Problems Posed By The Ongoing DeficitsCHRIS MARCUSSEP 5 READ IN APP I’ve mentioned in the past few months that I’ve been working on a silver report, with the goal of providing an overview of the market, what’s led us here, what to expect going forward, and some of the important yet rarely addressed questions that have been left unanswered. Fortunately, it’s finally complete, and I hope you find it enjoyable and helpful. An Overview Of The Silver Market In Late 2025, And The Problems Posed By The Ongoing DeficitsIt’s a fascinating time in the silver market, and the following report lays out an overview of the current state of the market as of September 2025.This report discusses the events that have brought us to this point, extensive sections on both the supply and demand dynamics that have led to silver deficits over the past few years, and perhaps most importantly, the different paths forward that are possible from here.The report also addresses several of the key questions on the minds of silver investors that rarely get addressed, but are more important to consider than ever, including:The risks to the market posed by the ongoing deficitsWhy the deficits are more likely to continue, or even increase, rather than go away in the years aheadThe reason why the challenges facing the silver mine supply still don’t easily get resolved even at a $50 or $100 silver priceWhy silver has lagged gold over most of the current rallyWhat happens to silver demand if there’s a recessionHow silver has actually performed over time relative to inflation, and whether 
    silver has actually fulfilled its role as an inflation hedgeWhether silver can be expected to serve as an inflation hedge in the years aheadWhy the silver price declined during a decade of 0% rates and quantitative easingHow to put the spikes to $50 in 1980 and 2011 into a more appropriate contextAnd several of the other fascinating dynamics that have left the silver market on the verge of some potentially unusual and asymmetric outcomes in the years aheadTo read the full report, just click to download this file.Arcadia Economics An Overview Of The Sil…13.6MB ∙ PDF fileDownloadSincerely,
    Chris MarcusFor more video coverage of the gold & silver markets, visit the Arcadia Economics YouTube channel.

    Bill’s Commentary:

    “Erik for the weekend.”

    The latest from Erik –

  • Bill’s Commentary:

    Blockchain currency by any other name… and you still must “trust” that the gold is actually there. Meet the new boss same as the old boss!

    London Bullion Market Association and World Gold Council announce the launch of the Gold Bar Integrity Programme

    London Bullion Market Association (LBMA) and the World Gold Council (WGC) are collaborating to develop and implement an international system of gold bar integrity, chain of custody and provenance. Over time, this will help consumers, investors, and market participants to trust that their gold is genuine and has been responsibly and sustainably sourced.

    To deliver this industry-wide and ground-breaking development for the market, LBMA and WGC have brought together representatives from the global gold supply chain to launch a pilot phase of the project.

    Read more here…

    Bill’s Commentary:

    ”Of course he did!”

    Biden’s SEC Chair Gary Gensler Wiped Phone While Probing Wall Street’s Deleted Texts

    Former Securities and Exchange Commission (SEC) Chairman Gary Gensler wiped his government cellphone of official text messages even as he oversaw a wide-reaching, years-long probe into Wall Street for deleted text messages, according to a new watchdog report.

    As former President Joe Biden’s top financial regulator, Gensler oversaw a sweeping crackdown of the concealment of “off-channel” communications like text messages. The investigation charged major banks, financial firms and credit rating agencies with improperly deleting text messages and other records, resulting in $2 billion in penalties. The SEC argued that preserving records is important to protect everyday investors. But Gensler’s SEC was concealing a massive double standard, a new SEC Office of the Inspector General report finds.

    Read more here…

    Bill’s Commentary:

    ”Will there be Shriner clown cars too? What a disgrace!”

    Let’s Get Ready To Rumble: UFC Cage Match Planned At White House

    Ultimate Fighting Championship CEO Dana White emerged from a White House meeting on Thursday, declaring to his nearly 11 million Instagram followers: 

    We had the meeting at the White House. It could not have gone better. This is going to be awesome. The White House fight is on. I’ll have more details on that in the next couple of weeks, but we got it done today.

    What White was referring to is UFC’s Octagon fight, which is coming to the White House’s South Lawn next year. In fact, the event is scheduled for June 2026, just before America’s 250th birthday celebration on July 4.

    Read more here…

    Bill’s Commentary:

    “Las Vegas empty? Oh, that’s a stat they cannot ‘massage’.”

    The latest from Erik –

  • Bill’s Commentary:

    ”Don’t worry…all is well!”

    10 of the tallest empty skyscrapers around the world

    Towering skyscrapers often create a city’s iconic skyline, but in cities from New Orleans to Bangkok, sky-high buildings have fallen into disrepair or remain unfinished.

    While abandoned buildings can become symbolic of a location’s financial or social struggles, cities still have to decide what to do with them. Some are left to rust, others are demolished, and a few become revitalized.

    In the mid-20th century, many older buildings in the US went under the wrecking ball. That’s not the best option from a sustainability standpoint, Shawn Ursini, the Council on Tall Buildings and Urban Habitat’s senior building database manager, told Business Insider.

    Read more here…

  • Bill’s Commentary:

    “Gold doesn’t do anything, it does not go up or down…it is only THE stable benchmark to value “currencies” with. THIS is what has happened to the purchasing power of the dollar!”

    Bill’s latest interview with CapitalCosm (Also posted under Interviews)

    The latest from USA Watchdog –

  • Bill’s Commentary:

    “They are the loving and kind faction of society!”

  • Bill’s Commentary:

    ”If the drug companies were not given “immunity” in the first place, we would already have seen via the courts just how bad the vaccines really were?”

    Bill’s Commentary:

    ”Yes, this is your world now…”

    Bill’s Commentary:

    ”We will ALL be coyotes or pirates before this is over!”

    The latest from Erik –