On January 13th, 2026, CME Group changed the methodology used to set minimum performance bond requirements for precious metals futures. Gold and silver contracts moved from fixed dollar performance bonds to percentage-of-notional margin requirements. While this change may appear technical, its implications are...
Tariffs are in the air, with different industries and countries in President Trump’s crosshairs. On Thursday, August 7th he declared that imports from Switzerland would be subject to a 39% tariff.
That same day, a ruling letter from the US Customs...
I am writing this from home. But I spent five of the last six months of the year on the road. Most of that was overseas. In Reflections last year, I wrote about the gruelingness (yes, that’s a word coined as of...
I launched this business with a simple thesis. Interest will draw gold into the market; without interest, gold disappears into private hoards. The obvious reason is that people want a return. Without a return, they put their gold away and...
A fissure in the monetary system is very dangerous. Leaving aside that you can lose money into it, it causes market participants to drastically alter their behavior, which can cause the collapse of financial institutions, gross misallocations of capital, and...
Where in the world is Keith Weiner?
I set out on the road, for another around-the-world trip, on June 13. My stops include: Auckland, Sydney, Singapore, Dubai, Istanbul, Brussels, Frankfurt, Vienna, Zurich, and London.
My twin purposes are to raise awareness of...
You can listen to an audio summary of this article below.
Silicon Valley Bank (SVB) collapsed and was then seized by the California Department of Financial Protection on Friday, March 10. This came after a frenetic two days, when the bank...
The life of an entrepreneur is not what most people would call “normal”. I don’t refer to the guy who buys a fast-food franchise. Nor to the gal who builds a chain of hair salons. Nor to the folks who...
We were going through some old bitcoin articles and realized we had a draft of an article Keith wrote that we never published. Better late than never! We hope you enjoy.
Listen to the audio version of this article here.
The History...
Listen to the audio version of this article here.
Consumer prices have been on a tear, since early last year. Right now, the Consumer Price Index (CPI) is rising at more than 8% per year.
Source: St Louis Federal Reserve
Conventional thinking calls...
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