Articles

  • Feb 13, 2025 | jadio.co | Jeff Opdyke

    Another day, another record for gold prices. Just sitting here at my desk, whipping up a tweet to comment on gold relative to stocks and bonds, and I look at my trading screen and there’s gold, surpassing a new high above $2,940. Frankly, I now think my base-case gold price of $3,250 for 2025 might be too conservative. But I guess the more relevant topic today is: Why is this happening, El Jefe?

  • Jan 12, 2025 | jadio.co | Jeff Opdyke

    We are now just days away from Trump v2…In the weeks since DJT reclaimed his right to occupy the Oval Office, I and much of the rest of the economically cognizant world have been reading tea leaves and consulting our Ouija boards, trying to divine just where Trump will lead us all, based on his declared policies…If you’ve been reading Field Notes in the wake of the election, you’ll know that my primary concerns have been for the economy and the financial markets.

  • Jun 22, 2024 | jadio.co | Jeff Opdyke

    We’re gonna take a small victory lap today. The risk here is that karma steps up, slaps me upside the head, and says, “Never do that again, El Jefe! Just be humble and move along, you little braggart…”So be it…The victory we’re lapping has to do with the oil market. For many a moon now, I’ve been writing here and in my monthly Global Intelligence Letter that the oil market has a big move higher in its future.

  • Jun 20, 2024 | jadio.co | Jeff Opdyke

    Another day, another sign—or five—that the illness is probably terminal. The mainstream financial press seems to be overlooking these signs, or at the very least lazy in not connecting the dots. Sort of like a doctor not commenting on a patient’s obesity, chain-smoking, addiction to chili-slathered bacon triple cheeseburgers, and the fact that the dude downs a 12 pack of Miller High Life and Redbull every day. No worries about that grapefruit-sized tumor in your lungs. Probably benign.

  • Jun 13, 2024 | jadio.co | Jeff Opdyke

    War games. Every country plays them. Dark scenarios contemplating a range of risks—both likely and fantastical—to stress-test national defenses and gauge how a country might react. Basically, conspiracy-theorist fan-fiction meets Hollywood blockbuster screenwriter. By which I mean, these war-game reports can be fascinating reading and provide some insight into the shadowy corners of the world most of us never think about as we’re running from work to Becky’s dance recital.

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Jeff Opdyke (jeffo)
Jeff Opdyke (jeffo) @DigitalRoamad
13 Jun 25

I realize very few people actually listen to me. Just another bearish voice when most people want affirmation that their bullish view of life is right. Alas, truth is a heartless and caring bitch. Now, most Americans - 60% - can no longer afford a minimal quality of life, https://t.co/OohlpTzN5t

Jeff Opdyke (jeffo)
Jeff Opdyke (jeffo) @DigitalRoamad
12 Jun 25

There are a LOT of motherfuckers in America right now who need to take this video to heart and stop being cunts. https://t.co/dygfaqusbA

Jeff Opdyke (jeffo)
Jeff Opdyke (jeffo) @DigitalRoamad
11 Jun 25

So this “deal” raise a question or two … Do those applauding this deal approve of the 55% tax on Americans who will be hit by this? (No, countries do not pay - American consumers and small businesses pay. Period.) How does this square with Trump’s notion that tariffs will

Watcher.Guru
Watcher.Guru @WatcherGuru

BREAKING: 🇺🇸🇨🇳 President Trump finalizes trade deal with China. https://t.co/9P5AoxremR