Clive Thompson

DANGER: Silver Shakeout Is Still Playing Out — Most Investors Quit Before THIS Move | Clive Thompson

Preview:Clive Thompson argues the recent silver and gold pullback is a painful but normal consolidation inside a larger bull market, not a failed thesis. He thinks precious metals can still chop around for several more months, but sees higher odds of strength into late 2026 or early 2027, and says he is using weakness to add physical metal rather than chase the highs.

SILVER Price 'HAS to Rise a LOT' - Previous Highs 'Will Be Surpassed': Clive Thompson

Preview:Clive Thompson argues silver and gold remain in a secular bull market, with silver's prior surge above $100 likely to be revisited because of structural supply deficits and rising industrial demand. He is constructive on physical metals, cautious on trading oil directly, and prefers profitable miners with low sustaining costs and gradual, staged entries/exits.

From Silver Shakeout to CBDC Control… ‘Financial Feudalism’ Warning | Clive Thompson

Preview:Clive Thompson argues that gold and silver remain in a bull-market consolidation after a sharp flush, and that the current sideways, frustrating action is a buying opportunity rather than a bearish turn. His broader thesis is that rising government debt, central-bank diversification away from Treasuries, and the growing likelihood of CBDCs all point toward financial repression, making physical precious metals a form of insurance against system risk.

Templeton suggested 10 to 12 stocks. How about 100? Best strategies for entry and exit of stocks.

Preview:Clive Thompson argues for a deliberately broad stock portfolio built through staged buying, long holding periods, and active pruning. He says he keeps positions for at least a year, trims winners only when they get too large, and sells losers when the thesis breaks rather than waiting for breakeven.

Beat the Benchmark 2026. Update: I wish I had never bought these two stocks.

Preview:Clive Thompson reviews his 2026 “Beat the Benchmark” specimen portfolio, argues that it remains fundamentally cheap and diversified despite lagging slightly behind the benchmark, and then names two positions he regrets adding: Hermès and Super Micro Computer. He also pivots into a personal promo for his children’s money-themed book series, which takes up a meaningful share of the back half of the video.

Tuesday, April 21 Financial Update. The case for silver, a compelling asset in your portfolio.

Preview:Clive Thompson delivers a Tuesday market update centered on oil volatility from the Iran-US/Strait of Hormuz situation, then pivots to a detailed bull case for silver. He argues silver is in a persistent structural deficit (sixth consecutive year), with falling mine production, rising industrial demand (solar, EVs, AI), and depleting COMEX/LBMA inventories. He notes COMEX holdings dropped ~25% in 3.5 months and warns the gold-silver ratio (now ~60, historically 20–40) suggests silver could double if it reverts. He also discusses gold's 39% annual rise, compares it to the 1970s bull run, and flags stretched equity valuations and Fed policy paralysis. The video includes a lengthy promotion of his children's financial literacy book series.

Who crashed Gold? Should we wait for future dips? Discussion with Nicholas Ward.

Preview:Clive Thompson interviews Nick Ward of Gold Bullion Partners about the recent gold pullback. Ward argues the drop was mainly a liquidity-driven flush-out, amplified by central-bank selling, a stronger dollar, and CME margin changes, and he says the broader bull case for gold and silver is still intact.

Little Trot and the Goblin Tenants. What Could go Wrong When Little Trot Rents His Home to Goblins?

Preview:Clive Thompson reads his children's book "Little Trot and the Goblin Tenants" with his son Clive Jr., using the story to teach basic financial concepts: real estate investing, rental income, landlord/tenant dynamics, contracts, deposits, arrears, eviction, expenses, maintenance, profit, appreciation, and the importance of tenant screening. This is purely an educational children's story read-aloud, not market commentary.

Apr 10, 2026: Financial News: Exciting news for investors in this huge gold mining company.

Preview:Clive Thompson argues that the macro backdrop is turning stagflationary: higher CPI, elevated oil prices, a fragile Middle East ceasefire, and a Federal Reserve that is boxed in. He says that combination is bad for a traditional 60/40 portfolio and favors gold, energy, defense, inflation-linked bonds, and cash as a buffer. The main stock-specific story is Barrick Gold: he says Barrick’s planned North American spin-off/IPO could unlock value, leave Barrick with cash for acquisitions, and make the remaining and spun-out pieces more attractive for shareholders.

World Peace Declared (not really). Oil plunges. Stocks,gold,silver, bitcoin all soar. I tell you why

Preview:Clive Thompson argues that a ceasefire/de-escalation around Iran and the Strait of Hormuz is triggering a broad relief rally: oil is plunging, while stocks, gold, silver, bitcoin, and ethereum are all bouncing. His core market logic is that lower oil prices reduce inflation pressure, which could give the Fed more room to cut rates, and that lower real rates/supportive liquidity are bullish for gold and other risk assets. He also warns the oil move may not last and says a return to $60 oil is unlikely in the near term.

Here are 10 stocks you need to know about before the bear market starts.

Preview:Clive Thompson argues that if a bear market arrives, investors should avoid the most fragile parts of the market—unprofitable growth, heavy debt, weak dividends, recent IPOs, cyclical businesses, and speculative junior miners with short cash runways—and instead own defensive, cash-generative names that should fall less. He then lays out 10 examples, led by Abbott, Deutsche Telekom, Dollar General, Elevance Health, Henkel, Johnson & Johnson, Merck KGaA, Schindler, Walmart, and Wheaton Precious Metals, with Wheaton framed as the potential standout if stagflation and negative real rates push money toward gold and silver.

Thurs, April 2nd, 2026 -Markets: The oil price is shooting upwards today. Gold, Silver, Stocks

Preview:Clive Thompson gives a broad market wrap centered on Iran-related war risk, surging oil, rising yields, a stronger dollar, weaker stocks, and mixed precious metals. His core view is that the conflict is still unresolved, the Strait of Hormuz remains highly constrained, and that combination is feeding stagflationary pressure that supports oil and, longer term, gold and silver even though both metals are down in the session.

Stagnation +Inflation = STAGFLATION. I explain why this could be explosive for gold and silver.

Preview:Clive Thompson argues the US economy is heading into a recession while inflation is simultaneously rising — creating a stagflationary environment similar to the 1970s. He builds the case using declining employment figures (689K fewer workers YoY despite population growth), collapsing GDP growth (from 4.4% annualized in Q3 2025 to 0.65% in Q4), and a coming private credit fund redemption crisis. With the Fed unable to raise rates (recession risk) or lower them (inflation above target), he sees negative real rates ahead. Drawing on the 1973-1980 analogue, he suggests gold and silver could deliver outsized returns — gold averaged ~35% annually during that stagflation era, and silver rose 713% in 1979-80 alone. He stops short of giving advice but frames current pullbacks as a better entry than January highs.

Thursday Financial news

Preview:Clive Thompson argues that the Middle East war is still escalating, oil and gold have been whipsawing on headlines, and equities are under pressure from both inflation and slowing growth. He sees the market as disorderly and potentially manipulated, urges gradual positioning rather than aggressive trading, and warns that private credit stress could worsen the economic slowdown.

Comex Silver. What happened at the end of Jan? What about the March contract? Will May repeat?

Preview:Clive Thompson argues that the key setup in silver is not the headline price action alone but the interaction between COMEX inventories and contract delivery dynamics, especially heading into the May contract. He reviews the late-January plunge, notes that March open interest collapsed before delivery, and suggests May open interest is now large relative to available COMEX stocks even though that does not guarantee an actual squeeze or warehouse drain.

Sun March 22, 2026 Financial Markets update. War, Hormuz, Oil, Dollar, stocks, gold, silver, miners.

Preview:Clive Thompson frames the week as a wartime macro shock: the Middle East crisis is still escalating, the Strait of Hormuz is effectively closed to Western/allied shipping, oil is up, stocks are down, the dollar and government bond yields are up, and precious metals have been liquidated despite the geopolitical backdrop. He argues the selloff in gold, silver, and miners looks more like forced selling and margin pressure than a change in the longer-term thesis, and he closes by urging gradual buying/selling, diversification, and patience rather than all-at-once trading.

Wednesday March 18th, Stock Market, economics, politics and war update

Preview:Clive Thompson argues that war, inflation, and deficits are converging into a difficult macro setup: bond yields are rising, equities are starting to weaken, and he thinks gold and select defensive sectors look comparatively better. He frames the Fed as trapped because inflation measures are still above target while the economy is slowing.

Gold and Silver Miners: There are Index changes coming up shortly. I name the companies.

Preview:Clive Thompson says two gold/silver miner index rebalances are imminent, and that the ETF-tracking flows should force buying in four names entering the MVGDX index and several names entering the S&P ASX 100. He frames the setup as broadly supportive for gold miners because precious metals are up more than the miners, while equities and some bond markets are weak.

THE UNTHINKABLE Is About To Happen To GOLD & SILVER! – Clive Thompson

Preview:Clive Thompson lays out a structural bull case for gold and silver, arguing gold has evolved from an inflation hedge into insurance against sovereign debt unsustainability. He emphasizes the real-yield framework: as inflation rises faster than bond yields, real yields shrink or turn negative, leaving gold and silver as one of the few viable shelters when both stocks and bonds fail. On silver, he details a persistent supply-demand deficit driven by inflexible industrial consumption, declining COMEX inventories, and recent logistics disruptions. He also flags a dislocation in precious metals markets due to tariff uncertainty and physical delivery bottlenecks in hubs like Dubai.

Thur, Mar 12, 2026. Markets update. Stagflation to excite gold and silver. greek debt is plunging.

Preview:Clive Thompson argues that the war-driven surge in oil prices, rising unemployment, and tightening credit are pushing the economy toward stagflation, which he thinks is bullish for gold and silver and bearish for equities. He also says AI will increasingly reshape hiring and favor large firms that can use it to cut costs and improve productivity.

Stock Screening - How I screened my latest list of top ten companies

Preview:Clive Thompson gives a brief walkthrough of how he screened the 10 stocks in his Simply Wall Street portfolio. He says he filtered for large-cap companies across selected countries and industries, then applied modest quality/growth/value thresholds before manually picking the final names.

If You Own Gold or Silver, Watch This Before the Next Move - Clive Thompson & Mario Innecco

Preview:Clive Thompson and Mario Innecco discuss the macro case for precious metals amid war in Iran, fiscal expansion, and commodity outperformance. Thompson notes his 2026 asset allocation shifted sharply toward gold/silver and away from equities — a call that has worked so far. Innecco flags the Strait of Hormuz near-total shipping halt, Fed balance-sheet expansion (~$100B QE), and the risk of a 1970s-style stagflationary environment. Both see rising national debt, war spending, and tariff chaos as durable tailwinds for gold, though Thompson warns against excessive concentration and refuses to price-predict Bitcoin. The conversation is measured, experience-grounded, and light on hard targets.

Monday 9th March 2026. Financial Markets brief. War escalates. Oil over $100, everything else down.

Preview:Clive Thompson argues that the Iran war shock has pushed oil above $100, tightened financial conditions, and created a stagflation setup that is bearish for stocks and bonds in the near term but ultimately constructive for gold and silver once the forced selling phase passes.

The dominos are falling. The cockroaches have arrived. Gold and silver are the only refuge.

Preview:Clive Thompson argues that a set of credit-market failures, rising oil prices, sticky inflation, and weakening labor data are converging into stagflation. In his view, private credit redemptions and fund gates are the first dominoes, with gold and silver as the main refuge because equities, bonds, and the dollar-based system are becoming less reliable.

Building a winning investment portfolio using Simply Wall St, the most complete tool I ever used.

Preview:Clive Thompson gives a sponsored walkthrough of Simply Wall St, using it to show how he screens stocks, builds portfolios, tracks transactions, and compares holdings against benchmarks. The video’s market content is limited to his educational “Beat the Benchmark 2026” portfolio, which he says is ahead of the S&P 500 and NASDAQ, and a 10-stock demo portfolio built from companies that pass his personal criteria.

STOP Everything — The Silver Delivery Cycle Just Turned Dangerous | Clive Thompson

Preview:Clive Thompson makes a structural bull case for silver, arguing that a multi-year supply deficit — driven by falling mine output and rising industrial demand — will force prices higher. He frames the recent spike to ~$130 and subsequent drop to ~$65 as normal volatility in a tightening physical market, not a thesis invalidation. The COMEX/LBMA inventory drain, price-insensitive industrial demand, and the difficulty of ramping mine supply form the core argument. He also explains the silver short/bullion bank contango trade and how logistical bottlenecks on bar conversion can trigger squeezes. He purposely avoids firm price targets while warning that being short silver is a "dangerous bet."

This Silver Rally Wasn’t Demand… It Was SHORT COVERING - Clive Thompson

Preview:Clive Thompson argues the recent silver rally was driven more by short covering and delivery stress than by pure end-demand. He says inventories at COMEX, LBMA, and Shanghai are being drained, industrial demand—especially electronics—has outpaced mine supply for years, and the resulting deficit is forcing a higher clearing price. He is cautious about exact targets, but sees the structure as bullish and says he would not want to be short silver here.

This is Scary! If You Own GOLD or SILVER, You Need to See This NOW - Mario Innecco & Clive Thompson

Preview:Mario Innecco and Clive Thompson argue that a formal U.S. gold revaluation is increasingly likely and could create a new price floor for gold, with $15,000/oz presented as a plausible policy level. They extend that logic to silver, saying $500/oz is possible, though not immediately, and they frame the dollar as already in a long decline against gold and other real assets.

Precious Metals Mining Profits Set to Rise by HUNDREDS of Percent — Analyst Forecasts Are Obsolete

Preview:Clive Thompson argues that gold and silver have entered a new regime: gold above $5,000 and silver above $50 are now, in his view, durable levels, not temporary spikes. He frames the metals rally less as an inflation trade and more as a warning about confidence in currencies, government debt, and the monetary system itself, then argues that miners should benefit disproportionately as higher spot prices flow through earnings.

Friday 27th February 2026. Silver continues rising despite tchnical glitch on wednesday evening.

Preview:Clive Thompson argues that silver’s recent rise is still intact despite a CME outage and order cancellations that may have disrupted momentum. He frames the market action as broadly positive for precious metals, with gold, silver, platinum and mining ETFs all higher, while equities were mixed-to-lower and volatility rose.

How to protect your investment portfolio against a stock market crash

Preview:Clive Thompson argues that crash predictions are common but actual crashes are rare, so the practical response is not to panic-sell everything. He recommends either trimming exposure a bit, rotating away from more volatile stocks into defensive sectors, or—if you really know what you're doing—using options or futures, though he strongly discourages most viewers from the latter two.

Silver Countdown to Thursday. The silver price is rising. March Open Interest is falling sharply.

Preview:Clive Thompson walks through the rapidly declining March silver open interest on COMEX, now at 114M oz vs 87M oz registered. He expects an orderly settlement as longs close into the price rise (~13% in a week) and shorts also capitulate — no major squeeze. The super-bullish scenario is fading. Mexican transport risks are disrupting bar deliveries to COMEX warehouses. May open interest is rising as contracts roll forward. Silver sits at $90.70.

Wealthy Austrians Are Buying Bitcoin, You Need to Ask Why? Raimund Ortner of Coinfinity Explains.

Preview:This interview frames Bitcoin as a treasury asset for Austrian and German-speaking SMEs, family businesses, and wealthy individuals who are reacting to fiat debasement, seeking scarcity, portability, and self-custody. The guest argues that Bitcoin adoption is still early but accelerating, with many clients allocating around 20% of liquidity, while the host emphasizes portfolio construction, volatility, and the importance of not relying on price targets.

Feb 24, 2026 Silver rises on escalating violence in Mexico. Silver exports are de facto halted.

Preview:Clive Thompson reviews markets on Feb 24, 2026, noting US indices up modestly and precious metals off their January highs. The core focus is silver: the killing of cartel kingpin "El Mencho" in Mexico has triggered narco blockades across 22 states, effectively choking silver exports to the US. With 70% of US silver imports coming from Mexico and COMEX registered inventories at ~80M oz against a projected March open interest of 128M oz, Thompson outlines a potential delivery squeeze scenario — caveating heavily that trends can change.

Mexico Cartel Crisis Disrupts Silver Transportation. CME Warehouses are not being replenished.

Preview:Clive Thompson argues that violence and cartel disruptions in Mexico have created an acute supply crisis for silver, especially because a large share of U.S. silver imports come from Mexico and CME/COMEX inventories are reportedly not being replenished. He frames the situation as fundamentally bullish for physical silver, but warns that Mexican silver miners and Mexico-exposed equities face elevated operational and transport risk.

Silver: 5 days to go.The fuse is lit. Silver is tightening. Silver is draining from CME warehouses.

Preview:Clive Thompson examines the rapidly approaching March 2026 COMEX silver contract delivery period, arguing that a historically tight registered inventory (88M oz vs 239M oz open interest) and a persistent drawdown trend create conditions for a potential short squeeze. He walks through the mechanics of COMEX delivery, margin hikes that have already squeezed longs, and the key dates (Feb 26 first position day, Feb 27 first notice day, Mar 2 first delivery day). His core thesis: if open interest doesn't fall fast enough before first notice day, naked shorts will be forced to bid prices sharply higher to buy back contracts. He flags CME margin hikes as the main wildcard that could defuse the squeeze.

UNTHINKABLE! You Don't Know What's About to Hit GOLD & SILVER This Week - Clive Thompson

Preview:Clive Thompson discusses extreme volatility in gold and silver, arguing that fundamental drivers — central bank buying, dollar diversification, and sovereign debt fears — remain intact. He advises scaling into positions gradually rather than going all-in, and reframes gold not as an inflation hedge but as systemic insurance against debt crises, capital controls, and currency chaos. He also critiques "vendor financing" in AI stocks as a source of suspect earnings.

Exchange Traded Funds Explained

Preview:Clive Thompson gives a plain-English overview of ETFs: what they are, how broad index ETFs work, and why many specialized products can be risky or misleading. His core message is that simple, diversified ETFs are useful building blocks, while leveraged, inverse, and high-yield option-selling ETFs are usually best avoided unless you understand the tradeoffs and have a very specific short-term use case.

Huge News From The Fed! If You Own GOLD or SILVER, Watch This NOW - Clive Thompson

Preview:Clive Thompson, a retired Swiss private banker, argues gold is undergoing a "radical transformation" from a dull inflation hedge into a systemic-crisis insurance policy. He describes a fiscal spiral where government debt expands faster than GDP and interest costs compound, driving investors toward a "Plan B" mentality. On silver, he details how leveraged CFD positions with automatic stop-losses caused a cascading crash from ~$123 to the $60-$70 area, with silver now consolidating in the mid-$80s. He sees a binary breakout ahead: downside to ~$50 or upside to $150-$200.

If You Own SILVER, You Have Just Days To Prepare For This Price SHOCK -Vermeulen & Thompson

Preview:A two-speaker interview about silver, gold, and whether the recent move in precious metals is a true generational breakout or an overheated spike. Chris Vermeulen argues that on a linear chart silver looks parabolic and emotionally stretched, so traders should expect pullbacks and should not blindly chase lofty targets like $200–$400. Clive Thompson agrees the long-run fundamentals for gold and silver remain strong, but says the right response is gradual accumulation and treating metals as insurance against debt, currency chaos, or capital controls.

After watching the Little Trot Learns Investing video I test Clive jr to see what words he learned.

Preview:Clive Thompson quizzes his 9-year-old son, Clive Junior, on economic and financial vocabulary the boy learned from a prior video called "Little Trot Learns Investing." The child explains inflation (more money chasing limited goods), borrowing vs. lending, profit, interest, saving, banks, fractional reserve banking, property, rent, landlord/tenant, and bankruptcy — all in simple, age-appropriate terms. The video is explicitly educational content aimed at parents and children, not a market analysis or investment call.

SERIOUS WARNING for All Silver Stackers! You Don’t Know What’s REALLY COMING - Clive Thompson

Preview:Clive Thompson argues silver is in a volatile range after a speculative blow-off, with a possible downside break toward 50 or upside breakout toward 150-200. He is strongly bearish on using leveraged CFDs/futures to chase the move, and strongly bullish on owning physical metals as insurance rather than trading instruments. He ties the broader precious-metals bid to Fed leadership uncertainty, geopolitics, rising debt burdens, and a growing fear of tail-risk outcomes such as bail-ins, capital controls, or currency disorder.

Nick Ward of Gold Bullion Partners in London,talks about gold and silver. Shanghai chaos!

Preview:Clive Thompson interviews Nick Ward of Gold Bullion Partners about the gold and silver market, with Nick arguing that the current setup in silver is unusually tight and vulnerable to a sharp repricing during the Shanghai New Year shutdown. His core thesis is that COMEX paper pricing is under strain because registered silver inventories are falling fast, lease rates have spiked, and physical demand from Asia could hit the market when Shanghai reopens.

The Global Currency Reset is Almost Here Despite Metals Crash with Clive Thompson

Preview:Clive Thompson argues that gold demand is shifting from an inflation-hedge to an unknown-disaster insurance, driven by unsustainable government debt dynamics. He details a recent speculative blow-off in silver (to ~$123) triggered by the Kevin Warsh Fed appointment, followed by a cascade of stop-loss liquidations that sent silver into the $60s/$70s before settling mid-$80s. He remains structurally bullish on precious metals long-term but expects range-bound consolidation near-term. He also flags suspicious BLS employment data showing ~900K fewer employed despite population growth of 5.6M, and warns AI will displace 10%+ of workers at large firms within 12 months.

Investing Lesson No 2: Toytown experiences inflation after Geronimo Prowl, the Owl, prints money.

Preview:Clive Thompson narrates Chapter 2 of his children's story "The Great Inflation," using Toy Town characters to illustrate core investing principles. Mayor Ronald Trumpet borrows newly printed money from central banker Geronimo Prowl the Owl, triggering inflation as more money chases the same goods. Meanwhile, Little Trot and Wise Old Stump diversify their vegetable earnings into gold/silver, property, and business shares — assets that hold value as paper money deteriorates. The chapter ends with Toy Town dollars heading toward worthlessness and a cliffhanger about an impending currency reset. The video doubles as a father-son Q&A reviewing terms like diversification, inflation, debt spiral, and precious metals.

Huge News From LBMA & Comex! If You Own Gold & Silver, Watch Now - Mario Innecco & Clive Thompson

Preview:The video argues that silver is approaching a delivery squeeze on COMEX, with March open interest far exceeding registered physical inventory. The speakers say COMEX can avoid a technical default through cash settlement or force majeure, but that would damage credibility and likely push price discovery toward physical markets in Asia.

Financial Markets update Monday 9th February 2026. Update on COMEX silver and Shanghai premium.

Preview:Clive Thompson runs a market update focused on equities, the dollar, gold/silver, COMEX silver inventories, and Fed rate probabilities. The core message is that silver looks unusually tight on COMEX relative to open interest and delivery demand, while gold is holding above $5,000 and the dollar remains weak; he also notes a broad pullback in some large-cap tech even as the Dow breaks above 50,000.

This Is The Most DANGEROUS MARKET For Small Silver Investors | Clive Thompson

Preview:Clive Thompson argues that silver’s recent market behavior is less about a clean bullish or bearish thesis and more about fragmentation, physical tightness in some regions, and pricing/liquidity distortions across venues. He says Europe is effectively short of deliverable silver, Shanghai is trading much higher, and COMEX pricing is not matching what real buyers face. He also rejects the strongest manipulation claims as unproven, while explaining that some bank behavior people call manipulation is often just normal futures carry and arbitrage activity.

Investing Lesson: Little Trot learns about saving. But he should never have put it all in the bank!

Preview:Clive Thompson uses a children's story about "Little Trot and Old John" to explain fractional reserve banking, bank runs, debt, interest, and the risk of keeping all savings in a bank. The goblins borrow and spend the depositors' money on vegetables, then default and flee — leaving Little Trot and Old John with nothing. The story ends with a teaser for Chapter 2 about gold, property, shares as alternatives, and central bank money printing. This is financial-literacy content aimed at parents explaining banking concepts to children, not a market call.

ALERT: Gold to Silver Ratio COLLAPSING Back to 10-to-1 FAST! - Clive Thompson

Preview:Clive Thompson analyzes how market crashes — particularly in silver — unfold mechanically via cascading stop-losses, and argues that historically markets that crash 5%+ are higher a year later roughly two-thirds of the time, with silver showing the strongest rebounds (~38% average). He walks through the specific trigger (Trump's announcement of Kevin Walsh as incoming Fed chair) and explains why forced/panic selling creates oversold conditions that snap back when underlying fundamentals remain intact. The second half focuses on mining equities: upcoming earnings reports through 2026 will capture two consecutive quarters of much higher precious metals prices, which should significantly boost reported profits relative to the last reported quarter.

COMEX Silver: 21 Days Until 429 Million Ounces of Demand Meets 103 Million Supply. (March Crisis)

Preview:Clive Thompson argues that COMEX silver is entering a delivery stress event, especially into March, because 2025 deliveries were much larger than 2024, January 2026 saw unusually heavy delivery in a minor month, and the March contract still has very large open interest versus declining registered inventory. He says the math increasingly points to a shortage or forced rollover/cash-settlement risk, but he frames the conclusion as probabilistic and explicitly speculative.

Alert: Something Huge Just Snapped in London’s Silver Market… | Clive Thompson

Preview:Clive Thompson argues that silver’s long-term fundamentals remain intact, but the market has been hit by a sharp, psychologically driven selloff after the Kevin Walsh/Fed headline. He also says the COMEX silver market is showing stress into March delivery because open contracts are rising faster than registered metal, while the Shanghai-New York spread suggests either logistics strain or silver being hoarded in New York.

They’re SHUTTING Down SILVER Buying: COMEX Can’t Deliver in MARCH — Clive Thompson

Preview:Clive Thompson argues the silver market has not changed fundamentally, but paper-to-physical stress may be increasing as March delivery approaches. He says open interest is running far above deliverable registered silver, delivery calls are rising sharply, and the Shanghai/COMEX price gap is unusually wide, suggesting either logistics strain or hoarding because metal may not be there when contracts mature. He also extends the case to miners, arguing they are still priced off older, lower realized metal prices even though recent and upcoming quarters should show much better margins if gold and silver hold.

Have silver miners crashed too far? Silver is at the lowest price in 6 days.

Preview:Clive Thompson argues that the one-day crash in silver and silver miners is more noise than thesis break. He spends a chunk of the video debunking a rumor that JPMorgan’s COMEX activity meant it had covered shorts, then shifts to the view that silver miners should benefit from higher realized silver prices in coming earnings reports because the metal has risen sharply versus the last reported quarter.

Have gold miners crashed too far? Gold is at the lowest price in 6 days. Gold miners are down more

Preview:Clive Thompson argues that gold’s sharp Friday drop looks more like a stop-loss/liquidation cascade than a fundamental break, and he focuses on whether gold miners have been knocked down too far relative to the metal. He says Monday could be extremely volatile and that he would avoid trading it himself.

The Great Metals Crash of 2026: What 140 Years of Data Predicts Happens Next . This may surprise!

Preview:Clive Thompson argues that the huge one-day selloff in gold, silver, platinum, and palladium was a violent unwind of a crowded trade, likely amplified by stop-losses and a stronger dollar after Trump’s Fed nominee announcement. He then uses historical crash data to argue that sharp one-day drawdowns in stocks, gold, and especially silver have more often been followed by rebounds than by prolonged declines, though he cautions that Monday and the coming weeks could still be highly volatile.

Gold & Silver: Front-Running Global Currency Reset Like Insiders (Recap of a Wild January 2026!)

Preview:Clive Thompson argues that January 2026 has seen an unprecedented rally in precious metals, led by gold and an especially violent silver squeeze. He ties the move to dollar weakness, tariffs, geopolitical tension, central-bank buying, and what he calls a debasement trade, while warning that silver’s near-term path depends heavily on whether March delivery demand overwhelms already thin Comex inventories.

Should I buy this stock? Is there a better one? How you can instantly know with Simply Wall St.

Preview:Clive Thompson shows how he uses Simply Wall St to do a quick first-pass assessment of Exxon Mobil, then compares it with alternative energy names using valuation, growth, dividend, health, and past-performance screens. His main point is that the platform is a fast research aid, not investment advice, and that Exxon looks more like a value/income name than a growth stock.

SILVER Just Hit $115 — COMEX Crisis, This Can Turn Violent FAST - Clive Thompson

Preview:Clive Thompson argues that the silver market is entering a potentially violent delivery squeeze, with March COMEX open interest far exceeding registered/eligible supply. He extends that setup into a broader macro thesis: precious metals are front-running a coming wave of monetary debasement, with debt monetization and central-bank bond buying eventually forcing a fiat-system meltup rather than an orderly reset.

Huge Silver News Coming From the Fed! - Mario Innecco, Clive Thompson, Rafi Farber & Phil Low

Preview:The video argues that silver likely has one more sharp liquidation lower before a Fed-led liquidity response sends precious metals much higher again. The panel also extends that logic to gold, claiming a breakout setup that could ultimately imply a much higher revaluation if central banks try to repair debt-laden balance sheets with gold reserves.

Silver $113. The great Melt-up. Are We Witnessing The End of Fiat? Gold is routinely jumping $100

Preview:Clive Thompson argues that the explosive rise in gold and especially silver is a sign of a broader fiat-currency stress regime, not just a normal commodity rally. He ties the move to Japanese carry-trade unwinds, rising Japanese yields, possible future money printing to absorb government debt, and a rush into precious metals; he also says miners may offer more upside than physical metal if prices stay elevated.

"Many Silver Stackers Don't Realize How Massive FEBRUARY 2026 Will Be": Clive Thompson

Preview:Clive Thompson presents a history lesson on Roman currency debasement — from Nero through Caracalla — to argue that modern fiat systems are repeating the same self-destructive pattern. He traces the silver denarius from near-100% purity to a copper core with a thin silver wash, linking each debasement to political instability, and asserts that today's governments are on the same path with money printing and unsustainable debt. The core message: hold physical silver and gold as protection against the inevitable collapse of fiat currencies.

Silver +7.31%! $103! Paper Prices vs Reality. Gold $5000?. What should you trade? Silver, or miners?

Preview:Clive Thompson argues silver just experienced an extraordinary upside spike, with the U.S. price up about 7.3% and Shanghai trading at a record premium, and he says the market is now showing signs of physical tightness and broken arbitrage. His practical conclusion is to avoid trading physical silver right now because bid/ask spreads are wide, while considering silver miners instead if one wants leveraged exposure.

Every Currency Dies. The Roman Playbook for Surviving the Coming Global Currency Reset. (Gold!)

Preview:Clive Thompson argues that every fiat currency eventually collapses, using Roman currency debasement as the central historical analogy and extending it to modern debt and money printing. His practical takeaway is to own physical gold and silver, plus durable real assets and businesses with pricing power, while avoiding heavy exposure to government claims like cash, bonds, and fixed pensions.

Clive Thompson: The Crunch on Physical Silver & Why 'Something Has To Happen' for Gold

Preview:Clive Thompson argues that silver is in a tightening physical squeeze: mine supply has been flat to down for years while industrial demand keeps rising, and investors are increasingly pulling metal out of the paper market. He says the key issue is not just price, but whether industrial users can actually source silver, with higher prices prompting hoarding, exchange delivery demand, and possible substitution over time.

Something Huge Just Snapped in London’s Silver Market 😳 | Silver Repricing Begins | Clive Thompson

Preview:Clive Thompson reports on silver hitting all-time record highs in both Shanghai ($92.08) and COMEX ($83.32), with the widest-ever price gap (~$9) between the two markets. He dismisses viral AI-generated claims about a bank collapse from massive silver shorts as "complete rubbish," citing CFTC data showing total shorts across 22 banks at ~200M oz. The real drivers, he argues, are structural: a multi-year supply deficit from declining mine output (silver as byproduct) against rising industrial demand, surging COMEX delivery notices (34M oz in January 2026 vs. 8M in 2024), falling warehouse inventories, China's new export restrictions, and manufacturers shifting from just-in-time to stockpiling. He also flags broader fiat-currency anxiety and potential CBDC resets. His advice: don't rush in; use a 1/3-2/3-full position scaling approach, and consider top-slicing profits rather than fully exiting.

90 Years of investing experience in one 50 minute video. A lesson for beginners and experts alike.

Preview:An educational interview about investing basics: why to invest, why cash loses purchasing power, how to think about bonds vs equities vs ETFs, how to size entries and exits, and how to avoid hype and panic. The guest, Birgit, repeatedly stresses diversification, quality, time horizon, and having enough cash reserve so you are not forced to sell in a downturn.

Silver price explodes this morning. Gaps up. Major bank rumour caused by AI fake story.

Preview:Silver hits all-time records on both COMEX (~$83.50) and Shanghai (~$92), with a historic $9+ premium in Shanghai. Clive Thompson attributes the weekend gap-up partly to an AI-generated fake story about a major bank being massively short silver, which he debunks using CFTC data. The real drivers, he argues, are a multi-year structural deficit (falling mine supply, rising industrial demand), manufacturers panic-stockpiling, COMEX delivery volumes surging 5x year-over-year, and China's new export restrictions. He cautions against chasing the spike and recommends scaling in slowly.

Something Huge Just Snapped in London’s Silver Market… | Mario Innecco & Clive Thompson

Preview:Mario Innecco and Clive Thompson discuss mounting stress in the physical silver market, pointing to COMEX delivery data showing consistently 100%+ year-over-year increases in physical takeup, including unusual delivery demand in non-front-month contracts. They cite analysis from David Jensen suggesting London's vault system holds almost no physical silver relative to outstanding paper claims. The conversation also covers the inevitability of renewed Fed QE as long-term bond yields push toward 5%, and both speakers advocate significant gold/silver allocations (ranging from 20% to 50% of portfolio) as a hedge against fiscal and monetary instability.

If You Own SILVER, You Have Just Weeks to Prepare for What's Coming! - Clive Thompson

Preview:Clive Thompson and Steve discuss silver's recent surge past $80, which caught even bulls off guard. The conversation centers on structural supply deficits, physical delivery shortages (evidenced by Shanghai-COMEX premiums of $5-8), and China's new export restrictions. Thompson describes being turned away from a Geneva bullion dealer due to overwhelming demand. Both see this as early innings of a secular bull market, with Steve citing a 40-year cup-and-handle technical target of $88-96. The core thesis: currency debasement is unsolvable, governments must inflate, and precious metals are the prime beneficiary. Steve's long-term target is ~$15,000 silver based on prior bull market averages. Exit strategies should be ratio-based (vs real estate, dividend funds), not dollar-price targets.

Silver - Watch out for March. All hell could break loose if the silver isn't there.

Preview:Clive Thompson interviews Nicholas Ward of Gold Bullion Partners about an impending silver supply crisis. Ward argues China's record money printing and Western bank short positions (~4.4B oz) are colliding with unprecedented January COMEX delivery demands (23.5M oz in 3 days). He warns March 2026 could trigger a delivery failure and short squeeze, recommends physical silver stored in Swiss vaults, and frames silver as essential for AI infrastructure and solar — industries with no demand elasticity up to $135/oz.

Building a portfolio of equities and gold to survive what’s coming. How to buy, when to sell.

Preview:Clive Thompson argues for building a resilient portfolio rather than chasing forecasts: own mostly profitable, cash-generative equities, diversify by style, avoid overtrading, and keep some assets outside the financial system. He also advocates physical gold and silver—especially recognizable coins—as a hedge against financial-system fragility and crisis scenarios.

Crans Montana New Year Fire. The Death Toll continues to rise. How the fire started.

Preview:Clive Thompson delivers an on-the-ground report from Crans-Montana, Switzerland, describing the devastating New Year's Eve bar fire at La Constellation (the Constellation bar) that killed at least 47 people and left ~115 hospitalized, most with critical burns. He details how sparklers on champagne bottles ignited polyurethane soundproofing on the ceiling, causing a flashover within 60–90 seconds. The basement disco had only one narrow staircase exit, and people were trampled or trapped as smoke and flames rushed up the stairs. A criminal investigation is underway examining negligent homicide, fire code violations, exit availability, and ceiling material fire ratings. The owners (Jessica and Jack Moretti) have been questioned. This is a human-interest/disaster report, not a market analysis — no financial assets, market claims, or investment theses are discussed.

I found a great undiscovered tech stock. Update on the Global Currency Reset. Are shares safe?

Preview:Clive Thompson argues that if there is a global currency reset, operating businesses and their shares should still exist on the other side, while cash and bonds would be impaired or wiped out. He uses a simple example about his own Duolingo purchase to illustrate how he looks for high-growth, relatively low-valuation, underfollowed stocks with a catalyst.

Crans Montana. Dozens dead, about 100 severely burned. Update at 13:20. It was started by fireworks

Preview:Clive Thompson reports from Crans-Montana, Switzerland on a catastrophic New Year's Eve fire at the Constellation bar/disco. The fire, allegedly started by Roman candle fireworks inside the basement disco around 1:30 AM, spread rapidly—likely through air conditioning ducts—engulfing the building. The narrow staircase created a bottleneck, trapping victims. Authorities report "many tens" dead and approximately 100 severely burned, with victims flown to hospitals across Switzerland and Italy. Fireworks had been banned on December 30 due to dry conditions. Police have ruled out terrorism; a criminal investigation is underway.

Crans Montana - Fire and explosion

Preview:Clive Thompson delivers an eyewitness account from Crans-Montana, Switzerland, on the morning of January 1, 2026, following a deadly explosion and fire at the Constellation bar overnight. He reports at least 10 dead and approximately 17 injured, primarily from burns. He speculates the cause was illegal large-scale fireworks ("bangers"), and rules out terrorism. He notes the resort is heavily populated with British and American holidaymakers, suggesting many victims are likely not Swiss. The video is a personal, on-the-ground report rather than a market commentary.

Beat The Benchmark in 2026. In this video I share with you my 40 stock portfolio for 2026.

Preview:Clive Thompson presents his "Beat The Benchmark 2026" portfolio — 40 stocks, $10K each, diversified across 25 countries and 23 industries. He walks through his stock-selection methodology (health score ≥3/6, growth score ≥3/6, drawn from 17 thematic lists), reviews his 2025 portfolio's +44.5% return, and offers the 2026 spreadsheet for free download. The video is a personal investing philosophy presentation, not actionable market commentary.

The Global Currency Reset is almost here. What it means for your wealth. The winners and losers.

Preview:Clive Thompson, joined by his son Clive Jr., argues that a "global currency reset" is inevitable — a sovereign debt crisis in which Western governments introduce a new restricted currency (likely a CBDC) that renders old cash and bonds largely worthless. He advises viewers to protect themselves by holding tangible assets (gold, silver, property, equities, tools) rather than large cash balances or bond holdings. The presentation is light on data, uses emotional framing ("you're going to die for sure"), and offers a simple binary winners/losers framework with no timeline, no probabilities, and no counterarguments.

How I choose precious metal mining stocks, and I name three that I like now. (Not investment advice)

Preview:Clive Thompson lays out his two-step framework for picking precious metal mining stocks — profitability today plus a catalyst for future profit growth — and names three Canadian-listed names in his portfolio: Silvercorp Metals, Torex Gold, and Gold Royalty Corp. He also promotes his website's free Simply Wall Street tool.

COMEX raises margin on silver contracts, forcing weak holders to sell their silver 

Preview:Clive Thompson reports on the COMEX margin hike on silver futures from ~$22,000 to $25,000, triggering forced liquidation of long positions and a sharp price drop. He notes silver plunged from ~$80.50 to ~$75.68 in New York and from ~$88.62 to ~$79 in Shanghai, narrowing the Shanghai-COMEX spread. He also flags an article from The Hindu Business Line suggesting position limits were cut and that shorts are being protected, and discusses a potential risk around 41,000 call options at a $75 strike if exercised.

If You Own SILVER, You Have Just Weeks to Prepare for What's Coming! - Clive Thompson

Preview:Clive Thompson argues that physical silver is in a severe supply squeeze, evidenced by Shanghai silver trading at a record $5+ premium over COMEX — an arbitrage gap that won't close because deliverable metal can't be found. He ties this to elevated silver lease rates (possibly 30%), forced borrowing by short-sellers and manufacturers, and a broken arbitrage mechanism. On gold, he sees institutional portfolio managers beginning to add gold both for performance optics ("window dressing") and because the math supports it. He advises investors sitting in cash to re-enter gradually through high-quality blue chips rather than speculative names, acknowledging crash fears but dismissing perpetual crash-callers.

Silver panic! Manufacturers fear closure of production lines if silver can’t be sourced.

Preview:Clive Thompson delivers a detailed monologue on the extreme stress in silver markets as of late December 2025. He highlights an unprecedented $7.82 Shanghai-COMEX premium, falling exchange inventories, a structural supply deficit, and potential panic among industrial consumers facing just-in-time supply chain risk. While not giving investment advice, he leans strongly bullish on physical silver and silver miners, outlines scenarios for violent near-term price moves (including limit-up on COMEX), and warns of tail risks including forced cash settlement. He also flags AI-generated silver videos as spreading misinformation.

Find a broker who trades foreign stocks? What does it cost? A widow just left me a million?

Preview:Clive Thompson answers three viewer-driven topics: how to find a broker that trades international stocks (suggesting AI tools and name-dropping Swissquote and Interactive Brokers), a breakdown of the various fees investors face (commissions, custody fees, tax report fees, account fees, dividend collection charges, and the hidden costs behind "zero-commission" brokers), and a personal anecdote about a long-time client — an 80-year-old widow named Mary — who showed him a will promising hundreds of millions in gifts despite having under £10 million in assets, a deliberate act of posthumous revenge mirroring what she felt her late husband did to her.

2025 Financial Summary. Stocks, Gold, Silver, Tariffs, Wars, Bitcoin, The Fed, Currencies, Yields

Preview:Clive Thompson delivers a Christmas Day 2025 year-in-review, covering the strong year for stocks, gold and silver's major rallies (gold from $2,600 to $4,469; silver from $28.94 to $71), falling interest rates across major central banks, the weak dollar, tariff-driven volatility, and Bitcoin's rise to $126K before retreating to $86K. He frames the macro backdrop as one of unsustainable US debt, ongoing de-dollarization, Fed pivot from QT to implicit QE, and structural demand for precious metals from solar/AI/EV industries. Looking into 2026, he expects more rate cuts (potentially toward 1% under a new Fed chair), continued gold adoption in portfolios, BRICS currency discussions, and more tariff disruptions.

Silver in Shanghai is now $77.13. Shanghai premium at an all-time record.

Preview:Clive Thompson reports from Christmas Eve 2024 with spot silver at $71.70 and gold at $4,480 — both all-time records. The centerpiece: Shanghai silver is trading at $77.12, a record ~$5+ premium over Western spot, signaling an acute physical shortage preventing arbitrage. Silver lease rates may be as high as 30% (unconfirmed), indicating extreme tightness as both short-squeezed bullion banks and industrial manufacturers scramble for metal. He also discusses window-dressing by portfolio managers adding gold before year-end client reviews, and promotes his 2026 "Beat the Benchmark" stock portfolio available on his website.

Silver Shortage Alert! If You Own Gold & Silver, Watch This Now - Clive Thompson & Florian Grummes

Preview:A discussion of silver's physical market stress, with Shanghai premiums surging above Western spot prices, Chinese export restrictions looming in 2026, and silver breaking a 45-year resistance at $50 to enter price discovery. Both speakers argue the setup echoes the Hunt brothers era and that $100 silver is a near-term milestone, with longer-term targets of $250–$500. Risks include rule changes, cash settlement of futures, and inability to source physical metal.

Silver. Something just broke. Shanghai spot silver is at $73, a $3.50 premium to the western price

Preview:Clive Thompson argues that silver may be in the early stages of a physical squeeze. His main evidence is a sharp Shanghai premium over Western prices, anecdotal reports of tight retail supply, and the possibility that lease rates have spiked, all of which he interprets as signs that physical metal is drying up.

Gold, Silver, fly to all-time records. Miners soar. Should you sell? This is what I’m doing.

Preview:Clive Thompson argues that the surge to all-time highs in gold and silver, plus strength in miners, does not automatically justify selling. His core advice is to top-slice rather than liquidate entire positions, especially if the goal is just to rotate out of a strong sector and back into fiat cash, which he views as structurally dilutive over time.

Gold and Precious metals exploded on Monday. Here’s the news.

Preview:Clive Thompson argues that precious metals’ sharp move higher on Monday is being driven by a mix of lower rates, renewed Fed balance-sheet expansion, and a viral AI-faked video that falsely claimed Europe would seize Russian assets. He says gold, silver, platinum, and palladium all surged, with gold near $4,412 and silver above $69, and frames the fake-news episode as a catalyst that intensified fears about dollar dependence and capital safety.

Beat the Benchmark 2026. How I Aim to Beat Global Markets. My top 40 money-making stocks.

Preview:Clive Thompson presents his 2026 “beat the benchmark” stock portfolio as a rules-based, globally diversified basket designed to outperform broad indices while avoiding concentration risk. The main message is less about any single stock pick and more about the construction process: diversification across countries, currencies, exchanges, market caps, industries, and style factors, with a preference for growth at a reasonable price (GARP).

Taxi Drivers, Hairdressers and Shoeshine Boys: Classic Market Top Signals

Preview:The video uses a family-friendly explainer format to make a simple investing point: classic market-top signals often come from overheated tip culture, and the speaker sees a speculative opportunity in Take-Two Interactive after another delay to Grand Theft Auto 6. He also explains inflation and shrinkflation with a chocolate-bar example, then frames Take-Two as the only speculative name in an otherwise blue-chip “Beat the Benchmark” portfolio.

I've NEVER Seen Anything Like This – Silver Liquidity Is COMPLETELY GONE – Clive Thompson

Preview:Clive Thompson walks through a screening methodology for large-cap gold mining stocks, using SimplyWall.st to filter for companies with 80%+ one-year returns, 20%+ annual EPS growth forecasts, and $5B+ market caps. He then profiles two names from the resulting 20-company list: Alamos Gold (AGI) and Equinox Gold Corp, explaining the operational leverage thesis (gold price increases produce amplified profit growth for miners) and identifying production catalysts for each. The video is a how-to screening tutorial with a bullish gold miner stance, not a trading call.

Thurs 11 Dec 2025: The Federal Reserve cuts rates to 3.75%. Stocks rally. Gold and Silver up.

Preview:Clive Thompson gives a brief market wrap centered entirely on the Federal Reserve’s latest rate cut. He says the Fed cut by 25 bps to a 3.50%-3.75% target range, that the decision was not unanimous, and that Chair Powell framed policy as “wait and see” with inflation still elevated and labor-market downside risks increasing. Despite the hawkish tone, he says stocks rallied strongly while gold and silver also moved higher.

$1000 Silver Price Shock! If You Own GOLD or Silver, Watch This Now - Mario Innecco & Clive Thompson

Preview:Clive Thompson and Mario Innecco discuss the likelihood that fund managers will face uncomfortable questions from clients in early 2026 for missing gold and silver's stellar 2025 run. They explore a little-noticed executive order that could open 401(k) assets to commodities and mining equities by February 2026, potentially bringing significant institutional flows into the sector. The conversation also covers silver's physical shortage and cultural dynamics in Singapore and China, with the hosts arguing the precious metals bull market remains underappreciated by mainstream financial media.

Major Move Incoming! If You Own GOLD or SILVER, WATCH THIS NOW! - Mario Innecco & Clive Thompson

Preview:Mario Innecco and Clive Thompson argue that a major move in gold and silver is underway, with silver potentially reaching $100 and gold possibly $5,000-$6,000. Their core view is that higher metal prices alone do not break the economy; the real inflection is when all commodities rise together, signaling broader inflation, higher bond yields, and a shift into hard assets.

Silver Stackers, We've Done the Math & What We Found Is Completely UNBELIEVABLE - Innecco & Thompson

Preview:Mario Innecco and Clive Thompson discuss silver's breakout, the collapsing gold-silver ratio, and how yen carry-trade dynamics could tighten global liquidity. Innecco is bullish near-term, expecting silver to test $60 soon, and argues the gold-silver ratio could eventually return to 15:1. Thompson frames a $200 silver target if gold hits $4,000 at a 5% ratio. They also cover the Trump executive order on 401(k) alternative assets and note that Chinese retail gold demand remains subdued — the mania hasn't arrived yet.

Italy to SEIZE $300 Billion in Gold as Debt Crisis Explodes - Tether Already Did It!

Preview:The video argues that Tether’s growing gold reserves are a rational hedge against fiat and U.S. Treasury risk, and that gold’s broader backdrop remains constructive because of debt, deficits, geopolitics, and central-bank buying. It also frames Italy’s attempt to claim central-bank gold as a fiscal maneuver, and treats the recent silver spike and JPMorgan desk-relocation rumor as signs of stress and market microstructure distortion.

$437 Silver Price Alert! If You Own GOLD or SILVER, WATCH THIS NOW - Lynette Zang & Clive Thompson

Preview:Lynette Zang and Clive Thompson present a comprehensive case for physical gold and silver as sound money and the only assets free of counterparty risk. They argue the fiat system is terminal: record US deficits exceeding $2 trillion, central banks buying 1,000+ tons of gold annually, weaponization of the dollar, underwater bond markets, and the coming rollout of CBDCs all point toward a monetary reset. Their core thesis: gold and silver bridge the gap between dying fiat regimes and whatever comes next, preserving purchasing power when governments, corporations, and households — all "zombies" unable to service debt — face the inevitable reckoning.

My Top Gold & Platinum Stocks for 2026: How I Narrowed 200 Miners to 20… Then to the Final Winners.

Preview:Clive Thompson argues that selected large-cap precious-metals miners still offer leveraged upside because rising gold/platinum prices can expand miner margins much faster than the metal price itself. He screens for profitable, large companies with strong expected EPS growth and highlights four favorites: Alamos Gold, Equinox Gold, Harmony Gold, and Valterra Platinum.

SILVER SHUTDOWN: Dealers Are Quietly Stopping Sales — Clive Thompson

Preview:Clive Thompson argues that silver's rally to ~$54-57 is fundamentally driven by a structural deficit — five years of mined supply falling short of industrial demand from solar, EVs, and electronics. He acknowledges the parabolic move invites sharp pullbacks but sees any pullback as a buying opportunity within a broader bull market. On silver miners, he believes they remain deeply undervalued, priced as if silver were $25, and offers a framework for valuing them using conservative assumptions ($50 silver, 10x P/E). He also discusses LBMA inventory tightness, 40% lease rates, and the curious CME outage on the day silver spiked, treating the outage as "convenient but not necessarily sinister."

Silver’s Pricing System Just Snapped — COMEX Has Lost Control | Clive Thompson

Preview:Clive Thompson argues silver is in a structural bull market driven by a persistent mined-supply deficit versus industrial demand (EVs, solar), with silver miners massively undervalued at current prices. He sees the COMEX trading halt as a technical glitch rather than manipulation, though it highlighted real physical tightness. The broader thesis rests on US fiscal deficits, central bank gold buying, dollar weaponization, and the coming digital euro as long-term catalysts. He recommends dollar-cost averaging into silver and sticking with major producers or ETFs, warning against speculative junior miners.

If You HOLD Gold & Silver! You Need to WATCH This NOW | Clive Thompson

Preview:The video is an interview-style discussion with Clive Thompson focused on silver shortages and the gold bull market. Thompson argues that silver is in a real supply deficit, not a pure mania: industrial demand from EVs and solar is rising, LBMA inventories appear to have been shrinking for years, and high leasing rates plus London shipments suggest genuine tightness. He also says gold’s advance is being driven by US fiscal deficits, expectations for lower rates, record central bank buying, dollar weaponization, and growing interest in gold as a hedge against geopolitical and currency-system risk, including the coming digital euro.

US Treasury Just Declared Nation's Last Asset Dead—Gold Is No Longer Yours (Silver too) | Clive

Preview:Clive presents a gold-bullish thesis centered on three pillars: (1) gold tracks government debt and M2 money supply expansion, suggesting calibrated price targets of $5,900 by 2027 and $7,800 by 2030 on current trajectories; (2) institutional and central bank gold allocation is at historic lows (0–2%) but beginning to shift, with even a 0.17% rebalancing from the $300T global asset pool overwhelming annual mine supply; (3) the digital euro (live 2026, full rollout by 2027) poses a systemic risk to smaller banks via deposit flight, creating a crisis catalyst that would further support gold. The speaker also promotes his UK gold bullion affiliate.

'Violent' Move Coming in SILVER - 'We Need $180' For REAL All-Time High: Clive Thompson

Preview:Clive Thompson argues silver is in a fundamentals-driven bull market that is still early, but the move is likely to become more violent and pullback-prone after breaking to around $57/oz. He is similarly constructive on silver miners, gold, and gold as protection against debt, dollar weaponization, and the coming digital euro, while warning that AI-heavy equities look overpriced and vulnerable to psychology-driven unwinds.

Stocks: How to build portfolios and monitor everything from earnings announcements to dividends.

Preview:Clive Thompson walks through how to use Simply Wall St’s portfolio tools to build, screen, and monitor stock portfolios. The video is mainly a software tutorial and marketing pitch, but it also reveals his investing style: he prefers undervalued companies, wants a mix of growth, value, and dividends, and uses the app’s fair-value, earnings, dividend, and insider-trading screens to compare holdings against benchmarks.

WE'D HAVE NEVER GUESSED THIS ONE! This Changes Our Gold & Silver Price Predictions | Mario & Clive

Preview:Mario and Clive discuss three main threads: a COMEX trading halt during silver's breakout that they find suspicious, a viral rumor about JP Morgan moving its bullion desk to Singapore (which Clive doubts), and the broader thesis that gold and silver are becoming pillars of a new BRICS-aligned monetary order. They highlight the Shanghai Gold Exchange's explosive growth, Dubai's emergence as a silver hub, India's move to allow silver as loan collateral, and the digital euro's potential to trigger a European banking crisis. Their core view: the financial reset is already happening via rising gold and silver prices, not a formal announcement.

Everyone's FREAKING OUT! Silver Dealers Have STOPPED TAKING ORDERS - Lynette Zang & Clive Thompson

Preview:Lynette Zang and Clive Thompson discuss the end-stage of the fiat currency system, arguing that stablecoins are a mechanism to engineer hyperinflation needed to dissolve unpayable government debt. They advocate physical gold and silver as the bridge to preserve purchasing power through the coming monetary reset. Thompson provides a moderately bullish silver thesis based on constrained supply and rising investment demand, expresses cautious long-term interest in copper miners, and offers portfolio construction advice centered on diversification and avoiding constant monitoring.

Gold. Investors in Europe need to act before the Digital euro arrives. UK and USA could follow..

Preview:Clive Thompson presents a bullish gold thesis grounded in three pillars: (1) gold historically tracks government debt expansion and money supply growth, with projections of $5,900 by 2027 and $7,800 by 2030 if trends persist; (2) institutional portfolios are severely under-allocated to gold (0-2%), and even 0.17% of global bond/equity assets reallocating would absorb a year's mining supply; (3) the impending digital euro rollout (2026-2027) could trigger bank runs on smaller retail banks and ultimately enable capital controls that restrict gold purchases — making now the "last chance" to buy physical gold freely.

Silver Didn’t Just Disappear—It Was Taken. Every Vault Is Now Drained. | Clive Thompson

Preview:Clive Thompson presents a bullish thesis on gold and gold miners. He argues that central banks (especially China) are covertly accumulating gold on a massive scale, institutional portfolio allocations are only just beginning, and retail investors have been selling — yet gold keeps rising. He walks through his valuation framework for gold mining stocks, concluding that across the board they remain massively undervalued even at $5,000/oz gold, with 2-4x upside in many cases by 2027. The core argument is that the market has not yet priced in the current gold price, let alone future gains.

For God's Sake Listen! "GET YOUR MONEY OUT OF THE BANKS" | Clive Thompson & Mario Innecco

Preview:A conversation between Mario Innecco and Clive Thompson covering UK fiscal deterioration, the Bank of England's deposit guarantee increase, surging physical gold demand, rare-earth stock speculation, and alarm over Nvidia's cash-flow/earnings gap and circular AI financing. The tone is deeply cautious: both speakers see systemic fragility, advise reducing bank exposure, and warn against hype-driven investments.

Stock Market Investing for complete beginners. Explaining it to an 8 year old. My son learns stocks.

Preview:Clive Thompson teaches stock market basics to his 8-year-old son, Clive Jr., using AI-generated flashcards. They cover core concepts: stocks as business ownership, why prices move (buyers vs sellers), dividends, diversification, index funds/ETFs, compounding, risk tolerance, brokerage fees, and long-term investing vs trading. The format is educational, not market-call-driven — no specific investment recommendations are made.

Tues, Nov 25, 2025 Stock Market Report. Nvidia scandal? Story: How I encountered a money launderer.

Preview:Clive Thompson delivers a daily market wrap covering Nvidia's post-earnings sell-off and the vendor-financing debate around AI partnerships, previews the UK budget's potential market impact, analyzes gold's flagpole pattern ahead of year-end portfolio rebalancing, and recounts a personal money-laundering anecdote from his Cayman Islands banking days. The tone is conversational and personal, mixing market commentary with career storytelling.

Japan Just Ignited the Margin Shock of the Decade—Silver Emerged as the Sole Winner | Clive Thompson

Preview:Clive Thompson argues that gold and silver remain in the early stages of a structural bull market driven by covert central bank buying — particularly by China, which he believes has been accumulating unreported gold since 2014. Western retail investors are still absent from precious metals, while banks are only now beginning the slow bureaucratic process of adding gold to client portfolios, with allocations expected in 2026. Thompson presents a valuation framework suggesting gold mining stocks are "massively undervalued," with many showing 2-4x upside based on a $5,000/oz gold assumption by 2027. Silver benefits from constrained supply and rising investment demand. He is cautiously bullish on copper long-term but sees no urgency, and remains skeptical of uranium miners on valuation grounds.

Stock Market Investing. I answer your questions from the Youtube comments. How? When? What if? etc.

Preview:Clive Thompson, a self-described 50-year investor, answers viewer questions from YouTube comments on topics including gold/miners, REITs, portfolio construction, AI bubbles, CBDCs, and scam warnings. He promotes his annual "Beat the Benchmark" portfolio (2024: +49%, 2025: +51%), his Simply Wall Street affiliate link, and his buy-and-hold philosophy. The video is Q&A format with no interviewer; Thompson is the sole speaker.

Mon, Nov 17 2025, Stockmarket news. I risked murder after chatting-up my bosses girlfriend.

Preview:Clive Thompson delivers a Monday evening markets wrap covering US government debt growth ($36.21T to $38.15T in 134 days), mixed equity indices (NASDAQ ~5% off highs, Asia outperforming), Berkshire Hathaway's $4.9B Alphabet stake, gold/silver strength vs. weakness in platinum/palladium/oil, and Bitcoin's plunge through $100K to $93,640. He weaves in a personal anecdote about narrowly avoiding his boss's wrath after accidentally chatting up the boss's girlfriend on a train in 1975.

GERMAN VIDEO: Wie man ein globales Aktienportfolio für 2026 aufbaut, das die Benchmark schlägt

Preview:Clive Thompson demonstrates his systematic stock-screening methodology for building a globally diversified equity portfolio designed to beat benchmarks in 2026. He walks through Simply Wall Street's screener tool, filtering for growth-at-a-reasonable-price (PEG ratio <1), financial health, value, dividends, momentum, and insider buying across multiple developed markets. He narrows ~100,000 global stocks to a watchlist of ~50 high-quality names, then applies country and sector concentration limits before final review. The video is primarily a methodology tutorial and a sponsored promotion for Simply Wall Street.

Thurs Nov 13, Dec 2025 Gold, Gold Miners, Stocks Quantative Easing returns, Clive in a bank robbery

Preview:Clive Thompson discusses the Fed's signaling that quantitative easing is approaching, with NY Fed President John Williams stating bond purchases are "getting closer." He connects this to gold's surprising 6%+ rally to ~$4,228, the resolution of the US government shutdown, and a proposed $2,000 per-American payment from Trump. He notes a rotation from tech (NASDAQ -2%) into value/Dow (all-time high 48,000), European market strength (FTSE 100 near highs), China's AI chip self-reliance push, and France's worsening fiscal crisis. The video closes with a personal anecdote about a Cayman Islands bank robbery.

How to Build a Benchmark-Beating Global Stock Portfolio for 2026

Preview:Clive Thompson, a 50-year equity investor, walks through his annual "Beat the Benchmark" portfolio construction process using Simply Wall Street's stock screener. He demonstrates how to screen for GARP (growth at a reasonable price), high dividend, momentum, and value stocks across global markets, filtering by country, market cap, financial health, and valuation. His 2025 portfolio is up ~41% vs. NASDAQ's ~19%, without AI or Mag 7 exposure. The core thesis: disciplined multi-factor screening (growth, value, health, dividends, momentum) plus diversification rules (max 4 stocks per country, max 3 per industry) produces benchmark-beating returns. The video is part educational walkthrough, part Simply Wall Street sponsored promotion.

Wed Nov 5, 2025. Stock Market Report. Tech Crash, Gold crash, Bitcoin Crash? UK Autumn Budget etc

Preview:Clive Thompson gives a broad daily market wrap and macro rundown, arguing that the sharp selloff in tech, gold, and bitcoin looks more like a correction or “blip” than an outright crash. He frames the move as part of a rotation toward defensive sectors, a softer gold price after a huge run, uncertainty around Fed cuts and the dollar, and a crowded, possibly “incestuous” AI/mega-cap setup that is attracting skepticism. He also spends substantial time on politics and policy — the UK autumn budget, the US shutdown, US-China trade, France’s budget crisis, and the ECB’s digital euro — tying them to market risk and capital flows.

Monday, Nov 3, 2025, Stock Market Report for the last week. The forecast crash didn't happen...again

Preview:Clive Thompson opens by reading from a 1987 newspaper about Black Monday, using it as a foil — the crash predicted every September/October "didn't happen…again." He then delivers a broad weekly market wrap: all-time highs across S&P 500, NASDAQ, Dow, and Nikkei; the Fed cut 25bp to 3.75–4%, Powell signaled a December cut is not guaranteed, and QT ends Dec 1. Gold has pulled back from $4,380 and could trade sideways into year-end before a late-year rally as institutions add it to 2026 allocations. Bitcoin has fallen sharply from ~$126K to ~$107K. He covers the US government shutdown, the UK autumn budget (pension risks), Nvidia hitting $5T market cap, Amazon's AI-driven surge, Berkshire Hathaway's $358B cash pile, and the French budget crisis.

Gold! Buy Hold or Sell? Story: How I found myself in a client's hotel bedroom. Then disaster!

Preview:Clive Thompson analyzes the recent gold price action, which surged to ~$4,380 before crashing ~$500 (10%+) to ~$3,880, now recovering to ~$4,019. He frames this as normal mid-bull-market behavior, arguing against selling into the dip. His core thesis: gold's bull market is intact due to out-of-control government debt, continued central bank buying (Poland, Turkey, India, China), and ETF inflows. He also briefly covers silver's correction from $54, equity market strength near all-time highs, and the Fed's rate cut with uncertain December follow-through. The video concludes with a lengthy personal anecdote about a fraudulent prospective client from 30+ years ago.

Inerview with the director of Gold Bullion Partners. UK Pension changes, SIPPs, UK Budget

Preview:Clive Thompson interviews Nicholas Ward of Gold Bullion Partners about the UK's Mansion House Accord, which mandates pension providers allocate at least 10% of default funds into illiquid private/unlisted assets by 2030. They argue this exposes pension holders to hidden risks, high fees, and liquidity traps, with Aviva voluntarily planning up to 25% allocation. The discussion covers SIPPs as an escape route, physical gold as a defensive alternative, and speculation about the upcoming UK Budget potentially slashing the tax-free lump sum. The tone is strongly anti-government and pro-gold.

Investing and Wealth: How a missing £10 note nearly got my boss fired. Lending money to relatives?

Preview:Clive Thompson shares three personal-finance and professional lessons from his 47-year career in wealth management. The centerpiece is a story about a missing £10 note from a client cash handoff that nearly got his boss fired. From this he draws the rule: never touch client cash unless you are the authorized cashier. He then offers two additional tips: (1) when lending money to friends or relatives, charge a symbolic "peppercorn" monthly payment (e.g., £1) by standing order so both sides never forget the loan exists; (2) never pledge your portfolio as unlimited security for someone else's borrowing — always cap the amount and again use a small recurring payment to keep the obligation top of mind. The video contains no market analysis, no asset calls, and no investment thesis.

“The System Is Ending” - Clive Thompson’s Final Warning on Gold & Fiat Collapse

Preview:Clive Thompson, a former Swiss private banker with nearly 50 years in finance, delivers a personal narrative-driven case for gold as essential wealth protection. He argues the fiat system is mathematically and historically doomed — exploding government debt, money printing, and the everything bubble make a reset inevitable. He shares four personal anecdotes: his grandfather's gold sovereign lesson, accumulating Krugerrands in the Cayman Islands, a Holocaust-survivor client who held 30 kg of gold bars, and the 2008 GFC gold delivery delays. His thesis: gold is not an investment but a permanent, portable, private wealth shield to pass across generations. The video doubles as a pitch for ITM Trading.

Fri, Oct 24, 2025: Today’s gold, stocks, bitcoin, oil, AI & Quantum computing - 3 investing lessons

Preview:Clive Thompson walks through the past week's market action — equities up ~2% broadly, gold suffering a 6% Monday flash-crash with miners down 10-20%, oil spiking 5% on US sanctions against Russian oil firms, and quantum computing stocks getting hammered after Google's Willow announcement. He offers three investing lessons: learn prompt engineering as a personal skill, look for companies rolling out AI (especially those with large employee counts who stand to benefit most), and don't try to trade swings — buy and hold diversified assets. He also discusses Bitcoin's maturation and use cases, framing it as increasingly less speculative but still highly volatile.

Weds, Oct 22, 2025: stock market report. Gold crashes 6%. Should you panic or buy more?

Preview:Clive Thompson reviews the October 22, 2025 market day, anchored by gold's 6% crash — a 1-in-370-day move — with silver down 8%, miners down 9–20%. He frames the selloff as a purge of weak-handed leveraged traders who bought the overbought rally. His core advice: do not panic; if anything, use the dip to add. He argues gold miners were already pricing $3,000–$3,500 gold against a $4,000 spot, leaving room for re-rating toward a $5,000 scenario over 2–3 years. The presentation is a behavioral-finance sermon on investor vs. trader psychology, not a trade call.

Stock Market investing for complete beginners: What is a company and what are shares?

Preview:A beginner-level educational video explaining what a company is, what shares represent, how dividends work, and why share prices move — framed as a conversation with a child. No market analysis, no actionable investment calls, and no specific stock recommendations beyond using Apple as a generic teaching example.

Sun, Oct 19, 2025 France debt downgraded. Will we see a sovereign debt crisis. Why do debtors lie?

Preview:Clive Thompson examines France's recent S&P credit rating downgrade from AA- to A+, framing it as a potential early signal of a renewed European sovereign debt crisis. He draws parallels to the 2009-2015 crisis, emphasizing how countries deep in debt have incentives to lie about their financial position, just as Greece did. The video walks through debt-to-GDP ratios for France (111%), Italy (130%), and Spain (101%), all well above the Maastricht Treaty's 60% limit. Thompson is skeptical that France's new budget will be honored and warns that credit rating agencies have a poor track record of catching defaults before they happen. He ties the discussion back to gold as a lifeboat if the fiat system fails.

Sun, Oct 19, 2025. Gold goes crazy. $100 moves. Was it bad debts, France, or Titanic captain?

Preview:Clive Thompson delivers part two of a Sunday series, focusing entirely on gold's extraordinary price action over the past two weeks. He walks through the $4,000 psychological barrier being shattered, the subsequent extreme volatility including multiple $100+ daily moves, and anecdotal evidence of surging physical demand at gold shops. The video is a narrative recap of the chaotic week, with the speaker positioning himself as having correctly called both the breakout and the overbought warning. Gold miners suffered sharp Friday selloffs of 5-16%. Part three promises a sovereign debt crisis analysis.

Sun, Oct 19, 2025. Gold. You are on the Titanic. At what price would you sell your life-raft?

Preview:Clive Thompson uses an extended Titanic allegory to frame gold as a lifeboat in a sinking financial system. He argues that selling gold for profit now is like selling your life raft on a doomed ship — you may feel clever booking a gain, but when the real crisis hits, you won't be able to buy it back. The allegory rehearses the classic "don't trade your insurance" goldbug thesis with unusually vivid storytelling, but the transcript cuts off before reaching any concrete gold analysis, market data, or price levels.

Fri Oct 17, 2025. Stock market update. Bad Debt Mayhem as regional banks crash. Gold, Silver rush.

Preview:Clive Thompson (with his son "Clive Jr.") delivers a daily market update on October 17, 2025. The core story: regional bank ETF (KRE) crashed over 6% on emerging bad-debt disclosures, triggering a broader flight to safety. Gold surged to $4,340 (up $240 from prior day), with unusual volatility and $100+ intraday swings. Silver outperformed as the gold/silver ratio compressed to 80.5. The US government shutdown (week 3) has blacked out economic data, leaving investors "flying blind." Oil fell, Bitcoin dropped to $107K, and the 10-year Treasury yield slipped below 4%. Thompson flags a possible "black swan" event and expects the Fed to cut rates at the October meeting.

Thurs Oct 16, 2025. Black swans don’t send invitations. They just buy gold.

Preview:Clive Thompson delivers his morning market report covering extreme volatility in precious metals, with gold hitting a new all-time high of $4,236 and silver reaching $53.16. He flags the RSI overbought warning on gold, the highly unusual silver backwardation (spot above futures), and reports of 30% silver lease rates in London. He also discusses US-China shipping tariff escalation, French political/budget turmoil with bond spread implications, and Bank earnings/AI beneficiaries as a way to play the AI theme. The video ends with an informal Q&A segment with his 8-year-old son, Clive Jr.

Tues, Oct 14, 2025. Gold, silver, platinum, Palladium, copper explode to the upside

Preview:Clive Thompson delivers a daily market wrap covering the sharp recovery in US equities after Trump softened tariff rhetoric against China, and a powerful surge across precious metals and copper. Gold broke $4,100 and silver pushed through $52, driven by trade tensions, geopolitical uncertainty, expected Fed rate cuts, and central bank buying. He warns that RSI indicators are flashing overbought for gold and silver, and flags suspicious trading activity around Bitcoin ahead of Friday's tariff announcement. The video includes sponsor pitches, a cautionary tale about a gold scam, and a father-son teaching dynamic throughout.

Friday 10th October 2025 Stock Market Report

Preview:Clive Thompson delivers a concise daily market wrap for October 10, 2025. Stocks declined modestly (~0.5%) on Thursday, but the real action was in precious metals: gold mining stocks fell heavily on a minor gold dip, silver hit an all-time high above $51, and gold is poised to retest $4,000. Thompson flags the ongoing US government shutdown (day 10) as a complication for the Fed's upcoming rate decision, since key economic data from the BLS is unavailable. His tone is measured — he pushes back on alarmism about the equity dip and congratulates silver longs while noting short-squeeze dynamics.

Weds, Oct 8, 2025 Stock Market Update. Gold goes ballistic through $4000. Chaos in France and USA.

Preview:Clive Thompson delivers a daily market update covering the S&P 500 near all-time highs, gold surging through $4,000/oz, Bitcoin hitting new record ~$125K, political chaos in France (5 prime ministers in under 2 years), and the US government shutdown complicating Fed decision-making. He shares personal anecdotes about IBM and warns that tech companies are rebranding around AI to inflate share prices while insiders unload stock. The dollar is strengthening, the yen is weakening on Japan's new dovish PM, and the ECB signals further rate cuts. His core concern: uncertainty is driving safe-haven demand for gold, but a resolution of the US shutdown could cause gold to pull back.

Armies Of Investment Managers About To Rush Gold | Clive Thompson

Preview:Clive Thompson argues gold has entered a still-intact bull market that may pause or pull back short term, but is being driven higher by under-owned portfolios, policy instability, shutdown-related uncertainty, and the growing inadequacy of cash and bonds. He thinks investment managers are late to the trade, government debt dynamics are unsustainable, and the next big move could come from a rush into gold as official and private balance sheets seek protection.

Tues Oct 7 2025. France in Political Crisis. USA in Political Crisis. Gold, Stocks & Bitcoin soar.

Preview:Clive Thompson delivers a daily market wrap covering the US federal government shutdown (began Oct 1, 800K workers furloughed, lawsuits over politicized agency auto-replies), France's one-day government under PM Lecornu (resigned hours after forming cabinet), and a broad "crackup boom" in gold ($3,963, near $4K), silver (all-time weekly close record), Bitcoin ($124K), and global equities. He attributes the melt-up to fiat currency debasement and investors fleeing cash into any hard or risk asset. He notes the odd divergence between low VIX complacency and soaring gold, and highlights AMD's 23% surge on a multi-billion-dollar chip deal with OpenAI.

How to make money in stocks! Catalysts that can quickly turn $1 into $1.50 or more with low risk.

Preview:Clive Thompson presents a timeless framework for identifying investment companies trading at significant discounts to net asset value (NAV) with identifiable catalysts to close the gap. He walks through four historical case studies (Tetragon, Sofina/Flipkart, GBTC, Prosus/Tencent) and two current unnamed UK small-cap situations where management has initiated a managed wind-down. The core thesis: buy dollars for well under a dollar inside an investment company, then wait for a catalyst — credit cycle turn, IPO/acquisition, ETF conversion, share buybacks, or liquidation — to unlock the value. He emphasizes using AI tools to screen for opportunities and stresses this is not investment advice.

Friday October 3, 2025 Stockmarket and Financial News. Government shutdown continues. Stocks soar.

Preview:Clive Thompson's daily market wrap covering the third day of the US government shutdown, record highs across global equities, Tesla's post-delivery-beat selloff, Alibaba's AI-driven rally, gold near $3,900, Bitcoin approaching $120,000, and a brief look at copper, oil, and gold miners (GDX). He questions Treasury Secretary Bessent's shutdown growth-hit narrative and previews an upcoming video on closed-end fund arbitrage.

Weds Oct 1 2025. StockMarket report. US Government Shuts Down. Gold Rockets To An All-Time Record

Preview:Clive Thompson delivers a daily market wrap for October 1, 2025. The US government shutdown is the top macro story — it may prevent Friday's non-farm payrolls release, leaving the Fed "flying blind." Gold hit a fresh all-time high near $3,890, silver reached a 14-year peak, and pharma stocks surged on Trump's drug-pricing website plan. Equities are near all-time highs despite futures pointing to a slightly lower open. Thompson flags the unusual combination of high gold prices with low VIX complacency, and notes that falling oil and weak consumer confidence signal a slowing economy that contradicts gold investors' "monetary mayhem" thesis.

Monday Sep 29th 2025. Stock Market and Economic News. Gold surges through $3800. Silver soars.

Preview:Clive Thompson delivers a daily-market-wrap style briefing covering Powell's cautious rate stance, Trump's 100% tariff on branded pharmaceuticals, a record-breaking surge in gold past $3,800, silver nearing $47, and a rally in gold miners (GDX). He highlights Morgan Stanley's shift to a 60/20/20 portfolio (equities/bonds/gold), Tether's $15-20B raise, US government shutdown risk, and the dominance of passive investing. Equities remain near all-time highs despite headwinds.

Make money fast in stocks. This is about a technique that could net you a nice profit in a few days

Preview:Clive Thompson presents a technique for making quick profits by front-running ETF index changes. Using the recent GDX (VanEck Gold Miners ETF) index transition as a case study, he shows how buying stocks being added to the new index and avoiding those being removed produced average gains of ~10% over ~8 days. The seven new additions averaged 10.23%, while the seven largest removals gained only 5% — a 5%+ relative advantage. He walks through the mechanics of comparing old ETF holdings vs. new index composition using publicly available spreadsheets and SEC filings, and stresses this is not guaranteed, not advice, and carries real risk.

Weds, 24 Sept 2025 Stock Market Report. Beware of Stargate? Mass surveillance coming? AI spying.

Preview:Clive Thompson delivers his daily markets report on September 24, 2025. He covers Powell's failure to promise further rate cuts (though the CME FedWatch tool still prices ~94% odds of an October cut), the AI-driven Stargate data-center narrative fueling stocks, a speculative aside about Stargate possibly being an NSA surveillance program, and a tour of global indices, precious metals, currencies, and select stock movers including Alibaba, Nvidia, Oracle, and Eli Lilly. He notes gold near all-time highs, platinum as the top-performing precious metal YTD, Bitcoin's sharp drop, and rising money-supply figures across the US, UK, and EU — which he reads as a harbinger of future inflation.

Bitcoin plunges. Gold miners rocket.

Preview:Clive Thompson runs through the day's market action: US stock indices at all-time highs, gold surging to ~$3,788 (up ~40% YTD), silver up 50% YTD, platinum up 60% YTD, and gold miners (GDX/GDXJ) powering higher. Bitcoin and Ethereum have sold off sharply over the past couple of days. He discusses Nvidia's $100B OpenAI investment, Alibaba's new Quen 3 AI, OECD tariff warnings, UK inflation, and the potential for antitrust action against big tech under the Sherman Act. The core thesis is that government debt-driven liquidity is fueling a "wall of money" into stocks and now increasingly into gold and gold miners, while crypto pulls back.

Alert! Gold Miners are Exploding to the Upside

Preview:Clive Thompson highlights an explosive move in gold mining stocks on Friday, with GDX surging over 5% versus gold's ~1% rise, attributing much of the move to the GDX index rebalance shifting to the MV Market Vectors index. He runs through dozens of individual miner names showing extraordinary daily gains (Harmony Gold +12.91%, Barrick +9.71%, etc.) and extends to Australian and European miners, framing the sector as a tiny market cap pocket where even modest flows from mega-cap tech can produce outsized moves. Platinum is noted as outperforming gold YTD at +45%.

Sunday September 21 2025 Weekly financial news for the last 8 days. Fed cut rates. Unemployment up

Preview:Clive Thompson recaps the week ending September 21, 2025. The Fed cut rates by 25 bps — the first cut this year — with Powell citing a cooling labor market. Thompson argues unemployment patterns historically precede recessions and doubts official nonfarm payrolls data. Stocks hit all-time highs globally (Dow, S&P, NASDAQ, Nikkei, DAX, etc.), fueled by a falling dollar, rising M2 money supply, and government deficits. Gold and silver hit records; silver benefits from a potential US strategic-mineral designation. Bitcoin neared $116K. Notable stock movers: Intel (+22.9% on Nvidia's $5B investment), Novo Nordisk (+11.6%), Tesla (+7.6%), and Apple (iPhone 17 launch). The market prices ~92% odds of another 25bp cut in October and ~79% for December.

🚨 HUGE SILVER REVEAL: The UNIMAGINABLE Silver Price Predictions for 2025! 💰 Get Ready to Be SHOCKED!

Preview:An interview with Clive Thompson, a 47-year wealth management and Swiss private banking veteran. Thompson lays out a bullish precious metals thesis: gold targeting $4,000 by end-2025, $4,400-4,500 in 2026, and $5,000 by 2027, with silver carried higher by both gold momentum and industrial demand (solar panels, green energy). He highlights the Silver Institute's forecast of 200M oz investment demand — only 1 oz per 45 people globally — as a supply-squeeze signal. He also discusses Saudi Arabia strategically accumulating silver for future solar panel production, recounts how AI (ChatGPT-5) saved him from a bad gold-miner investment, and teases a large upcoming institutional trade in gold miners detailed on his own YouTube channel.

Weds Sept 17, 2025, Stock Market and Financial news. Dollar plunges nearly 1%. Gold soars to $3700

Preview:Clive Thompson argues that the big setup is a softer dollar, rising gold/silver, and markets leaning on imminent Fed easing. He expects the Fed to cut 25 bps at today’s FOMC, thinks Powell’s wording will matter more than the decision itself, and says the recent labor data revisions support a recession-risk narrative even though inflation is still above target.

ChatGPT Just Saved Me! I Was About To Buy A Gold Mining Company. ChatGPT Said "Don''t pick that one!

Preview:Clive Thompson demonstrates using ChatGPT Plus to vet a gold mining investment candidate (Seabridge Gold). He discovers that Seabridge Gold, despite reporting accounting profits in Q1/Q2 2025, produces zero gold — the "profits" come entirely from non-cash items like forex revaluation gains, secured note remeasurements, and flow-through share premiums. ChatGPT saves him from buying a company that doesn't meet his core criteria: actual gold production with growing output and genuine operating profits. The video is a practical tutorial on AI-assisted investment research, not a recommendation.

Monday Sept 15, 2025 Stockmarket repport. Stocks and Gold at Record Levels. FOMC Rate Cut Expected.