The Gold Bear and Dollar Bull
Gold is down, the dollar is up measured in gold, and rising interest rates sit under both.
Tom Lobsiger
Prices in Gold
Most of what you will read this week prices everything in dollars. This issue gives you a cleaner reference: the same prices measured in gold. One filter that reduces noise so you can judge value with less interference. In this issue: • What are prices • The noise problem and the gold
How My Portfolio is Positioned
Over the past few weeks, I've had several friends and family members reach out for some general guidance on how to invest and allocate their savings in today's environment. A bit of background on my approach: I've never used a financial advisor and have
The Austrians Saw It Coming
This is a reposted article from Dr. Robert Malone's Substack. It does an excellent job explaining the Austrian School of Economics, the simple concepts behind it, and highlighting a few of its most prominent professors. This type of economic thought relates directly to freegold and the central role
The Hormuz Thesis - What if America is not in a hurry to open Hormuz?
What follows is a shared post from X by @gCaptain @Johnkonrad, on the current naval conflict that is disrupting the global energy trade. The original article can be found at gCaptain. The world’s leading maritime and offshore website, dedicated to quality news and building an interactive community of maritime
USMCA Review: Possible Outcomes and Impacts for 2026
What follows is a Grok-heavy analysis of the current state of US-Canada trade relations, especially as there are only 3 months left until July 1 before USMCA sunset clause kicks in. As with my previous article on Canada-US history, the historical context is vital to understanding where
Canada: The Historical Context of a French-British-American Sandwich
The view of Canadian History from an outside perspective and deeper analysis of the structural processes in motion. It is important to review the historical context, specifically British-US conflicts and trade relations. A simple summary of the 1700s is that Canada was subject to a tug of war between
The Five-Power Convergence: How Five Nations Launched Parallel Purges
Both the mainstream news and narratives on social media generally ignore structural patterns. Our primary interest on this platform is digging deep, and identifying past and present structural processes that are moving us forward. What follows is a shared post from X by @TheDebriefing17 @Homeranger17, highlighting patterns that have been
Currency Peg Fail
We're going to cover a lot of ground today. Hope you brought your reading boots. In discussions about money, inflation, and banking there are handful of historical concepts that are very important to understand. Free Silver, Free Gold, and America's first currency fix under the 1792
The Gold Oil Ratio
The Gold:Oil Ratio is a direct comparison of the price of one oz of gold in oil barrels. It is a great general reference point for sentiment in regards to growth vs capital preservation. The ratio has generally stayed between the range of 10 and 35. Over the past
What is Freegold?
FOFOA is a long-form, pseudonymous blog focused on gold, money, and the failure modes of modern fiat currency systems, written primarily between roughly 2008–2014. It is not a news site or investment blog in the conventional sense. It’s a theoretical framework for understanding what happens to money
The USA Gold Trail
When I first started this blog in 2008 I was a silver stacker, and an enthusiastic student of all things related to the history of gold, silver, and money. Somehow I came across the FOFOA blog as well as writings of Michael Kosares, FOFOA, and A/FOA. While I don&