Acid Breath: Why Everything’s Going Up for the Wrong Reason

Creativity, Chaos, and the Signals That Matter

Gold's ripping, stocks are ripping, but this isn't a hedge, it's a hallucination.

In today's episode, I break down the paradox of rising fear assets and euphoria trades moving in sync.

We bounce off China's Q3 GDP: if the US won't provide data, the Chinese will.

And I revisit how creativity really works, not through structure, but through a blissful surrender.

Then we take another stab at valuing gold in a system that may have moved on.

And consider lithium at the one year moving average.

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