Jensen's Economic, Precious Metals, & Markets Newsletter

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China's Media Recommends Buying Silver and Silver Starts to Surge on Open of Shanghai's SGE Exchange
This innocuous tweet, if correct, gives an interesting insight into a potential sea-change in the Chinese silver market…
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David Jensen
11
Silver's Break-Out to Much Higher Prices
The weekly price of silver set on the digital metal exchanges has now broken higher from a multi-year down-trend started in 2020, as seen below: On a…
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David Jensen
4

March 2024

Former US Treasury Secretary Says US CPI Cost of Living Inflation Peaked in 2022 Actually Above 18% And Above 9% in 2023
Former Treasury Secretary Larry Summers put out a tweet thread on February 27, 2024 highlighting his participation in a new paper estimating a more…
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David Jensen
The Monetary Metals Have Run Since the February 2024 CPI Price Inflation Data Report
Even the Digital Metal Market are Now Responding
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David Jensen
The Third Monetary Metal is Breaking Out
And A Look at its Correlation to Silver
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David Jensen
Two Metals Are Signaling the Market Senses Oncoming Goods Price Inflation (Currency Debasement)
Since the Mar 12, 2024 CPI print, two metals are signaling that the market senses price inflation (currency debasement) is coming. They are Copper and…
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David Jensen
1
Inflation Data Points to Higher Interest Rates Upending Bonds and Stocks, and Triggering Banking and Currency Crises
“Inflation is at all times and everywhere a monetary phenomenon.” Milton Friedman The US Consumer Price Index in February increased to 3.2…
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David Jensen
Signals The US and Canadian Bank Systems Are Accelerating Toward Inevitable Failure
Preface Both US and Canadian banks and their underlying fiat debt currency system are fundamentally unsound from three perspectives: Banks maintain…
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David Jensen
1

January 2024

Silver's Suddenly Surging Lease Rate is Indicating Silver Bar Shortage at the Exchanges
The implied silver lease rate (the cost of borrowing silver bars on exchanges) has been surging since late December 2023 indicating a silver bar…
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David Jensen
Canadian Financial Institutions See Liquidity Shortage
The Bank of Canada Restarts Overnight Repo Operations - Is the Fed Next?
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David Jensen

December 2023

Troubled Bank Lending Facility Signals Increased Bank Stress
Troubled Bank Trouble
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David Jensen
3
The Fed's Panicked U-Turn
What caused the Fed's monetary course reversal over just two weeks?
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David Jensen
2
© 2024 David Jensen
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