DINARRECAPS8 2/5/25 DINARRECAPS8 2/5/25

This Will Likely Be A Really Big Deal For Gold

Notes From the field by James Hickman (Simon Black) February 4, 2025

Well that was fast.

The smoke had barely cleared on the opening salvo of the Great North American trade war, when all sides called a truce to talk out their differences.

Just as we wrote yesterday, this is exactly what I was hoping would happen. In fact, in a Zoom call that Peter and I had Friday with our Total Access members, we predicted this outcome: that the trade wars were just an elaborate show to demonstrate to the world that America is willing to make good on its threats, and force everybody to the negotiation table.

DINARRECAPS8 1/30/25 DINARRECAPS8 1/30/25

Even the US Government is Worried There Won’t Be Enough Electricity

Notes From the Field January 27, 2025 By James Hickman ( Simon Black

It was known as the “Timber Famine” in 18th-century Great Britain. And it was no exaggeration to say that it was a national crisis: Britain was running out of wood.

The first major reason was population growth; wood was the major material and fuel source of the era, used for cooking, heating, and construction. And Britain’s booming population growth created insatiable demand for timber.

DINARRECAPS8 1/29/25 DINARRECAPS8 1/29/25

It’s like a Netflix and a Half Just Vanished Yesterday.

Notes From the Field By James Hickman (Simon Black) January 28, 2025

Yesterday, Nvidia—the company which makes GPUs, including for AI— suffered the largest single-day market value loss in history.

The stock dropped 17.4% wiping $600 billion from its valuation in hours, and actually pulling the entire Nasdaq Composite down 3.4%.

To put that in perspective, this amount of value loss is like if the entire company of Netflix AND AT&T simply disappeared.

DINARRECAPS8 1/23/25 DINARRECAPS8 1/23/25

Some Thoughts On Today’s Record High Prices

Notes From the Field By James Hickman (Simon Black) January 22 2025

Herbert Hoover was an unstoppable force in 1928.

The Roaring Twenties were in full swing. Prosperity (it seemed) was everywhere. The stock market was soaring. People were making money hand over fist. And Hoover was the ‘status quo’ Presidential candidate that year.

In other words, a vote for Hoover was a vote for the good times to continue. And the guy vanquished his opponent on election day, November 6, 1928, by one of the most lopsided margins in history up to that point.

DINARRECAPS8 1/22/25 DINARRECAPS8 1/22/25

Is this America 3.0? One Key Question to Ask Yourself

Notes From the Field By James Hickman (Simon Black) January 21, 2025

When the Founding Fathers put the finishing touches on the Constitution in late September of 1787, they probably had no idea whether or not it would be formally adopted by the states. There had been intense debate. Criticism. Dissent. And so the ratification of the Constitution was by no means guaranteed. Delaware became the first state to ratify the document on December 7, 1787. Then Pennsylvania and New Jersey within the same month.

But Article VII stated that the Constitution would not be considered valid unless formally approved by at least nine states. And that milestone wasn’t reached until June 21, 1788 when the state of New Hampshire ratified the Constitution.

DINARRECAPS8 12/14/24 DINARRECAPS8 12/14/24

The Most Insolvent Bank In The History Of The World Is. …..

Notes From the Field By James Hickman (Simon Black) December 12, 2024

As the 1800s came to a close and the world propelled itself full of innovation and optimism into the 20th century, there was perhaps nowhere else on the planet more admired and envied (except for the United States) than Argentina.

In fact, just like America in the late 1800s and early 1900s, Argentina was overflowing with immigrants from all over the world looking for a better way of life in that land of opportunity.

DINARRECAPS8 12/11/24 DINARRECAPS8 12/11/24

Great News If You Own A Company

Notes From the Field By James Hickman (Simon Black) December 7, 2024

Right at the beginning of the year in early January, I wrote to you about one of the dumbest laws to hit the books in the Land of the Free in a VERY long time. It’s called the Corporate Transparency Act.

DINARRECAPS8 12/10/24 DINARRECAPS8 12/10/24

What Does It Mean To Have A Plan B?

Notes From the Field By James Hickman (Simon Black) December 10, 2024

What does it really mean to have a Plan B— especially these days?

We’ve used the term Plan B for almost the entire 15 years since I started this business in 2009.

Back then the national debt was really starting to become a major problem. The Federal Reserve was printing trillions of dollars to bail out irresponsible bankers. The economy was on the ropes after the Global Financial Crisis.

DINARRECAPS8 12/5/24 DINARRECAPS8 12/5/24

They Have To Get This Right For America To Have A Real Chance

Notes From the Field By James Hickman (Simon Black) December 5, 2024

On November 20, 1945, an international tribunal first convened in the Bavarian city of Nuremberg to prosecute key leaders of Nazi Germany for crimes against humanity. The Nuremberg Trials were a key aspect of holding individuals accountable for the brutal acts and genocide committed under Nazi rule.

High-ranking officials, including Hermann Göring and Rudolf Hess, faced charges, and they tended to grab most of the headlines. But plenty of lower ranking officers, and even doctors, faced trial as well. Naturally they tried to defend themselves by claiming they were “only following orders”.

DINARRECAPS8 12/3/24 DINARRECAPS8 12/3/24

Is The US Banking System In Trouble?

December 2, 2024 Notes From the Field By James Hickman (Simon Black)

In the year 1157, the Republic of Venice was engaged in a bitter trade war with its arch rival the Byzantine Empire.

While the rest of Europe was barely surviving thanks to the stupidity of their centrally planned feudal economies, Venice was a place where anyone, even the most illiterate peasant, could work hard, take some risks, and become fabulously wealthy.

In short, it was the medieval America. And unsurprisingly its economy was booming.

DINARRECAPS8 11/20/24 DINARRECAPS8 11/20/24

What’s up with Buffett and his $325 Billion Pile of Cash?

November 20, 2024 Notes From the Field By James Hickman (Simon Black)

Much has been written about Warren Buffett having sold a substantial amount of stocks. And his company, Berkshire Hathaway, is sitting on a record $325 billion cash pile as a result.

Buffett has often said that his preferred holding period for an investment is "forever". So the fact that he has sold so much stock has many observers proclaiming that "Buffett is predicting an imminent stock market crash."

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Except that he's not. Buffett is a pretty transparent guy who has never been afraid to speak his mind. If he were predicting a crash, he'd probably say it.