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Beneath the Surface

Maintaining Sanity in the Spin-cycle Reality

Loading ...Andrew Packer

December 3, 2024 • 4 minute, 31 second read


censorshiptariffs

Maintaining Sanity in the Spin-cycle Reality

A “Give your head a shake” interlude

James West
Dec 03, 2024

Not sure to what extent AI, crypto, right wing extremism, interest rates and inflation, whack-a-mole investing and government corruption is infecting your day-to-day. But thought a conversation about maintaining clarity and priorities was in order.

Keep scrolling, as they say, if this is of no interest to you.

In my case, keeping tabs on what I see as threats to my way of life has become the largest screen-time contingent of the daily information mix.

It would become a major cause of anxiety if I was wired differently. Instead, it’s all just a distraction.

It is said that anxiety arises from contemplation of the future, while depression comes from dwelling on the past.

Both of these mental conditions occur within one’s own head, as part of the non-stop internal dialogue that we maintain.

As somebody who writes on a daily basis, it is natural to spend a great deal of time inside my head thinking thoughts that are hopefully maybe relevant…or even insightful. Trying to describe through writing what is happening in the world is an exercise ultimately in talking to one’s self.

But what I’ve learned at the ripe age of 60 is that the best things in life tend to happen outside of one’s head. Like, in the real world.

Walking around in the forest with no particular thoughts, observing and inhaling and touching the indifferent life forms for whom the entire human enterprise is only the source of all noise and destruction is a form of cleansing of the spirit.

The Japanese refer to this exact practice as Shinrin Yoku; literally “forest bathing”.

I only learned about this Japanese practice after a lifetime of emulating it without having a formal definition of it. It has been a rule of mine to prioritize exposure to forest settings every day far and above the pursuit of material wealth.

But not just intentionally immersing myself in nature.

There is immense peace of mind and gratification that comes from chopping firewood, milling timber into lumber, building goofy outdoor furniture, making chimichurri, or bread, or mucking about with irrigation pumps and pipes and filtres and washers and valves and gardens and machinery. This similarly derived from a contemplative application of the physical body to the physical world with only minimal input from the brain.

Within the mundane tasks of the physical world lies the path to mental serenity.

For this reason, no matter the burden of imagined obligations, deliverables, follow-ups, revisions, scheduling and zoom calls, I make sure to take at least a couple of hours in the middle of the short winter day and go outside, breathe deeply and forget about that fabricated mental static and relax with a menial chore or two.

*****************

I now have two choices in creating original written content with financial and political themes: parrot the sanitized zeitgeist of the day, or wax full conspiracy theory/doomsday predictions. Everything else is just not click-worthy. Apparently.

Or worse.

If the editorial tone comes across of too political, or (especially) too critical of tech companies or their egomaniacal CEO’s, the post is deleted, or else shows up in no one’s feed, rendering the author and the sentiment invisible.

Censorship has never been more thorough or more easily triggered.

And there is nothing more triggering of agitation than to see a piece of content one has agonized over for hours or in some cases days be arbitrarily cancelled because it offends some poor billionaire’s sensibilities to the point where he has enlisted algorithmic agents of search and destruction to sniff out and suffocate them.

Truly original, controversial, or critical arguments cogently presented are now so efficiently snipped out of the media feed (thanks to Google, Apple and Facebook) that there are only chocolate and vanilla to choose from.

And so, the Closing of the American Mind (1987, Allen Bloom) has been perfected to such a degree that there is no diversity of opinion any more; there are just variations of the same opinion.

Take, for example, the “tariff” canon Trump fired that rattled Canadian PM Justin Trudeau so thoroughly that he jumped on a plane for a pilgrimage to Mar-a-lago, ostensibly to educate Trump.

The success of that mission had about as good a chance as teaching a donkey to poach eggs.

Yet why do we care? Trudeau’s smoke-blowing “we gotta take this guy seriously” posture only serves to cement his relationship with Trump as subordinate.

Anybody with a sense of even recent history knows that Trump uses shock and awe language to scare weak targets into submitting to lesser demands. If anything, Trump is the reincarnation of Machiavelli, if not his unwitting apprentice. Actually, Trump is more like Machiavelli and Nero rolled into one.

But see?

This is what I’m talking about. Under the threat of 25% tariffs, everybody in Mexico and Canada is getting all worked up and wondering “what does it all mean” for me and mine and us and ours?

Is my life about to get 25% more expensive? Am I going to pay 25% more in taxes? Are there bad men coming to take me away?

Yes to all of the above. Which is why you need chill TF out and go outside and find some forest and build some shit and go all in on XRP. Breathe.

 

~~ James West, Midas Letter


A Look at Precious Metals As Prices Soar

January 14, 2026 • Shad Marquitz

Let’s peel back the layers of this precious metals bull market by analyzing the pricing action on the charts, which contains ALL the buying and selling.

Most people love a good narrative, and they use these stories to either reinforce their biased views or to explain away price action that they don’t agree with.

They are just stories, though, even if there are elements of truth embedded within them. We can utilize charts to remove this biased narrative and noise.

Over the longer term, the pricing that populates charts truly incorporates the total buying and selling from all central banks, financial institutions, ETFs, hedge funds, whale investors, and the rest of the retail investors.

A Look at Precious Metals As Prices Soar
The Empire As Junkyard Dog

January 14, 2026 • Addison Wiggin

Yesterday’s CPI showed prices still ticking up—2.7% year-over-year, right in line with expectations.

Wall Street expects at least two rate cuts in 2026. At the same time, global central banks — led by China and Russia — continue buying gold to reduce their reliance on the dollar. Combine this with supply chain reshoring and increasing geopolitical tensions, and metals have emerged as both a hedge and a haven.

Between a precious metals rally catching the attention of outlets as lilywhite as Bloomberg and the Trump administration’s 2026 focus on critical minerals and domestic production, there’s a lot to unearth in the natural resource sector.

The Empire As Junkyard Dog
Affordability, Meet Reflation

January 14, 2026 • Addison Wiggin

Today’s chart of inflation reflects an eerily similar path to the 1970s. The last CPI reading ticked back up 2.7%. If prices today continue to track those of the 1970s, the next wave of inflation could see prices rise higher and faster than during the 2021/2022 bout.

Yesterday, gold notched another new record high of $4647. Its slimmer, svelte cousin, silver, set a new historic high of $92. Both monetary metals are reflecting the market fear that once inflation gets started, it’s very difficult to contain.

Affordability, Meet Reflation
The Grand Realignment Gets Personal

January 13, 2026 • Addison Wiggin

Sunday night, Powell addressed the probe head-on in a video post — a rarity. He accused the White House of using cost overruns in the Fed’s HQ renovation as a pretext for political interference.

The White House denied involvement. But few in Washington believed it.

What followed was bipartisan condemnation of the investigation. Greenspan, Bernanke, and Yellen co-signed a blistering rebuke, warning the U.S. was starting to resemble “emerging markets with weak institutions.”

The Grand Realignment Gets Personal