HeyJaredThe Bubble Bubble Report
The Bubble Bubble Report is a best-selling newsletter with over 24,000 subscribers, specializing in precious metals and major global economic risks including credit and asset bubbles.
- Indexed issues, last 90 days
- 12
- Latest publication
- Sep 28, 2026
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- Sep 1, 2026
Latest issues
Bond Market Selloff Continues to Rattle Markets (opens the original)
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Ever since the U.S.-Iran war began seven months ago, the markets have traded in a “War On, War Off” fashion on a practically day-to-day basis, and increasingly even intraday as the situation becomes more schizophrenic. “War On” occurs when the conflict deteriorates, sending energy prices and bond yields surging while stocks and commodities, including precious metals, sink. “War Off,” on the other hand, occurs when hopes for a peace deal emerge and the markets breathe a sigh of relief, causing th
Where Precious Metals & Miners Stand Now (opens the original)
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It’s time for a weekend precious metals and miners update. Despite a barrage of adverse developments over the past week, particularly surging bond yields, the precious metals complex is holding nicely above its key support levels, has worked off the overbought conditions that developed in late August, and may be setting up for its next leg higher soon, with a catalyst being the main ingredient still needed.On the geopolitical front, there were multiple whipsaws and conflicting signals over the p
More Thoughts on Bullion Portfolio Construction (opens the original)
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On Wednesday, I published an update discussing the worsening global bond bear market and how I see it as a precursor to yield curve control, which will be highly inflationary and therefore very beneficial for hard assets, including precious metals. I also explained that I expect the unraveling of the current global financial order to be chaotic rather than smooth, linear, and predictable, as global debt and asset bubbles sink under their own weight while
The Global Bond Meltdown Is Accelerating (opens the original)
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A few weeks ago, I wrote about the global bond rout and how it will ultimately lead to yield curve control (YCC), in which governments around the world resort to outright debt monetization, or digital money creation, to buy back their bonds, support their bond markets, and, so they hope, prevent yields from surging even higher and causing government finances to deteriorate further.In my report, I argued that yield curve control would dramatically increase the global money supply, causing inflati
Where Precious Metals & Miners Stand Now (opens the original)
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It’s time for another weekend precious metals and miners update, which I deliberately waited a couple of days to publish to give the markets time to digest the Fed’s widely expected rate hike. The initial market reaction to a Fed decision often proves misleading, while the price action that follows tends to provide a more reliable indication of how the market is ultimately interpreting the decision. That is why I wanted to let the dust settle a bit before publishing this latest technical update.
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