# The Contrarian Capitalist Contrarian intelligence on commodities, markets, geopolitics and macro risks to help investors preserve capital and build optionality. Join 5,400+ independent thinkers and get free expert interview podcasts plus insights for uncertain times. Page: Feed: --- ## [Mid-Week Macro 19/08/2026 - Gold gets boost as QE gets fired up (again)](https://contrariancapitalist.substack.com/p/mid-week-macro-19082026-gold-gets) _2026-08-19 · The Contrarian Capitalist_ Bonds are also firing a BIG warning! [Listen](https://api.substack.com/feed/podcast/211893042/4d06d9b9010777bb3f0a50047ce6b31d.mp3) ## [August Update: Slowly Getting Back to Normal](https://contrariancapitalist.substack.com/p/august-update-slowly-getting-back) _2026-08-17 · The Contrarian Capitalist_ A personal update on the challenges of the last few months, and the road ahead for The Contrarian Capitalist ## [Market Wrap 16/08/2026 – Softer CPI, Equity Highs & Weather-Driven Shipping Pressures](https://contrariancapitalist.substack.com/p/market-wrap-16082026-softer-cpi-equity) _2026-08-16 · The Contrarian Capitalist_ Slightly softer July CPI, unchanged PPI, mixed US index performance, Asian market moves, and weather-driven impacts on shipping and agriculture! ## [What the Gold to S&P 500 ratio is telling us RIGHT NOW!](https://contrariancapitalist.substack.com/p/what-the-gold-to-s-and-p-500-ratio) _2026-08-15 · The Contrarian Capitalist_ August Chart of the Month with Tom Bradshaw. [Listen](https://api.substack.com/feed/podcast/207532227/36fe91e78dba7f5cc5aa8ceb923f6a12.mp3) ## [Commodity Wrap 14/08/2026 - $1,000 Silver? China sends Gold warning!](https://contrariancapitalist.substack.com/p/commodity-wrap-14082026-1000-silver) _2026-08-14 · The Contrarian Capitalist_ More excellent mining results and Diesel tells us what we need to know about inflation. ## [Mid-Week Macro 12/08/2026 - Metals Romp and Rate-Hike Odds Fall](https://contrariancapitalist.substack.com/p/mid-week-macro-12082026-metals-romp) _2026-08-12 · The Contrarian Capitalist_ CPI data comes in just under expected. Equities muted. [Listen](https://api.substack.com/feed/podcast/210924547/e59a8026fe2ba1938d2d9b9b95d51ee3.mp3) ## [Market Wrap 08/08/2026 – S&P 500 and Dow Hit Fresh All-Time Highs After 'Soft' Jobs Data](https://contrariancapitalist.substack.com/p/market-wrap-08082026-s-and-p-500) _2026-08-08 · The Contrarian Capitalist_ September rate-hike odds move lower, a weaker dollar and solid earnings lift US equities, while the KOSPI extends its longest losing streak in three years! ## [Commodity Wrap 07/08/2026 - Gold/Metals Rally as Oil and Nat Gas Slide](https://contrariancapitalist.substack.com/p/commodity-wrap-07082026-goldmetals) _2026-08-07 · The Contrarian Capitalist_ Soft jobs data, lower rate expectations and strong Asian buying lift gold, silver, platinum and palladium, while tight inventories and geopolitics keep oil volatile! ## [NORSEMONT STRATEGICALLY EXPANDS CHOQUELIMPIE LAND PACKAGE TO 9,048 HECTARES](https://contrariancapitalist.substack.com/p/norsemont-strategically-expands-choquelimpie) _2026-08-06 · The Contrarian Capitalist_ Paid advertisement on behalf of Norsemont Mining (OTC: NRRSF | CSE: NOM). ## [Mid Week Macro 05/08/26 - Full Steam ahead for metals and miners?](https://contrariancapitalist.substack.com/p/mid-week-macro-050826-full-steam) _2026-08-05 · The Contrarian Capitalist_ Central Bank gold buying reminds us to do as the banks do and not what they say! [Listen](https://api.substack.com/feed/podcast/209957832/2595952b0f471bd9cab3a8c7f3f0664e.mp3) ## [Finnish Seedboxes — Up to 20Gbps (Sponsored)](https://crawlproof.com/a/f0fx1oDnLfAZ) _2026-08-05 · **Sponsored**_ Private Finnish seedboxes with 1–20Gbps speeds, RAID storage and 14‑day refund ## [Don Durrett: Gold/S&P Death Cross Still Looms Despite Record Highs – Economy on the Brink](https://contrariancapitalist.substack.com/p/don-durrett-golds-and-p-death-cross) _2026-08-04 · The Contrarian Capitalist_ Don Durrett on the Fed’s Catch-22, Housing & Cost-of-Living Crisis, Yen Carry Trade Risk, and why undervalued silver miners offer massive asymmetric upside in Legs 2 & 3 [Listen](https://api.substack.com/feed/podcast/207532476/7a82c8b19eb09e524bcfcca8ce2fa20e.mp3)