We're Witnessing Total Financial Collapse
Submitted by QTR's Fringe Finance
As of mid-day on Friday, my 26 Stocks I’m Watching For 2026 were beating the S&P 500 average by about 7% on an equal weighted basis.
This comes after my 25 Stocks I’m Watching For 2025 beat the S&P average by more than 50% to wrap up last year.
This week I wrote about one stock in my list that is underperforming, that I continue to add — and one stock that was talked about all week that I would never, in a million years, consider owning.
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This week, I also took a hard look at where our financial system is headed—and the picture isn’t pretty. From Larry Lepard’s warning about “the end of the monetary road” to mounting evidence in gold, silver, and Bitcoin, the signals are getting louder. The charts, the data, and the macro backdrop are all pointing in the same direction: something is breaking.
"The End Of The Monetary Road": Larry Lepard On Gold, Silver & Bitcoin
I also dug into why 2026 could be a turning point. One of last year’s top-performing gold investors is calling for chaos, and the “Big Print” is looming. At the same time, the so-called “Sell America” trade is gaining traction, with foreign demand for U.S. debt under growing structural pressure. These aren’t isolated events—they’re part of a much bigger story.
On the tactical side, I shared exactly how I’m approaching gold and silver right now, both short term and long term. Is a pullback coming? Where are the real opportunities? And how should investors position themselves in an increasingly unstable environment?
How I'd Trade Gold And Silver Here
I also examined private credit and why parts of that market look dangerously fragile.
Private Credit Could Be On Thin Ice
Finally, I made the case for why the U.S. may ultimately be forced back toward a gold standard—and why monetary stability depends on it. If you want clear-eyed analysis, actionable insights, and unfiltered takes on what’s coming next, don’t miss this week’s work. Read it all now and stay ahead of the curve.
Here’s what else is new on the blog:
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This is not a recommendation to buy or sell any stocks or securities, just my opinions. I often lose money on positions I trade/invest in. I may add any name mentioned in this article and sell any name mentioned in this piece at any time, without further warning. None of this is a solicitation to buy or sell securities. I may or may not own names I write about and are watching. Sometimes I’m bullish without owning things, sometimes I’m bearish and do own things. Just assume my positions could be exactly the opposite of what you think they are just in case. If I’m long I could quickly be short and vice versa. I won’t update my positions. All positions can change immediately as soon as I publish this, with or without notice and at any point I can be long, short or neutral on any position. You are on your own. Do not make decisions based on my blog. I exist on the fringe. If you see numbers and calculations of any sort, assume they are wrong and double check them. I failed Algebra in 8th grade and topped off my high school math accolades by getting a D- in remedial Calculus my senior year, before becoming an English major in college so I could bullshit my way through things easier.
The publisher does not guarantee the accuracy or completeness of the information provided in this page. These are not the opinions of any of my employers, partners, or associates. I did my best to be honest about my disclosures but can’t guarantee I am right; I write these posts after a couple beers sometimes. I edit after my posts are published because I’m impatient and lazy, so if you see a typo, check back in a half hour. Also, I just straight up get shit wrong a lot. I mention it twice because it’s that important.