Gary Bohm focused on monetary inflation, government debt, liquidity, bond markets and the implications for gold, silver, miners, energy and other hard assets. He hosted discussions with Michael Howell and Chris Marcus, while his own posts highlighted potential stress in European markets, U.S. banks, mortgages, loans and the dollar. Howell argued that debt must ultimately be monetized and recommended buying monetary hedges on weakness 2; Marcus argued that intervention and inflation could produce a major precious-metals repricing 89.
On the record
last 90 days · 49 positionsTheir calls
None settled yet · 1 open
Still open
- ○ Open COMEX gold futures at or above $5,000 · gold “Gold is heading to $5,000 or higher.” — their words, paraphrased · said Sep 5 · no deadline given, judged Mar 6, 2027 the post ↗ Now $4,179 (Oct 15).
Read from their words, checked against market data, approved by a person. Misses show like hits.
Latest positions
- GBGary BohmStrongly bullish on gold Sees a collective global print cycle and fiat debasement making gold the safe place to be. “therefore the safe place is gold” ▶ 33:41 MICHAEL HOWELL | Always buy the dip in monetary … · 14 Oct
- GBGary BohmWorsening on Europe Expects Europe's bond market and social unrest problems to spread around Europe rather than contract. “it's more likely to spread around Europe than it is to contract at this point” ▶ 30:34 MICHAEL HOWELL | Always buy the dip in monetary … · 14 Oct
- GBGary BohmBullish on stock market Sees European capital fleeing to the US as insulating the US stock market from near-term crash risk. “isn't that good for the US stock market? And doesn't it act as some form of insulation against any near-term US crash risk” ▶ 30:34 MICHAEL HOWELL | Always buy the dip in monetary … · 14 Oct
- GBGary BohmStrongly bearish on mortgage Expects home prices to fall so that sales can pick up, given how much higher mortgage payments are at 9% versus 3%. Open the post A 3% MORTGAGE VS. 9% MORTGAGE EQUALS DEVASTATION… · 12 Oct
- GBGary BohmFor on Metals and Miners Directs listeners interested in the metals and mining sector to his Substack and MindVantage software. “I want to direct everyone interested in the metals and mining sector to dive into our Substack” ▶ 51:35 CHRIS MARCUS | The shackles are breaking off the… · 10 Oct
- GBGary BohmStrongly bullish on Homestake Mining Bohm points to Homestake Mining's 600%+ rise in the Depression as the model for gold miners in the coming storm. “you could buy a gold proxy in terms of a gold miner and home stake mining went up 600 plus percent” ▶ 51:25 LAKS GANAPATHI | Gold & gold proxies have been t… · 30 Sept
- GBGary BohmRisk rising sharply on private credit He frames private credit as a cascading break risk spreading across credit and equity markets. ▶ 46:48 LAKS GANAPATHI | Gold & gold proxies have been t… · 30 Sept
- GBGary BohmFor on Federal Reserve System The Fed will step in and create more dollars to hold rates down if yields keep climbing. “If yields keep climbing, the Federal Reserve is next. That means creating more dollars to hold rates down.” Open the post The same rising bond yields that knocked gold lo… · 28 Sept
- GBGary BohmRisk rising on bond market The bond market is at risk of breaking if yields keep climbing. “You only need to trust that officials will keep printing rather than let the bond market break.” Open the post The same rising bond yields that knocked gold lo… · 28 Sept
- GBGary BohmFor on U.S. Department of the Treasury Treasury is already acting as the first backstop, buying bonds and using cash on hand. “The Treasury is already the first backstop, buying bonds and using cash on hand.” Open the post The same rising bond yields that knocked gold lo… · 28 Sept
- GBGary BohmBullish on gold Gold may look weak today, but it will be supported once officials keep printing money rather than let the bond market break. “If you believe that is coming, gold does not have to look strong on a Monday in late September.” Open the post The same rising bond yields that knocked gold lo… · 28 Sept
- GBGary BohmSharply rising on National Debt The national debt is a huge, unfixed problem with no plan to cut it, generating a guaranteed interest bill. “the real problem, which is a huge national debt and no plan to cut it the hard way” Open the post Gold and nominal yields can rise together once t… · 28 Sept
Their output
14 this weekStories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Iair Nadel 1 mention
- Lucio Arrocha 1 mention
- Joaquin Gonzalez 1 mention
- Michael Howell 1 mention
- Chris Marcus 1 mention
- Philip Smith 1 mention
- Josh Linville 1 mention
What they talk about
- gold 8 items
- dollar 5 items
- Scott Bessent 5 items
- Donald J. Trump 4 items
- U.S. 4 items
- inflation 3 items
- commodities 3 items
- Board of Governors of the Federal Reserve System 3 items
See what your own voices say about Gary Bohm, every morning.
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