Hello ,
I hope you are having an excellent week thus far.
Here are The Rover’s highlights from last week.
Enjoy!
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Boeing: The Story of America
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Our October letter came out last week. Today is the last day it's free. Read and share it while you can if you're not a paid subscriber.
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My top posts from the past week:
Click on the post and share what you think!
Casey Donaldson@caseyjdonaldson
BOND MARKET APOCALYPSE
The rate hike failed again.
Bond yields are surging to new highs.
Bessent and Warsh are boxed in, and the entire planet knows it.
Interest expense up. Inflation up. Money printing has to go up.
6:13 PM · Sep 23, 2026 · 23.1K Views
54 Replies · 72 Reposts · 455 Likes
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Casey Donaldson@caseyjdonaldson
Gold is crashing as yields surge.
High inflation and sovereign debt crises are extremely bullish for gold.
Gold has to pull back before it can really run.
You don't own enough hard assets for what's coming.
8:16 PM · Sep 28, 2026 · 11.2K Views
20 Replies · 16 Reposts · 291 Likes
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Casey Donaldson@caseyjdonaldson
What is the best conductor of electricity on Earth?
SILVER
Silver is used in:
1 Solar farm = 30,000 oz
1 Nuclear power plant = 60,000 oz of silver
1 Missile = 500 oz
With new EV battery technology coming out, we are looking at 55 million oz of silver per year with a 10% …
7:36 PM · Sep 30, 2026 · 26.5K Views
27 Replies · 90 Reposts · 484 Likes
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Casey Donaldson@caseyjdonaldson
This is just getting out of hand.
We can't fight inflation.
What got us out of the inflation in the 1970s was aggressive hikes, but debt-to-GDP was 30%
Today, we are at 125% debt-to-GDP with a $2 trillion deficit.
Rate hikes increase interest expense on $40 trillion of …
3:36 PM · Sep 29, 2026 · 43.3K Views
12 Replies · 17 Reposts · 85 Likes
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Have a great rest of the week and thanks for reading!
Casey Donaldson