The Bubble Bubble Report
The Bubble Bubble Report is a best-selling newsletter with over 25,000 subscribers, specializing in precious metals and major global economic risks including credit and asset bubbles.
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What they write about
Technical and macro analysis of precious metals and mining equities, published as weekend reports plus midweek updates. Recurring subjects include gold and silver price action, mining stocks, fiscal and monetary conditions including yield curve control, agricultural commodities, and the wider commodities cycle.
- precious metals
- mining stocks
- commodities
- technical analysis
- monetary policy
Recent examples: A Precious Metals & Miners Update · The Precious Metals Mania Is Still Ahead
Written from The Bubble Bubble Report’s own published post titles and openings in Sep 11, 2026. It describes the subjects the newsletter covers, not its views, and is not investment advice.
Growth history
Subscribers (thousands, nightly)
25K on Sep 10, 2026 → 26K on Oct 20, 2026
Followers (thousands, nightly)
Rank in Substack’s finance leaderboard: #93 today · #95 a week ago · #88 a month ago
Stats worth sharing
Tracked since Sep 10, 2026 — 41 daily snapshots so far. The card below is built from what we track and refreshes nightly.
- Percentile
- Top 18%
- Best rank seen
- #83
- Rank, 7 days
- +2 places
- Rank, 30 days
- −5 places
- Subscribers added
- +1.0K
- Followers added
- +1.9K
- Posts
- 12
- Reactions per post
- 59
- Reactions tracked
- 1.6K
of 525 ranked finance newsletters
on Sep 30, 2026
since tracking began
since tracking began
last 30 days
average, recent posts
across 28 posts
Most-reacted post we have seen: How Yield Curve Control Will Send Precious Metals Soaring — 240 reactions on Sep 6, 2026.
Recent posts
- A Precious Metals & Miners Update
It’s time for a weekend precious metals and miners update. After initially selling off following Wednesday’s hotter-than-expected U.S. September Consumer Price Index (CPI) report and then Thursday’s hotter-than-expected September Producer Price Index (PPI) report, precious metals managed to hold their own and stage a rebound toward the end of the week, a welcome sign of resilience. On Wednesday, the September U.S. Consumer Price Index (CPI) report showed inflation coming in at 3.7%, hotter than the 3.6% expected and accelerating from 3.4% in August, with the main contributor being surging…
- The Precious Metals Mania Is Still Ahead
Since the precious metals correction began in January 2026 , a growing number of investors and commentators have concluded that the January peak marked the final mania and top of the 2020s precious metals bull market, much like the peaks of 1980 and 2011 . They believe the bull market is now officially over and that precious metals face at least a decade-long bear market. However, I have been one of the few voices adamantly arguing otherwise : this correction is merely a pause after two strong years, the bull market remains very much alive, and it still has many years left to run, ultimately…
- A Precious Metals & Miners Update
It’s time for a midweek precious metals update after the precious metals complex bore the brunt of today’s hotter-than-expected U.S. Consumer Price Index (CPI) report. Spot gold fell $56 per ounce, or 1.35%, to $4,104.79, while silver was hit even harder, falling $3.54 per ounce, or nearly 6%, to $55.64. Platinum fell 3.73%, palladium declined 2.87%, and the Philadelphia Gold and Silver Index of miners fell 4.64%. This morning, the September U.S. Consumer Price Index (CPI) report showed inflation coming in at 3.7%, hotter than the 3.6% expected and accelerating from 3.4% in August. The main…
- Precious Metals Are Trying to Form a Bottom
It’s time for a weekend precious metals update, and this time we are seeing signs that the precious metals complex is attempting to form a bottom and hopefully rebound from there. U.S. Treasury yields, the U.S. Dollar Index, and two important U.S. inflation reports in the coming week, the Consumer Price Index (CPI) and Producer Price Index (PPI), will serve as major potential catalysts for precious metals and the broader financial markets. In my past couple of updates, I’ve paid close attention to the U.S. 10-Year Treasury Note yield, which has been surging recently and spooking the financial…
- Why Precious Metals Are So Volatile
In nearly all of my precious metals and commodities analyses, such as this one , I place a heavy emphasis on monitoring the U.S. dollar because it is one of the strongest drivers of their price movements, often even surpassing underlying fundamentals such as supply and demand, much to many people’s surprise. The U.S. dollar has such a powerful influence on commodities because it is the world’s primary reserve currency and the currency in which commodities and precious metals are globally priced. This creates an inverse relationship in which a strengthening dollar typically puts downward…
- A Precious Metals & Miners Update
It’s time for a midweek precious metals and miners update. As was the case in my weekend update , we remain in a market regime of sinking bond prices, soaring bond yields, and a strengthening dollar, which continues to exert downward pressure on non-energy commodities, including precious metals ( read my report to learn more about this dynamic). However, there are increasing signs that this trend has become a crowded trade and is growing long in the tooth, at least in the short term. The benchmark 10-year U.S. Treasury yield has been on a tear over the past month, blasting right through the…
- Where Precious Metals & Miners Stand Now
It’s time for a weekend precious metals update. Last week was a busy one, with a flurry of economic data and speeches from Fed officials in addition to developments in the ongoing Iran war. The main theme was the continued surge in U.S. Treasury and other bond yields, along with the U.S. dollar, both of which exerted downward pressure on non-energy commodities, including precious metals. However, that trend may have reached an extreme, as I will show shortly. There were several important U.S. employment reports last week, including the August Job Openings and Labor Turnover Survey (JOLTS) on…
- The Real Reason Inflation Remains Stubbornly High
On Wednesday, the U.S. August Personal Consumption Expenditures (PCE) Price Index was released, showing that inflation is running at 3.42% year over year , well above the Fed’s 2% annual target, as it has been for the past half decade. The PCE Price Index is the Fed’s preferred measure of inflation and tracks changes in the prices of goods and services purchased by consumers in the United States ( learn more ). The Fed and its officials, including Fed Chair Kevin Warsh, continue to emphasize that inflation is too high and that much more work needs to be done to bring it back down. The irony…
- Bond Market Selloff Continues to Rattle Markets
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 those moves to reverse. Unfortunately, today was very much a “War On” day as hopes for the conflict…
- Where Precious Metals & Miners Stand Now
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 past week, including hopes for a peace deal with Iran after President Masoud Pezeshkian visited…
- More Thoughts on Bullion Portfolio Construction
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 central banks and governments repeatedly intervene to prop them up, all against a backdrop of growing political and economic chaos and…
- The Global Bond Meltdown Is Accelerating
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 inflation to worsen even further and, ironically, intensifying the very bond meltdown it is intended to…
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Data: Substack public leaderboards and publication archives, refreshed nightly, plus public beehiiv sitemaps and recommendation pages, refreshed weekly. Source for this page: The Bubble Bubble Report. Subscriber counts are Substack’s own rounded public figures, so week-on-week changes move in steps. beehiiv audience sizes are self-reported by the publisher and are not verified. Last snapshot: Oct 20, 2026.