Last Friday, Brent Johnson of Santiago Capital, asked me to provide additional thoughts on my recent turn to being far more bullish gold. Normally I would've written it in a piece, but being pressed for time I put together a Twitter thread.

There are 32 posts in there and I suggest you read the whole thing. More important than the thread itself; however, was the unprecedented and totally surprising response I received. As I explain in the tweets, I intentionally avoided talking about markets for nearly half a decade for a variety of reasons, and so I was blindsided by the enthusiastic and exceptionally positive response. It led me to do quite a bit of soul-searching, and ultimately convinced me that the time is ripe for me to start commenting about financial markets again. Not only because I think we're at or very close to a major inflection point, but because people want to hear it.

For the record, I didn't think central planners would be able to put Humpty Dumpty back together again ten years ago for as long as they did. I was simply wrong about that, but that's how big changes in world history typically go. They tend to take a lot longer to reach the final tipping point than you think despite abundant evidence and signs point to something dramatic happening imminently. I often think back to 1830s America. If you were alive during that decade you'd have expected civil war to break out any moment, yet it took another three decades.