Bonner Private Research | Substack

Crocks for Stocks

There is a powerful deflationary undercurrent that is working its way to the surface, pulling prices down like a Nile crocodile with a French tourist in…

10 hrs ago • Bill Bonner and Tom Dyson

The premium for almost-pure iron oxide

These high purity, deliverable deposits are extremely rare and valuable, even though no one really talks about iron ore as a good investment.

Jul 8 • Tom Dyson

Real interest rates — the cost of servicing so much debt — are rising. Voters grow restless, looking to blame someone...and eager for a bewitching…

Jul 8 • Bill Bonner

Veni, Vidi, and Then What?

In the good old, brutal days, an empire faced a clean, honest choice: it devoured its rivals, or its rivals devoured it. Victory paid dividends you…

Jul 7 • Bill Bonner

The Reckoning Index (RI)

Friday, July 03rd, 2026

Jul 3 • Dan Denning

Bonner Private Research

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