Gold Editorials & Commentary

The banks continue to put their gold reports out ahead of this week's Federal Reserve meeting, and in this morning's show Vince Lanci takes a look at the latest comments from UBS.

Russian businesses are using gold to pay Chinese suppliers as a way to skirt economic sanctions. According to the Russian website Russia’s Pivot to Asia, Russian businesses are buying physical gold in Russia and then transporting it to Hong Kong via courier. There,...

The most anticipated Fed decision in years occurs on Wednesday. The only real debate is whether it will be a 25bp or 50bp cut. If it’s 50bp, does it mean that inflation is finished, or would it be an indication that something is badly wrong with the economy?

HOW BAD CAN THINGS GET? Pretty damn bad. Which means that it will likely be much worse than most of us can imagine. Other than Covid and its forced shutdown of economic activity by governments world-wide, the most recent learning experience for investors is the...

The New York Fed’s September Empire Manufacturing Survey trends back to positive. My economic thesis is for contraction and a counter-cyclical environment. So the September Empire Manufacturing Survey flies in the face of that for this snapshot in time. The national...

It's not a "black swan" event. In fact, it's playing out right before our eyes and was entirely predictable. The world is slowly but surely spurning the dollar. But most people haven't noticed.

It is widely held that financial asset markets always fully reflect all available and relevant information, and that adjustment to new information is virtually instantaneous. This way of thinking is also known as the Efficient Market Hypothesis (EMH), and is closely...

Gold is in position to outperform everything. If it breaks out against stocks then its a signal that all macro outcomes are good for Gold.

In a recent interview with Charlotte McLeod of Investing News, Stefan Gleason, President and CEO of Money Metals Exchange, shared his insights on key trends in the precious metals market, the company's latest developments, and the increasing role of gold and silver...

I’ve previously written that gold may confirm its breakout, and unless anything major happened in other markets, this would be a bullish sign. I’ve been waiting to post today’s analysis for the market open, as I wanted to check what type of action would prevail...

China’s traders have had a massive impact on gold and silver prices, with a 400% surge in trading on the Shanghai Futures Exchange in 2024. While gold could soon hit $3,000, silver is also seeing gains thanks to seasonal patterns. Historically, silver prices spike...

Many gold stock traders will hold for the wrong reasons, sell for the wrong reasons, and not buy back for the right reasons

The price of gold closed at $2578 oz. on Friday. As has been the case for most of this year, the financial media, particularly the gold space, treated us to a barrage of headlines regarding "new, all-time highs" for the yellow metal. It seems we hear this phrase...

As the stock market sold off, gold mining stocks pulled back from resistance, and Silver fell below the critical $29/oz level. Growing recessionary fears, stock market weakness, and the specter of the 2008 Boogeyman pressured the sector lower.

The so-called ‘wealth effect’ is the Tulipmania of this era on steroids, creating untold sums of money from speculative spume. If materializing vast quantities of spendable cash is the goal, a revved-up wealth effect makes the Fed Open Market Committee look like a...

Developed-world governments continue to spend beyond their means, borrowing and printing money to pay for their exorbitant expenditures. None of it has any consequences, other than inflation, due to fiat currencies. It doesn’t matter how high interest rates go, they...

Elliot Wave Analysis of key markets.

With $2,600 about to be hit in gold, and silver regaining $30, one of the rarest gold bull market signals is about to be triggered for the first time since 2001. That is, a golden cross in the gold to S&P 500 ratio. Last time this happened, gold was just at the...

One of the standout features of this year's gold and silver rally has been how frequently the major banks have had to update their price targets. Which is especially noteworthy, because while the gold and silver markets have been waiting to see when western...

As the Federal Reserve readies rate cuts, precious metals bulls are eying the next leg higher for gold.

Seasoned supporters of Gold well remember the late, great Richard Russell (decd. 2015), who said, (as on occasion herein reprised):  “There’s never a bad time to buy Gold.”  Surely in his ascended state, his spirit veritably senses vindication of such declaration....

Do you know who has been missing from the most recent gold bull run? The Chinese. And yet, we’re still seeing gold push to record highs. What happens when the Chinese jump back into the market with both feet?

Our proprietary cycle indicator is now UP. Current data suggests a top is imminent. Our ratio is on buy signal. Trend is up for gold and gold stocks and down for USD.

Friday, the thirteenth. Will gold have bad luck? Will the U.S. dollar? Of course, the fact that it’s Friday the thirteenth has no impact on neither gold, nor the USD Index, but this day might be important for both markets due to other reasons.

The ECB cut rates by .25% Thursday, trimming growth expectations for 2024 and beyond. Gold futures exploded through resistance near $2,560, confirming a breakout with a medium-term price target near $2,800.

Gold has proven very strong in recent months, powering up to many new records.  All these naturally fueled more-bullish sentiment, leaving traders expecting more gains.  While this gold bull is indeed likely to rally much higher in coming months, the risks of a...

Here are today's videos and charts.

The labor market is clearly weakening. But in reality, this is what needs to happen. Short-term pain is needed to reconcile the great imbalances created by decades of free money. The alternative is intractable inflation that renders the middle class into penury.

Gold prices surged to a new record of $2,560 on Thursday driven by both technical market conditions and key economic developments. The precious metal has experienced a sharp rise, reflecting increasing market speculation about forthcoming interest rate cuts from the...

How you read the August Consumer Price Index (CPI) report is a matter of perspective. There is some good news in there for the optimist. There's some bad news in there for the pessimist. And there's a lot of "uh-oh" for the realist.