Gold Editorials & Commentary

Here are today's videos and charts

The Fed is done hiking and gold is poised for new all-time highs. Metals and miners may pullback briefly as the dollar rebounds into January. The odds still favor a recession in 2024, likely starting in the second quarter.

In fact, with patience it could turn out to be like shooting contrary fish in a barrel. The stock market rally – which NFTRH had anticipated a year ago on a larger basis and since October of this year for its next leg on a more compact time frame – is doing a...

Gold is considered by many to be either an inflation hedge or an all-risk hedge. Yet, history — recent and long-term — shows that the real price of gold has fluctuated significantly, even violently in recent times. Here I show the real price of gold (the money price...

"You can't fight the Fed" is a famous refrain repeated by most market participants throughout the years. Unfortunately, it is just not true. The truer statement is that "you can't fight the market."

According to modern portfolio theory (MPT), financial asset prices always fully reflect all available and relevant information, and any adjustment to new information is virtually instantaneous. Thus, asset prices respond only to the unexpected part of information...

The technical setup for gold and silver stocks is bullish as 2024 beckons. Putting macro aside, we focus on the price action for GDX and GDXJ as well as the breadth indicators for GDX and highlight a few comparisons.

It’s hard to say which lie about gold is the biggest whopper. Many widely held beliefs about gold are lies – propaganda hammered home to have us believe the only true measure of wealth is government-issued debt.

In 1977, Anthony C. Sutton published "The War on Gold", and I would like to talk about this important book in some detail. Sutton begins his book with important insights into monetary history.

Gold… the currency of kings, and of gold bugs around the world! For the past 50 years, the dollar has gone nowhere against the other major government fiats. Of course, the reverse is true; those other fiats have gone nowhere against the dollar. Contrast that abysmal...

As always, I’m starting with a BEV View of the Dow Jones.  The Dow Jones closed the week with a BEV of -0.46%, or only 0.46% away from its last all-time high. 

The probability of interest rate cuts has many market participants pondering whether 2024 will bring a bull market for precious metals.

We're joined by Willem Middelkoop, author of "The Big Reset" and founder of Commodity Discovery Fund. William shares his expert analysis on the current state of gold and silver markets, the potential impact of geopolitical tensions, and the intriguing dynamics of...

You likely shan’t glean this from anywhere else, so here we go.  In this 23rd year of the 21st century, for these past five trading days leading up to Christmas, Gold recorded a net weekly gain of +1.5%, settling yesterday (Friday) at 2065.  For the same five-day...

We welcome back Mike McGlone, Senior Commodity Strategist at Bloomberg Intelligence, and we delve into the recent Fed pivot, its impact on gold and other commodities, and the broader market implications. Mike shares his expert analysis of the potential rate cuts in...

As gold and silver continue their encouraging uptrends, serious trouble is brewing in the bowels of the Treasury market. We've all been wondering where exactly all the money from the reverse repo facility is going, and a partial answer is the Treasury market, but...

Next week brings a number of key timeframes for Gold, which closed the week at $2069. We want to see it maintain these levels as it closes the quarter and year especially.

Gold sector cycle is up. Trend is up for gold and gold stocks, and down for USD.

As the Christmas holiday approaches, bulls are celebrating some continued strength in gold and silver markets. Gold is currently up 1.7% for the week to bring spot prices to $2,065 per ounce.

The gold miners’ stocks have suffered something of a lost year, with this small contrarian sector largely overlooked.  Investor apathy remains high despite miners’ soaring earnings fueled by much-higher gold prices.  But 2023’s unusually-subdued gold-stock price...

Here are today's videos and charts.

Against the backdrop of high inflation rates and geopolitical uncertainty, states are increasingly enacting measures that encourage saving in precious metals and even using gold and silver as money.

Not long ago, on my commute home, the Rolling Stones’ song, “Time is on my Side,” came over my radio. And when I heard that refrain repeatedly during the song, it occurred to me that the lyrics being sung by one of the London School of Economics’ most famous...

The signal is a steepening yield curve driven by a decline in the 2-year yield. This has preceded or coincided with nearly all recent market declines and recessions.

I have been writing about this for years, but it bears repeating because many gold bugs deny or gloss over its reality. Although Gold is hovering around all-time highs, the precious metals sector will remain in a secular bear market until the stock market and the...

Matterhorn Asset Management founder, Egon von Greyerz, sits down with Darryl and Brian Panes from as Good as Gold Australia to discuss the major economic and precious metal themes, including the slow and now more imminent demise of the global financial system in the...

According to the post-Keynesian School of Economics economist Hyman Minsky, the capitalist economy has an inherent tendency to develop instability that culminates in a severe economic crisis. The key mechanism that pushes the economy toward a crisis is the...

There's a corner of the gold market that gets very little coverage, as for years the The Bank for International Settlements (the BIS) has been conducting gold swaps.

Gold price has been falling in today’s pre-market trading, but… Given the recent (HUGE!) weekly reversal, does it really surprise anyone?

It's Christmas on Wall Street as the long-awaited pivot is here, with Jerome Powell last week announcing the Fed's giving up on inflation and turning to that long-promised recession.