Gold Editorials & Commentary

On July 9 the US dollar index (DXY) slipped under 100 for the first time since April 3, 2022, with cooling US inflation data released on July 12 maintaining the trend of a weaker greenback against a basket of other trade partner currencies.

The recent University of Michigan survey’s reading of one-year price inflation expectations rose to 3.4 percent in July from 3.3 percent in June. The five-year outlook also increased to 3.1 percent from 3.0 percent in the previous month.

Gold is set to eke a third weekly gain despite going into next week’s likely 25-basis point lift in interest rates. Markets expect the Federal Reserve to pause again on further hikes.

An answer should come this week about the near-term fate of the US dollar index (DXY). And from that answer will come investment/trading direction across the macro markets, from the anti-USD trades lurking in the shadows to stock markets, featuring an over-loved US...

Last week, the Federal Reserve launched a new payment processing system dubbed "FedNow." Officials say FedNow will allow individuals and businesses to initiate instant funds transfers between banks. Critics warn that FedNow could be a prelude to central bank digital...

“When elephants and central bankers (with wings) fly, don’t hold gold” This is what Egon von Greyerz recommends in this 25 min. interview with Jan Kneist of Investor Talk.

In this interview with Robert Sinn we discuss the outlook for Gold, key drivers, current sentiment in junior miners and the conditions needed for junior miners to perform better.

Reversals. Plenty of reversals. With reversal-based seasoning. Gold, silver, miners, the dollar, and even stocks – all reversed profoundly last week.

Quite a few people are convinced that they know what the Fed will do next, and why. How do they know? Is it really that obvious?

Last week’s commentary predicted that rates on the Ten-Year Note, currently around 3.8%, will hit a minimum 5.5% before inflation lurches into reverse and the U.S. begins a hellish descent into a full-blown debt deflation. The following, insightful response came...

If the history of this chart holds true that means that despite whatever bullish fun we are having now, there is a signal in play (3 month T-bill yield grossly exceeds the 2 year Treasury yield) that would trigger a new bear market in stocks within about 1.5 years...

Global macro commentator Andrew Axelrod joins us today to discuss the shifting global economy and the rise of BRICS nations. Discover the implications of de-dollarization and the potential return to a hard money standard!

The purveyors of misinformation and conspiracy in the Gold market are at it again. This time they are predicting a new gold-backed currency from BRIC nations and others will be unveiled at the end of August and eventually dethrone the dollar as the global reserve...

Stocks are getting more and more dangerous uh every day. I've gone over this in some previous videos when the banking system started to collapse, the FED reverse course started printing billions in QE...

Quite the trifecta in our title:  Gold, the S&P and the Fed all well in play for the week ahead. And straightaway we start with Gold — which considering ’tis still within its Short trend — had nonetheless been firming well of late, price having proceeded from...

Gold and silver sold off on Thursday, but the yellow metal was still clinging to a small weekly advance through yesterday's close. As of this Friday recording, the gold market is up a slight 0.3% for the week to come in at $1,971 an ounce. Silver, meanwhile, is...

For the first time since April 2022, the Dow Jones closed in scoring position; a close of something less than a BEV of -5.0%. That is good, even if doesn’t change a thing about how bearish I remain on the market.

Current data supports overall higher gold prices. Our ratio is on a buy signal. Trend is DOWN for USD. Trend is UP for gold stocks.

By obstructing gold import and export the People’s Bank of China (PBoC) greatly amplifies the gold premium or discount on the Shanghai Gold Exchange (SGE) relative to metal traded in London.

Gold-stock technicals are dramatically improving, turning increasingly bullish.  After slumping to major support zones in the summer doldrums, the gold miners’ stocks have surged sharply in the past couple weeks.  That strong advance has achieved a decisive breakout...

Here are today's videos and charts.

Ordinarily, I write one public article every week or so. However, after reading a number of other articles this week, and more importantly, reading the comments section, it has pushed me to consider writing an additional missive this week. And, within this article,...

With Gold approaching the door of a major breakout, I want to focus on the gold and silver stocks and stock selection. The miners and juniors have disappointed investors because Gold has performed well in recent years but has not increased enough relative to costs....

Mark Thornton joins Ryan McMaken and Tho Bishop on Radio Rothbard to take a closer look at the state of the US dollar and how price inflation and economic crises are likely to play out in the months and years ahead.

In this lengthy discussion with Ivor Cummins of Ivor Cummins Science, Matterhorn Asset Management, AG Partner, Matthew Piepenburg, speaks intentionally broadly of the macroeconomic, debt and currency risks to a new yet data-curious audience otherwise less familiar...

They are at it again. Articles catching on to the US dollar breakdown are appearing in the smaller media (e.g. blogs and websites that are ‘perma’ pro-gold, anti-USD, anti-stock market, pro-financial Armageddon, pro-emotional “analysis”), where the thickest bias and...

In this episode of Debased, host Jeff Deist, EJ Antonio, and David Waugh, discuss the proposed BRICS currency. Is it real or hype? They delve into the mechanics, economics, and geopolitics of creating a gold-backed currency among the BRICS nations, which could...

Chris Vermeulen, Chief Market Strategist at The Technical Traders, returns to the show, and we discuss the economy's current state and its impact on the banking industry. He predicts tough times ahead and potential banking crises.

It's amazing what a difference a week can make. As just last week gold and silver prices were near their lows of the current cycle, with sentiment in the sector once again about as grim as can be.

When others speak of gold as hedge or safe haven investment, they are usually referring to what is sometimes claimed as an inverse correlation between gold and stocks; i.e., gold tends to go up when stocks decline and vice versa.