Gold Editorials & Commentary

As the world transitions from a bi-polar to a multi-polar one, Europe is experiencing a brutal crossborder conflict, the financial markets are in disarray, and the two superpowers are engaged in a new cold war. Fracturing the world’s alliances and echoing the beggar...

The Fed minutes put a damper on the markets, but not on our huge cash positions in our SGS portfolios (all in USD). The candlestick action on silver bullion is impressive and we're stepping into the market to buy a position with stoploss.

The big US stocks dominating markets and investors’ portfolios are drifting in a technical no man’s land.  While formally still languishing in a bear market, they wouldn’t have to rally far to regain bull territory.  Enthusiastic traders are increasingly...

In a recent interview, renowned investor Stanley Druckenmiller explained why he sees the potential for a financial crisis centered around 2030. His timing perfectly aligns with ITR economics prediction for the next great depression. Below are some highlights from...

In a short-term and cyclical sense, gold miners and junior gold stocks follow the Gold price. However, beyond the short-term, gold miners follow the "real" price of Gold because it is a better indicator of long-term gold miner profitability than the nominal Gold...

The April PPI report came in to the disinflationary side, and as a side note unemployment claims jumped to the highest level since 2021. This has inflation-centric goldbugs scattering out of the inflation stuff, a label the majority of them wrongly assign to gold...

Precious metals investors have a very focused strategy for wealth management. They funnel much of/most of their liquid wealth into gold and silver – to insulate their wealth from the ravages of central bank-created “inflation”.

It’s no secret that for the past decade and a half the Federal Reserve has made it its mission to create a “wealth effect” in the economy by boosting asset prices. Back in 2010, Ben Bernanke explained, “…higher stock prices will boost consumer wealth and help...

This week I have a question from Eugene from Missouri about the Federal Reserve. He asks, “we often read that the Fed has a 2 percent inflation 'target'. Why is that? Why is inflation considered necessary at all? Would it be so bad if the dollar I earn today were...

It is widely held that a growing economy requires a growing money stock because economic growth increases demand for money. Many economists also believe that failing to accommodate the increase in the demand for money leads to a decline in consumer prices. This...

The idea that commodity markets can only yield short-term gains isn’t entirely accurate. During a commodities supercycle, investors can still expect long-term gains of a similar nature, and volatility, to equities.

In this video, Tavi Costa, portfolio manager at Crescat Capital, discusses the current state of the economy and how it affects precious metals such as gold and silver. Tavi believes that gold will serve as a haven asset during turmoil and continue outperforming...

The multitude of analysts that have been waiting for the “death of the dollar” (DoD) for at least a couple of decades now have a new jingle. “Dedollarisation” by global entities trading in goods and services will finally kill old Uncle Buck, or if you like, remove “...

In this video we take a look at some sentiment indicators that reveal that bullish sentiment in Gold is below where it should be. In particular the number of stories on Gold is much closer to lows than the highs of 2020 & 2022. Also, ETF holdings in Gold and...

I'm going to take a look at the metals again in this report.  I'm going to show you what's happening to traders, especially novice traders,  or maybe people that haven't learned how to control their emotions yet.

Last week, even with central bank rate hikes and a key employment report, gold held its $2000 line in the sand. Tomorrow is the (CPI inflation) report… and gold is quiet but firm.

George Santayana once wisely noted that "those who do not remember the past are condemned to repeat it." Throughout market history, market historians had many instances from which lessons in hubris should have been learned. Yet, most do not learn the lessons history...

According to Google Trends data, the phrase "how to buy gold" has reached record levels in the U.S. (even higher than when gold prices reached all-time highs in 2020). Gold prices are up 9.4% year-to-date and are hovering around $1,995 per ounce at the time of this...

Behind closed doors, the report is already making the rounds in expert circles: if you follow the rules of sound commercial accounting, the United States Federal Reserve (Fed) has lost its equity and is, as common language would have it, bankrupt. What happened?

On Sunday, U.S. Treasury Secretary Janet Yellen warned that "financial and economic chaos will ensue" if the U.S. government's borrowing limit isn't raised.

Although Gold, Silver and the miners are correcting, the overall price action remains bullish. These markets have corrected more so in times than price. The price declines have been minimal. Gold has continued to hold above $1980 while Silver has continued to hold...

There was significant news out of China last night, as at 3 AM eastern time, China just effectively made gold money again. Late last night, the commercial banks in China just created the ability for Renminbi savings accounts to be connected to gold accounts, so that...

Since my last article, Gold has managed to make a new high for the larger swing, with the metal running all the way up to a peak of 2085.40 (June, 2023 contract), made in last Wednesday's session - before seeing a decent pullback off the same. For the mid-term...

Federal regulators seized the struggling First Republic Bank on Monday, which they promptly sold to JPMorgan Chase. Reports show First Republic had some $230 billion in financial assets which quickly evaporated, making it the second largest bank collapse in US...

Matthew Piepenburg shares his views in this extensive interview with Daniela Cambone of Stansberry Research, covering the FED, petrodollar and de-dollarization, banking risk and gold.

Peter Boockvar, Chief Investment Officer at Bleakley Financial Group, joins the show, and we discuss the potential banking crisis that may be looming with the recent interest rate hike by the Fed.

Bank reserves are seldom mentioned except in cases of bank runs. The other possible mention is all the interest money the Fed pays to banks simply for holding reserves. Mark explains the role of bank reserves in the current "system" and gives a brief explanation of...

All of the talk about new highs in the gold price seem to be wishful thinking unless one is focused on only nominal prices. Below is a chart of monthly average closing prices for physical gold since the summer of 2020…

And if you blinked — literally — you missed it.  In one of the most bizarre GLOBEX/COMEX session openings we’ve ever witnessed — that for this past Thursday, 04 May — Gold in mere seconds leapt 37 points from 2049 to 2085, just 4 points shy of the record threshold...

As more cracks in the foundation of the banking system appear, gold prices have once again been knocking on the door of new records, although we're seeing a pullback here on Friday.