Gold Editorials & Commentary

Argentine presidential candidate Javier Milei has made dollarization a central issue in the election. In response, 170 experts have signed an open letter claiming dollarization is not a real solution, but un espejismo—a mirage. These experts say dollarization will...

Those who have been predicting a recession in the United States and an associated stock market crash seem to be having a hard time. At least, it appears so. US gross domestic product grew by 2.1 percent in Q2 2023, after growing 2.0 percent in Q1; the unemployment...

The 10-year yield is breaking out to a new high. In this video we evaluate how and when the breakout could impact Gold.

Peter Boockvar, Chief Investment Officer at Bleakley Financial Group, joins the show, and we discuss the current economic landscape. We touch upon the rising long-term interest rates, the Fed's potential moves, the increasing gold and silver prices, and the future...

It’s a big week for gold bugs of the world, with the next FED announcement on Wednesday, the BOE on Thursday, and the BOJ on Friday.

That was quite a week we just had in the market. In fact, if you are a news follower, you are probably confused as hell.

After a hot start to the year, gold’s performance has somewhat subdued in recent months despite the usual supporting factors staying intact, namely high inflation and a bear stock market.

The best performing precious metal for the week was palladium, up 4.88%, due to some short covering that occurred by hedge funds. Gold in China is trading at a record premium to international prices, a sign of Beijing’s escalating battle to defend its currency.

In many recent articles and interviews, I’ve warned that Powell’s “higher for longer” war against inflation will actually (and ironically) lead to, well… greater inflation. That is, the rising interest expense (nod to Powell) on Uncle Sam’s fatally rising 33T bar...

Liberty Safe, the nation's largest manufacturer of gun safes, recently fell into hot water. The company provided the access code for a customer's safe to FBI agents who were executing a search warrant.

In recent weeks we've witnessed a divergence in the gold and silver prices in China vs. where they're trading on the COMEX. While it's common for the metals to trade in China at a premium or discount to the COMEX, the Chinese premiums have escalated and so far we...

Since mid May Gold has essentially traded from $1900 to $2000. Meanwhile, Silver has traded mostly between $22.00 to $25.50. The metals may have a bit of upside potential here as summer ends but they will remain in a larger range.

Reversals ARE important, especially when confirmed by high volume. Thursday’s reversal in gold worked – it rallied, just as I had warned. The funniest thing about this rally is that it has little sense, and yet it was still quite possible for it to happen. Why?

Must have been something stimulating in that New Jersey aquifer we drank from, before saltwater and tritium from the Salem County nuclear plant made Bourbon the safer beverage. Since the Great Depression, an ever-inflating Fed made houses the number one wealth...

Former World Bank president David Malpass thinks government policy is the primary cause of inflation and slow growth. I agree, but not for the same reasons.

In markets, easy phases, or easy periods, follow difficult periods, and difficult periods follow easy periods. If you are emotionally incapable of understanding and using this principle, it's going to be really difficult for you to make money, or ride trends when...

Today, we are joined by Florian Grummes, and he provides insights on the state of the market, the recent bank runs, the role of the Federal Reserve, and the future predictions for gold and silver.

With the recent action seen in the markets, I thought it would be a good time to take a look at both the Gold market - as well as U.S. stocks (as measured by the S&P 500) - with each of these markets nearing key junctures.

Firstly:  Gold is fundamentally fabulous given its ultimate valuation is a function of currency debasement.  Hardly is that news to our veteran readership, nor to anyone who fully comprehends The Gold Story.  So let’s just briefly break down the ultimate effect of...

Precious metals markets are trading quietly this week even as inflation data comes in hotter than expected.

The government's fiscal stimulus in 2023 has temporarily lifted the GDP growth rate. However, fiscal stimulus is not a reliable source of economic growth. It undermines productivity in the long term. It also creates problems such as higher taxes, higher interest...

Our proprietary cycle indicator is DOWN. Current data is unclear. Our ratio is on a buy signal. Trend is UP for USD. Trend is UP for gold stocks. Trend is DOWN for gold.

Gold has been vexed in recent months by the US dollar soaring again.  Its latest blast higher prematurely truncated a resurging gold upleg again, damaging sector psychology again.  Contrarian traders ought to be familiar with this script of Fed hawkishness goosing...

We see the potential for a strong breakout in gold in the coming weeks. The next time prices break above $2000 - they may never look back. Once gold clears $2100 it will be drawn to $3000 like a magnet.

While the crowd believed the Fed when it proclaimed inflation was contained, another mistake is unfolding as we speak. 

Here are today's videos and charts.

Inflation is back! Or so the commentariat would have you believe. The Consumer Price Index (CPI) grew 0.6 percent in August, significantly higher than the previous six monthly increases. Consumer prices have grown 3.7 percent over the last twelve months. If prices...

But before we begin, I want to take this opportunity to remind you that we have reviewed many larger banks in our public articles. But I must warn you: The substance of that analysis is not looking too good for the future of the larger banks in the United States,...

Ever since the the 30 year Treasury bond yield (one ‘top-down’ macro tool NFTRH uses to gauge the environment so that we may invest in, speculate upon or avoid certain situations, accordingly) broke its Continuum of pleasantly declining long-term Treasury bond...

On August 16, 2023, the Federal Reserve expressed concern about the pace of inflation, saying future rate hikes could be necessary if conditions do not change. Currently, the federal funds target rate is between 5.25 and 5.50 percent, the highest level in more than...