The coming oil shortage – Part I
The oil price crash on the back of the COVID-19 lockdowns has accelerated the coming supply crunch. Both national and international oil comp...
Goldmoney Insights
Say’s law and the destruction of savings
This article explains the fundamental mistake behind Keynes’s General Theory, the vade mecum for all macro and mathematical economists tod...
The ECB’s Financial Suttee
The European Commission is failing. Its response to Brexit and the pandemic, where it is now threatening emergency powers in order to secure...
Inflation watch: Beware the ides of March
President Biden has now had his $1.9 trillion stimulus package passed into law, and it will not be the last in the current fiscal year. Covi...
The equity-gold price conundrum – Part I
The relentless rally in equity markets has pushed valuations to extreme levels based on traditional metrics. In this report, we analyze the...
Silver – the rally is yet to come
Silver prices have been on a rollercoaster ride over the past weeks, probably also fueled by social media activity. However, we think silver...
The rapidly failing EU
It is not widely realised that the EU concept is on its last legs. The bureaucratic inefficiencies and bad leadership were fully exposed las...
Gold Price Framework Update – the New Cycle Accelerates
Gold prices rallied 25% in 2020 after having gained 19% the year before. We believe this marks still only the beginning of the current golds...
Global trade in 2021
So long as the fiat-based monetary system continues with accelerated money-printing, the US trade deficit will continue to widen. This is du...
Don’t dismiss gold and silver…
There is worrying evidence that 2021 will see the end of fiat currencies, led by the US dollar. US dollar money supply has accelerated at an...