China or US?
China has made some silly errors in its conflict with the US, reflecting the arrogance that often afflicts every state actor. But the appear...
Goldmoney Insights
Silver prices with explosive upside
Silver prices have lagged gold prices since 2017 which has pushed the gold-to-silver ratio close to the all-time high. Silver prices are als...
Casting off the EU millstone
In this article, we look at the implications of the new Johnson government: its strategy, the likely outcome of EU negotiations, and the gol...
The Reasoning Behind Gold’s Breakout
Gold’s dramatic move above $1400 has caught the investment establishment by surprise. Physical gold ETFs, as a proxy for direct portfolio...
Stalling Markets
The combination of American trade protectionism and the end of a failing credit expansion is leading into a global economic downturn, and po...
Broken markets and fragile currencies
There are growing signs that the global economic slowdown is for real. As was the case in 1929, the combination of the peak of the credit cy...
The Financial War Escalates
Behind the scenes, the financial war between America and China is escalating dangerously into a war to secure global financial resources. At...
For those who don’t understand inflation
This article is a wake-up call for those who do not understand the true purpose of monetary inflation, and do not realise they are the sucke...
Forget velocity of money circulation
If there is one concept that illustrates the difference between a top-down macro-economic approach and the reality of everyday life it is th...
Brexit – Theresa May’s final act
Brexit has been a long, drawn-out saga. But finally, Theresa May’s indecision appears to be coming to an end. She has finally been cornere...