The path to monetary collapse
Few mainstream commentators understand the seriousness of the economic and monetary situation. from a V-shaped rapid return to normality tow...
Goldmoney Insights
The dichotomy between equities and gold – a tale of two alternate inflation universes
Equities are pricing in vastly different inflation expectations than gold. We think stocks are pricing in massive future monetary expansion...
The looming derivative crisis
The powerful forces of bank credit contraction are at the heart of a rapidly evolving financial crisis in global derivatives, whose gross va...
The destructive force of bank credit
Commentators routinely confuse the deflationary effects of a contraction of bank credit with the inflationary effects of central bank polici...
A primer for gold newbies
The purpose of this article is purely educational. Increasingly, the wider public is turning to gold in a spontaneous reaction to financial...
What is holding gold back?
Gold prices moved to $1700/ozt a few weeks ago as the market started to price in rate cuts. However, since then, prices have fallen back to...
The journey to monetary gold and silver
Markets are just beginning to latch on to the economic consequences of the coronavirus. Central banks are slashing interest rates and beginn...
Milkshakes, Sugar Highs, and Gold: A Response to Brent Johnson’s Milkshake Theory
On March 3, 2020, I found myself engaged in a twitter thread with Brent Johnson[1] of Santiago Capital after I had inquired into the merits...
Goldmoney 2020 Outlook Roundtable
As it has become tradition, Goldmoney’s leadership team – Roy Sebag, James Turk, Alasdair Macleod and Stefan Wieler – were joined by a...
Why a bear market will lead to a dollar collapse
Falling equity markets this week are likely to signal the onset of a bear market, responding to a combination of the coronavirus spreading b...