Ideas and analysis on money, markets and the world around us.
Precious metal bulls will feel vindicated, but the rise in prices indicates something darker: the dollar’s decline is accelerating, barrelling towards the end of the fiat currency era. In this our final market report…
Read the articleThe squeeze in silver is now creating headlines in the media. If this leads to a wider recognition of why silver continues to rise, it could spark additional ETF demand. Christmas week has been particularly dramatic for…
Read the articleSoaring silver’s upwards march is set to continue, given the ongoing systemic squeeze. Furthermore, gold threatens to make new highs, exacerbating a silver pricing crisis. The background to a developing market liquidity…
Read the articleWednesday’s FOMC statement confirmed that money-printing resumes, set to undermine the dollar in 2026. Estimates of future inflation will increase and gold and silver rise further. The star of the show this week was…
Read the articleIn the waning days of the Qin Dynasty, the eunuch Zhao Gao devised a test to distinguish those who followed reality from those who followed his power. He brought a deer into the imperial court but presented it to the…
Read the articleWhile silver bullion stocks are improving in SGE/SHFE vaults, shortages persist in London and Comex deliveries are soaring. Meanwhile a global bond market crisis will drive gold higher. With China protecting her own…
Read the articleNew York futures out of action probably doesn’t help. But silver hits new highs in volatile conditions. In this report, we look at the factors driving gold and silver higher still. During Thanksgiving week (US markets…
Read the articleStalling inflation, Trump’s $2k stimmies, Japan and China stimulating, and the tech bubble bursting. It’s short-term uncertainty for gold, but it’s all part of fiat’s road to ruin. Gold and silver marked time this week,…
Read the articleIt’s now China’s vaults running short on gold and silver. But European ETF profit-taking is providing some minor supply, giving the London market temporary relief. The resilience of precious metal prices was…
Read the articleMost goldbugs believe that they face months of price consolidation. Evidence is mounting that the correction is over and that profit-takers are wrong to be on the sidelines. This market report looks at the evidence…
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