Independent thinking for complex markets and current events
via Mike Maharrey The Italian government needs money and wants to tap private gold holdings to get it. Many Italians own undocumented gold. Italian Prime Minister Giorgia Meloni’s government has come up with a scheme to entice people to declare their gold holdings, have them appraised, and then pay a 12.5 percent tax on their …
If you need $3 trillion in debt to keep the dream alive, it’s not a dream anymore. This is why people have grown increasingly worried about the financing behind AI over the past few months: bond issuance has surged since September, and global financing of data centers is expected to balloon to almost $3 trillion …
via James Hickman https://traffic.libsyn.com/sovman/riverside_james__joe___nov_11_2025_001_simon_blacks_studio.mp3 We sincerely hope the House of Representatives can pull itself together and get the government back open this week. Not because we love federal bureaucracy—but because this shutdown is embarrassing, and it continues to chip away at the rapidly declining confidence that foreign governments and central banks have in the United …
They printed too much money, and now the metal’s just telling the truth. A sustained upward surge is meaningless; let it consolidate sideways before unleashing an epic rally pic.twitter.com/zTs1JAw13W — Amelia Pavlenko (@AmeliaCFA_) November 12, 2025 Gold versus stock markets – Are you listening? https://t.co/bumRgRBngu pic.twitter.com/Xkm9apfNJ7 — Northstar (@NorthstarCharts) November 12, 2025
via James Hickman Barrick Mining Corporation—one of the world’s largest and most established gold producers—just reported its third quarter earnings yesterday— and it was an absolute blowout. The company reported third quarter profit of $1.3 billion, nearly triple last year’s Q3 earnings. And for the first nine months of 2025, Earnings per Share is up …
'This gold is the real thing, not Home Depot stuff.'pic.twitter.com/FtZsRoQ59D — Citizen Free Press (@CitizenFreePres) November 11, 2025
“I’m looking for a 30% explosion to $5,100 gold by year-end,” says Chris Vermeulen, Chief Market Strategist of The Technical Traders. In today’s interview with Daniela Cambone, the veteran chartist, who accurately called gold’s recent breakout, dissects the “mere three-wave correction” that has spooked momentum traders. He details the “herd mentality” that first drove prices …
Perhaps you’ve heard of digital gold. It promises to give investors a fast and easy way to diversify their savings – and relieves them of the burden of physical gold ownership. Let’s assess the benefits and drawbacks of digital gold vs. physical gold… By Peter Reagan Key takeaways Digital gold offers convenience, not control. You can …
Via International Man International Man: Gold has seen a dramatic rise recently. What do you think is driving this surge—inflation, geopolitical instability, loss of faith in fiat currency like the US dollar? Doug Casey: The answer is all of the above. First, inflation is not retail price rises, as most people think. The rise in prices is …
Gold’s brief slide below $4,000 has pundits cheering – but traders, not fundamentals, drove the move. Silver’s scarcity tells a different story, and Bank of America now recommends gold as the smart hedge against the frenzied AI boom… By Peter Reagan Your News to Know rounds up the most important stories about precious metals and …
by Mike Maharrey Central bank gold buying hit the highest level of the year in September, with several new banks adding to their reserves. Globally, central banks officially added a net 39 tonnes of gold to their holdings in September. That was up 79 percent month-on-month and was above the 12-month average of 27 tonnes. …
China is scrapping a long-standing gold tax incentive in a potential setback for consumers in one of the world’s top bullion markets. Starting on Nov. 1, Beijing will no longer allow retailers to offset a value-added tax when selling gold they bought from the Shanghai Gold Exchange, whether sold directly or after processing, according a …
INTERVIEW: “CHINA IS DRAINING LONDON’S GOLD MARKET, PRESSURING THE DOLLAR SYSTEM” @LukeGromen , Macroeconomic Strategist “China is using what has always been the dollar’s Achilles heel, the unallocated gold market in London. If demand for gold rises, there are two options. You can let the price rise and allow the market to balance naturally, or …
Gold is exploding past $4,000, silver near $50, but according to Egon von Greyerz, this is only the beginning. He says we’ve entered the final phase of the global monetary system, where currencies will be destroyed, interest rates will soar, and only gold and silver will preserve real wealth. In this episode, we discuss the …
Recent headlines warned of gold’s “largest sell-off in a decade.” In reality, gold prices barely moved – and major banks like JPMorgan now see $6,000 by 2028. This week, Peter Reagan explains why today’s dips may mark a “new normal” for gold… By Peter Reagan Your News to Know rounds up the most important stories …
via Matthew Piepenburg VON GREYERZ partner, Matthew Piepenburg, joins David Lin in this extremely informative, fact-based and sober overview of the macro forces impacting the USD, US citizens, US markets and increasingly poor options ahead. With gold racing north, Piepenburg addresses the highly unlikely forces which might halt its secular rise. This would require a global debt …
Josh Sigurdson talks with Mark Gonzales about the historic shift towards gold and silver as 75% of Americans report soaring inflation despite President Trump’s claims that inflation is over. Regardless of President, the work done by the Federal Reserve to print the United States into oblivion won’t be undone by some political policies. Fiat currencies …
Bad money chased bad money today, while dusty data got more cloudy under government demolition, and even gold got dusted as the old standard, stammered. by David Haggith You’ve heard the expression, “throwing good money after bad;” well, today we had an example of throwing bad money after bad. President Trump has been throwing the …
The money printer hasn't run this hot since COVID. Global M2 money supply now ~$137T Was $129T just 6 months ago Gold has rallied in response. #Bitcoin seems to be lagging – just as it did in 2020. In 2020, the COVID money printer turned on in March. M2 grew +21% by EOY… pic.twitter.com/kGziTsGxR4 — …
Keep in mind, the Q3 average gold price was not much different from Q2. I am actually hoping they sell off after a disappointing earnings quarter, only to absolutely explode on Q4 earnings. — Doc (@EmmettBrownMD) October 20, 2025 The Fed is pissed about gold moving higher — Don Johnson (@DonMiami3) October 20, 2025
$GLD is topping and $SPY is not too far. Gold topping is usually sharp spike and Equity topping is round top. More details below 👇👇 🟡 Gold Tops – Sharp Spikes Driven by Fear: Gold often rallies during crises, panic, or inflation fears. When fear peaks suddenly (like geopolitical shocks or banking stress), prices spike …
In just 12 days, NOTHING will be the same between China and the United States. November 1st marks the historic Trump–Xi Summit, a moment that could reshape the global order forever — from the collapse of the U.S. dollar’s dominance to the rise of gold-backed systems across Asia.
Lobo Tiggre, Founder of The Independent Speculator, discusses gold and silver’s Friday sell-off, the biggest single-day since April, 2025, and whether or not this is the start of a bigger correction.
Anyone buying gold calls right now, slow down. Gold’s been up for 9 weeks straight. Nine. It has never made it ten in a row. Every single time it hit this streak, the next two months tanked. Not slightly. Every single time, 100% negative returns. On average, gold lost about 3.5% in those two months …
Wild: https://t.co/rhpOQmII7T — QE Infinity (@StealthQE4) October 17, 2025
by Michael Consequences often do not show up for an extended period of time, but when they finally arrive they can be exceedingly painful. For decades, our leaders have been making incredibly foolish decisions, and for decades people like me have been ranting about it. But most people thought that everything must be okay because …
Gold has a clear message for global governments: you are spending far too much money that you do not have. — Markets & Mayhem (@Mayhem4Markets) October 16, 2025 Piepenburg argues this leads to a liquidity crisis as debt obligations outstrip real productive capacity. Jamie Dimon Says Gold Can “Easily Go to $5,000 or $10,000” …
Key Takeaways Silver reached a new all-time high price of $53.57 yesterday. The metal has increased by 80% since the start of the year. How long will Silver’s parabolic increase continue? Silver (XAG) has set a new record, surging to an all-time high price of $53.57. The precious metal has been on a tear in …
by David Haggith As “The Deeper Dive” this past weekend looked at the signs building for a stock market crash and economic collapse into an especially deep recession, more headlines came in on Friday and over the weekend to lay out further signs of recession, now that the government warning lights have been shut down. …
