Independent thinking for complex markets and current events
PPI surges to 6 percent year over year, algorithms blind to inflation torching Treasuries at 19-year highs… 30-year yield blasts 5.12 percent as traders sell gold on the most bullish setup ever… Oil at 105 bucks, AI crypto bubble one shock from popping, Schiff loads the truck on metals… Fed easing bias meets runaway producer …
via Claudio Grass The recent “calm” in the gold market has left many observers, and especially the precious metal’s critics, questioning whether the “safe-haven” thesis still stands or whether its time has passed. In the shadow of the ongoing Middle East conflict and the blockade of the Strait of Hormuz, the yellow metal failed to deliver the immediate, parabolic spike that many …
By Peter Reagan Your News to Know rounds up the week’s most important stories about precious metals and the overall economy. This week, I want to look past the surface-level headlines and focus on what the recent pullback in gold may actually mean. Gold’s recent selling looks more technical than fundamental France’s gold reserve upgrade shows how …
via Matthew Piepenburg If you are new to gold, or if you are a speculator in gold (or even worse, a levered speculator in gold), you are likely asking yourselves what in the “H. E. double tooth-picks” just happened to gold? It lost over 9% in the futures market in a single session and saw …
Gold briefly touched $5,500 before pivoting in a dramatic pullback. But history shows that new highs matter more than short-term volatility – especially when global demand for physical metals quietly hit a record… By Peter Reagan Your News to Know rounds up the most important stories about precious metals and the overall economy. This week, …
This is how trouble sneaks in, quietly and all at once. When every major bond market starts pushing yields higher together, it means money is getting expensive everywhere, not just somewhere. Stocks can ignore that for a while, but balance sheets cannot. By the time equities notice, the damage is already baked in. A HUGE …
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 …
Another major central bank panicked today into a 50 bps rate cut, just as markets have been predicting. Not only that, officials at that bank said they’re ready for more as ultra-low rates are back within reach already. The Pringles can is far from empty even though central banks around the world would like you …
The Brookings Institute calls gold’s rise “weird” – but it isn’t. Nations are dumping dollars, debt demand is down and silver faces historic scarcity. The message is clear: Government promises have fallen out of favor, and here’s what’s replacing them… By Peter Reagan Your News to Know rounds up the most important stories about precious …
Gold is piercing a level that has held for 45 years. Moves of this size never happen in calm markets. Confidence in the current monetary system is fraying. The rally is powered by record central bank buying, ballooning U.S. debt, Fed credibility under question, and geopolitical fractures. The mainstream media has no idea why gold …
Here is a quick chart I mustered up today… The ‘1929 trendline’ it’s a seldom and scary situation! pic.twitter.com/RKKuuDqKEn — Beachside Bagholder (@dax_mccaskill) July 18, 2025 2008 vs. 2025 Overlaying gold prices for the same period is even scarier. The ingredients are present now; all that's needed is a catalyst. https://t.co/8r1GIWZ7ys pic.twitter.com/a38GnrtieH — The Great …
What do a $2,500 gold “crash,” Trump’s Fort Knox questions and Ray Dalio’s civil war warning have in common? They all underscore the same point: If you have the gold, you make… By Peter Reagan Your News to Know rounds up the most important stories about precious metals and the overall economy. This week, we’ll …
Gold’s price is climbing, but not because of Iran, oil, or headlines. This run is about fundamentals, not fear. Meanwhile, silver’s move to $36 is just the beginning. Could $100 be the new floor? Here’s what the data – and history – say about today’s prices… By Peter Reagan Your News to Know rounds up …
Citi Calls Time on Gold’s Rally on Slumping Demand, Fed Cuts "Gold is expected to sink back below $3,000 an ounce in the coming quarters as a record-setting run peters out, according to Citigroup Inc., calling time on one of the standout rallies in commodities." — Peter Spina ⚒ GoldSeek | SilverSeek (@goldseek) June 17, …
📈 Gold’s 2025 Surge: Defying the Commodity Downturn byu/EconomySoltani inInfographics Divergence Began in November 2023 By May 2025, gold prices had surged 25.0% year-to-date, in sharp contrast to the broader commodity market slump. The overall commodity index fell 9.0%, with energy prices down 12.9% and food prices down 5.9%. Gold’s value stood 153% above its …
Florida just became the second-biggest state to restore gold and silver as legal tender. Meanwhile, Germany’s central bank is suspicious of the Federal Reserve, and BofA analysts issue an eye-popping forecast. Is this the beginning of a global monetary realignment? By Peter Reagan Your News to Know rounds up the most important stories about precious …
Gold just hit another all-time high, silver demand keeps breaking records, and Judy Shelton wants to bring back the gold standard. Some say it’s a rally. Others say it’s only the beginning of a historic trend… Are we ready for the next phase of monetary history? By Peter Reagan Your News to Know rounds up …
Gold is barreling past $3,200 with forecasts of $4,500 on the horizon. But is it really tariffs driving the surge? Or something much bigger? From Basel III to global bullion shortages, we break down what’s really behind gold’s unstoppable climb… By Peter Reagan Your News to Know rounds up the most important stories about precious …
Gold just had a historic breakout The 50 year chart – adjusted for inflation – is in uncharted territory past the 1980 peak pic.twitter.com/nWSFhhPY5J — Katusa Research (@KatusaResearch) April 12, 2025 Gold have much more upside than most anticipate. From 2001 to 2011 within 10-year period gold price increased 8 fold from $235 to $1,915. …
BREAKING: Gold prices officially surge above $3,150/oz for the first time in history. pic.twitter.com/bPOF4P1GSg — The Kobeissi Letter (@KobeissiLetter) March 31, 2025 Gold has officially crossed a major threshold, pushing above $3,150 per ounce for the first time in history. This surge comes as investors flock to the most historically reliable store of value known …
pic.twitter.com/NhmmFyGNtI — Northstar (@NorthstarCharts) March 29, 2025 This is wrong… pic.twitter.com/sShE9waDfA — David Macêdo, PhD (@david_macedo) March 29, 2025 Most non-gold bugs are bullish on Gold but getting it very wrong. Think normie investors and Wall Street types. They think Gold will have a blowoff move to $3500 or $4000 and then they can go …
After shattering $3,000 an ounce (just days after we made the prediction!) we ask, what’s next for gold? After surveying the current state of both gold supply and global demand, the short answer to the question is simply this: The sky’s the limit… By Peter Reagan Your News to Know rounds up the most important stories …
Bitcoin is not digital gold. Gold is not a network asset. If you hold it, you hold it. I moved apartments recently and I simply took my gold with me. Can’t do that with bitcoin. You need to ask “the network” to move your bitcoin from one address to another. If the network says no, …
Never, ever forget. Long-term track records on an asset class that implodes every few years are total BS. Anyone stating them needs to be called out as a pumper looking for a greater fool. Last 10 Years – Largest Drawdowns Gold: -22% Bitcoin: -78%, -82%, -55%.#StoreOfValue pic.twitter.com/OKcPL7ZgGU — Lawrence McDonald (@Convertbond) December 5, 2024
Gold’s rally has been unstoppable: Gold prices have skyrocketed 34% year-to-date, marking the best performance since 1995. At the same time, gold has seen 41 all-time highs and has already exceeded 2011’s performance when it posted 34 new all time highs. Gold prices have also crossed $2,800 per ounce for the first time in history. …
A dedollarization discussion between top-notch economists reveals some intriguing facts. While the dollar is still heavily used globally, it’s no longer a desirable asset. It gets interesting when an Obama-appointed economist points to gold’s price as a clear warning on the dollar’s future… Your News to Know rounds up the most important stories about precious …
Know what has a verifiable fixed supply? Bitcoin. If you review monetary history, the main goal the bankers wanted to achieve was a “flexible money supply.” They said this was needed to control banking panics. In other words, the exclusive power to counterfeit money. h/t Jem_colley
by Mike Maharrey Gold’s long-term return is greater than conventional wisdom might lead you to believe. Traditional analysis of gold’s returns leaves out important factors. Models considering these elements reveal much better returns over time that far outpace the inflation rate. Gold is typically viewed as a store of value. Over time, investors expect its …
https://x.com/great_martis/status/1844540983377281261 Rubino: Coming Soon: Blow-Out Gold Miner Earnings Gold miner share prices, which had languished for years, have started to gain traction as generalist investors, https://rubino.substack.com/p/more-great-gold-miner-earnings-reports Rickards: Gradually, Then Suddenly Over the past century, monetary systems change about every 30–40 years on average. Before 1914, the global monetary https://dailyreckoning.com/gradually-then-suddenly/
Kitco News, Released on 10/9/24 Jeremy Szafron, Anchor at Kitco News, interviews E.B. Tucker, Editor of The Tucker Letter, to discuss the Federal Reserve’s influence on the economy and the future of gold. Tucker shares his perspective on the Fed’s role in maintaining economic stability through central management and its impact on market confidence. He …