Tensions Over Silver and Resumption of Physical Gold Purchases
Central bank purchases of physical gold, as well as tensions on the silver market, are taking place against a backdrop of general indifference on the part of Western investors.
French Banks Dangerously Exposed to Public DebtA very interesting review by Éric Dor, chief economist at IESEG, summarising the exposure of French and European banks to France's debt. French banks are naturally in first place, with very high levels of exposure.Philippe Herlin | Dec 12, 2024Read article
Silver : The December BattleSilver is woefully behind gold. Its price is expected to see a meteoric rise in Q1.Cyrille Jubert | Dec 11, 2024Read article
The Case for Gold Is IncontrovertibleThe substantial increase in physical gold demand can only be satisfied by much, much higher prices. This is why gold will rise by multiples.Egon Von Greyerz | Dec 9, 2024Read article
Europe Sinks Into CrisisEurope’s economic situation is a matter of growing concern. Once a symbol of prosperity and cooperation, the European Union is now weakened by major economic and energy challenges. The continent’s two traditional pillars, France and Germ...Laurent Maurel | Dec 6, 2024Read article
Is The US Considering A Gold-Backed Treasury Instrument?Judy Shelton is advocating for a Treasury instrument that includes the gold convertibility of the dollar upon maturity. She recently tweeted about a proposal for a 50-year Treasury bond, convertible into gold, to be issued at the initiat...Goldbroker ™ | Dec 3, 2024Read article
Trump: the American Economy on TrialTrumponomics promises economic recovery and renewed influence for the United States. But Trump cannot reverse the course of history. And this is happening without American power. Rising inflation and a Fed caught in a dilemma, unsustaina...Julien Chevalier | Dec 2, 2024Read article
The US Structural Deficit, an Increasingly Visible ThreatPhysical gold naturally appears to be the preferred safe-haven investment in the face of the deficit-financing impasse. It is benefiting from both growing concerns about the worsening of this deficit and the potential repercussions for U...Laurent Maurel | Nov 29, 2024Read article
French Debt Is Actually High-RiskFrance, Italy, Japan and the United States all have high budget deficits of comparable magnitude, accompanied by significant public debt in excess of 100% of GDP. However, taking a step back and integrating other macroeconomic financial...Philippe Herlin | Nov 28, 2024Read article
Gold vs.CPI and PPI Suggest a Big Rise in Purchasing PowerThis week we'll look at long term charts of gold vs both the Consumer Price Index (CPI) and Producer Price Index (PPI). If you've ever wondered whether rising gold prices will be enough to keep up with inflation, these charts should put...Mike Roy | Nov 26, 2024Read article
More and More Fiat Money to Chase Away Increasingly Expensive AssetsThere has never been so much money in circulation. Never have markets had so much liquidity to pursue assets at such high valuations, underpinned mainly by their ability to generate growth via the services associated with the products an...Laurent Maurel | Nov 22, 2024Read article
The Modern Economy and the Tyranny of TimeThe tyranny of time is a fact of life in the modern world. The fear of the future and of emptiness, ingrained in everyone, is exploited to turn time into a scarce commodity to be maximized.Julien Chevalier | Nov 19, 2024Read article
Markets Totally Disconnected from the Real EconomyThe German economy is suffering its sharpest fall in orders since the 2009 crisis, while global financial markets, particularly in the US, continue to soar.Laurent Maurel | Nov 15, 2024Read article
France Suffers Record Capital OutflowsThe bad news is piling up for France, prompting some to take concrete decisions, such as transferring their capital abroad.Philippe Herlin | Nov 14, 2024Read article
The Golden Road to $20,000 and Dow's Lost Decades AheadThis week, we'll look at a couple of interesting long term charts of both gold and the dow to see how technical analysis suggests they MIGHT play out in the decades ahead.Mike Roy | Nov 12, 2024Read article
Gold: The Best Performing Asset of the 2000s, And the Best Is Yet to ComeGold is the best-performing asset class in this century, better than the S&P including reinvested dividends and still NOBODY OWNS GOLD. Only 0.5% of global financial assets are invested in gold. Gold will rise by multiples in the coming...Egon Von Greyerz | Nov 8, 2024Read article