Articles

While Donald Trump seeks to defy history, the world’s leading power is, for now, maintaining its dominance. But one cannot defy the natural order of things without eventually being caught up by reality. The great cycle upon which the United States has built its power is, little by little, reachin...

While the market is pinning its hopes for growth on a handful of artificial intelligence (AI) giants, central banks continue to increase their exposure to gold, one of the oldest assets in financial history.

French gold is a dormant treasure, an underutilized resource, and a neglected purchasing opportunity. Tapping into this potential could, in its own way, contribute to the country’s economic recovery.

Historically, gold does not react immediately to the onset of tech or financial bubbles. In the early phases of euphoria, capital favors high-growth assets, momentum strategies, and leveraged sectors. Gold then appears “useless,” yielding nothing, and often lagging behind.

Beyond the stockpiles of enriched uranium and the number of missiles launched by each side, the war against Iran also has a crucial financial dimension that deserves close examination.

For several weeks now, the market has been behaving as if everything is finally going to “work out.” And this is no longer just the isolated view of a few sell-side strategists: it has now become a widely held consensus among global investors.

Beyond their prices in dollars or euros, it is useful to regularly monitor the gold-to-bitcoin ratio, as it provides particularly relevant insights.

As the center of the global economy gradually shifts from the United States to the Global South, and gold reserves follow suit, could a new hegemonic currency emerge to rival the dollar?

Today, the price of gold is rising primarily as a sign of gradual currency depreciation. Tomorrow, it could rise as a safe-haven asset amid systemic uncertainty.

Global gold production has never been higher than it is today, yet gold prices are reaching record highs. In 2025, production exceeded 3,600 tons. This apparent paradox can be explained by sustained structural demand.

If the AI boom continues to drive the system toward greater leverage, energy dependence, and credit fragility, gold and precious metals could once again become one of the few assets capable of protecting investors against a downturn in the technology cycle and the credit market.

U.S. federal debt has now surpassed the 100% of GDP threshold. This figure refers to federal debt held by the public ($31.27 trillion), excluding debt held by the Fed. Total debt therefore stands at $39 trillion, or 122% of GDP.

For decades now, investors have "fattened" their trading accounts on two American bellwether stocks — McDonald's and Coca Cola. This week, we'll look at both in terms of their ratio to Gold to see if it might be now time to rotate out of the stocks and into Gold for the years ahead.

The silver market is shifting into a much tighter situation than it appears at first glance. Behind the sometimes erratic fluctuations in futures prices, the physical market continues to tighten — slowly but surely.

It appears that highly aggressive traders—or insiders betting on confidential information—have taken out around 500,000 call options, wagering on a silver price between $900 and $1,000 by the end of the year. You may consider them reckless traders and dismiss this information…

The market continues to display a price… but fewer and fewer participants are willing to honor it in practice. The link between paper and reality is fraying, revealing an increasingly visible divide.

The government poses a risk that must be factored into the development of one’s investment portfolio. Jeff Park proposes the “radical portfolio,” structured around an “inside/outside the system” approach, where the “system” refers to the government.

It is now clear that the contemporary monetary system is coming to an end. Gold has grasped the stakes of such a collapse.

The latest inflation figures suggest a resurgence of inflationary pressure. Producer prices rose by 0.5% over the month, bringing the annual rate to 4.0%. Against an already tense backdrop in the energy sector, figures like these are enough to fuel the narrative that inflation is on the rise agai...

We've been calling for much higher silver for a few years, so ideally we would see some evidence that silver could at least keep pace with oil or even outperform.