Articles

New powers and emerging countries have been encouraged to de-dollarize and buy gold, causing the value of the dollar to fall steadily. Furthermore, the United States, which constantly needs to find new buyers to finance its foreign debt, is facing increasing difficulties.

At first glance, everything seems under control: stocks are holding steady and the U.S. economy is resilient. And yet, something is going wrong in the global financial system. In recent days, the cost of very short-term cash – the SOFR rate – has risen sharply.

This week, we will look at both the Bitcoin/Gold and Silver/Bitcoin ratios to see if we can get a clear-eyed view on where things are headed.

The decline of the gold price simply reflects the scarcity of dollars. When financing tightens, funds temporarily sell their most liquid positions – including gold. Historically, these periods of consolidation in a stressful monetary environment always precede sharp recoveries.

India has taken a historic step toward the remonetization of silver — officially allowing the white metal to serve as collateral for bank and non-bank loans under new Reserve Bank of India (RBI) regulations set to take effect in April 2026.

While the stock markets are driven by algorithms and bitcoin is kept afloat by synthetic liquidity, the silver market highlights the divide between paper and reality.

France's public debt is mainly held by foreign investors and this is precisely what worries senators, the French Ministry of Finance, and the government: a loss of confidence among international investors would cause interest rates to skyrocket immediately.

The near-universal refusal to lend silver, except at rates approximately 600 times above the average, suggests the occurrence of a major short squeeze.

This week, we will look at two silver charts unlike any you've ever seen to get a better sense of where we are in the current bull market and just how much upside remains.

The prices of gold and silver have just set new historical records, confirming the monetary regime shift that major global investors have been anticipating for several years.

Ray Dalio said investors should allocate as much as 15% of their portfolios to gold even as the precious metal surged to an all-time high above $4,000 an ounce.

In this exclusive interview, Luke Gromen, one of the world’s foremost experts on bond and monetary markets, shares his perspectives on the current state of U.S. public debt, the role of the dollar and fiat currencies, and the surge of the gold price.

With the US government shutdown, “fiscal QE” came to an abrupt halt. It comes at a time when the US Treasury has become the central player in providing liquidity to the system. The longer the situation drags on, the more the pipeline seizes up – and the greater the likelihood of an accident.

The world's largest private holder of physical gold is Tether, with 80 tons worth approximately $8 billion. Why is this?

In June 2025, the Chinese government took measures to encourage mining production, its financing, refining, and recovery. The most effective lever for achieving these objectives is to revalue the price of precious metals.

For two years, observers have been puzzled by a paradox: while the Fed is reducing the size of its balance sheet through quantitative tightening (QT), the M2 money supply is on the rise. The key to this mystery lies in the growing role of money market funds (MMFs).

China is stepping up its efforts to become a central player in global finance by offering to safeguard gold reserves on behalf of foreign governments.

Gold continues to reach new heights. And yet, interest among retail investors, particularly in Western countries, remains very low. To understand these dynamics, we interviewed John Reade, one of the world's leading gold market strategists.

It has been a while since we have looked at Silver/Euro, but given the breakout we are seeing this month, this is one we want to revisit.

Since the beginning of the year, the greenback has already fallen by nearly 10%, reaching a new low. The dollar's weakness is not the result of an external shock, but rather a deliberate action by the authorities to preserve financial stability.