
Gold: Clues in Unusual Places Revisited
This week, we will revisit a blast from the past when we looked at three fun ratio charts to see if we could pick up any clues about the future direction of the gold price.
Read articleThis week, we will revisit a blast from the past when we looked at three fun ratio charts to see if we could pick up any clues about the future direction of the gold price.
Read articleDebt is in bad shape, especially its premium component, US Federal debt, due to Trump's budget deficit, which is becoming increasingly difficult to finance. We are witnessing the beginnings of a flight from the bond market towards assets which have intrinsic value: gold.
Read articleJapan is said to have agreed, in return for tariff cuts, to use part of its sovereign wealth funds to finance US strategic projects. Confidence is crumbling. Gold is becoming the last credible refuge for Japanese households and institutions.
Read articleThe silver market is at a critical juncture, marked by a growing dislocation between the physical and paper markets. While Western banks are still trying to manipulate silver prices via the paper market, physical demand is accelerating. This growing appetite for physical silver in the face of con...
Read articleThis week, we will look at the median price of a single family home sold in the United States vs Gold and Silver and see that, despite what your eyes might be telling you about home prices remaining stable to only slightly lower from their 2022 high, a historic collapse is currently unfolding whe...
Read articleThe BRICS have placed at the heart of their arguments the urgency of sovereignty for all nations, the end of globalization as we know it, and an ideological change in the face of the civilizational crisis that the West is undergoing. From an old world based on excessive financialization and limit...
Read articleChina, the world’s largest gold producer and consumer—and the second-largest silver producer—has unveiled a national strategy to boost precious metals mining. To implement this policy , there is only one way: Let the prices of gold and silver rise by making the mechanism of "supply and demand" wo...
Read articleGovernment bonds are no longer perceived as risk-free assets, and their long-term growth potential is now in doubt. In this context, accelerating the pace of debt emissions becomes a real challenge. If the Fed were in turn to intervene in very short maturities to artificially support Treasury emi...
Read articleWhile gold has been the big winner in recent years, many other metals are now becoming increasingly scarce: silver, platinum, copper and others. This trend is based on both persistent tensions on the supply side and structurally high demand.
Read articleThe UK bond market is under pressure, in an unstable global context marked by friction between the Fed and the Treasury and high sensitivity to uncertainty. Physical gold is becoming an instrument of economic survival and a bulwark against the erratic decisions of the authorities.
Read articleThis week, we will look at a couple of gold ratio charts that suggest we may be entering into a mania phase in the yellow metal that could run for several years.
Read articleIn a climate of widespread mistrust of the dollar and US economic policy, a fundamental trend is gathering pace: de-dollarization. China, at the forefront of this strategy, is methodically reducing its dependence on the greenback while at the same time stepping up its purchases of gold and the in...
Read articleMany banks, governments and large funds are buying gold on a massive scale via perfectly legal but off-market channels. This is a growing trend, mainly in the Middle East and Asia, which makes the measurement of gold's value more complex than it first appears.
Read articleIn a stagflationary environment — marked by sluggish growth, persistent inflation and growing consumer unease — the yellow metal is once again playing its role as a safe-haven asset.
Read articleCapitalism promises us a paradise, but are we living in hell? Can economic progress be incompatible with human progress? An economy based on debt, and therefore on the imperative of growth, never ceases to encourage capital sins, an economy based on gold can adapt to human needs and therefore enc...
Read articleThis week, we look at a couple of compelling Silver charts that indicate it could be poised for an historic breakout and impulsive run to all time highs and beyond.
Read articleIf the yield curve steepening bet reverses, it could have a significant impact on the gold price. In a scenario where long rates fall rapidly - for fear of recession or a return to caution by central banks - gold would benefit. Falling real interest rates would make the metal more attractive, and...
Read articleSome pro-bitcoin people claim that crypto will downgrade and absorb gold to become the sole store of value in the future. How can we seriously envisage that gold, recognized, hoarded since the earliest civilizations, could one day be worth nothing? Wouldn't the two assets instead complement each...
Read articleIt is very likely that the bond crash will cause a sharp correction in stock markets. This massive destruction of the money supply will sweep away everything in its path. Mining stocks, in particular, are likely to be heavily impacted by the coming credit crunch. Therefore, investments in physica...
Read articleThe U.S. economy is showing much deeper signs of fragility than the markets seem to comprehend. Suffocated by soaring prices, American consumers are forced to resort to credit on a massive scale. The next inevitable step will be an economic slowdown. Gold continues to play a strategic role in an...
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