Articles

The gold-to-S&P 500 ratio looks to be breaking out from almost a two year-long downward trend. This is beginning of a move, not the end of one.

One can’t simply snap one’s fingers and, just like that, restore equilibrium to a system that is based on the outsourcing of production centers, by bringing inflation back down while preserving demand! Will a rate rise now be sufficient to correct the current problem in the global production chain?

In the current framework gold is priced based on the 10-year TIPS yield. In my view, the current framework becomes more nonsensical the longer the TIPS yield stays below zero. At the time of writing the TIPS yield is –0.74%.

Controlling the Fed has given the bankers an unlimited supply of money and credit to finance their activities. As is the general rule today, debt is never repaid since new debt always makes the old debt insignificant as the currency is constantly debased with all the new money issued. The upside...

The reserves for the next rise in gold are certainly present in Germany and in other countries with high savings rates. At the same time, faced with this inflationary shock, we are witnessing the confidence that these savers have in the ECB being eroded a little more with each passing day. In tho...

As Egon (and history) confirm, gold is an absolutely critical aspect of wealth preservation. Gold is prioritized not because of “gold-bug” thinking, but simply as a result of financial sophistication and a healthy respect for both the history of debt markets and the math of currencies.

The Irish central bank added 78 million euros ($88 million) to its gold reserves in November, data published this week showed. The purchases mean the institution has increased its holdings of the precious metal by more than three tons in three months, a 60% increase from the level maintained for...

The leaders of the European Central Bank (ECB) and the U.S. Federal Reserve (Fed) have long promised us that their lax monetary policy would not lead to inflation, and that we should not worry, that it would be "transitory". They now concede that the transitional period could be prolonged, but co...

2022 is beginning in a very different environment than that of last year. This is the time of year when it is necessary to consult the major institutions’ forecasts regarding the evolution of the gold price in 2022.

Ronnie Stoeferle joins Wall Street Silver to discuss the changing of an era. We had 40 years of low inflation. But that is coming to an end. The new economic system has higher inflation built into it. The time of gold and silver is coming.

Central banks have built up their gold reserves by more than 4,500 tons over the past decade, according to the World Gold Council, the international research organization of the gold industry. As of September, the reserves totaled roughly 36,000 tons, the largest since 1990 and up 15% from a deca...

Tavi Costa joins Wall Street Silver to explain the lack of investment going into the commodity sector. Underinvestment for many years is leading to a supply cliff for Gold, Silver, Copper and many other commodities. Most of the money is going into unprofitable tech companies. This positions the c...

If the awareness of the reality of the physical market kicks in at the same time as a change in sentiment among the institutional investors on inflation, 2022 risks being an explosive year in the precious metals sector.

There is now too much debt in the economy, everywhere and at too high a level. The room for maneuver of central banks is considerably narrower...

Prudence tells us to get out of bubble assets like stocks, bonds and speculative property. Once the fall starts, these assets are likely to lose 90% or more in real terms which means against gold. Own physical gold and some silver (much more volatile). That will be your insurance against a rotten...

Never has the proof of inflation been so tangible, and yet increasing numbers of fund managers are betting on this rise in prices being transitory, encouraged, admittedly, by the reassuring narrative coming from the monetary authorities. It is not the first time that the Fed has bet on its moneta...

In this year-end chat, Egon von Greyerz and Matthew Piepenburg, round up 2021 by discussing the critical issues leading us into the new year.

The relatively sizable historic decline of the gold price makes it possible to draw detailed conclusions about the regular phases of evolution of the price of gold. In this article, we take a look at an exclusive approach to the cyclical nature of gold, the major phases of growth since the 1970s,...

This chart tells us that either stocks are too expensive or commodities are very cheap despite the recent rise.

Each passing week now brings a new figure on inflation which shows us that the price rise movement initiated this fall is becoming increasingly out of control.