Articles

With the acceleration of the dollar’s (and other currencies) debasement and shift in Central Bank reserves out of dollars into gold, the revaluation of gold in coming years will be by multiples.

Against the stagflationary backdrop and the start of a new cycle of defaults in the United States, gold is logically attracting new buyers.

A saver who bought and sold gold at any time between January 1, 1999 and January 1, 2024 would have grown richer on average at an actuarial rate of 8.69% per annum.

It has been more than a year since we last looked at the Dow/Gold ratio, which at the time was threatening to break down from a very large bear flag. This week, we'll update those charts and see that the expected breakdown has indeed occurred as anticipated.

The gold price, with its string of record highs, tells us that we are on the verge of seeing the detonator of this new inflationary phase. Gold is warning us that we are on the brink of another Fed monetary policy error.

Quantitative easing (QE) stabilizes the economy during times of crisis but exacerbates inequalities by benefiting wealthier households more, while the purchasing power of the middle and lower classes stagnates or declines.

Confirmation of a recession, triggered by an increase in defaults in the country, heralds gold's future outperformance of the classic 60/40 portfolio. This is probably when gold will begin to attract Western investors in a significant way.

We know why gold is a good investment - we often talk about it here. However, to make sure we haven't missed anything, and in the interests of neutrality and completeness, I decided to put the question to X's (formerly Twitter's) artificial intelligence (AI), called Grok, more precisely the “Grok...

China is once again causing concern among analysts. Fears of a deflationary wave originating in China are weighing on commodities and stimulating the accumulation of positions in gold ETFs.

This week, we'll look at both the long and short term relative performance of Bitcoin and gold to see if we can find any clues about which asset will perform better going forward.

In just a few days, the global financial system found itself in deep trouble. Summer's calm and carefree mood almost made us forget that the global economy has been on a razor's edge for years. In just three weeks, over $6 trillion in stock market value has evaporated, despite the lull of recent...

August began with a financial earthquake in Japan. The Nikkei experienced a "Black Friday" with a drop of almost -15%. It all began when the Bank of Japan (BoJ) decided to raise rates at its last meeting, ending the negative rate policy with a rise to 0.25%.

This week, we'll look at several interesting ratio charts that plot gold against some of the world's best known consumer brands (McDonald's, Nike, Verizon, Target).

With financial markets distorted and leveraged to the hilt, global risk today is greater than ever. There is an obvious path that small and big investors can take to minimise this risk. The best solution is to create your own Gold Bank that will almost entirely eliminate financial risk and provid...

Do Microsoft's results mark the end of a cycle for growth stocks? Will the prospect of lower rates be enough to reverse the current trend in investor sentiment towards technology stocks?

Is gold still the foundation of our monetary system? This question is worth asking as central banks accumulate record quantities of the golden metal. In fact, a detailed study of central bank gold inventories reveals a certain consistency in the monetary strategy of most countries.

The US real estate market is paralyzed as it awaits a Fed rate cut, while the reduction of import duties on gold in India stimulates demand for precious metals.

The collapse of the correlation between the gold price and real interest rates raises many questions. In the old paradigm, it was unthinkable that the gold price would trend firmer during a phase of sharply rising real interest rates. Gold and gold investors are now entering terra incognita.

France's image in the world is plummeting at a time when its budget deficit appears to be totally out of control, reaching the same level as at the time of the Covid crisis. Remember that half of France's public debt is held by foreign investors. Any significant lack of confidence would result in...

This week, we will look at an index of major gold mining stocks, HUI, and see that while the index does a nice job of identifying gold peaks and bottoms, mining stocks generally have not provided the positive leverage to the metals that precious metals investors sometimes claim.