This 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.
China Accelerates its De-Dollarization and the Internationalization of its Gold MarketIn 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 a...Laurent Maurel | Jun 27, 2025Read article
When Banks, Governments and Major Funds Buy Gold "Off Market"Many 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...Tom Benoit | Jun 24, 2025Read article
Fed Confirms Stagflation: A Major Catalyst for Gold in the Long TermIn 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.Laurent Maurel | Jun 20, 2025Read article
The Economics of the Seven Deadly SinsCapitalism 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 econ...Julien Chevalier | Jun 18, 2025Read article
The Great Silver Breakout of 2025This 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.Mike Roy | Jun 17, 2025Read article
A Reversal in the Yield Curve Could Rekindle Appetite for GoldIf 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 r...Laurent Maurel | Jun 13, 2025Read article
Bitcoin and Gold: Complementing or Competing?Some 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 wor...Philippe Herlin | Jun 12, 2025Read article
Mining Industry Cycles — Focus on Physical MetalsIt 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...Cyrille Jubert | Jun 10, 2025Read article
The US Economy is Faltering More Than It SeemsThe 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 econo...Laurent Maurel | Jun 6, 2025Read article
Is Platinum Telegraphing a Big Move in Gold?This week, we'll have a look at the charts of Platinum and the Gold/Platinum ratio in an effort to see if Gold has a big move left in it. Platinum tells us that we could be at an inflection point in the gold secular bull market.Mike Roy | Jun 3, 2025Read article
Japan: New Bond Panic, Gold as a Safe HavenThe financial world may be on the verge of a regime change. Financial repression, thought to have been relegated to the past, is making a discreet comeback through the Japanese door. The Tokyo authorities are already trying to manipulate...Laurent Maurel | May 30, 2025Read article
Are We Heading for an Explosion of the U.S. and Global Bond Markets?The year 2025 is likely to be the year of crisis: the United States must refinance $9 trillion in debt — a quarter of its total outstanding — while financing an annual budget deficit of $1.9 trillion. A veritable debt wall. And then ther...Philippe Herlin | May 29, 2025Read article
The Only Real Determinant of the Gold PriceWith nearly 80% of the metal supply coming from mining, the cost of production appears to be the determining variable in market valuation. This cost conditions the profitability of mining companies, influences the metal's floor price and...Thomas Andrieu | May 28, 2025Read article
DeSantis Signs Bill Recognizing Gold And Silver As Legal Tender In FloridaGovernor Ron DeSantis signed a bill Tuesday to recognize gold and silver as legal tender in Florida, paving the way for their use in financial exchanges.Goldbroker ™ | May 28, 2025Read article
Falling Bond Markets Can No Longer Be IgnoredThe gradual disappearance of structural buyers of sovereign debt - central banks, Japan, pension funds - ushers in a new era in which debt is no longer “free by design”, but must once again become desirable in a competitive universe. In...Laurent Maurel | May 23, 2025Read article