Falling Physical Silver Inventories and Revaluation of Precious Metals
We are witnessing a major change on the geopolitical chessboard. Inflation is currency devaluation. Did you protect your wealth with enough physical gold and silver?
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We are witnessing a major change on the geopolitical chessboard. Inflation is currency devaluation. Did you protect your wealth with enough physical gold and silver?
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The volatility of the markets cannot hide the fact that the economic slowdown is now a fact. And it is especially in Europe that the end of the year is likely to be complicated. Under these conditions, gold serves as a safe haven. Physical demand figures continue to reach record highs. Fear of re...
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History shows that gold often outperforms U.S. stocks and the dollar following interest rate hikes, after underperforming in the lead-up to rate hikes. Additionally, high inflation is eroding the purchasing power of each dollar, incentivizing investment in a tangible asset like gold and other har...
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On July 12, the euro reached parity with the dollar, something that has not happened since 2003. The euro has lost 12% against the dollar since January 1, which is a lot in the massive and liquid foreign exchange market. What if this fall continues? The question must be asked. The fall of the eur...
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The slowdown in the rise of the dollar, the oversold situation in metals and the high level of short positions should allow a pause in the correction phase of metals. For a true rebound to occur, the market must move from a macro approach to a realization of the reality of available physical inve...
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Today, we believe America’s dollar hegemony has ended with new challenges in this inflationary era. For one thing threats of higher inflation, the protracted war, central bank purchases and a commodity supercycle provide a solid underpinning to gold. Gold is simply a hedge against the growing unc...
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The idea that an increase in the quantity of money in circulation has no impact on prices is historically and mathematically wrong. As we will detail exclusively here, it is important to understand the mechanics that link money creation and inflation over time.
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The situation on futures is totally disconnected from what is happening on the physical market and this concerns all precious metals: physical demand remains very strong on gold and silver, but also on platinum.
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Fool’s Gold comes in many guises, whether it is in fake paper money, Ponzi investment schemes, fake and manipulated gold derivatives, Bitcoin or just fake gold discoveries in Uganda, all of which are discussed in this article.
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While overall LBMA inventories shrunk by 17.9% in recent months, we may wonder how much real physical silver is for sale in the London market.
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In May, central banks reported adding a net 35t to global gold reserves. This is the second consecutive month of net buying, having recently oscillated between monthly net purchases and sales.
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This is the paradox of this unprecedented situation: the collapse of demand is leading speculators to open bearish positions on metals, at the very moment when the energy crisis is threatening available stocks!
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"How inflation increases the cost of debt for the state", headlines Les Echos on June 30. So, the general belief is that a good wave of inflation will wipe out debts, but this would not be the case after all?
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As public debt in the eurozone approaches 12 trillion (95.6% of GDP), the single European currency has never been so threatened by structural instabilities. On the one hand, the ECB's key interest rate changes are increasingly inappropriate for such a differentiated monetary union. On the other h...
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The massive money creation in the 2000s has led to a debt and asset bubble, which is about to burst. Investors will be shocked by the speed of the decline and won’t react before it is too late. The massive money creation by central and commercial banks in this century has resulted in a growth of...
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What if the fight against stagflation is only just beginning? Gold is the safe haven asset par excellence in case stagflation takes hold, especially since the supply of physical gold is decreasing.
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