Some investors choose to defer their investment in gold, arguing that gold is “too expensive.” This article therefore aims to measure the opportunity cost incurred by an investor who decides to delay investing in gold.
Gold: Clues in Unusual Places RevisitedThis 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.Mike Roy | Jul 28, 2025Read article
Will Gold Soon be Flippening on US Debt?Debt 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...Philippe Herlin | Jul 24, 2025Read article
JGB Turmoil, Gold in Yen Surge – The True Price of the US-Japan DealJapan 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 instituti...Laurent Maurel | Jul 23, 2025Read article
The Silver Market is in TurmoilThe 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....Laurent Maurel | Jul 18, 2025Read article
U.S. Housing's Collapse vs. Gold and Silver Picks Up SteamThis 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 the...Mike Roy | Jul 16, 2025Read article
Rio 2025: BRICS in a Position of Power?The 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. Fro...Julien Chevalier | Jul 15, 2025Read article
China and the Revaluation of Precious MetalsChina, 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 s...Cyrille Jubert | Jul 14, 2025Read article
U.S. Debt: Bessent's Crazy GambleGovernment 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 i...Laurent Maurel | Jul 11, 2025Read article
Silver, Platinum, Copper: The Great Return of Metals?While 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 dem...Thomas Andrieu | Jul 8, 2025Read article
New Turbulence on the Bond MarketThe 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 again...Laurent Maurel | Jul 4, 2025Read article
Has Gold Mania Arrived?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.Mike Roy | Jul 2, 2025Read article
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