BRICS

It seems likely that last year's silver shortfall will be repeated next year. Current supply is unable to keep pace with ever-increasing demand.

Saving is necessary and normal, but doesn't saving too much indicate a fear of the future? This seems to be the inclination of Europeans, according to a recent study by the research department of Natixis (Why are consumers in the eurozone so cautious?).

Since the October 2023 gold low of just over $1,600 gold is up but is anyone buying? Well no, certainly none of the normal players. Gold Depositories, Gold Funds and Gold ETFs have lost just under 1,400 tonnes of their gold holdings in the last 2 years since May 2022.

China is trying to slow down the gold-buying craze, while economic pressures in Japan and the United States keep gold as an attractive asset despite high stock market valuations.

Gold’s rise to all-time highs above $2,400 an ounce this year has captivated global markets. China, the world’s biggest producer and consumer of the precious metal, is front and center of the extraordinary ascent.

The price moves in the coming months and year are likely to be spectacular. The combination of technical and fundamental factors can easily drive gold well above $3,000 and silver to new highs above $50.

China’s central bank purchased gold for the 17th consecutive month in March, extending a buying frenzy that has helped drive the price of the precious metal to a record high.

The world’s best kept investment secret is GOLD: Gold has gone up 7.5X this century, gold Compound annual return since 2000 is 9.2%, Dow Jones Compound annual return since 2000 is 7.7% incl. reinvested dividends.So why are only 0.6% of global financial assets in gold? The simple answer is that most...

As the world changes, Indonesia, Vietnam, the Philippines and Malaysia (all members of ASEAN) are differentiating themselves. Formerly known as the "Asian Tigers", these four countries are experiencing a veritable economic expansion, and have strong growth levers at their disposal, despite the retur...

Janet Yellen and Jerome Powell acknowledge mistakes on inflation. The Fed, and now the Treasury, are now preparing the markets for higher inflation, propelling gold and silver to new highs.