Dedollarization

India's central bank has moved around 100 tonnes of gold from the UK to its domestic vaults, with plans to repatriate more soon, according to a TOI report. This significant transfer, the first since 1991, addresses logistical and storage diversity concerns.

The New Gold Playbook reflects changing market dynamics driven by central bank actions, geopolitics, and the rising importance of noninflationary assets like gold and Bitcoin.

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.

The U.S. Treasury bond-buying program is impacting the markets, with potential implications for the dollar and precious metals, notably gold and silver.

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 re...

All Empires die without fail, so do all Fiat currencies. But gold has been shining for 5000 years and as I explain in this article, Gold is likely to outshine virtually all assets in the next 5-10 years.

The total mismanagement of the US financial system has led to the dollar losing 98% of it’s value since Nixon closed the gold window in 1971. Most other currencies have followed the dollar down at varying speeds.