Financial crisis

If the AI boom continues to drive the system toward greater leverage, energy dependence, and credit fragility, gold and precious metals could once again become one of the few assets capable of protecting investors against a downturn in the technology cycle and the credit market.

U.S. federal debt has now surpassed the 100% of GDP threshold. This figure refers to federal debt held by the public ($31.27 trillion), excluding debt held by the Fed. Total debt therefore stands at $39 trillion, or 122% of GDP.

The silver market is shifting into a much tighter situation than it appears at first glance. Behind the sometimes erratic fluctuations in futures prices, the physical market continues to tighten — slowly but surely.

It appears that highly aggressive traders—or insiders betting on confidential information—have taken out around 500,000 call options, wagering on a silver price between $900 and $1,000 by the end of the year. You may consider them reckless traders and dismiss this information…

It is now clear that the contemporary monetary system is coming to an end. Gold has grasped the stakes of such a collapse.

Does gold signal a return of inflation? Everything points to it. Gold has recently become the world’s most traded asset by volume, surpassing U.S. debt and major currencies.

The war in Iran is not only contributing to a resurgence of inflationary pressures across the Atlantic, thereby destabilizing financial markets, but is also accelerating the global shift away from the dollar.

The oil market is entering a phase where volatility is no longer a mere hiccup but a direct consequence of its structure. Recent price movements do not reflect a linear improvement or deterioration in fundamentals, but rather a growing inability of prices to simultaneously reflect both physical r...

In just a few days, the global geopolitical and economic situation has suddenly become tense. The attack by the United States and Israel on Iran on February 28 caused a sharp rise in oil prices and reignited fears of inflation.

The gap between the euphoria in the equity markets and the first cracks emerging in certain areas of credit is striking. In this environment, gold plays the role of an insurance against a financial accident or a sudden reversal in liquidity.