Gold

Ray Dalio said investors should allocate as much as 15% of their portfolios to gold even as the precious metal surged to an all-time high above $4,000 an ounce.

In this exclusive interview, Luke Gromen, one of the world’s foremost experts on bond and monetary markets, shares his perspectives on the current state of U.S. public debt, the role of the dollar and fiat currencies, and the surge of the gold price.

With the US government shutdown, “fiscal QE” came to an abrupt halt. It comes at a time when the US Treasury has become the central player in providing liquidity to the system. The longer the situation drags on, the more the pipeline seizes up – and the greater the likelihood of an accident.

The world's largest private holder of physical gold is Tether, with 80 tons worth approximately $8 billion. Why is this?

In June 2025, the Chinese government took measures to encourage mining production, its financing, refining, and recovery. The most effective lever for achieving these objectives is to revalue the price of precious metals.

For two years, observers have been puzzled by a paradox: while the Fed is reducing the size of its balance sheet through quantitative tightening (QT), the M2 money supply is on the rise. The key to this mystery lies in the growing role of money market funds (MMFs).

China is stepping up its efforts to become a central player in global finance by offering to safeguard gold reserves on behalf of foreign governments.

Gold continues to reach new heights. And yet, interest among retail investors, particularly in Western countries, remains very low. To understand these dynamics, we interviewed John Reade, one of the world's leading gold market strategists.

It has been a while since we have looked at Silver/Euro, but given the breakout we are seeing this month, this is one we want to revisit.

Since the beginning of the year, the greenback has already fallen by nearly 10%, reaching a new low. The dollar's weakness is not the result of an external shock, but rather a deliberate action by the authorities to preserve financial stability.