Gold

The obvious loss of effectiveness of the Bank of Japan's interventions is reflected in the immediate reaction of assets deemed to be barometers of confidence, foremost among them gold in local currency.

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.

This 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.

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 which have intrinsic value: gold.

Japan 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 institutions.

This 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 their 2022 high, a historic collapse is currently unfolding whe...

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. From an old world based on excessive financialization and limit...

China, 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 silver rise by making the mechanism of "supply and demand" wo...

Government 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 in very short maturities to artificially support Treasury emi...

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 demand.