Mining

As with platinum, silver stocks available for delivery are accelerating their decline this week. This raid on COMEX precious metals stocks is also affecting gold. The rate at which stocks eligible for delivery are disappearing is accelerating.

What is the difference between gold and the companies that mine it? What is the profile of the mining companies? What are the different risks and performances associated with mining companies compared to the gold price? These are all questions that are essential to understanding the gold market.

The slowdown in the rise of the dollar, the oversold situation in metals and the high level of short positions should allow a pause in the correction phase of metals. For a true rebound to occur, the market must move from a macro approach to a realization of the reality of available physical invento...

The situation on futures is totally disconnected from what is happening on the physical market and this concerns all precious metals: physical demand remains very strong on gold and silver, but also on platinum.

What if the fight against stagflation is only just beginning? Gold is the safe haven asset par excellence in case stagflation takes hold, especially since the supply of physical gold is decreasing.

The difference between the number of certificates and the investment in physical metal is now very clearly marked. At a time when the situation on the physical stocks of industrial metals and precious metals is becoming more and more tense every week, it is finally quite logical to see so many inves...

Gold is as cheap today relative to US money supply as in 1971 when the price was $35 and in 2000 when gold was $290.

Inflation figures will probably still be very high in Europe and the United States, especially because of record high fuel prices. But it is the Japanese inflation numbers that now need to be scrutinized.

The market correction did not benefit US bonds and despite the fall in commodities and especially mining stocks, gold did not deviate and even held its support at $1900.

At a time when history is crying out, it is possible to understand the links between gold, inflation, and geopolitical events. This link is so close that the study of inflation alone allows us to infer the future direction of gold.