Mining

We have entered the cycle of stagflation, which combines a continuous rise in prices and a slowing down of economic activity, precisely because of these sudden losses of purchasing power.

How the physical gold price is set, and how physical and derivates markets around the world are connected and interact.

The Fed is trapped and can't raise rates. Tavi Costa firmly believes commodities, silver and the silver miners are primed to move higher.

The pressure on the level of salaries is not going to stop any time soon.The violence of this inflationary shock is going to be felt this fall on the consumer prices. Businesses will have no choice but to pass on the dizzying rise in costs that they are experiencing to the consumer.

Several structural problems in the U.S. could cause a slowdown in economic growth soon, with stagflation hitting and lasting for the next six months, said Tavi Costa, portfolio manager of Crescat Capital.

Since the start of this century, gold has offered a far better return than bonds. It was this outperforming of the bonds by gold that took it into its bullish phase from 2002 to 2010. The central banks intervened in 2010 to break this cycle, but we have initiated a second cycle of gold outperform...

Willem Middlekoop is convinced that in a restructured financial system, gold must and will have a place again. Central bankers are also aware of the imbalances in the current system and are already looking for a new "anchor" that will one day replace the US dollar. The market veteran thinks that...

In this irrational environment, it is entirely natural to see more and more investors seeking to protect their savings by means of investments such as physical gold, which is regaining a certain appeal in this climate of a headlong forward dash by the central banks.

In today's interview about the commodities supercycle, Marc Friedrich talks with Ole Hansen, Head of Commodity Strategy at Saxo Bank, about a wide range of topics such as inflation, deflation, price targets for precious metals and the one asset of the commodity sector, where Hansen currently sees...

Acting straight away on the rates would have an even more devastating effect on the system as a whole. This is the impasse that the central banks have now got themselves into, in their interventionist policies. Acting straight away will break the engine. That’s what the math is telling us. Gold a...