Savings

At first glance, everything seems under control: stocks are holding steady and the U.S. economy is resilient. And yet, something is going wrong in the global financial system. In recent days, the cost of very short-term cash – the SOFR rate – has risen sharply.

India has taken a historic step toward the remonetization of silver — officially allowing the white metal to serve as collateral for bank and non-bank loans under new Reserve Bank of India (RBI) regulations set to take effect in April 2026.

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.

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

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).

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.

Mitch Vexler, a real estate developer turned whistleblower, detailed what he considers to be a ticking time bomb at the heart of the US financial system: the way property taxes fuel public school funding and school bonds.

Arnaud du Plessis and John Reade share their perspectives from London and Paris, highlighting the differences between Western and Asian countries, the importance of cultural factors, and the decisive influence of the BRICS countries on the gold market.

European public funds are pouring into Italy and Spain and largely explain their GDP growth. In France, it is based on spiraling public debt, while in Germany activity is stagnating, held back by soaring energy costs and the loss of its traditional markets.

For various reasons, whether social, cultural, political, or financial, gold is still not widely discussed among the general public. However, this trend could change.