Savings

It appears that the run in the Dow Jones is out of steam and it is now time to rotate into commodities - namely, gold and silver.

Since the crisis in 2020, the US stock market has grown at a sustained rate of +20% per year. Since 2022, this rise has been further accentuated by the rise of artificial intelligence. Despite the momentum of innovation and continued growth in the US, the strength of this bull market is raising q...

Are we witnessing the end of paper gold? Currently, 100 ounces of paper gold are traded for every ounce of physical gold available on the market. If paper gold investors lose confidence in their counterparties against a backdrop of physical metal shortages, we'll be witnessing a historic event in...

The price of gold in South Korea rose sharply, fuelled by a “fear of missing out” (FOMO) rush. In response to this strong demand, South Korean banks suspended the sale of gold and silver bars, citing a shortage.

Until recently, physical gold used to flow mainly from refineries to the BRICS countries. Now, over the past two months, it's the US market that's acting as a veritable vacuum cleaner, absorbing an ever-increasing share of the physical gold market.

There is an argument against buying gold that really ticks me off (and the same goes for bitcoin): it offers no return, no interest and no dividend, unlike conventional investments (stocks, bonds, life insurance, bank savings accounts, rental property). It would be a second-rate asset, imperfect...

Physical gold now plays the same role in the United States as it did in China last year: a safe alternative in the face of economic and financial instability.

Traditional portfolios, divided between equities and bonds, are less resilient to economic shocks than they used to be, as the two assets increasingly react in tandem, reducing their diversification and resilience. Another asset must therefore be included: physical gold.

After successive interest rate hikes, prices finally seem to be slowing down, but there are still many uncertainties. So can we look forward to a return to normal, or should we expect a new economic reality marked by high inflation?

By bolstering its gold reserves, China is anticipating the risks of a weakening dollar, linked to budgetary pressures and possible monetary expansion needed to absorb the debt wall.