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Thursday Edition: March 13, 2025

Money Metals CEO: Missing Gold Would Be a National Security Nightmare

In a recent Soar Financially podcast, Kai Hoffmann interviewed Stefan Gleason, CEO of Money Metals Exchange, about Fort Knox gold audits, secret gold flows, and sound money.

Why Bitcoin Is NOT Equal to Gold

In reality, gold and Bitcoin are quite different in asset quality and in terms of their hierarchy as sound money.

Consumers Piled on More Debt in January But Borrowing Moderated

American consumers continued to pile on debt in January, but at a moderating pace after the massive credit-card fueled spending spree for the holidays.

Fortuna intersects 7.2 g/t Au over 31.5 meters at Kingfisher, Seguela Mine, Cote d'Ivoire

SVP Weedon says, “At the Sunbird deposit, deep exploration drilling testing the southern extent has continued to return excellent results, including 4.3 g/t Au over a true width of 23.1 meters from 733 meters in drill hole..."

It Is Now Trump Vs World in Tariff Wars 2.0

Bill Bonner says Republicans created a "big beautiful bill" to add $2 trillion to the US national debt yearly, aiming for a $40 trillion debt before the next mid-term elections.

De-Dollarization, Gold and a Shift to a Multipolar World

An end to the dollar’s status as the world’s reserve currency would mean disaster for the U.S. economy.

Fortuna Reports Updated Mineral Reserves and Mineral Resources

Consolidated Inferred Mineral Resources are reported containing 2.2 M gold equivalent ounces (GEOs) representing a year-over-year increase of 29 percent.

Wednesday Edition: March 12, 2025

Prices To The Tariff Circus Continue To Rise

I now say “the worst that could happen” is about to happen. By that, I am referring to the negative fallout from the global trade war that has started with a bang.

Jan Nieuwenhuijs Exposes Faulty Audits of U.S. Gold Reserves

The gold market is undergoing profound changes, driven by global trade tensions, geopolitical uncertainty, and shifting central bank policies.

Kazakh Central Bank Selling Dollars to Facilitate Gold Purchases

The National Bank of Kazakhstan (NBK) recently announced plans to sell dollars to ease the inflationary pressure caused by its gold purchases.

US Recession Confirmed: Why Investors Are Fleeing to Gold

Investors are reacting to deeper, structural risks in the global economy—risks that can no longer be ignored.

A Tariff Sheriff & Gold

The key 14,7,7 Stochastics oscillator is bordering on a fresh buy signal in the momentum zone at about 50. That’s another very bullish sign for the price of gold.

Tariffs Are Theft

The US and China came closer to a full-fledged trade war last week when China imposed tariffs of up to 15 percent on key US agricultural exports.

Tuesday Edition: March 11, 2025

The Greatest Gold and Silver Bull Market Has Begun

Roy-Byrne’s analysis paints a clear picture: Gold and silver are in the early stages of a major bull market.

Gold Stocks – Fantasy Vs Reality

The biggest declines in gold stocks come when gold and/or stocks in general fall precipitously.

The Great Murray Rothbard

Murray Rothbard was the chief architect of modern anarcho-capitalism, an uncompromising vision of a stateless society rooted in private property and voluntary association.

If Normality Returned, How Many Zeroes Would Have to Be Put Behind the Gold Price?

What might the price of gold have to be to return the United States to a more traditional and sustainable level of debt relative to gross domestic product?

Asian Metals Market Update for 11th March

A huge rise in gold call options (in near dated maturity and far dated maturity as well) has been witnessed there is CME and probably in almost every exchange globally.

Monday Edition: March 10, 2025

Gold SWOT Analysis

Record-high U.S. gold stockpiles of 39.7 million ounces, worth approximately $115 billion, have been amassed in exchange warehouses due to a tariff-driven surge in U.S. gold prices

Miners Vs Gold: Outperformance Starts Now

The long-awaited outperformance of gold stocks versus gold is now underway!

2001: A Historical Odyssey For Gold Stocks

Through many years of frustration among gold bugs due to the failure of gold stock prices to leverage the gold price in a positive way, there were very clear reasons for that failure.

Record Inflows Drive Gold ETF Holdings Higher for 3rd Straight Month

Led by North American funds, ETF gold holdings grew globally for the third straight month.

Technical Scoop: Market Tumble, Golden Rise, Job Weakness

Gold is back over $2,900, and we’d like to see gold hold that level. New lows below $2,844 spell trouble, so we do not want to see that. All signs point to higher gold prices.

Asian Metals Market Update for 10th March

European bond yield trends and German bond yield trends will impact gold and silver. Copper and non-ferrous metals will be very volatile, with an overall bullish trend.

Sunday Edition: March 9, 2025

Gold Goes Inside; Stocks Maintain Slide

Gold had settled as high as +22.2% above said average; at present ’tis still a lofty +18.4% above same. So we ought not be surprised should Gold further subside.

BIS Gold Swaps Remained Extremely Low in February

Lambourne writes: "Such a low level of swaps was the expectation if we were moving toward a time when gold was going to be revalued, as it always seemed sensible to eliminate the swaps before a reset."

When Valuations Collide…

We’ll look at a number of charts, all as accurate as possible, describing the various economic realities we and the markets will face in the coming years.

The High Cost of Chaos is Manifesting Everywhere!

The Trump wrecking ball is swinging through everything--stock markets, global bond markets, international trade, longstanding alliances...

Idaho Eliminates Income Taxes on Gold and Silver

Idaho is now the 14th state without income taxes on gold and silver, following Alabama and Nebraska which enacted similar exemptions last year.

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