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Commentaries

Beyond the CPI: The Complete Inflation Story -- August 2026

By Mike Maharrey, Money Metals

When you put all the data together, the inflation picture looks much more concerning than the sketch drawn by the CPI data alone. Clearly, inflation is far from "under control."

Daniel Lacalle: Rate Hikes Won’t Fix Inflation or Solve the Debt Problem

By MoneyMetals

Lacalle said a U.S. rate hike would have no effect on energy prices or federal deficit spending, while it would add pressure to families and smaller businesses.

The Argument for a Commodities and Precious Metals Bull Market

By Richard Mills, Ahead of the Herd

Real estate, agricultural land, and energy commodities are the primary hard assets investors rush to buy besides gold and silver when they lose faith in paper money.

The Fed Will Hike! Or It Won't. It Really Shouldn't Matter to a Gold or Silver Investor

By Mike Maharrey, Money Metals

It’s pretty tough to contemplate a higher rate environment when the U.S. government is $40 trillion in debt and needs the central bank to support its borrowing and spending.

Spain Ponders Whether It Should Get Its Gold Out of the U.S.

By Mike Maharrey, Money Metals

This gold repatriation trend underscores the importance of holding physical gold free from counterparty risk.  

The Argument for a Commodities and Precious Metals Bull Market

By Morris Hubbartt, Superforce Signals

If you think about it, mining and energy now is the intersection of AI, hyper-scalers capex, defence spending, infrastructure, electrification, decarbonisation. Virtually all resources are now scarce.

The Gold That Changed Its Passport

By David Russell, GoldCore

In March 1921, officials at the United States Treasury faced an unusual problem. Gold arriving from Europe appeared suitable for purchase by the American mint. It was easy enough to test both its weight and purity, and therefore establish its value. But they didn’t want it.  The Treasury didn’t want it because the gold was Russian.

Inflation Doesn’t Cooperate

By John Mauldin, Thoughts from the Frontline

There is so much going on, it is hard to know where to begin. CPI just came out, the Republican administration put on offer some very nonconservative spending proposals, Treasury Secretary Scott Bessent makes...

ETF Gold Holdings Surged to Record High in August

By Mike Maharrey, Money Metals

North American gold-backed funds added 53.3 tonnes of gold to their holdings, valued at $7.7 billion. It was the region’s third-largest monthly inflow on record.

The Return of Germany to History

By Jacob Shapiro, Editor, The World Isn’t Ending at Mauldin Economics

Germany can no longer outsource its security, energy, and market access needs. The world is changing, and Germany must change with it.

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