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Commentaries

Hong Kong Billionaire Put a Quarter of His Wealth in Gold; Says You Should Do the Same

Cheah Cheng Hye told Bloomberg that while he had plenty of success with ETFs, “For Asia-based investors, it is much preferable to buy physical gold rather than paper gold.”

Sell America! It Looked Like a Stock, Bond and Dollar Fire Sale!

You know the move is scaring people in the Trump Administration a little when they have to pull out the US Treasury Secretary to try to calm down markets.

President Trump: Peace Is Popular

Americans are clearly more interested in getting our problems solved at home than acting as policeman for the world.

Why We Must Stay Out of Iran

Those who think Trump’s threats are mere bluster are overly optimistic. He may have gone so far that he has no choice except to act.

A Deeper Dive into the Chaos

With his Venezuelan Victory fresh in the news, the president announced that he had already sold his first half-billion dollars' worth of Venezuelan crude oil to an unnamed recipient...

Indian Gold Demand Resilient Despite Record Prices

The gold price continued to surge in the final month of 2025, with domestic prices in India broadly tracking the global price.

Report: DOJ Launched Federal Reserve Probe in Response to Central Bank’s Stonewalling

When Powell announced that the Justice Department had served the central bank with subpoenas, he portrayed the DOJ’s actions as a “threat” intended to undermine the Fed’s independence...

Update on the Late Stage Silver and Gold Rally

But corrections happen and silver’s vertical drive to target ripens it for just that, a correction coming either sooner or later. A vertical move like this, no matter the fundamentals, is not sustainable.

The Discipline Volatility Demands

Faith, at present, is in short supply. Faith in central banks to deliver stability without inflation. Faith in governments to manage obligations without dilution. Faith in global cooperation to endure in a more fragmented world. Against that backdrop, it would be more surprising if assets such as silver moved smoothly than if they did not.

The Debt Black Hole Claims Another Victim

There are a lot of companies deep in debt for the same reasons. Many loaded up on cheap debt during the decade following the Great Recession. Others took on debt during the low-interest rate period during the pandemic. When this debt comes due..

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