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Monday Edition: March 30, 2026

Sulfur Chokepoint Threatens Critical Minerals Supply

The threat to refined copper supply due to the very real possibility of running out of sulfuric acid, feeds into the copper deficit narrative that I’ve been warning my readers about.

Our Inconstant President

Our economy depends on investors who make sound business decisions. How can they do so, when they are always in doubt about the effect of Trump’s policies on the economy?

Gold SWOT: Doubleline’s Jeffrey Gundlach Sees the Recent Precious Metals Pullback as a Strategic Entry

Even as spot gold pulls back from its highs, the quarterly average that drives gold company revenue remains at historically elevated levels...

Rates, Gold & Silver: Key Wave Counts

Gold was initially sharply lower again this past week reaching a low of 4098.80, although after that low was made, we moved sharply higher, reaching a high of 4602.60...

Technical Scoop: Rounding Top, Rising Oil, Bottoming Gold

A drop under $4,000 would be a bearish signal. But the real drop doesn’t come until under $2,600. We don’t see that in the forecast...

Sunday Edition: March 29, 2026

Don’t Be a Precious Metals Fool

Top 10 Reasons Why Owning Gold & Silver is Financial Folly

Oil, Economic Deceleration & a Crack-Up Boom?

von Mises Crack Up Boom could follow the negative economic effects of war

Stuck in the Middle with Gold

Gold today at 4490 is nearly equidistant between its BEGOS Market Value (5260) which has just begun to descend, and its Fair Value (3926) which is in ascent.

The U.S. Government Is Insolvent; Yes, That Matters

Interest on the national debt cost $1.2 trillion in fiscal 2025. That was up 7.3 percent over 2024. Interest is the second-highest spending category after Social Security. The federal government is already spending more on interest payments than it is on national defense or Medicare.

Why gold disappoints when certainty is expected

In periods of acute uncertainty, the immediate priority is not safety but liquidity. Investors do not calmly reallocate capital towards assets perceived as stable; they seek access to cash, often by selling what can be sold quickly and in size. Gold, as one of the most liquid assets in global markets, frequently becomes a source of funds rather than a destination for them.

Meet the Real Tony Starks

Let’s summarize: inflation is likely to continue to rise; the economy will likely continue to weaken; the labor market is getting softer and more bifurcated; obviously energy prices are in flux.

Friday Edition: March 27, 2026

Gold’s War Disconnect

Gold looks way more bullish today than pre-war.  Iran will never surrender, and has plenty of asymmetric-warfare options to keep the critical Strait of Hormuz largely shuttered indefinitely. 

COT Gold, Silver & USDX Report - March 27, 2026

Positions as of Tuesday, March 24, 2026

Slowdown in Electric Vehicle Transition Boosts Platinum Group Metal Optimism

Platinum surged by 92 percent in 2025, and palladium gained 65 percent. However, an expected decline in gasoline-powered vehicle production has hung over the industry...

Actionable Ways to Profit, Protect Your Wealth, and Expand Your Freedom in an Unstable World

Now’s the time to be long commodities of all types. Metals, oil, gas, uranium, corn, wheat, and rice are at historic lows relative to other financial assets…

The System That Replaced the Dollar Is Already Running. And It Runs on Gold

The Strait of Hormuz, through which a fifth of the world’s oil supply passes, is under threat. Markets are reacting, but much of it is perhaps not playing out as one might have expected.

India Increasingly Using Dollar Alternatives for Oil Purchases

Make no mistake. This is a big problem for the U.S. because it depends on the global demand for dollars supported by its reserve status to underpin its massive government.

Metals Ignore Inflation, Follow War Impact Lower

Ira Epstein discusses the current state of the metals market, highlighting a late-day bounce in the stock markets, with the S&P and Dow both showing significant gains.

Thursday Edition: March 26, 2026

A “Gold Bear” in a Bull Market? Setting the Stage

Maharrey makes clear that his role is not to promote precious metals blindly but to interpret conditions as they are. Right now, sentiment rather than fundamentals is driving the market.

The Greatest Economic Crash Ever

Here was a surprising little jolt: the US Treasury announced that the United States is insolvent! That’s not surprising as a fact. We could all see it coming for years.

Singapore Dealers Upping Inventory as Gold Demand Remains Strong

If you watch gold’s price movement in recent days, you’ll find that it tends to be up modestly during Asian trading hours, with the big selloffs occurring when North American markets open.

War: What Is Gold Good For?

Since the end of January of 2026, we have seen gold correct approximately 37%, whereas silver has corrected exactly 50% thus far. But we should be approaching the next buying opportunity.

Asian Metals Market Update for 26th March 2026

Even with the Iran War and subsequent fears of inflation and interest rate hikes, I expect outperformance by gold, silver, and copper as compared to most asset classes.

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