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Monday Edition: May 19, 2025

Gold SWOT: Gold Companies Appear Well-Positioned to Capture Higher Margins in 2025

By Frank Holmes, U.S. Global Investors

As cap rates compress amid rising capital costs and with the 30-year Treasury yield hovering near 5%, real estate investors seeking yield diversification may turn to gold mining equities.

Sentiment Speaks: Are Mom and Pop All In?

By Avi Gilburt, Elliott Wave Trader

One way or another, whether we get that one more rally or not, in the big picture I am foreseeing a major bear (SPX) market beginning on the horizon.

About That “Inflation Trade”…

By Gary Tanashian, NFTRH

An “inflation trade” featuring a broader group of commodities is possible, even probable. The trigger would be the Silver/Gold ratio bottoming and turning up.

Technical Scoop: Downgrade Signal, Tariff Bite, Risk On

By David Chapman, Enriched Investing

We remain long-term bullish on gold but are currently short-term cautious. We are in a seasonally weaker period for gold.

Moody's US Credit Cut Drops Dollar, Boosts Gold

By Ira Epstein

As we take a look at gold, it's slipping a little bit. You have lower highs, lower lows — the market might be going back to the $3053 area.

Asian Metals Market Update for 19th May 2025

By Chintan Karnani, Asian Metals Market Update

Gold price rise has been accompanied by rising intraday price range. Day traders are making good money or can make good money in intraday trading of gold.

Sunday Edition: May 18, 2025

As Expected, Gold Rejected

By Mark Mead Baillie

This century-to-date: S&P 500 total return is in the +415% neighbourhood, so pretty good. Silver +599% across the same stint. Gold itself? +1,071%. 

What We Heard About the Gold Market
People are still asking questions. Some are hesitant. Many haven’t bought yet. That tells me this bull market still has room to run.
David Russell Sun, 05/18/2025 - 11:47

The Miners: Key Stocks In Play

By Morris Hubbartt, Superforce Signals

We have a solid mix of gold stocks, oil stocks, growth stocks, uranium stocks, and silver stocks too!

How We Got Here
The US’s dramatic introduction of tariffs is geopolitically driven. Its method is an engineering decision intended to break the old system and open the door for a new one. It created a geopolitical crisis by its engineering.
John Mauldin Sun, 05/18/2025 - 11:37

Friday Edition: May 16, 2025

COT Gold, Silver & USDX Report - May 16, 2025

By COT Gold Report

Positions as of 13 May, 2025

Gold Miners’ Q1 2025 Fundamentals

By Adam Hamilton, Zeal Research

Despite their best fundamental performances ever, gold stocks remain deeply undervalued relative to their underlying corporate profits. This extreme anomaly won’t last, gold stocks have to revalue much higher. 

DOGE, Deficits, and the Coming Financial Earthquake
The financial, economic, political, and social problems we’re laboring under are leading to a breakup of the country.
Doug Casey Fri, 05/16/2025 - 09:53 Retail Behemoth Promises Lots of Tariff Inflation Coming Soon to a Store Near You
Walmart’s CFO, in conveying the retailer’s Q1 report, made it crystal clear that Walmart, albeit reluctantly, will be raising a lot of prices and will start doing so quickly
David Haggith Fri, 05/16/2025 - 09:40 Beyond the Headlines: Why Gold Still Matters in a Debt-Soaked, Dollar-Weary World
Host Mike Maharrey delivered a powerful reminder to investors: stop reacting to the 30-second news cycle and start thinking long-term. 
MoneyMetals Fri, 05/16/2025 - 09:30 Gold’s Big Reclassification? Not Happening.
Gold is not becoming Level 1 HQLA in July.
David Russell Fri, 05/16/2025 - 09:10 The No-Deal Deal with China Means Import Prices will be on Fire for a Long Time!
I expect the stock market to burn down to the waterline and Treasuries to be enflamed to higher yields on US debt.
David Haggith Fri, 05/16/2025 - 09:00 What Is the Current Inflation Situation?
It’s unclear how this will all play out. One thing is clear, though – monetary inflation isn’t going anywhere, and where there is monetary inflation, price inflation will likely follow.
Mike Maharrey Fri, 05/16/2025 - 08:59

Break in Gold to 3100 Level Looks to Have Held

By Ira Epstein

When we come to the chart action, on a weekly basis, you've got lower highs and lower lows. It's only down 2.5 percent.

Thursday Edition: May 15, 2025

Gold Overtakes Stocks as "Best Long-term Investment" Behind Real Estate in Latest Gallup Poll
In the latest survey, 23% of the respondents chose gold as the best long-term investment, up 5 from last year. In 2011 at the height of money creation by the Fed, 34% of Americans polled chose gold as the top asset.
Mike Maharrey Thu, 05/15/2025 - 10:00

What a Long, Strange Trip It’s Been Since Nixon Took USD Off the Gold Standard

By Gary Tanashian, NFTRH

The last heroic (and massively inflationary) act was the balls-out Powell bailout in Q1 2020. The reaction to that busted the macro into a new inflationary, likely stagflationary phase.

Inflation Stays Low as Expected, but Superheated Pressure Will Blow off Steam Soon
The "pause" sparked a new wave of rushed buying from China after Trump warned tariffs will likely end up higher than they are now once the break ends.
David Haggith Thu, 05/15/2025 - 08:45

April Budget Surplus Papers Over U.S. Government Spending Problem

By Mike Maharrey, Money Metals

According to the latest monthly Treasury statement, the government took in $258.4 billion more than it spent in April.

Consumer Borrowing Remained Sluggish in March Hinting Economic Stress

By Mike Maharrey, Money Metals

After crashing in February, consumer borrowing remained tepid in March, a worrying sign for an economy that runs on credit cards.

US Rates Rising, Pressuring Metal Prices

By Ira Epstein

As you look at the gold market, it's very clear that the market is suddenly making lower highs, and lower lows.

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