Positions as of 25 August, 2026
Current still-lofty quarter-to-date average gold prices in Q3 along with miners guiding to lower costs portends more windfall earnings coming. Sooner or later investors will figure this out and return in force.
As Bloomberg reporter Jack Ryan explained, given the relatively limited investor exposure to gold in the West, even a modest increase in inflows could mean a big surge in price.
Persistently high, economically crippling and stagnating inflation is proof the dollar is failing, along with the world’s other fiat currencies.
The Treasury’s effort to project strength exposed its weakness and encouraged mainstream investors to embrace the debasement trade.
Canada’s comparative advantage is in getting things out of the ground—oil, natural gas, gold, wheat, potash—but geography forces its producers to sell at a discount to a single buyer.
Nearly three-quarters of newly mined silver comes as a byproduct of copper, lead, zinc and gold mining, meaning higher silver prices don't necessarily lead to higher silver production.
The last time the Bank of Korea expanded its gold reserves was 13 years ago. The country currently holds just over 104 tonnes of gold, about 1.1 percent of the country’s total reserves.
Ira Epstein provides insights into the bullish trends in gold, with its movement over key averages, and advises caution in the silver market despite its recent strength.
