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Friday Edition: July 31, 2026

Gold’s Bullish Falling Wedge

Supported by bullish sentiment, technicals, and fundamentals, it adds to the case gold’s next major upleg will soon be underway.

Paulson: We're Still in the Early Stages of a Gold Bull Market

Some analysts say the sell-off was the end of the gold bull market; however, Paulson said the bull run is just getting started because the world is losing faith in fiat currencies.

Did Markets and the Government Just Get Real about Inflation?

So, 1.5% real GDP growth is certainly nothing to boast about, and we’ve often seen these initial GDP numbers revised down in the next report.

The Gateway to Mexico

While the politicians argue and squabble, the real economy is champing at the bit. What it needs is not a specific policy; it needs clarity over what the future looks like.

Could China's Gold Reserves Surpass the U.S. Within Five Years?

Analysts at BMO Capital estimate the People’s Bank of China holds 5,200 tonnes of monetary gold. That represents about 13 percent of the total above-ground gold supply.

Thursday Edition: July 30, 2026

Interest Rates Unchanged After Fed Family Fight

Some analysts believe we are in the early stages of a secular bear market in bonds with higher yields on the long end of the curve no matter what the central bankers at the Fed do.

Fort Knox vs. China: The Global Gold Race Nobody Discusses

Maharrey argues that any institution responsible for billions of dollars in assets should welcome independent verification rather than discourage it.

Russia Continues to Sell Gold to Support Its Economy

When the war began, Russia held about half of its reserves in dollar, euro, and pound sterling assets. The other half was in yuan and gold, which remain accessible.

Metals: Fed Chair Causes Gold to Rally!

Epstein covers the Federal Reserve's current stance, highlighting Kevin Warsh's comments that market forces will dictate interest rates, leading to a surge in gold prices...

Wednesday Edition: July 29, 2026

Inflation Pain Is Worse Than the CPI Indicates, But You Already Knew That!

The only price on the list lower than five years ago was bacon. The bottom line is price inflation is worse than they’re telling you. And they’re telling you it’s pretty bad.

Iran Proxies May Have Taken out 7% of Saudi Oil in a Single Day, so Oil Prices Relax

The one thing about a dimwitted futures market is that what the market thinks or prices doesn’t make a dime’s worth of difference on whether we actually run out of oil or to what degree.

With a Struggling Bond Market and Persistent Inflation, Investors Are Turning to Tangible Assets Like Gold

Harvey said Sagard is moving investors away from developed-market fixed income assets and into a “preservation bucket” that includes commodities, gold, real estate and infrastructure.

The Global Theme Is A Golden Dream

$4100-$3900 was and is a key buy zone, but savvy gold, silver, and mine stock bugs also need to be ready to buy if there’s a disappointing dip.

Tuesday Edition: July 28, 2026

A Free Society Is an Educated Society

The lack of education in basic economics is why many confuse our current economic system with the free market and thus blame capitalism for problems caused by the government.

Goldman Sachs Picks Up on China's Secret Gold Reserve Expansion

It may seem surprising that China is accumulating far more gold than they publicly admit, but it shouldn’t be. People who are paying attention have known this for a long time.

Gold, Silver, and the Coming Monetary Reckoning: Greg Weldon Sees Major Opportunity Ahead

While higher yields can create short-term headwinds for gold, Weldon argued that expanding government debt and deteriorating fiscal conditions leave policymakers with few options...

Chinese Gold Imports Surged to 2-Year High in June

Wholesale gold demand rebounded in June, with gold withdrawals from the Shanghai Gold Exchange (SGE) rising 36 percent month-on-month to 87 tonnes.

Monday Edition: July 27, 2026

The Deeper Dive: Even after the Fed's New Rigging, Inflation is Going to Get Hotter and Hotter for Months to Come

Warsh is going to ease the burden of inflation on you by dumbing down the inflation gauge the Fed uses for its target to an even lower state of dumbness than it already has attained.

Gold SWOT: Both DPM Metals and Discovery Silver Shares Rose More Than 10% Last Week

According to Kitco, China's gold imports reached a 26-month high in May and are up 76% year to date, emphasizing robust physical demand from the world's largest gold market.

Technical Scoop: Domination Repeat, Cheap Oil, Rate Rise

The good news is we’ve entered a more positive seasonal period for gold and we could be making lows. Naturally, we want to see $4,000 hold.

Metals: No Shooting Between US and Iran Over Weekend

Ira Epstein discusses the current rally in stock indices and metals, attributing it to decreased tensions between the US and Iran, which have halted hostilities.

Asian Metals Market Update for 27th July 2026

With a bear trend in bullion over the last three months, I believe the world is looking for indications of a restarting bullish trend in bullion and/or hints of a bottom formation.

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