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Friday Edition: March 14, 2025

COT Gold, Silver & USDX Report - March 14, 2025

Positions as of Tuesday, March 11, 2025

Gold Miners’ Q4’24 Fundamentals

The major gold miners dominating GDX just reported their best quarter ever by far!  Fast-rising record gold prices easily overpowered higher mining costs, fueling this sector’s richest-and-fattest implied unit profits in history.

Improved CPI Data Sets Stage for More Inflation

Price inflation moderated in February, setting the stage for more inflation.

Recession Warning: Jim Rogers on U.S. Debt, Gold & Market Collapse

At the time of writing gold prices have slightly edged higher, supported by another mild U.S. inflation report.

The Weaponization of the Dollar and Its Global Implications

Given these economic trends, Maharrey underscored the importance of owning real money—gold and silver—to protect against currency devaluation.

Dark Clouds Gather over the White House

When you need people around the world to consume more of your monstrous and ever-inflating mountain of debt, that’s not a good time to be starting economic wars with all of them.

Gold and Silver Look Ready to Rock and Roll

Gold has shown impressive resilience in recent weeks, holding steady even as the broader markets plunged—a clear sign of strength.

Stock Market Sinking... and What Are Gold & Silver Doing?

The Dow, S&P 500, and Nasdaq all sold off viciously, with the Nasdaq having its worst day since 2022.

Thursday Edition: March 13, 2025

Money Metals CEO: Missing Gold Would Be a National Security Nightmare

In a recent Soar Financially podcast, Kai Hoffmann interviewed Stefan Gleason, CEO of Money Metals Exchange, about Fort Knox gold audits, secret gold flows, and sound money.

Why Bitcoin Is NOT Equal to Gold

In reality, gold and Bitcoin are quite different in asset quality and in terms of their hierarchy as sound money.

Consumers Piled on More Debt in January But Borrowing Moderated

American consumers continued to pile on debt in January, but at a moderating pace after the massive credit-card fueled spending spree for the holidays.

Fortuna intersects 7.2 g/t Au over 31.5 meters at Kingfisher, Seguela Mine, Cote d'Ivoire

SVP Weedon says, “At the Sunbird deposit, deep exploration drilling testing the southern extent has continued to return excellent results, including 4.3 g/t Au over a true width of 23.1 meters from 733 meters in drill hole..."

It Is Now Trump Vs World in Tariff Wars 2.0

Bill Bonner says Republicans created a "big beautiful bill" to add $2 trillion to the US national debt yearly, aiming for a $40 trillion debt before the next mid-term elections.

Platinum Demand Outstrips Supply for Third Straight Year

Platinum demand outpaced supply by 995,000 ounces last year. That was 46 percent higher than forecast. 

De-Dollarization, Gold and a Shift to a Multipolar World

An end to the dollar’s status as the world’s reserve currency would mean disaster for the U.S. economy.

Fortuna Reports Updated Mineral Reserves and Mineral Resources

Consolidated Inferred Mineral Resources are reported containing 2.2 M gold equivalent ounces (GEOs) representing a year-over-year increase of 29 percent.

Wednesday Edition: March 12, 2025

Prices To The Tariff Circus Continue To Rise

I now say “the worst that could happen” is about to happen. By that, I am referring to the negative fallout from the global trade war that has started with a bang.

Jan Nieuwenhuijs Exposes Faulty Audits of U.S. Gold Reserves

The gold market is undergoing profound changes, driven by global trade tensions, geopolitical uncertainty, and shifting central bank policies.

Kazakh Central Bank Selling Dollars to Facilitate Gold Purchases

The National Bank of Kazakhstan (NBK) recently announced plans to sell dollars to ease the inflationary pressure caused by its gold purchases.

US Recession Confirmed: Why Investors Are Fleeing to Gold

Investors are reacting to deeper, structural risks in the global economy—risks that can no longer be ignored.

A Tariff Sheriff & Gold

The key 14,7,7 Stochastics oscillator is bordering on a fresh buy signal in the momentum zone at about 50. That’s another very bullish sign for the price of gold.

Tariffs Are Theft

The US and China came closer to a full-fledged trade war last week when China imposed tariffs of up to 15 percent on key US agricultural exports.

Tuesday Edition: March 11, 2025

The Greatest Gold and Silver Bull Market Has Begun

Roy-Byrne’s analysis paints a clear picture: Gold and silver are in the early stages of a major bull market.

Gold Stocks – Fantasy Vs Reality

The biggest declines in gold stocks come when gold and/or stocks in general fall precipitously.

The Great Murray Rothbard

Murray Rothbard was the chief architect of modern anarcho-capitalism, an uncompromising vision of a stateless society rooted in private property and voluntary association.

If Normality Returned, How Many Zeroes Would Have to Be Put Behind the Gold Price?

What might the price of gold have to be to return the United States to a more traditional and sustainable level of debt relative to gross domestic product?

Asian Metals Market Update for 11th March

A huge rise in gold call options (in near dated maturity and far dated maturity as well) has been witnessed there is CME and probably in almost every exchange globally.

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