Commentaries

Gold swapped by BIS fell slightly in February to 104 tonnes from 106 in January

The BIS' gold swaps are the strongest contemporary proof of regular interventions in the gold market by central banks, interventions for which the BIS long has provided camouflage, even as many central bank members of the bank seem to have defected from Western gold price suppression policy in recent years.

ETFs Added More Gold in February Despite Recent Price Correction

By Mike Maharrey, Money Metals

But while a gold ETF is a convenient way to play the price of gold on the market, you don’t possess any gold. You have paper. And you don’t know for sure that the fund has all the gold either...

AI and Creative Destruction

By John Mauldin, Thoughts from the Frontline

I think we’ll get more clarity on how AI will affect jobs, businesses and the economy. Long story short, it will be generally positive but not for everyone, at least in the near term.

When a Country Considers Selling Its Gold

By David Russell, GoldCore

In that sense the very fact that Poland can even contemplate funding defense through its gold reserves is evidence that the strategy of holding gold has already served its purpose.

Dollar’s Debasement… Why Socialism Rises, and Wealth Taxes Follow

By Doug Casey, Casey Research

From a practical point of view, the answer is to build assets. Now. If that means cutting your consumption to a bare minimum and working two jobs, do it while the economy is still hanging together.

Oil-War Inflation Blows Up Bigly

By David Haggith, The Daily Doom

Prices on crude and at the pump are rising relentlessly. Contracts abolished. Tankers and refineries on fire. Putin threatening Russian fuel cutoff. China embargoing its own oil from exports.

The Real Reason Gold Isn't Surging Right Now

By David Russell, GoldCore

Historically gold reacts powerfully to the economic consequences that follow wars: government spending, expanding public debt, and the policies that accompany prolonged geopolitical strain.

Chinese Gold Market Off to a Strong Start in 2026

By Mike Maharrey, Money Metals

The recent selloff pushed prices down significantly, but they rebounded relatively quickly. In yuan terms, the price seems to have built support around ¥1,000 per gram.

War, Market Volatility, and Gold’s Long-Term Drivers

By MoneyMetals

Maharrey notes that gold and silver often decline alongside other assets in the early stages of market stress because investors liquidate positions to cover margin calls and other losses.

Great War in a Time of Economic Collapse

By David Haggith, The Daily Doom

Have we ever seen an oil crisis lead to a severe recession with soaring prices at the same time—an unusual concurrence? We don’t have to look that far back to recall the years known as “stagflation.”

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GoldSeek

Mike Maharrey

David Haggith

David Russell

Ira Epstein