Commentaries

Peak Gold

Wood Mackenize says to avoid a perpetual decline in mined gold; the industry must see a rise in the number of gold projects under development that have a good chance of becoming mines. How many projects? 44, to be exact. Intuitively, that seems virtually impossible....

Long Bonds vs. the Gold Bull

By Doug Hornig

That matters. The debt is already rapidly approaching $39 trillion. Having to roll over obligations at a higher rate will be ruinous.

Gold, credibility and the limits of currency strength

By David Russell, GoldCore

The institutions tasked with managing currencies are now openly acknowledging that credibility is conditional, cumulative and exposed to political strain, which is precisely the context in which gold tends to attract long-term institutional interest

Federal Regime Change

By John Mauldin, Thoughts from the Frontline

For instance, right now Powell is trying to provide more liquidity because the banks evidently need it. Changing a simple regulation could fix that. Today banks have to set aside a cash reserve to hold short term treasuries. Why? Allow them to hold short term treasuries without setting aside reserves and they would back up the truck to buy them and that would give them the liquidity without having to do QE.

YouTube “Asian Guy” AI Bot Manipulates, Spooks Investors with Nonsense Claims

By Joshua Glawson, Money Metals

It’s unknown whether Asian Guy videos are an intentional misinformation operation or just riddled with AI hallucinations.

Mississippi Lawmakers Summarily Reject Three Big Government “Transactional Gold” Bills

By Jp Cortez, Sound Money Defense League

Mississippi lawmakers rejected three vendor-inspired bills this week that would harm Mississippians and the gold industry by entangling the state in a government-run gold scheme.

Davos 2026: The Elite Agenda and What Comes Next

By Doug Casey, Casey Research

When everybody’s dumping the dollar, where are they going to go? In the case of central banks, gold is the only practical alternative. As long as Trump is in office...

AI stocks, Jobs, Dollars, the Epstain and Alan Dershowitz All Flush Down the Drain Together

By David Haggith, The Daily Doom

They came out with a deeply recessionary report of a 22,000 net new jobs (below economists' expectations) and more than a hundred thousand below the recessionary line of demarcation.

Agreement Between Shanghai and Hong Kong to Boost China's Gold Market

By Mike Maharrey, Money Metals

According to China Daily, the goal is “to ensure the efficient development of the trade-clearing system for gold and alignment with international gold standards.”

A Violent Gold and Silver Selloff Tests Conviction, Not the Bull Market

By MoneyMetals

Host Mike Maharrey returns with a single message for listeners watching the screen turn red. Perspective matters more than panic.

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Mike Maharrey

David Haggith

Ira Epstein

Chris Powell