loading
loading

Commentaries

Four of my Harshest Economic Criticisms this Year Just Got Confirmed

By David Haggith, The Daily Doom

The short of it is that even all the doctoring on inflation was not enough to keep the debt-to-GDP ratio from tripping and falling on its head to levels worse than WWII.

Indian Gold Demand Robust in India In January as Prices Scaled New Highs

By Mike Maharrey, Money Metals

Indian ETFs charted their ninth straight month of gold inflows, totaling ₹240 billion ($2.5 billion). That drove AUM to a new high of ₹1.8 trillion.

Gold Volatility and the Fed’s Next Chapter

By MoneyMetals

Axel Merk oversees more than $4 billion in gold and gold miners. From that vantage point, he sees not just price action, but the flows and psychology behind it.

2026 Monetary, Fiscal Backdrop & the Economy

By Gary Tanashian, NFTRH

This could be as good as it gets before the negative effects of the next inflation problem created by the Fed and government become apparent to the public.

The Dollar Is Losing Credibility; So What?

By Mike Maharrey, Money Metals

We see this de-dollarization trend most clearly in central banks’ scramble for gold. Central bank gold buying moderated in 2025 but remained far above the recent historical average.

Was China’s Kung Fu Moon-Shot Real?

By Rick Ackerman, Rick's Picks

Even Musk concedes that China is “kicking ass” in humanoid robotics.

The Deeper Dive: Tariff Turmoil and Tantrums

By David Haggith, The Daily Doom

The Supreme Court finally got up the courage to tell the wannabe emperor he cannot declare fake emergencies and use those fakes to seize power that is not his to take.

Who needs to visit the Bank of England's gold vault? How about answers to critical questions?

By Chris Powell, GATA

Does the Bank of England still lend, lease, or swap gold? How much did it lend, lease, and swap over recent decades? How recently has it lent, leased, or swapped gold, and with whom and for what purposes? Does the bank coordinate its activity in the gold market with the BIS...

JPMorgan Raises Gold Forecast to $6,300, Makes Case for $8,000

By Mike Maharrey, Money Metals

"Even with the recent near-term volatility, we remain firmly bullishly convinced in gold over the medium-term on the back of ⁠a clean, structural, ‌continued diversification trend that has further to run amid a still well-entrenched regime of real asset ‍outperformance vs. paper assets."

When Systems Begin to Shift

By David Russell, GoldCore

Gold does not rely upon fiscal discipline, geopolitical harmony or perpetual monetary accommodation. It does not require supply chains to function flawlessly, nor does it depend upon correlations behaving as models predict. It exists outside many of the systems currently under strain...

Subscribe to Commentaries

Newsletter Signup

GoldSeek Free Newsletters
GoldSeek Daily Edition
Gold & Silver Seeker Report
Gold Seek -- Peter Spina