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Commentaries

The Iran War and Stagflation

By Richard Mills, Ahead of the Herd

Unless the war with Iran ends soon, stagflation will soon be stalking global economies. Stagflation is bad for stocks, bonds, consumers and manufacturers. The only thing that it’s good for, history has shown, is gold.

AI Is Bullish On Gold – What About You?

By Kelsey Williams

The structural drivers (central-bank buying, monetary instability, and declining real yields) remain strongly supportive of the gold bull market. A reasonable expectation for 2026 is...

The Curious Case of Gold and Utility

By David Russell, GoldCore

Gold performs a role within reserve portfolios that few other assets can replicate. The majority of official reserves consist of foreign currencies and government bonds, both of which represent claims on other states. Their value ultimately depends on..

After a Holiday Surge, Consumer Borrowing Slowed in January Signaling Continued Consumer Stress

By Mike Maharrey, Money Metals

And even if consumers still have some borrowing power, an economy run on Visa and Mastercard simply isn't sustainable. When Americans finally hit their credit limit, it will have major implications for economic growth.  

The Fog of Confusion

By John Mauldin, Thoughts from the Frontline

Even if the war lasts three months, but there is no substantial infrastructure damage, the long-term results are frustrating, and certainly inflationary over the next year, but not the end of the world as many armchair analysts claim. But infrastructure damage? That’s a game changer.

Cost of the Iran War—and Why It Will Fuel Inflation

By Doug Casey, Casey Research

The only way the US can finance this war is by printing money. That always results in higher prices. And higher interest rates as well.

What’s up With the Treasury Market? Why Is Gold the Last Safe-Haven Standing?

By Mike Maharrey, Money Metals

When times get tough, you don’t want rapidly devaluing dollars backed by a spend-happy U.S. government. You want real money – gold – backed by nobody.

Middle East War: Why Money Is Rushing to the Dollar, Not Gold

By David Russell, GoldCore

Markets are grappling with a surprising reality: even in what many analysts describe as one of the most destabilising geopolitical events in decades, gold has struggled to hold its gains.

CPI Steady as Inflation Keeps Increasing

By Mike Maharrey, Money Metals

Market reaction to the February CPI data was muted. Everybody is sitting on pins and needles waiting for surging oil prices to show up in the CPI data.

Why “Dead Investors” Beat the Market as Gold Surges Past $5,000

By MoneyMetals

Maharrey suggested that investors often behave the same way when reacting to the constant stream of news headlines, particularly during periods of geopolitical tension.

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