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Commentaries

Two Things Mainstream Pundits Get Wrong in Their Current Gold Narrative

The Fed ultimately has a choice. It can fight the inflation dragon, or it can surrender to inflation and try to keep the debt bubble inflated and the economy tottering onward. It can't do both.

Why Young People Are Gambling To Get Ahead

The transformation of the markets from a convenient way to raise capital for production into a type of casino is a warning sign. As is the participation of the masses through outfits like Robin Hood, a broker that democratized gambling, disguising it as speculation or investing. It’s a tip-off we’re probably at a top in the broad market.

Are climbing bond yields a signal to the Fed to raise interest rates?

As bond yields surge, investors are growing wary of a global spending crunch. High bond yields threaten a severe hit to the spending power of governments, businesses and households.

Past Performance is Not Indicative of Future Results

Consider what the bond market is saying. The Fed cut rates. The long bond rose anyway. Before the Fed began cutting in 2024, the 30-year Treasury yield was below the federal funds rate. Today there is a spread of roughly 156 basis points between them. That is not what you normally see after a cutting cycle

Foreign Central Banks Dumping U.S. Treasuries

A sagging Treasury market is bad news for a U.S. government already struggling under the weight of ballooning interest payments.

Money Metals CEO Deplores Superficiality of Treatment of Fort Knox Gold Issue

In any case, much of the U.S. gold reserve is impure metal, not acceptable for trade under current "good delivery" standards, and could not be fully mobilized in a financial emergency.

Sens. Risch and Cortez Masto Introduce Bipartisan SILVER Act to Derisk U.S. Precious Metals Market Infrastructure

“The SILVER Act would promote resiliency, improve competition, lower costs for investors and commercial users, and strengthen America’s financial and critical minerals infrastructure.”

Hong Kong Gold Clearing House Set to Begin Operation as Gold Trade Shifts West to East

In another move to elevate its status as a gold hub, Hong Kong officials plan to expand the region’s gold storage capacity from 200 to more than 2,000 tonnes over the next three years.

Ask Mike Anything: Gold, Silver, Fiat Failure, and Why Movement Matters

Maharrey sees a multipolar monetary world: dollars, euros, yuan, gold, silver, and other currencies competing. He expects gold to play a larger role because central banks are buying it...

A Whirlwind of Dust and Dollars: The Bond Crisis Has Begun!

Yes, we are now in a bond crisis, but the problem is we are also in a stock crisis all caused by a war crisis that doesn’t look ready to go away.

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