Commentaries

Has UK Gold Account’s Belated Report Told the Whole Story?

Publicized problems with gold deliveries from the Bank of England shortly after Trump returned to the U.S. presidency were followed by reports that the bank was using a strange mechanism...

The Deeper Dive: Shoppers Feel the Pinch of the Grinch, Farmers Feel the Folly

By David Haggith, The Daily Doom

Under a chaotic government where real data just isn’t available, even the Fed no longer trusts what little data is coming out.

Conviction, Guts Finally Paying Off in Bullion

By Rick Ackerman, Rick's Picks

All the excitement was in gold and silver, which have been rising since early 2024 in a steepening trajectory. The uptrend is practically vertical now...

Unrigged—The Jig is Up

By Stuart Englert

Record Bullion Prices Signal Undoing of Derivative-Driven Markets. With strong demand for silver and gold now exposing the treacherous fraud of trading leveraged derivatives and imaginary metal, efforts to control bullion prices are waning amid production limitations, growing supply deficits and silver tightness at the LBMA.

The New Macro; Gold, Stocks & Debt

By Gary Tanashian, NFTRH

The new macro features real assets over paper/digital assets.

Inflation Feels Like a Flood, but the President Says, Nothing to Worry about; it's Just a Trickle

By David Haggith, The Daily Doom

So, it goes with money flow, too. When too much is printed and too much flows, it can cause a flood of inflation throughout the economy. When well regulated, it does not. Tariffs, though, are like manmade holes in the dike.

Global Debt Addiction

By John Mauldin, Thoughts from the Frontline

I often describe debt as “future spending pulled forward in time.” It can be good if you’re using the debt productively. All too often, people don’t. Nor do governments.

Thai Gold Dealer Reports Revenue Eclipsing the Country's National Budget

By Mike Maharrey, Money Metals

Demand for gold is so strong in Thailand that revenue at the country’s largest gold trading house is on pace to eclipse the government’s entire fiscal 2026 budget.

Silver Soars Again, Now Over $64 Per Ounce!

By Chris Marcus, Arcadia Economics

We’ll see where the silver price ends. Will the futures be up over $4 this time? Either way, it sure is fun to be a silver investor when it feels like the price is going up $2-$3 every day.

A Hawkish Cut? What Was So Hawkish About It?

By Mike Maharrey, Money Metals

The bottom line is you need to watch what the Fed people do, and you can almost completely ignore what they say.

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Mike Maharrey

Ira Epstein

Chris Marcus

David Russell