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Commentaries

Platinum’s Changing Investment Story: Deficits, Geopolitics and New Sources of Demand

Platinum is also extraordinarily scarce. According to Sterck, it is about 30 times less available than gold.

What an Awful Jobs Report! And Don't Skip Over the Revisions

They were so extreme, even the mainstream media reported on them. Typically, we never hear about the revisions (and they happen constantly).

Golden Asteroid Might Yet Have a Place in the Western Financial System

The beyond-reach gold might make obsolete the International Monetary Fund's "Special Drawing Rights," which are always awaiting formal monetization if the price control scheme collapses.

Stocks, Commodities and Precious Metals; Big Changes Coming

Stocks, commodities and precious metals are bullish, as anticipated, but post-election balance will shift

Surging Asian Gold Demand Could Signal a "Structural Wealth Shift"

Asia already accounts for about 60 percent of global consumer gold demand. In fact, Western investors largely sat out the bull run last year, only jumping on the bandwagon last fall. When Western investors begin to understand the dynamics driving Asian investors, they may well join the party. 

Retail Wearing Rose Tinted Glasses, Got Gold?

So, gold is already moving, central banks are buying, HNW individuals still have record wealth tied up in extremely liquid savings, top level corporate insiders have sold US$77 billion worth shares this year, the second-fastest selling pace in over 20 years, trailing only the stimulus-fueled peak of 2021 and gold ETF’s are starting to see inflows instead of outflows.

Coming Oil Shock—and Where Investors Could Profit

It’s certainly possible to profit from these things, but it’s more important to simply survive them. As a practical matter, in a depression, everybody loses. The winners are those who lose the least.

What’s in Your Portfolio Wallet?

I was, and still am, concerned about the potential for a serious generational crisis later this decade, one that could have a profound impact on all markets. That concern became more personal after the events of 2020...

The Common Thread Behind Today's Biggest Risks

We return to one central question: what do these converging risks mean for investors? Not in terms of next week's market moves, but in terms of building resilience for the years ahead.

Ceuta Migration Crisis Exposes Cracks

My continued bullishness on Europe rests on the idea that Europe’s problems are dire enough to eventually force the EU to trade virtue signaling for genuine, rapid change.

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