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Commentaries

India Gold Market Cautiously Optimistic With Approach of Festive and Wedding Seasons

Demand for gold typically surges in India during fall. The festive season begins in September, building into Navratri (Oct. 11), and peaking around Dhanteras (Nov. 6) and Diwali (Nov. 8).

Bonds Break Badly; Bad News For Investors

Imagine having $1MM in U.S. Treasury bonds earning 1.4% six years ago. After collecting meager interest of $14,000 per year, your $1MM is now worth $430,000.

Unstable Mountains: A Landslide is Ready to Happen!

Those fake profits that all the market makers claim are evidence of a “strong business economy” will instantly turn into losses when the terrain starts sliding downward.

Hong Kong to Launch Yuan-Denominated Gold Futures Contract

Over the past week, officials have announced several measures, including a yuan-denominated gold futures contract, with the goal of further positioning Hong Kong as an international gold hub and raising the yuan's global status.

Awaiting the Pivot Back to Precious & Critical Minerals

After a stellar 2025, 2026 has seen a pivot away from precious & critical minerals, as we await a new pivot

Don’t Be Lulled Like the Dulled Markets by Glowing Headlines

In the escalation trap strategy, the weaker party (militarily) seeks to make itself the reasonable party in the world’s eyes, as it is just defending itself, even as it ratchets up its own military responses anytime the stronger party makes another attack.

Reversing Financial Repression

There are many that are characterizing the current rise in interest rates, especially longer-term rates, as the return of the bond vigilantes concerned about rising government debt and interest rate costs. And there is certainly reason to be concerned.

Chinese Gold Imports Hit Highest Level in Nearly a Decade

Jinrui Futures Co. analyst Zijie Wu said strong investment demand has kept the gold price at a slight premium in China, incentivizing imports.

Trading Russia for Canada

US diesel prices topped $6.50 a gallon, setting a new record. The situation is so dire that Republicans are squabbling among themselves over a potential ban on US diesel exports...

Diesel Crisis—and What It Means for the Economy

Higher diesel prices mean higher costs for everything. Most people think that that’s a cause of inflation. It’s not. Inflation is a purely monetary phenomenon.

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