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Commentaries

Awaiting the Pivot Back to Precious & Critical Minerals

By Gary Tanashian, NFTRH

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

By David Haggith, The Daily Doom

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

By John Mauldin, Thoughts from the Frontline

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

By Mike Maharrey, Money Metals

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

By Jacob Shapiro, Editor, The World Isn’t Ending at Mauldin Economics

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

By Doug Casey, Casey Research

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.

The Warning That Did Not Get the Coverage It Deserved

By David Russell, GoldCore

Georgieva was not talking about gold. She was talking about what happens to an economy that has spent seven months absorbing an energy shock and is only now beginning to pay for it.

Merk: Don't Give Up Your Gold!

By Mike Maharrey, Money Metals

Merk also said a potential AI bust could also prove bullish for the yellow metal, noting that debt is the primary driver behind the artificial intelligence investment boom.

Copper and Gold Senior Merger and Acquisition Activity

By Richard Mills, Ahead of the Herd

The gold sector is experiencing an unprecedented cash flush. Rather than drilling, majors are utilizing their high stock valuations to swallow tier-one mid-caps.

COMEX Silver Withdrawals Raise Questions as Physical Demand Builds

By MoneyMetals

Silver is on track for its sixth straight annual supply deficit, meaning demand is exceeding newly mined and recycled supply.

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