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Commentaries

BIS Gold Swaps Rose in August Along With Double Counting and Seizure Concerns

The Financial Times attributed the move, in part, to fear of gold seizure by the U.S. government.

Debasement Trade Gains Ground as Nations Reassess Dollars, Bonds, and Gold

The underlying question, according to Maharrey, is not whether governments will continue to borrow and spend, but how long markets will tolerate the consequences.

Corporatism Goes Global

If the US government continues to make investment deals with foreign governments, the need to protect the investments could become a reason for deployment of US troops abroad.

Death of the Dollar Was “The News Before It Happens.” Now It Happens

I must admit the dollar’s demise is not quite as confirmed as The Japan Times reports, but it does appear to be on its deathbed.

World's Largest Sovereign Wealth Fund to Cut U.S. Treasury Holdings

A Massif Capital note pointed out that many foreign government buyers have been slowly selling U.S. Treasuries over the last several years.

Indians Ignore Government Pleas to Stop Buying Gold

After two straight weak months, gold imports doubled in July, rising from 20 tonnes in June to an estimated 40-45 tonnes, signaling stronger demand.

The Gold-Silver Ratio Remains Relevant Today and Other Silver News

Based on the data, when the gold-silver ratio rises roughly 20 percent above its mean, it will eventually move back, often very quickly overshooting the average in the process.

Brien Lundin: Debt, Debasement, and Why Gold’s Bull Market Has Support

Lundin said the central question is not whether officials can talk tough on inflation, but whether the math permits a sustained tightening campaign.

Copper Mine Replacement by Acquisition

The potential confirmation of U.S. tariffs on refined copper is one of the most explosive catalysts for further supply tightening and a continued rally in global prices.

The Headlines Change, the Monetary Reality Does Not

A token may make gold easier to transfer, but it does not necessarily make ownership safer. Investors still need to know whether the underlying metal actually exists, whether it is allocated and independently audited, who controls custody, and what happens if an issuer, exchange, custodian, or technological system fails.

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