loading
loading

Commentaries

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

By Mike Maharrey, Money Metals

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?

By Richard Mills, Ahead of the Herd

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

By Doug Casey, Casey Research

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?

By John Mauldin, Thoughts from the Frontline

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

By David Russell, GoldCore

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

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

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.

South Korea Announces Gold Reserve Expansion Through Domestic Buying Program

By Mike Maharrey, Money Metals

Last month, the European Central Bank confirmed that gold had overtaken U.S. Treasuries as the world’s top reserve asset.

Markets Question Fed's Inflation Resolve After July FOMC Meeting

By MoneyMetals

The Fed has yet to take any meaningful policy steps to fight inflation. This is beginning to influence bond markets and could ultimately strengthen the case for owning precious metals.

What Is the PCE and Why Is It the Fed's Favorite Inflation Gauge?

By Mike Maharrey, Money Metals

Both the CPI and PCE formulas create multiple opportunities to skew the numbers lower. Each assumption built into the formula was made up by a government functionary with a bias and agenda.

Dr. Stephen Leeb: China Has 50,000 Tonnes of Gold. The Dollar's Replacement Is Already Built

By David Russell, GoldCore

On China’s expanding gold infrastructure, whether the United States may be closer to reintroducing gold into its monetary thinking, and why gold could provide protection during deflation as well as inflation.

Subscribe to Commentaries

Newsletter Signup

GoldSeek Free Newsletters
GoldSeek Daily Edition
Gold & Silver Seeker Report
Gold Seek -- Peter Spina