Commentaries

How Will Fed Rate Cuts Impact Gold and Silver? Hint: Pay Attention to Real Interest Rates

The metals have already gotten a boost from rate cut expectations, so there won’t likely be much effect from the cut itself. That has already been built into the price.

The Cost of Living Is Falling Fast… Relative to Gold

By Clint Siegner, Money Metals

Costs are exploding in terms of dollars, but they are collapsing relative to gold.

Poland Announces Plan to Further Expand Gold Reserves

By Mike Maharrey, Money Metals

Last week, the National Bank of Poland announced plans to boost its gold holdings to 30 percent of its total reserve assets.

Are Tariffs Good for American Workers?

By Llewellyn H. Rockwell, Jr.

Trump claims that tariffs are needed for national security, but in fact, free trade encourages peaceful international relations.

The Deeper Dive: Stop Feeding the Insanity and Let it End

By David Haggith, The Daily Doom

As for that blip down in PPI, it’s not that surprising to see a momentary cool-down in the latest month reported after a scorching-hot read the month before.

Will the Fed Cause an Inflation Mountain by Lower Rates Too Soon

By Richard Mills, Ahead of the Herd

Not only are CPI and PPI prices accelerating again, but the US is in the midst of a melt up with the S&P 500 near all-time highs, with gold, crypto, and more all ripping to new highs. This is not an economy with too little liquidity.

Bolivian Central Bank Using Gold Futures Contracts to Raise Cash

By Mike Maharrey, Money Metals

According to a Bloomberg report, the Bolivian central bank raised $589 million by entering two gold futures contracts. The bank collected the money up front with the promise of delivering 5.4 tonnes of gold in one year.

Make the Dollar Great Again

By Stuart Englert

World history is littered with the corpses of collapsed, dead and obsolete currencies. The U.S. dollar eventually could be among them without a major monetary reset.

Gold, Silver and the Fed’s Credibility Test

By David Russell, GoldCore

Silver’s strength deserves special mention. While it benefits from the same macro tailwinds as gold, namely rate cut expectations and inflation fears, it also has unique drivers. Supply deficits are deepening, exchange inventories are thin, and industrial demand is proving more resilient than expected.

Modern-Day Punchbowls

By John Mauldin, Thoughts from the Frontline

With QE, the Fed essentially created an addiction. Addicts don’t respond well when their supply is threatened. Remember the 2013 “Taper Tantrum?”

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Mike Maharrey

David Haggith

Ira Epstein

David Russell