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Commentaries

Indian Gold Imports Surged in July

Indian gold imports rebounded significantly in July as retailers built inventories for the festival and wedding season.

Investing in Bullion vs. Mining Stocks

The XAU -- a popular index fund containing publicly traded companies mining for both gold and silver -- began a run higher 18 months ago after going nowhere for the decade before.

President Trump Should Return to an ‘America First’ Foreign Policy

Stop trying to overthrow Venezuela’s Maduro and everyone else the neocons have placed on the “hit list.” End all sanctions and open up trade instead.

Money Metals CEO: The Next Gold Surge Comes When the West Wakes Up

Gold has been on quite the bull run, up 26 percent in 2024 and another 27 percent so far this year.

Another Deeper Dive: The Detonator for another 2008 Housing Crisis Has Arrived!

Goldman Sachs reported recently that adjustable-rate mortgages (ARMs) have climbed to record levels, beating their highest mark in 2008.

Evidence Shows Silver and Gold Were Used Much Earlier Than Originally Thought

The bottom line is that gold and silver have been valued throughout human history...people all over the world will accept gold and silver, even if they don’t want dollars, euros, or yuan.

Drop in South African Mine Output Squeezing Global Platinum Supply

Declining South African mine output is contributing to the structural deficit in the platinum market, and the situation isn’t likely to improve soon.

Gold, Goldman Sachs, and the Politics of Prediction: What the Latest Forecasts Really Mean

What stands out in Goldman’s gold coverage is not a single number, but the choreography of their revisions. In February, the 2025 target crept from $2,890 to $3,100. By March, it was $3,300. Now, the upper bounds flirt with $4,000, or more in stress scenarios. This is not exuberant prediction-making; it is reactive, almost cautious, forecasting.

US Manufacturing Heats up Right along with Tariff Inflation. What Does it Mean?

Everyone is pouring on the coal and running things as fast and hot as they can.

Chinese Analysts Worry About Exposure to U.S. Debt

Uncle Sam paid $1.13 trillion in interest expenses in fiscal 2024. It was the first time interest expense had ever eclipsed $1 trillion. Projections are for interest expense to break that record in fiscal 2025.

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