Commentaries

Gold Price Smash in Paper – But Physical Demand on Fire

Before looking at the Sunday evening orchestrated plunge, the key point to remember is that the Friday morning data and how it was digested, was already embodied and reflected in the gold price by 10am on 5 August ...

One Way Forward

By Craig Hemke, TF Metals Report

It has been a very challenging year for precious metals investors, and our struggles may continue a while longer. However, all is not lost and we are not yet doomed to repeat the pattern from 2013-2018.

At Least the Big Intervention Smash Humiliated the World Gold Council

By Chris Powell, GATA

That is, the council is a wholly owned subsidiary of the London Bullion Market Association, custodian of the world's gold short position.

Why Commodities? Why Now?

By Richard Mills, Ahead of the Herd

On top of the structural supply issues you have continued money-printing and borrowing to pay for exorbitant social programs and pandemic relief. Both are inflationary and provide another tailwind for commodities.

Bullion Investors Hang Tight!

By Clint Siegner, Money Metals

The precious metals futures markets launched shortly after Richard Nixon closed the gold window and removed the last vestige of gold backing from the Federal Reserve Note.

How Will Financial Journalism and Market Analysts Rationalize Tonight's Gold Smash?

By Chris Powell, GATA

Of course it hardly matters how they will explain it, since nearly all gold and silver market analysis is merely clumsy rationalization.

Why 'Work-from-Home' Darkens America's Future

By Rick Ackerman, Rick's Picks

To escape the burden of steeply rising taxes, the affluent will step up their exodus from big cities, creating a deflationary money spiral that will feed on itself. This will worsen when subsidies from the U.S. Government are scaled back.

Why the Fed Is Wrong about Inflation Being 'Transitory'

By Richard Mills, Ahead of the Herd

Structural supply deficits, climate change, the global trend to electrify and decarbonize, and resource nationalism are not temporary or transitory. The inescapable conclusion? Inflation compounds year after year and the purchasing power loss your currency has experienced will never be regained...

COVID Consumer Headache

By John Mauldin, Thoughts from the Frontline

For one thing, we’re only halfway through 2021. Much of this impressive growth derives from consumer spending, and much of the consumer spending was funded by government benefit programs and monetary stimulus money.

Big US Stocks’ Q2’21 Fundamentals

By Adam Hamilton, Zeal Research

Americans flush with free cash spent it like drunken sailors, driving record sales and profits. But with the pandemic winding down, that gravy train is ending.

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