Commentaries

Inflation or Lockdown Whiplash?

So only one question is open for debate. Is inflation transitory as Fed apologists claim? Or is it now running away, as Fed critics worry?

Why Banks Are Resisting Today’s New Basel III Gold Rules

By Clint Siegner, Money Metals

Gold bugs know better than to count on regulators doing the right thing, but fingers are crossed.

Gold SWOT: Gold Purchases by Central Banks and ETFs Is Continuing

By Frank Holmes, U.S. Global Investors

Poland’s gold holdings increased 1% in May, to 7.4MM ounces. The May purchase was the first major purchase by the central bank since 2019. Thailand has boosted its gold reserves 60% in recent months.

Fed Chairman Admits Unsustainability of Federal Deficits; Claims No Risk!

By Mike Gleason, Money Metals

Platinum and other metals that are inherently scarce all stand to move higher over time in dollar terms as the supply of U.S. currency inflates. Inflation is the last resort and only way out for a government with an otherwise unpayable debt load.

Gold Investors Ignore Fed

By Adam Hamilton, Zeal Research

The bottom line is gold investors have ignored their metal’s sharp plunge following last week’s hawkish FOMC surprise so far. The holdings of the dominant American gold ETFs, the best high-resolution proxy for overall gold investment demand, have actually climbed slightly in the wake of those latest dots.

Long Humanity

By John Mauldin, Thoughts from the Frontline

Mark believes this results from central bank stimulus, not just last year but dating back to the financial crisis. Valuation bubbles historically don’t end well..

Bubbles Galore

By Stefan Gleason, Money Metals

Once a bubble pops, the implosion can occur swiftly and there may be few places for investors to hide.

Basel 3's Gold Rules Start Monday but It Probably Won't Be the Day of Deliverance

By Chris Powell, GATA

Of course there are great hopes that implementation of the rules will begin to explode the fraud of "paper gold" by which gold's price long has been suppressed with the assistance of central banks.

Updating the Gold Mining Fundamental Macrocosm

By Gary Tanashian, NFTRH

But in order to continue favoring an ongoing bull market scenario the macro fundamentals must play ball; and play ball they have not since last summer.

Central Banks to Keep Buying Gold

By Stefan Gleason, Money Metals

The move away from the Federal Reserve Note as the global reserve currency of choice has continued in recent years, with fresh developments increasing the greenback’s stiff competition.

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