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Commentaries

Short-Term Politicians, Long-Term Lives: Why Gold Still Matters

As the headlines churn and politicians pivot yet again, remember Cicero’s warning and its modern echo: there are no shortcuts to permanence. Own what endures.

BIS Gold Swaps Rose Slightly in June, Showing Central Banks Still Intervene Surreptitiously

The swaps may be even more interesting for the refusal of mainstream financial news organizations to take note of them since the Financial Times first reported about them in 2010.

Uncertainty Squared

Admit you don’t know what’s coming. Recognize the many possibilities, including the possibility you don’t know what you don’t know. Then examine all the scenarios you can imagine, assign probabilities...

How the Gold-Silver Ratio Predicted Silver’s Surge

Surges in the gold-to-silver ratio above 100 in both March 2020 and April 2025 preceded powerful silver rallies—and if the 2020 analog holds, even more silver gains are ahead.

Women Love Gold! And Not Just Jewelry

Oddly, while men are less likely to invest in gold than women, they tend to have more conviction about gold’s positive investment attributes.

Gold Storage, Interest Rates, and Fort Knox: Ask Mike Anything

Pre-recorded just before his trip, Maharrey tackled a range of questions from listeners, covering gold storage, interest rates, debt markets, inflation, and even Fort Knox.

The USD Is Worthless – Gold Is At $100k!

Fantastic price predictions for gold are meaningless when couched in terms related to the destruction of the U.S. dollar.

The Real Reason Behind the $40,000 Gold Speculation

If this is the end of the beginning, then gold is no longer just an asset. It is the lifeboat.

Which Countries Produced the World's Gold in 2024?

The return to 2018 mine output levels is encouraging. However, it's too early to say that we have returned to an era of increasing mine output...

Stock and Bond Holders Are Elated, but Your Piggy Bank is Tariffied by Inflation

Will the universal baseline be added to all of the tariffs? So far, that appears to be the way.

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