Commentaries

The Deeper Dive: Big Beautiful Bull!

We’re now starting to actually go over a debt cliff. Our feet are sliding on the sandy rock of the rounding ledge of the cliff.

The Trump Trades Are Inflamed

By David Haggith, The Daily Doom

There is a threat from the Japanese crisis for the US, too. Rising Japanese bond yields are raising competition for US Treasuries.

BIS Gold Swaps Have Collapsed 99% in Four Years

By Chris Powell, GATA

The BIS (Bank for International Settlements) reduced its gold swaps to 9.5 tonnes in March and to a mere 5 tonnes in April.

We're all looking for stability that won’t be swept away by the next economic storm. Gold has always been a symbol of what endures. In a world that feels increasingly unstable, gold is more valuable than ever.

Come On Moody's, Tell Us Something We Didn't Know!

By Mike Maharrey, Money Metals

Moody’s is the last of the major credit rating agencies to keep U.S. debt at a AAA rating. Standard & Poor’s cut the U.S. rating and Fitch followed suit last year, citing “the expected fiscal deterioration over the next three years.” We’ve known for years that the federal government is in a downward fiscal spiral.

Inflation Standoff

By John Mauldin, Thoughts from the Frontline

The COVID pandemic changed the economy in ways we still don’t fully understand. Jim thinks it pushed us into a new inflation cycle, which was already underway before Trump started imposing tariffs.

Neocons and Their Push for the Next Big War

By Doug Casey, Casey Research

The last thing we need is to carry somebody else’s water by starting a potentially catastrophic war where the US has absolutely nothing to gain, but a lot to lose.

Stocks Blow up, Bonds Blow up in Japan and US, as Trump Tariffs Swing Like a Wrecking Ball over the Global Economy

By David Haggith, The Daily Doom

Gold just seems well suited to be the safe haven of greatest interest when stock prices and bond prices are tanking together.

The Bond Crash Has Begun. Buy Gold.

By David Russell, GoldCore

Auctions for 30- and 40-year government bonds saw no demand. For a major economy with a historically captive investor base, that’s a significant moment.

Chinese Gold Imports Surge as Demand Continues to Grow

By Mike Maharrey, Money Metals

Investment demand has been the primary driver for overall Chinese gold demand in recent months, even as price pressure has created headwinds for the jewelry market.

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Mike Maharrey

Ira Epstein

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David Russell