Commentaries

Gold Demand in Tech and Industry Up Modestly in Q1

The World Gold Council described gold usage in the electronics sector as “on a two-speed setting.” There is sluggishness in consumer electronics demand due to higher prices.

Bond Market Says It All – And More

By Kelsey Williams

The potential enormity of negative fallout from lower bond prices and higher interest rates was confirmed by big down days in all markets, including stocks, gold, and silver.

Nuclear Making a Comeback but Uranium Supply Squeezed

By Richard Mills, Ahead of the Herd

Even the most conservative projection puts 2040 demand at 278 million pounds — almost 100 million pounds more than current consumption. The West clearly needs to build more uranium mines to prevent shortages of the nuclear fuel as nuclear demand skyrockets due to population pressures, increased electrification as the world...

The World Is Running Out of Its “Shock Absorber”

By David Russell, GoldCore

The world does not need to run out of oil for the system to become unstable. It only needs to fall below the level at which the machinery of supply can function smoothly. That is true of oil, but it is also true of banking, supply chains, currencies and trust.

Shootout at the Inflation Corral

By John Mauldin, Thoughts from the Frontline

Oil price shocks have been associated with recessions and bear markets in the past. This is not predictive, but it does warrant our paying attention. Energy is the main driver of our economy. We convert energy into everything. And oil is a big part of that energy equation.

Slightly Up From Slavery

By Doug Casey, Casey Research

Taxes are destroyers of civilization and society. They impoverish the average man. They support welfare programs that anchor the lower classes at the bottom of society.

India's Government Just Taxed Gold & Silver

By David Russell, GoldCore

This isn’t just a story about jewellery, tariffs or trade data. It is about what happens when governments become uncomfortable with citizens moving savings into physical assets outside...

India Hikes Gold and Silver Import Duties to Support Rupee

By Mike Maharrey, Money Metals

Higher gold prices have already pushed gold jewelry demand down by 22 percent in 2025. Increasing investment demand helped offset the decline in jewelry offtake.

The Dollar Is Shrinking And Gold Could Explode Higher

By MoneyMetals

Americans keep hearing that the economy is strong, inflation is cooling, the labor market remains healthy. But according to Maharrey, real-world data increasingly tells a different story.

No Matter How You Slice the Data, It Keeps Coming Up Inflation

By Mike Maharrey, Money Metals

The April CPI data did nothing to allay fears of renewed inflationary pressure as rising energy prices continued to impact the economy.

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Mike Maharrey

Ira Epstein

Chintan Karnani