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Commentaries

BIS December Report Appears Belatedly, Shows Slight Decline in Gold Swaps

The Bank for International Settlements' December statement shows a decline in gold swaps from 81 tonnes in November to 78 tonnes, according to GATA's Robert Lambourne.

Gruesome Reports of Cannibalism in Illegal South African Gold Mine

South African officials claim illegal mining costs the country around £3 billion in lost receipts.

Mainstream Media Muffle China’s Breakthrough

Whatever happens, the news has already deflated stock market valuations, reversing the global “wealth effect” by trillions of dollars.

Amid London Gold Turmoil, Monthly Report From BIS Is Missing

With physical metal being rushed to the U.S. to beat tariffs on gold, it seems quite a coincidence that the BIS report hasn't been published on time.

Why DeepSeek Is Bullish for the World

My best guess is all this will be bad news for the US stock market but good news—and possibly great news—for humanity.

What If the Shortage of Gold in London Isn’t a Tariff Scare but ... A Shortage of Gold?

FT and Reuters reports were based on anonymous sources. Other considerations suggest another explanation for the gold shortage in London.

TD Issues Red Alert: "Explosive Upside Convexity in Silver Markets..."

High drama in the institutional markets for gold and silver -- unfolding mostly in the background over the past 45 days – may finally be bleeding out into the mainstream.

"The Year of Living Dangerously"

Several central banks—the Bank of Canada, the Bank of England, and the Federal Reserve—stated they are carefully assessing their policies in light of the Trump Tariffs.

Fed Hits Pause, Tells Us What We Already Knew

The Federal Reserve put a pause on interest rate cuts at its January meeting, finally admitting what I’ve been saying for quite a while: price inflation is still sticky.

Huge Gold Moves From London to New York

A massive near-400 metric tonnes of gold has been shipped from London to New York since November. Why? Fear of tariffs, liquidity issues, and a brewing crisis in the gold leasing market.

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