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Commentaries

The 3 Snowmen & The Precious Metals

Today, our “new macro, new rules” theme is being proven. The macro changed in 2022, when the Treasury bond market rebelled and destroyed the secular downtrend in long-term yields.

Insidious Inflation Crawls out of the Woodwork More Quickly than the Government Can Hide it

However, there is another equally horrendous number that was one of those same kinds of anomalies that started back in the Biden Administration, and the present government has decided not to ever correct that one, too. In fact, the present government has decided to double down on the error.

Poland Announces Plans for Another Expansion in Gold Reserves

The new policy will allow the central bank to hold up to 700 tonnes of gold even if the value exceeds 30 percent of reserves.

Big Time Change

The US, as issuer of the global reserve currency, benefits from world trade by being able to borrow at low rates. The countries whose exports we buy use the dollars we pay to purchase US assets, including our Treasury debt. Dalio says we should not assume this will continue.

King Trump Formed the NEW New World Order at the WEF to a Standing Ovation

The two main parties in America, after all, have not done them any good as they are left with a bankrupt nation, with a decrepit Social Security system, buried in debt...

Do We Need the State?

Throughout history, government has served as a vehicle for the organization of hatred and oppression, benefiting no one except those who are ambitious and ruthless enough to gain control...

TACO King Makes a Fortune for Him and His

Something tells me that bouncing markets all over the place with truly world-changing announcements of military threats is not ultimately good for a stable financial world.

When Gold Gets To $5,000 What Should I Do?

If you are holding gold or silver and wondering whether this week’s moves call for action or simply clearer thinking, this conversation is for you.

Russia Gold Gains Replace Frozen Assets

Russia has another advantage. It ranks as the world’s number two gold producer, mining around 300 tonnes every year.

Keep Calm in a 2026 Metals Mania

Maharrey says gold is trading well over $4,800 an ounce and cites $4,876 as the level pushing toward $5,000 in 2026.

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