“...within the next twelve months, we’re going to monetize the asset side of the balance sheet for the American people. We’re going to put the assets to work.”

Whether the gold is or is not in Fort Knox, it could be seen as a sideshow...

...the fundamental driver is that central bank monetary policy has inflated the money supply and eroded confidence in fiat currency, propelling gold’s ascent. 

...the legacy of the US regime’s gold theft is not limited to the coins that happened to be in private hands in 1933...

...desk believes there is still see material upside in the medium term with the broader bullish themes set to continue.

At the moment there’s a lot of uncertainty reigning in the background"

So, yes, gold gets the last laugh – but the circumstances couldn’t be sadder...

There is a shortage of physical gold...

“...all the gold is there.”

The Fed is not in control. Inflation is ripping as the money supply expands, prices are rising, and gold will respond with further gains...

There is little sign of a let-up in the funneling of gold into Comex warehouses in the US as the squeeze in the physical metal in Europe persists...

In a sign of the strain on some market players, the interest rate to borrow gold has rocketed...

Unlike in Asia, retail traders in the US, Europe and the rest of the world are failing to take advantage of a squeeze in gold driven by EM central-bank hoarding.

Silver is Scrappy Doo to gold’s Scooby: more brash, volatile and can move quicker...

"[Gold] has always been political... you realize the game is over for the West."

Desired for millennia because of its shine and rarity, gold is still the safe haven asset in times of uncertainty...

Gold has reached new all-time highs, and the gold-to-silver ratio now exceeds 90:1...

As paper gold holders would find out with merciless rapidity, right at the moment when you need your gold, you can’t get it...

....gold can average $3,000/oz this year if investment demand increases by just 1%. For it to hit $3,500/oz, investment demand would need to rise 10%...

“Insurance companies lack options for mid- and long-term assets with stable yields,”