precious-metals
“...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,”
The reality is over many decades bullion banks have been caught repeatedly manipulating commodity markets...
This isn’t merely a shuffling of bullion, it’s a symptom of worldwide economic anxieties...
“Our view in tariffs remain that they will cause volatility, are a negotiating tool and will eventually be not as bad as feared”
China's futures traders drove a remarkable $400 surge in gold prices this past spring, and now they are positioned to propel it to $3,000 and beyond...

...is the paper-gold market breaking?
The last time we saw this, the entire world was on the verge of collapse...
"Markets are being too simplistic about Trump"
...general economic and (geo)political climate will continue to support the gold price in 2025, even if a repeat of the record year 2024 should not be expected...







































