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Gold & Silver: Paper VS Physical — The $361B Gap Is Getting Wider Right Now

July 16, 2026 Gold and silver investing in 2026 is being shaped by a gap most investors have never examined. In 2025, daily gold trading volume averaged $361 billion. In the first half of 2026, it reached nearly $488 billion. The physical gold investment market that underlies it has not kept pace and the distance between paper gold […]

Your Portfolio Is Prepared For The Wrong Crisis

July 10, 2026 The other day I was fortunate to receive a report from Fordham Global Foresight, the independent advisory business founded by geopolitical strategist Tina Fordham. It begins with a question its authors hear repeatedly from business leaders and senior executives: “When will things go back to normal?” It’s probably a question I myself am guilty of […]

Gold & Silver: Asia’s New Clearing System Is Now Live: The Structural Story

July 9, 2026 Gold and silver have had another volatile week. At the time of writing, gold was trading close to $4,100 an ounce, having recovered some ground after renewed tension around Iran and the Strait of Hormuz. Silver remains under greater pressure, after another sharp move lower this week. The immediate drivers are nothing we haven’t spoken […]