Blog
Political Shocks and the Fault Lines in Gold’s Paper Market
When a bureaucratic letter from US Customs and a four-word social media post from President Trump can shake one of the deepest commodity markets in the world, the real lesson is not in the headlines. It is in the plumbing. Late last week, the global gold market experienced a momentary rupture that should trouble anyone […]
How The World Is Quietly Preparing for a Gold-Backed BRICS Currency
The BRICS Summit Could Change Everything, And Gold Is at the Center Next week, the BRICS nations Brazil, Russia, India, China, and South Africa convene once again. But this isn’t just another round of diplomatic niceties. Behind the scenes, something more consequential is brewing: a possible redrawing of the global financial map, with gold at […]
The Golden Compass
In the 15th century, when European explorers began venturing into unknown oceans, maps were often filled with guesswork. The edges of the known world might feature a dragon or a warning: Here be monsters. But the most valuable tool wasn’t the map. It was the compass. Maps could be wrong. The compass told the truth. […]
Silver Resets: How High Can It Go?
For years, silver has been the forgotten metal. It sat quietly while gold took center stage. Traders dismissed it. Central banks ignored it. Most of the financial world barely gave it a second glance. But something has changed. Silver has surged past $36 an ounce, not with a gentle climb, but with the kind of […]
Is China about to reset the gold price?
There’s something happening in the gold market. It isn’t loud or headline-grabbing, but it could reshape everything we take for granted about global finance. The Shanghai Futures Exchange has announced major reforms. On paper, it’s about futures contracts and foreign investor access. But in reality, it’s China laying the foundation for something far more ambitious. […]
On Tariffs, Chaos, and the Quiet Power of Resilience
Every so often, a legal ruling reverberates beyond the walls of the courtroom, not because of its immediate consequence, but because of what it reveals about where we are and perhaps, where we’re headed. This week, the U.S. Court of International Trade handed down one such judgment. It ruled that the sweeping “Liberation Day” tariffs, […]
The Fed Is Lying to Itself
There’s a line that came to mind this week. Something a wise man once said: “Narratives, like currencies, only work if people believe in them.” Well, belief is wobbling. Let’s start with something rather curious. Most didn’t notice but a few days ago the cost of credit default swaps on U.S. government debt quietly rose to levels […]
The Bond Crash Has Begun. Buy Gold.
This week, Japan’s government bond market, one of the largest and most tightly managed in the world, showed unexpected signs of strain. Auctions for 30- and 40-year government bonds saw no demand. For a major economy with a historically captive investor base, that’s a significant moment. It suggests growing unease around long-term debt, fiscal credibility, […]
Who Really Owns America’s Gold?
Less than a week ago the gold price sailed past $3,000. And there it has held firm. Silver has also made some notable moves. Something has changed and it seems like it could be here to stay. The push to own gold and silver is not just a vote for financial diversification but it is […]
