Blog
The Question Every Gold & Silver Investor Gets Wrong Right Now
At the time of writing we can see that both gold and silver are under pressure again today. Prices have slipped as a stronger U.S. dollar and rising Treasury yields weigh on sentiment, with gold pulling back and silver seeing sharper losses. At the same time, geopolitical tensions remain elevated, particularly in the Middle East. […]
Iran, Oil & Famine: How Bad Can It Really Get?
Today’s data presents a picture of resilience that sits somewhat uneasily alongside the geopolitical backdrop, with U.S. retail sales rising by 1.7% in March, comfortably ahead of expectations and reinforcing the view that consumer demand remains strong, and that the Federal Reserve may have less urgency to cut rates than markets had previously assumed. In […]
The Regulatory Battle to Make Gold a Bank Asset Just Hit a Major Turning Point
At the time of writing gold continues to trade above $4,800 per ounce, holding firm despite a noticeable lack of follow-through buying. At the same time, stronger-than-expected U.S. economic data has tempered immediate recession concerns. The Philadelphia Federal Reserve’s manufacturing index rose sharply in April, while jobless claims declined again, suggesting that parts of the […]
Everything Is Breaking. So Why Isn’t Gold Higher?
Gold and silver are moving higher today, supported by a weaker U.S. dollar and softer-than-expected inflation data. Gold is back on the front foot, while silver is pushing higher alongside it. At the same time, global markets are showing signs of cautious optimism as talks between the U.S. and Iran appear to be resuming. But […]
The Gold Market Explained (What Most Investors Get Wrong)
Gold moved higher this morning as markets assessed a fragile ceasefire between the United States and Iran, with investors weighing whether tensions in the Gulf will ease or escalate again. The move has been supported by a softer dollar and continued uncertainty around oil flows through the Strait of Hormuz, while attention now turns to […]
Capital Controls Are Coming: Why Your Money May Not Be Safe
Right now gold is behaving less like a refuge and more like what it is: one of the deepest and most liquid financial markets in the world. In the early stages of stress, investors tend to sell what they can, not necessarily what they distrust. The recent softness in gold and silver is therefore better […]
Central Banks Are Selling Gold.Here’s Why That’s Bullish
At the time of writing, gold and silver are sharply lower again. This, despite escalating conflict in the Middle East, rising oil prices and renewed volatility across global markets. In other words, the environment appears, at first glance, exactly the sort in which gold should be performing well. This is frustrating many investors. The traditional […]
Why gold disappoints when certainty is expected
I had a birthday earlier this week, a reminder that while we are remarkably good at marking time, we are far less adept at predicting what will happen within it. For many of us we find there to be something deeply comforting about a date, particularly one that appears to bring order to events that […]
The System That Replaced the Dollar Is Already Running. And It Runs on Gold
The gold price is currently going through one of its most turbulent periods in recent history. This has unfolded against a backdrop of escalating conflict in the Middle East, disruption to critical energy routes and renewed uncertainty around inflation and interest rates. The Strait of Hormuz, through which a fifth of the world’s oil supply […]
