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The Shoddy Return on Investment Society
Every year, governments around the world present their budgets, statements or fiscal plans, and each one is framed as a sober exercise in responsibility. In the United Kingdom this week it took the form of the Autumn Budget, but it could just as easily have been Canada’s Fall Economic Statement, an update from the US […]
Gold’s Price Is Not Natural – Someone Is Steering It
In this week’s GoldCoreTV episode, we examine recent analysis from Société Générale along with the interpretation provided by VBL on the GoldFix Substack. Their work suggests that gold demand has become more segmented and that each segment now responds to price in a different way. The most notable development is the rise of inelastic demand […]
Will This Private Company Move the Gold Price?
Gold and silver are both stronger this week, with gold above $4,130 and silver near $51. Markets are bracing for a wave of US data over the next 48 hours, from inflation numbers to GDP revisions, and it is already shaping sentiment across currencies and commodities. There is also movement on the geopolitical front. US […]
Why Do People Forget This About the Gold Price?
The gold price has continued to hold comfortably above the $4,000 level, even as the latest United States employment figures finally emerged after the 43-day government shutdown, the longest in the country’s history. The delayed release has produced an unusual situation. Investors are being asked to interpret labour data that reflects conditions from September rather […]
Algorithms, Confidence Games and the Fragility of Big Narratives
Every era has its preferred prophets. In the 1920s it was journalists urging households to buy stocks on margin. More recently it was the cryptocurrency evangelists who promised a future where you could buy bitcoin or a banana with the same keystroke. Today we have traded tarot cards for algorithms and convinced ourselves that the […]
Silver’s Promotion: Recognition That Cuts Both Ways
Silver’s addition to the United States’ 2025 Critical Minerals List marks a quiet but important shift in how governments view this versatile metal. For decades, silver has existed in a world of its own, part monetary asset and part industrial material. Now it has been elevated into the same category as lithium, copper, and rare […]
Can you Trust the Rising Price of Gold and Silver?
Gold and silver prices are climbing again, reaching three-week highs overnight as traders digest signs that the U.S. government shutdown may finally be ending. December gold traded around $4,146, while silver crossed $50, extending Monday’s strong rally. Markets are reading this as more than a relief bounce. A government reopening would restart the flow of key U.S. […]
The Truth Behind the Crash in the Gold Price
Gold and silver prices firmed in early U.S. trading on Thursday, lifted by a weaker dollar, stronger crude, and a mild easing in Treasury yields. Meanwhile, Washington’s attention turned to tariffs. The U.S. Supreme Court heard arguments on President Trump’s trade powers, with several justices expressing skepticism over the use of emergency authority to impose […]
Will This Bailout Save The US Dollar?
Argentina’s recent $20bn bailout has already faded from the news cycle, yet the implications for the international monetary system are significant. The intervention was less about stabilising Buenos Aires than it was about preserving the credibility of the dollar, which increasingly depends on visible acts of support rather than assumed authority. What might once have […]
