Blog
How Central Bank Independence Is Being Undermined in Plain Sight
You will have been aware of the news over the past few days regarding the Department of Justice investigation into Federal Reserve Chair Jerome Powell. Gold has moved decisively higher, setting new all-time highs above $4,600 per ounce. According to the World Gold Council, this move is not yet technically extreme, and importantly, it reflects […]
Real Assets in an Age of Resource Anxiety
In such an environment, ownership of real assets represents an adjustment to changing conditions rather than an expression of alarm. It acknowledges a world in which material constraints once again exert influence over economic and political outcomes. Resource politics has returned to the centre of economic life. The period that followed the collapse of the […]
Gold and Silver: Who Co-ordinated The Selling?
A dominant driver feature of markets this week has been the news around index rebalancing. Large commodity benchmarks, most notably the Bloomberg Commodity Index, periodically adjust exposure to enforce diversification. When a commodity outperforms and grows beyond its permitted weighting, it must be reduced. The process is scheduled, rule driven, and indifferent to price or […]
This Silver Market Has Never Existed Before. And That’s the Risk
A very Happy New Year to you, and to the start of 2026. We have no doubt that the year ahead will be an interesting one indeed, and we look forward to speaking with many of you over the coming months about precisely that. If the opening weeks are any guide, this is already shaping […]
What Gold and Silver Are Telling Us About Money
2025 has been a remarkable year for gold and silver. Record prices, heavy demand and growing public interest have forced even long-time sceptics to pay attention. In this conversation, we look at why this year felt different and why the move in precious metals has not been driven by speculation alone. We discuss how inflation […]
Friday Read: An Exercise in Restraint
This year has been remarkable for precious metals. Gold and silver have rewarded those who held them, and they have done so emphatically enough that even the people who usually treat bullion as a psychological condition have been forced to pay attention. It would be churlish to pretend that this is not gratifying for anyone […]
The Re-Monetisation of Silver Has Begun
Yesterday, silver surged to a new all-time high of $66.50, decisively breaking above a resistance level that had capped the market since 1980. The move was not incremental. It was forceful, rapid and long anticipated by those watching the structure of the market rather than the headlines. The question investors are now asking is a […]
Alasdair Macleod- Gold, Silver & the Strain on a Debt-Based System
If you are trying to make sense of why gold and silver behaved the way they did in 2025, this conversation is worth your time. Jan Skoyles recorded this interview with Alasdair Macleod in early-December, at a moment when record prices, official unease, and growing public anxiety are colliding. Gold has moved sharply higher. Silver […]
Here’s How Far Silver Will Go
Silver has moved above $60 this week. This is a level that naturally prompts investors to stop and reassess their position. Some are considering whether it is the right moment to take profits. Others are asking if they are too late to add to their holdings. To help bring some clarity to these questions, Jan […]
