Blog
When Gold Gets To $5,000 What Should I Do?
This week has given investors plenty to think about. Gold pushed toward new highs, briefly eased as tariff threats softened, while bond markets and currencies reminded everyone how quickly confidence can return and then fade again. Political tensions appeared to cool, yet the underlying uncertainty did not disappear. Against that backdrop, one question keeps coming […]
Why $100 Silver Won’t End Well
Over the past day, global markets have shifted decisively. The U.S. dollar has weakened, U.S. equities opened sharply lower, and European markets followed suit as tensions between Washington and Europe resurfaced around trade and geopolitics. Comments from President Trump ahead of this week’s World Economic Forum in Davos (including renewed insistence that there would be […]
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 […]
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 […]
Silver at $59?: Market Mechanics, Physical Strain, and the Rumours Nobody Can Ignore
Gold and silver are a little softer today on normal profit taking after a strong run. That is not unusual, particularly in silver, where rallies tend to be sharp and the pullbacks can be just as violent. The bigger story is that silver has been one of the standout performers this year, and the pace […]
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 […]
