With Commercial Real Estate Still Challenging, Lenders Offload Troubled Loans At A Loss
With Commercial Real Estate Still Challenging, Lenders Offload Troubled Loans At A Loss Authored by Mary Prenon via The Epoch Times (emphasis ours), While leasing activity and vacancy trends suggest the U.S. commercial real estate market is stabilizing, office values are still well below post-pandemic peaks, recent reports show. The San Francisco skyline on Jan. […]
UK Net Migration Decline Masks True Demographic Replacement As British Exodus Accelerates
UK Net Migration Decline Masks True Demographic Replacement As British Exodus Accelerates Via Remix News, The left-wing U.K. government has claimed it is making real progress in tackling the ongoing migration crisis enveloping Britain after official statistics published on Thursday showed that net migration had decreased to 171,000 last year. However, that figure alone doesn’t […]
Gold Remonetization: Six Forces Restoring Gold’s Monetary Role
The 2026 In Gold We Trust report identifies six simultaneous forces restoring gold’s monetary functions — from record central bank buying to tokenized gold outcompeting CBDCs. Here’s what each vector means and why their convergence matters more than any single one alone.Read More
Chinese Refining Rates Unexpectedly Plunge To All-Time Lows As Economy Falls Off A Cliff
Chinese Refining Rates Unexpectedly Plunge To All-Time Lows As Economy Falls Off A Cliff Two weeks ago, when discussing the market “mystery” of sliding physical crude oil prices, we said that the most likely culprit were Chinese refiners, whose refining margins had just collapsed to the most negative on record. The reason for the margin […]
Gold Falls 0.5% on Iran Deal: The Floor Holds
Gold dropped half a percent on Iran peace optimism today. In any prior cycle that news would have sent it down three. That gap — between what should have happened and what did — is the story.Read More
Rising Interest Rates: Why The Narrative Fails Against The Data
Rising Interest Rates: Why The Narrative Fails Against The Data Authored by Lance Roberts via RealInvestmentAdvice.com, Last Friday closed with the 10-year Treasury yield at 4.60%, a one-year high, and the doom commentary about rising interest rates was waiting before the bell even rang. Hyperinflation. Bond market breakdown. Paradigm shift. A 1981 fair-value retest. The […]
Silver Industrial Demand: Solar, EVs, and the Supply Gap
More than half of all silver mined each year gets consumed by industry — solar panels, electric vehicles, semiconductors. It doesn’t come back. Here’s the full breakdown.Read More
Is Gold Being Repriced? 5 Major Institutions Say Yes.
In a single news cycle, the World Gold Council, Russia’s Central Bank, the US Senate, Perth Mint, and the world’s largest bond investors each signalled the same thing independently: institutional gold repricing is underway, and the convergence is not a coincidence.Read More
Silver Dropped 12%. Gold Dropped 3%. That Gap Is the Story.
Silver’s 12% drop versus gold’s 3% isn’t a fluke — it’s the industrial demand premium unwinding. Here’s what the gold-to-silver ratio is telling you right now.Read More
Rickards: Investing In A World In Turmoil
Rickards: Investing In A World In Turmoil Authored by James Rickards via DailyReckoning.com, To say that the world is in turmoil to an extent not seen since the 1960s is an understatement. The war in Ukraine is now in its fifth year. The war in Iran continues with no end in sight, despite Trump’s optimistic […]