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 […]
Bank of America’s $6,000 Gold Forecast Isn’t a Price Call. It’s a System Call.
Bank of America has set a $6,000 gold price target for 2026. But the more important question isn’t whether gold gets there — it’s what the forecast reveals about the monetary system. The thesis rests on U.S. fiscal deterioration, record central bank buying, and a private investor base that’s barely…Read More
Gold Won’t Break. The Fed Just Told You Why.
The Fed just released its most hawkish minutes in over a decade. December rate hike odds hit 40%. The dollar surged. Gold barely moved. That non-reaction is not confusion — it’s the market pricing a structural ceiling on how far this Fed can actually tighten. Here’s the mechanism behind it.Read More
Silver IRA Complete Guide: Rules, Limits, and Custodians Explained
The complete guide to Silver IRA rules — what the IRS requires, what it costs, and how to hold physical silver inside a tax-advantaged retirement account.Read More