France’s Gold Repatriation Is Done. Germany Is Next
France sold 129 tonnes of gold held at the US Federal Reserve and replaced them with higher-quality bars in Paris — booking $15 billion in gains. It’s the latest move in a quiet global trend: central banks pulling sovereign gold out of American vaults.Read More
Silver broke a historic record. The bigger signal isn’t the price.
Silver’s price is getting all the attention. But COMEX inventory drawdowns, a historic 10-month closing streak, and a Bank of America forecast ranging from $135 to $309 suggest the bigger story is happening beneath the surface.Read More
War Economy Returns: From Trucks To Tanks, Pentagon Looks To Automakers To Rebuild America’s Arsenal
War Economy Returns: From Trucks To Tanks, Pentagon Looks To Automakers To Rebuild America’s Arsenal With two active conflict areas in Eurasia – the Russia-Ukraine conflict in Eastern Europe and the U.S.-Iran theater in the Gulf – the world is moving deeper into a war cycle. The latest indicator is not only that militaries around […]
Gold/Silver Ratio Hits 61.1 — Silver’s Turn to Run
Silver is outpacing gold for the second straight day as the gold/silver ratio compresses to 61.1. With a six-year supply deficit, stagflation signals, and central bank buying accelerating, silver’s structural case is finally finding its moment.Read More
IMF Warns US Treasury Market Prone To “Sudden Repricing” Due To Soaring Debt, Overreliance On Bills
IMF Warns US Treasury Market Prone To “Sudden Repricing” Due To Soaring Debt, Overreliance On Bills The International Monetary Fund warned Wednesday that the relentless US debt issuance is undermining the premium Treasuries have commanded from investors, with implications for government securities across the globe. “The increase in the US Treasury security supply is compressing […]
The 1970s Gold & Silver Bull Run: Causes, Returns, and Lessons for Investors
The 1970s gold and silver bull run remains one of the most dramatic wealth events of the 20th century. Gold rose 2,300%. Silver gained 400% in a single year. Understanding what drove that decade-long move — and what finally ended it — gives modern investors a precise framework for reading…Read More
What the Silver-to-CPI Ratio Reveals That Spot Price Hides
Silver hit a nominal all-time high of $121.64 in January 2026 — yet the silver-to-CPI ratio tells a different story. Adjusted for inflation, silver remains well below its 1980 peak and barely above its 2011 cycle high. Here’s what the ratio reveals that spot price alone never can.Read More
Beige Book Confirms Uncertainty, Fuel Costs Surged On Iran War As Economy Grew At “Slight To Modest” Pace
Beige Book Confirms Uncertainty, Fuel Costs Surged On Iran War As Economy Grew At “Slight To Modest” Pace US economic activity continued to increase at a “slight-to-modest” pace across most regions as the war with Iran generated a new wave of uncertainty and higher energy costs, the Federal Reserve said. The just released Beige Book […]
Gold & Silver Supply and Demand: What Really Drives Prices Over Time
Gold and silver prices don’t move by chance. Discover the key supply and demand forces — from central bank activity and real interest rates to silver’s growing industrial role in solar and EVs — that drive precious metals prices over time and what they mean for your portfolio.Read More
Silver Holds Near $80 as Iran Ceasefire Revives Rate-Cut Bets
Silver surged more than 5% Tuesday and is holding near $80 — the highest level since March. The move isn’t simple. When the US and Israel launched their air campaign against Iran, gold fell 10% instead of rising. The reason was oil, the Strait of Hormuz, and an inflation shock…Read More