The Fed Just Hiked. Wall Street Keeps Getting More Bullish on Gold Anyway.
Five different signals, from a bank forecast to a Chinese regulatory notice, all point the same direction after last week’s Fed hike. None of them share a mechanism, but each one argues the case for gold and silver just got stronger, not weaker.Read More
Gold Dips, Silver Holds as Iran Diplomacy Hopes Sink Oil Before a Bigger Week
Gold eased and silver held firm Monday as Trump’s openness to meeting Iran’s president knocked oil lower. The bigger test, the Trump-Xi summit, is still two days away.Read More
Hedging Canada’s Decline
For more information call 1.855.906.6381 or visit https://guildhallwealth.com/ Read More
Silver Round-Tripped a 6.8% Shock in Nine Days. Real Yields Did It, Not Inflation.
Silver closed at $67.28 on September 9, before a drone strike shut Saudi Arabia’s largest oil pipeline. Nine days and one Fed hike later, it is almost back. Most coverage credits fading inflation fear. The Federal Reserve’s own data disagrees: breakevens fell while real yields rose 22 basis points.Read More
How Much Silver Should You Own? A Portfolio Allocation Guide by Age and Goal
There is no Dalio-style institutional rule for silver the way there is for gold. This piece derives one using the live gold-silver ratio, silver’s dual monetary-and-industrial risk profile, and an age-and-goal framework that extends GoldSilver’s own gold-allocation guide.Read More
Rates Just Went Up Twice. Five Reasons Gold Didn’t Care.
Two central banks hiked rates this week, and gold barely blinked. Five fresh signals — from Goldman’s models to a $4 billion sovereign gold shipment — show why institutional and sovereign money isn’t buying the bearish case.Read More
The Bank of Japan Just Hiked to a 31-Year High. Gold Barely Noticed.
Three central banks moved three different directions this week, and gold barely blinked at the biggest one. Here’s the yen carry-trade mechanism behind Japan’s quietest 31-year-high rate hike, and why this time was different from 2024’s disorderly unwind.Read More
Who Owns US Debt? Central Banks Own Less Than You Think
Foreign central banks’ share of foreign-held US Treasuries has fallen from two-thirds in 2014 to 41% today. But their dollar holdings barely dropped. The market around them tripled instead, and the gap was filled by leveraged private trades, not other governments. Here’s the mechanism, and where the real reserve money…Read More
What Is Junk Silver? The Old Dimes and Quarters Worth Nearly 50x Their Face Value
Pre-1965 US dimes, quarters, and half dollars carry real silver, no collector premium. Here’s the composition, the melt-value math, and the 1965 history behind them.Read More
Jobless Claims Just Beat Estimates. Gold Rallied Anyway. Here Are 4 More Signals Behind It.
Jobless claims beat estimates today, which should have cooled gold. It didn’t. Here are five signals, from a record options expiry to a new Tether financing deal, that explain what’s actually driving gold and silver right now.Read More