Gold and Silver Rip Higher as the Fed-Hike Selloff Reverses
Gold and silver are ripping higher Thursday, clawing back Wednesday’s Fed-hike selloff as a Saudi pipeline outage eases and Treasury yields pull back. Silver’s gain is running well ahead of gold’s.Read More
$603 Million Left the World’s Biggest Gold ETF. It Didn’t Leave Gold.
Investors pulled $603 million out of the world’s biggest gold ETF this week. Almost none of it left gold. It rotated into three cheaper funds tracking the identical trade, exposing the fee math behind the move and the ownership question every ETF holder should be able to answer.Read More
Texas Just Made Gold Legal Money. Four More Non-Fed Stories Followed.
Texas’s gold and silver legal tender law quietly took effect this month. Meanwhile, VanEck’s own CEO breaks from the debt narrative, Turkey’s government wants your mattress gold, Hong Kong commits to a 2027 gold clearing launch, and India’s Diwali demand is picking back up. Five stories, zero Fed involvement.Read More
Why Is Silver Demand Tied to AI Data Centers?
Most coverage of silver’s 2026 rally blames the Fed and the dollar. A quieter demand story has been building for less than two years: AI data centers now need silver for their power systems, layering onto an already six-year supply deficit.Read More
Silver Is Outperforming Gold by a Third This Morning. The Fed Hasn’t Even Voted Yet.
Silver is beating gold by a wide margin this morning, running about a third larger a gain, hours before the Fed’s rate decision. Here’s the mechanism behind the divergence — and what to watch once the Fed actually votes.Read More
The Copper Mine That Isn’t Trying to Mine Silver Just Explained the Whole Deficit
August’s mine disruptions in Chile, Mexico, and Peru barely dented the 2026 silver deficit — but they expose a deeper problem: most silver supply is a byproduct nobody optimizes for, and that won’t change no matter where the price goes.Read More
Inherited Gold IRA: Beneficiary Rules & the Step-Up Basis Gap
Physical gold you own outright gets a full step-up in basis at death. Gold inside a Gold IRA never does — it’s taxed to your heir as ordinary income instead, on a ten-year clock the IRS only fully clarified in 2024. Here’s what a beneficiary needs to know before a…Read More
The Cantillon Effect: Why Money Printing Makes Some People Rich First
New money doesn’t reach everyone at once: banks and asset holders get it first, wage earners get it last, after prices have already moved. Using Fed balance-sheet data and its own Distributional Financial Accounts, this piece traces exactly how that sequence played out from 2008 to 2022, and why physical…Read More
The Fed Votes Wednesday. Gold’s Other Vote Lands Friday.
Two central banks vote on rates this week for the first time in this cycle. Here’s the carry-trade mechanism connecting Friday’s Bank of Japan decision to gold and silver before the Fed even speaks.Read More
The 10-Year Yield Just Hit an 18-Year High. Gold Isn’t Falling For It.
The 10-year Treasury yield hit an 18-year high Tuesday. Gold held near $4,278 instead of falling further. Here’s the real-yield mechanism behind that gap, and what changes at tomorrow’s Fed decision.Read More