Iran Deal. Oil Falling. A PM Out. Gold Still Above $4,100.
Oil falling, a PM resigning, a DXY at 13-month highs — and gold refusing to break. Five stories today, one thread.Read More
Goldman Just Changed Its Model. Should You Change Yours?
The Goldman Sachs gold cut explained: it’s a valid model output, not a verdict on gold. Here’s how to determine whether Goldman’s framework is your framework, and what data you should actually be watching.Read More
Gold Is Down 25%. Morgan Stanley Says One Number Unlocks $5,200.
Gold hit $5,589 in January. Today it’s at $4,177. Morgan Stanley says the structural case for $5,200 is intact — but one specific buyer type hasn’t shown up yet. Here’s the chain that explains why, and what turns it back on.Read More
PCE Drops Thursday. Here’s What It Means for Gold.
The Fed doesn’t watch CPI. It watches PCE — and the May reading drops Thursday, June 25. Here’s the mechanism linking this one number to gold prices, rate-hike odds, and what long-term holders need to understand before the week is out.Read More
Goldman Cut Its Gold Target. JPMorgan Didn’t. Here’s What the $1,400 Gap Tells You.
Goldman Sachs just cut its year-end gold forecast to $4,900. JPMorgan didn’t move. Neither did Wells Fargo. The $1,400 divergence between the biggest bulls and the biggest skeptic tells you exactly what each bank thinks gold actually is, and why it matters for how you hold it.Read More
Solar Is Using 19% Less Silver. The Deficit Is Getting Worse. Here’s Why That’s Bullish.
Solar photovoltaic manufacturers reduced silver consumption by 19% in 2026, to roughly 151 million ounces. Despite that reduction, the global silver market is heading for its sixth consecutive annual supply deficit of 46.3 million ounces — wider than the year before. The deficit is expanding because mine supply is contracting…Read More
TIPS Protect Against Inflation. Gold Protects Against More.
TIPS and gold both claim to hedge inflation — but they work through opposite mechanisms and fail in different scenarios. Here is the honest comparison every long-term investor needs to understand.Read More
Gold Is Down Today. The US Market Isn’t Open Yet.
US markets are closed for Juneteenth. The gold price dropping right now is being set by London and Asia — not American investors. Here’s what today’s move means, and what doesn’tRead More
Half the Fed Wants a Hike. 45% of Central Banks Are Buying More Gold.
The Fed’s June 2026 dot plot split the committee down the middle on rate hikes, the dollar surged to its highest since May 2025, and silver posted its sharpest drop in weeks before recovering nearly 70% of the loss. The same week, the World Gold Council reported a record 45%…Read More
Gold Down 26%. Barclays’ $4,791 Target Never Moved.
Barclays held its $4,791 gold target through a 26% correction. Here’s the fair-value framework behind that call — and what it means for gold investors today.Read More