Central Banks Just Crossed a Line Not Seen Since 1996
The ECB just confirmed gold has overtaken U.S. Treasuries as the world’s top reserve asset for the first time since 1996. India’s government denied selling $12 billion in gold the same morning Bloomberg said it did. And gold is trading $300 below what 30 Reuters analysts say it should be…Read More
ADP Reports US Economy Added The Most Jobs In 16 Months In May
ADP Reports US Economy Added The Most Jobs In 16 Months In May Following a shockingly strong JOLTS report, ADP just reported a stronger than expected rise in jobs added in May. ADP says 122k jobs were added in May – better than the 120k expected – and the biggest monthly addition since January 2025 […]
Factory Costs Hit 82.1. That Number Is Now Working for Your Gold.
The ISM Manufacturing Prices-Paid Index hit 82.1 in May — the second-highest reading since 2022 and the 20th consecutive month of rising factory costs. Most headlines covered the manufacturing boom. Almost nobody explained what the prices-paid number means for the Fed, for inflation this summer, and for the structural case…Read More
HSBC Warns Of Commodity “Super-Squeeze” As Goldman Hikes Copper Forecasts
HSBC Warns Of Commodity “Super-Squeeze” As Goldman Hikes Copper Forecasts Copper is inching closer to its mid-May all-time high of $14,153 a ton on the London Metal Exchange, trading around $13,832 on Tuesday morning, as Goldman raised its year-end price targets and HSBC warned that commodities face a “super-squeeze” with the Hormuz maritime chokepoint still […]
Gold Price History: From $35 to $4,500 in 100 Years
Gold went from $35 in 1971 to around $4,500 today — a 12,000% gain since the gold standard ended. Meanwhile, the dollar lost 96.9% of its purchasing power over the same period. These are not two separate stories. This is the complete gold price history: decade by decade, the real…Read More
Gold at $4,500: What Fort Knox, China, and Silver Are Telling You
Fort Knox holds $662 billion in gold not independently audited since 1953. China has bought gold for 13 straight months. Manufacturers are signaling inflation isn’t finished. Fourteen states just made gold and silver constitutional money. And silver is outperforming gold 2:1 today. Five stories. One through-line. Here’s what they mean…Read More
The Debasement Trade Explained: Mechanism, History, and What It Means for Gold
Five years ago, “debasement trade” was Austrian economics jargon. Today Goldman Sachs, Citi, and J.P. Morgan use it in their research notes. Here’s what it means, why it works, and why gold and silver are the primary instruments.Read More
Silver Has Two Engines. Stagflation Is the One Condition That Fires Both at Once.
Most assets have a simple relationship with stagflation. Silver doesn’t. It answers to two entirely separate demand pools — industrial and monetary — that in most macro environments pull against each other. Stagflation is the rare condition where both pull in the same direction at once. Here’s why that matters…Read More
The Buyer List for Gold Just Got Longer. These Countries Have Never Bought Before.
Central banks purchased a net 244 tonnes of gold in Q1 2026 — and for the first time, the buyer list includes countries like Guatemala, Indonesia, Malaysia, Cambodia, Uganda, and Kenya. Some are buying gold for the first time in their institutional history. Others are returning after decades of absence….Read More
Gold Waits As Global Markets Tempt The Unprepared
Gold Waits As Global Markets Tempt The Unprepared Authored by Matthew Piepenburg via VonGreyerz.gold, 2026 is screaming “Uh-Oh” signals from nearly every sector and asset class with alarming yet eerily ignored clarity. This explains why the longer-term case for gold couldn’t be more obvious, regardless of natural price retracements in the near-term. In fact, if […]