Financial News on Gold/Silver

One of the most useful investment vehicles is gold, what some call the 'anti-stupidity' investment. Find something stupid in the financial world (such as the management of most country's currencies), short that stupidity and use the proceeds to buy gold. And when the current stock market bubble bursts, and we still have high real inflation, consider gold as a hedge. Much correlated with gold, an alternative, is silver. Gold Wikipedia: Gold, KukaXoco: SPDR Gold ETF, Silver Wikipedia: Silver, KukaXoco: SPDR Gold ETF,

• Déja vu: the 2006 gold surge ended with a 30% crash. The only other time in recent history that a similar event occurred was in May 2006, when gold rallied 30% within two months and 60% within ten. May 2006 was followed by a 30% correction a month and a half later.
  - Zero Hedge (locked), 22 October 2025

• Angst that gold's selloff leads to a stock decline is overblown
  - Zero Hedge (locked), 22 October 2025

• The price of gold and related stocks are falling for a second day. The price of gold has declined 8% from recent highs, from $4398 to $4053.
  - Comcast's CNBC, 22 October 2025

• The prices of gold and silver tumble in biggest daily drop in years as stunning precious metals rally comes to a halt
  - Apollo Global's Yahoo Finance, 21 October 2025

• The global stock rally pauses as prices for gold and silver decline from record highs
  - Zero Hedge, 21 October 2025

• A guide to cushioning your portfolio against the bursting of the AI bubble. Equal-weighted funds, healthcare and gold are among the ways that financial advisers suggest investors can try to shield their portfolios from another bubble bursting.
  - Murdoch's Wall Street Journal (locked), 21 October 2025

• The largest metals refinery in India just ran out of silver for the first time in history
  - Zero Hedge, 20 October 2025

• Gold's share global reserve holdings has risen from 24% at the end of June to 30% currently taking the spot gold price into account. And once gold tops $5,790, it will become the largest reserve asset in the world.
  - Zero Hedge, 19 October 2025

• With returns on gold at a Sharpe ratio of 4 - is it rise a 'golden Madoff' - a level usually reserved for financial fiction?
  - Zero Hedge, 19 October 2025

• One gold and silver dealer is worried about 'backwardation' - when spot prices exceed futures prices. It is a warning that the supply of physical gold and silver is diminishing. "It is he market exposing the shortages of physical silver, the frailty of the paper promises."
  - Zero Hedge, 19 October 2025

• No one trusts national currencies. Central banks want gold and silver. Large investors. Heavily leveraged brokers. Huge institutions. Regular consumers. Everyone is grabbing as much of the stuff as possible right now. Will there be a correction? Maybe. But this is truly worrisome. It reveals a lack of confidence in our fiat world.
  - Zero Hedge, 18 October 2025

• The shares of gold mining companies are rising in price, but increasing less than the rise in the price of gold
  - Murdoch's Wall Street Journal (locked), 18 October 2025

• Warren Buffett's lengthy commentary on why gold is an inferior long-term investment, despite gold performing quite well in the long-term
  - Comcast's CNBC, 18 October 2025

• What could stop the gold rally in its tracks? Not much.
  - Barron's, 18 October 2025

• The price of bitcoin declines with investors in 'safe havens' "clearly favoring gold" after a cryptocurrency washout
  - Apollo Global's Yahoo Finance, 16 October 2025

• 13 reasons why gold has outperformed stocks since 2000, including: the Fed weakening the dollar, inflation, national debt, gold supply less than demand
  - Real Clear Markets, 16 October 2025

• The Royal Mint warns of delays in deliveries of silver, as people in London rush to buy silver
  - Zero Hedge (locked), 16 October 2025

• Parabolic gold prices, stuck Mag 7 prices, and a stressed VVIX. Even if the top five hyperscalers bubble-up capex spending 30% to $500 billion by 2027, that is a slowdown from 25, meaning most of the growth boost [bubble inflation] is already behind us.
  - Zero Hedge, 15 October 2025

• Gold more overbought than the 1980 upside panic, with gold's RSI (a technical indicator) at 92
  - Zero Hedge (locked), 15 October 2025

• Gold is the ultimate belief asset. Yes, it rises in value against many financial assets. Just be careful.
  - Behavioral Investment, 14 October 2025

• The gold bubble won't die until there is a seller. With no obvious major seller in sight, the primary bull trend in gold is likely to stay intact for now, although a correction is likely while the metal is very overbought.
  - Zero Hedge, 14 October 2025

• Silver futures rose 6.8% Monday to settle at $50.13 a troy ounce, topping the longstanding record of $48.70, set in January 1980 during one of the 20th century's biggest commodity-trading scandals
  - Murdoch's Wall Street Journal (locked), 14 October 2025

• Silver prices roar higher as a short squeeze rocks the London silver market
  - Bloomberg, 13 October 2025

• Amid the unprecedented shortage in the physical silver market, a number of asset managers in Bharat have halted all new investments into silver ETFs that have driven silver prices above global levels
  - Zero Hedge, 13 October 2025

• Broken markets: silver volatility goes vertical as pure panic kicks in
  - Zero Hedge, 13 October 2025

• $26 billion flows into gold ETFs
  - Zero Hedge, 13 October 2025

• The price of gold often rises during periods of economic turmoil. This time around, bond markets are stable and stocks are at record highs. Why
  - Ochs-Sulzberger's New York Times, 13 October 2025

• The increase in gold prices reflect the increase in the national debt of the USA. Neither will stop increasing.
  - Barron's, 11 October 2025

• Central banks now hold more gold in their reserves than US Treasury Bonds
  - Zero Hedge, 10 October 2025

• Gold is indicating that the fiat currency experiment is ending globally
  - Zero Hedge, 09 October 2025

• A surge in volatility is a reversal signal for gold and silver? Gold and silver options flash warning signs.
  - Zero Hedge (locked), 09 October 2025

• The 'debasement' trade pushes the price of silver above $50 for the first time since the 1980s silver squeeze by the Hunt brothers. Also, a shortage of freely available silver in the key London market has supported prices, while also pushing up the cost of borrowing the metal sharply.
  - Zero Hedge, 09 October 2025

• While gold 'screams' debasement of the USA dollar because of inflation, the bond market's best guess at long-term inflation is basically unchanged.
  - Murdoch's Wall Street Journal (locked), 09 October 2025

• The rally in gold prices points to eroding faith in central banks worldwide. In Nihon, as in the USA, a new leader wants the central bank to make government debt more bearable, which could feed inflation.
  - Murdoch's Wall Street Journal (locked), 09 October 2025

• The currency debasement trade: selling currencies such as the dollar, yen and euro, and buying gold and bitcoin
  - Zero Hedge, 08 October 2025

• Can a "run it hot" strategy cause stocks to outperform gold like in the 1950s?
  - Zero Hedge (locked), 08 October 2025

• Rabobank: gold confirms the world has passed the fiscal event horizon [of the debt black hole]. Investors in Europe are now adopting the 'Turkish portfolio' of 50% gold, 50% equities as their formerly developed markets behave more and more like an emerging market
  - Zero Hedge, 07 October 2025

• Options premiums are climbing despite these 'quiet' markets. "Gold volatility risk premiums have not been this rich since the early days of the Russia/Ukraine war in 2022."
  - Zero Hedge, 07 October 2025

• Gold futures broke above $4,000 per ounce on Tuesday for the first time. The precious metal has soared this year as investors seek a safe haven from a weaker dollar and geopolitical and economic uncertainty.
  - Ochs-Sulzberger's New York Times, 07 October 2025

• Goldman Sachs predicts that the price of gold will rise to $4900 in 2026
  - Murdoch's Wall Street Journal (locked), 07 October 2025

• Gold futures broke above $4,000 per ounce on Tuesday for the first time. The precious metal has soared this year as investors seek a safe haven from a weaker dollar and geopolitical and economic uncertainty.
  - Murdoch's Wall Street Journal (locked), 07 October 2025

• Gold futures broke above $4,000 per ounce on Tuesday for the first time. The precious metal has soared this year as investors seek a safe haven from a weaker dollar and geopolitical and economic uncertainty.
  - Comcast's CNBC, 07 October 2025

• With silver rallying strongly and rising more than 50% since the start of the year, a growing number of investors are starting to worry that a crash may be coming, similar to what happened after the major spikes in 1980 and 2011.
  - Zero Hedge, 06 October 2025

• Gold loves increasing yields offered by the government bonds of Nihon
  - Zero Hedge (locked), 06 October 2025

• In 2025, MSCI Gold Miners ETF (up 135%) has outpeformed MSCI's AI-driven Semiconductor ETF (up 40%)
  - Bloomberg, 03 October 2025

• Stocks overcome the economic effects of the government shutdown, with bitcoin rising in price, and gold declining in price
  - Zero Hedge, 02 October 2025

• Prediction: bitcoin is undervalued by at least $50,000 to $60,000. "A volatility-adjusted comparison shows that Bitcoin is currently undervalued by $50k compared to gold."
  - Zero Hedge, 02 October 2025

• Silver surges in price as demand increases for its role in AI hardware - evidence that the AI bubble extends beyond tech stocks
  - Zero Hedge, 01 October 2025

• Gold prices soar to new records amid US government shutdown
  - Associated Press, 01 October 2025

• Futures jump as meltup returns, gold soars to new record high ahead of government shutdown
  - Zero Hedge, 29 September 2025

• Gold's rise to $4000, as money flows into gold ETFs and central banks continue to buy
  - Zero Hedge, 29 September 2025

• Stocks surge as dip-buyers emerge, silver soars to 11-year high
  - Zero Hedge, 26 September 2025

• How gold, bitcoin are moving beyond market hedge to become income-generating investments
  - Comcast's CNBC, 26 September 2025

• Gold and silver prices soar, and stock and bond prices pushed down, and cryptocurrencies crash
  - Zero Hedge (locked), 25 September 2025

• Gold and oil prices rise after Europe "privately" warned Rossiya that Europe is ready to shoot down its jet airplanes
  - Zero Hedge, 25 September 2025

• Oil and gold rise in price, and stocks drop in price, as Fed Chair Powell calls the stock market "fairly highly valued"
  - Zero Hedge (locked), 23 September 2025

• Gold hits new record high as Zhōngguó moves to de-westernize global gold market
  - Zero Hedge, 23 September 2025

• Gold soars to fresh record as inflows into gold ETFs hit 3 year high. "There was not one meeting where someone was willing to short this market. In most meetings, the level of investment has not been reached and many continue to look for a pullback for entry. The majority are looking for $4000."
  - Zero Hedge, 22 September 2025

• BofA's Michael Hartnett: with the Fed reducing interest rates - with gold, cryptocurrencies and stocks at all time highs - here is how to gamble this bubble
  - Zero Hedge, 22 September 2025

• Gold has outpeformed the 500 beast companies over a 25-year time period
  - Zero Hedge (locked), 21 September 2025

• The gold/silver ratio is approaching 10-year highs set in 2020. A reversion will send up silver prices higher.
  - Barron's, 20 September 2025

• Can gold prices rise to $6,600? History says 'yes'.
  - Zero Hedge (locked), 19 September 2025

• Gold: overbought, overvalued, overcrowded
  - Zero Hedge, 18 September 2025

• No other physical commodity comes close to gold's low supply growth rate and resistance to debasement
  - Zero Hedge, 17 September 2025

• Is demand for gold starting to show some weakness? Higher prices may be beginning to deter demand for gold in Asia, which has been driving the rally.
  - Zero Hedge, 17 September 2025

• Deutsche Bank raises 2026 gold forecast to $4,000 as bullion hits record highs
  - Thomson's Reuters, 17 September 2025

• Hong Kong to explore boosting tokenised gold trading in city. Move can help shield city against US-dollar dominance amid rising geopolitics, sources say.
  - Alibaba's South China Morning Post, 16 September 2025

• Gold prices soar to a new record high ahead of the Fed meeting, with bonds and stock prices also pushed up
  - Zero Hedge (locked), 15 September 2025

• "Gold is history's timeless hedge for eras governed by the law of the jungle"
  - Zero Hedge, 15 September 2025

• The price of gold has not increased this much since 1979. A 39% price jump this year puts gold on track for a greater annual price increase than during the depths of the Covid-19 pandemic or 2007-09 recession.
  - Murdoch's Wall Street Journal (locked), 15 September 2025

• Debates abour the dollar, and the winning end-game for gold. I see a dollar being slowly but deliberately re-priced (rather than immediately de-levered) in a backdrop where its role relative to other currencies maintains some supremacy but far less hegemony.
  - Von Greyerz Gold, 14 September 2025

• Bitcoin is hot, but gold is hotter. Here is how these two worlds collide.
  - Barron's, 13 September 2025

• Gold hits a record high, and will continue to rise in price
  - Barron's, 13 September 2025

• Spot bitcoin ETFs see strong demand; cryptocurrency market tops $4 trillion as Gen-A shuns gold. Still cryptocurrencies are less of a bubble than AI.
  - Zero Hedge, 12 September 2025

• Barrick sells last gold mine in Canada for up to $1.09 billion. Barrick Mining is selling its Hemlo gold mine in Canada to investment firm Carcetti Capital for up to $1.09 billion as the metals giant streamlines its portfolio.
  - Murdoch's Wall Street Journal (locked), 12 September 2025

• Wall Street giant Cantor Fitzgerald launches a bitcoin fund with gold insurance.
  - Zero Hedge, 09 September 2025

• Authorities in Costa Rica report a massive influx of Nicaraguan gold miners known to the Crucitas area, following Nicaragua's decision to grant mining concessions to Zhōngguó near the San Juan River
  - Q Costa Rica, 09 September 2025

• Gold hit a record high price above $3,600 an ounce on Tuesday, spurred by expectations of U.S. rate cuts, concerns about Federal Reserve independence and robust demand from investors and central banks.
  - Thomson's Reuters, 09 September 2025

• Investors by a ratio of 8-to-1 see gold prices going higher, the strongest conviction ever
  - Zero Hedge, 08 September 2025

• Bill Holter, the new 'Mr. Gold' warns metals market is "sniffing out risk and fear". "The world is clearly over-levered with debt, and there are going to be sovereign defaults left and right going forward. The only two monies that cannot default on the planet are gold and silver."
  - Zero Hedge, 08 September 2025

• Gold goes parabolic as the Fed's credibility burns
  - Zero Hedge, 08 September 2025

• Tether denies bitcoin sell-off rumors, confirms buying bitcoin, gold, and land.
  - Zero Hedge, 08 September 2025

• Zhōngguó extends its gold-buying streak as central banks seek alternatives to the USA dollar. A 10th consecutive monthly increase for Zhōngguó's gold holdings comes as global institutions turn to the 'ultimate currency' for safe haven.
  - Alibaba's South China Morning Post, 08 September 2025

• The foreign currency reserves of Zhōngguó rise by $30 billion (to $3.3 trillion) in August, while the central bank continues to increase its holdings of gold (now up to 74 million ounces)
  - Global Times, 07 September 2025

• Digital gold could enter the multi-billion dollar precious metal markets in London, after the World Gold Council proposed rolling out tokens backed by physical bars held in the gold vaults of London.
  - Alibaba's South China Morning Post, 07 September 2025

• Gold's gamma squeeze is on. A mere 1% shift from Treasuries could rocket gold to $5,000.
  - Zero Hedge (locked), 05 September 2025

• "Diversify into commodities, especially gold", Goldman Sachs advises its clients. If just 1 percent of the privately held U.S. Treasury market - worth more than $24 trillion - were reallocated into gold, prices could reach $5000.
  - Zero Hedge (locked), 04 September 2025

• Can the rise in the price of gold continue? Warning signs for investors.
  - Morningstar, 02 September 2025

• Gold hits new record high price as Ray Dalio fears that Trump is stoking imminent "debt-induced heart attack" for the economy
  - Zero Hedge, 02 September 2025

• Gold hits new record high price as Ray Dalio fears that Trump is stoking imminent "debt-induced heart attack" for the economy
  - Thomson's Reuters, 02 September 2025

• Gold prices rise to $3500 as cryptocurrency 'whales' sell their lackluster bitcoins for Ether
  - CoinDesk, 02 September 2025

• Gold prices rise to a new record high on a weaker USA dollar and expectations of a USA interest rate reduction by the Fed
  - Warner Brothers CNN, 02 September 2025

• Dow futures tumble 400 points to start September amid new tariff uncertainty, rising Treasury Bond yields
  - Warner Brothers CNN, 02 September 2025

• On this market holiday, futures contract prices are flat while silver prices soar to 11-year-highs (over $40/ounce). September is one of the worst months for stocks, so everyone is hoping for some Fed 'cocaine' in the form of an interest rate reduction.
  - Ochs-Sulzberger's New York Times, 01 September 2025

• Gold and silver prices rise as odds increase that the Fed will increase interest rates in September
  - Barron's, 01 September 2025

• Gold prices rise to a record high, as investors have greater concern about Trump's efforts to seize control of the Federal Reserve, and Trump's taxes/tariffs
  - Barron's, 01 September 2025

• Gold advocate Peter Schiff: gold will rise to $6000 in 2026, while the USA Dollar Index will decline to 70. Silver prices and gold/silver mining stock prices will rise as well. Meanwhile he argues that bitcoin is not 'digital gold'. "Bitcoin is in a full-blown correction, maybe on its way to a bear market, while gold is at new record highs. So how does that qualify Bitcoin as some digital version of gold when it does not trade anything like gold?"
  - Zero Hedge, 31 August 2025

• Harmony Gold Mining, based in South Africa, reports increased earnings due to higher gold prices, despite lower production of gold
  - Murdoch's Wall Street Journal (locked), 29 August 2025

• Should we be fearful, or not? The VIX tumbles to 2025 lows (no fear) as gold nears record highs (fear)
  - Zero Hedge, 28 August 2025

• Gold is very trapped inside a massive triangle-like formation. A sharp breakout is expected soon.
  - Zero Hedge (locked), 26 August 2025

• Nuclear war, volcanos, & Trump's new $500 note; Martin Armstrong says gold prices are going much higher
  - Zero Hedge, 26 August 2025

• A suggestion of an increase in interest rates in September pushes up the price of gold and bonds (and thus yields down), pushes down the USA dollar, while sending up stock indexes by about 2%
  - Zero Hedge, 22 August 2025

• A gold-trading dynasty vies for power in oil-rich Guyana. Azruddin Mohamed, a flamboyant scion sanctioned by the U.S., aims to become president in elections to be held in September.
  - Murdoch's Wall Street Journal (locked), 22 August 2025

• Gold exports from Perú to Zhōngguó surged in the first half of 2025 to surpass shipments from all of 2024
  - Thomson's Reuters, 20 August 2025

• Are gold prices ready to explode higher? Fear 'yes', cheap volatility is the trade. Gold likes fear... and tech fear has exploded higher over the past 2 sessions.
  - Zero Hedge (locked), 20 August 2025

• Hartnett: raise allocations to gold and crypto because bond yield curve control is coming
  - Zero Hedge, 18 August 2025

• Gold miner Newmont is undervalued in this bull market - but its stock
  - Barron's, 16 August 2025

• Bitcoin and gold dumped as a hot PPI prompts plunge in bonds
  - Zero Hedge, 15 August 2025

• Gold is 'shiny' enough for a strategic portfolio allocation
  - Carson Group, 14 August 2025

• Gold prices plummet after Trump clarifies that imports of gold from Switzerland will not have taxes/tariffs imposed
  - Zero Hedge (locked), 11 August 2025

• "The White House intends to issue an executive order in the near future clarifying misinformation about the tariffing of gold bars and other speciality products.", amid chaos in the gold markets
  - Zero Hedge (locked), 08 August 2025

• The gold market is shaken by an unexpected new Trump tax/tariff on gold. Some of the most widely used types of gold bars would be subject to new taxes/tariffs, customs agency officials ruled, a particular blow to the large gold refining industry of Switzerland.
  - Ochs-Sulzberger's New York Times, 08 August 2025

• A funding crisis is feared after the gold market is disrupted by Trump's proposed taxes/tariffs on imports of gold bars from Europe (which greatly affects Switzerland)
  - Zero Hedge, 08 August 2025

• The price of gold futures contracts have soared to a record high after it emerged that Trump would put taxes/tariffs of 39% on imports of 1 kilogram bars of gold, in a further trade blow to Switzerland, which dominates the world's refining industry for gold.
  - The Guardian, 08 August 2025

• Gold futures prices in the USA surged to a record on Friday after a report that Washington has imposed tariffs on imports of 1-kg bullion bars, widening the spread between New York futures and spot prices
  - Comcast's CNBC, 08 August 2025

• Gold prices rise as weaker economic data increase the odds that the Fed will reduce interest rates
  - Bloomberg, 05 August 2025

• The trade imbalances that prompted Trump to impose large taxes/tariffs on imports from Switzerland have been driven the large flows of gold refined in Switzerland to the USA. Flows of the precious metal cause big swings in the trade balances of Switzerland, even if the Swiss refiners capture only a small portion of the value of the commerce. Seems unfair to punish Switzerland for what is much an accounting problem.
  - Bloomberg, 05 August 2025

• The price of gold to remain above $3000 as investors seek safer assets, in light of Trump's trade wars and growing national debts
  - Thomson's Reuters, 28 July 2025

• Stock prices rise and the euro increases versus the USA dollar, and gold declines, on reports that the USA and the EU will sign a tax/tariff deal imposing tax/tariffs at 15% on imports to the USA
  - Zero Hedge, 23 July 2025

• Here is how the rich invest in gold, "a friend of uncertainty". Many are buying physical gold as a longer-term investment. The GLD ETF is better for short-term investments (since you don't have to pay for storage costs).
  - Comcast's CNBC, 21 July 2025

• Investors are still buying gold, but smarter investors might be buying silver as well
  - Zero Hedge, 17 July 2025

• The authoritarian Trump causes much volatility in the markets, after his latest unconstitutional threat to fire Fed Chair Powell
  - Zero Hedge, 16 July 2025

• Central banks are increasingly buying gold from local mines as prices surge
  - Zero Hedge, 15 July 2025

• Goldman Sachs reaffirms a prediction of $4000 for the price of gold, as the central bank of Zhōngguó quietly buys more gold
  - Zero Hedge (locked), 14 July 2025

• Women of SouthEast Asia own a lot of gold, much inherited or gifted. They are doing quite well financially with the increse in the price of gold.
  - Warner Brothers CNN, 13 July 2025

• Investors are looking for an alternative metal to buy, other than gold - such as silver, platinum and/or palladium. But each has its own dynamics, so be careful.
  - Barron's, 12 July 2025

• -Physically backed gold exchange-traded funds recorded their largest semi-annual inflow since the first half of 2020 from January to June, according to data from the World Gold Council.
  - Thomson's Reuters, 08 July 2025

• 33 tons of gold and silver are stolen from a transporting the metals that belonged to the mining company, Grupo Minero Bacis
  - Zero Hedge, 08 July 2025

• BioSig and Streamex have secured $1.1 billion in growth financing to support their pivot into onchain commodities, starting with gold
  - Coin Telegraph, 08 July 2025

• Shares of Royal Gold (based in Denver) declined 6% after it announced that it would spend $3.7 billion to buy Sandstorm Gold (Vancouver) and Horizon Copper (Vancouver)
  - Investopedia, 07 July 2025

• Legislators in Texas approve gold and silver as legal tender
  - Schiff Gold, 05 July 2025

• People in Turkey own $331 billion worth of gold versus $86 billion owned by the central bank of Turkey, and $46 billion owned by commercial banks in Turkey. Not a lot of trust here in the government's management of the economy.
  - Zero Hedge, 02 July 2025

• One expert argues that world is approaching a 1929-like global depression, so it is a good time to buy gold, especially as central banks are buying more gold and fewer long-term USA Treasury Bonds
  - Birch Gold, 30 June 2025

• It is not too late to buy gold, as central banks continue to buy gold, and currencies continue to weeken against gold prices
  - Von Greyerz Gold, 30 June 2025

• Why gold based international trade is a no brainer
  - Zero Hedge, 28 June 2025

• Gold drops below its 2025 trendline, and below the 50-day moving average. The result is cheap options on gold, and looming liquidations by CTAs.
  - Zero Hedge, 28 June 2025

• Central banks rush to buy gold as fears mount of a USA dollar crisis
  - Alibaba's South China Morning Post, 28 June 2025

• Commodity trading advisors (CTAs) are buying bonds, stocks, and gold, while selling USA dollars
  - Zero Hedge, 27 June 2025

• Gold consolidates but is expected to rise. Why is gold's role rising in the world financial system?
  - barchart.com, 27 June 2025

• The dark side of the gold frenzy in Zhōngguó. Investors in Zhōngguó have poured their savings into gold, attracted by promises of rising prices. One company's sudden closure, that of Yongkun Gold, is a cautionary tale. Investors were given certificates attesting that the gold was stored in vaults at a branch of the state-owned Bank of Zhōngguó. However, when reached by phone, a representative for the bank branch, who gave only the surname Wang, said neither Yongkun Gold nor its affiliated companies had deposited gold there.
  - Ochs-Sulzberger's New York Times, 27 June 2025

• The Shanghai Gold Exchange has expanded outside mainland Zhōngguó for the first time, with the rollout of two new contracts and a bullion vault in Hong Kong
  - Bloomberg, 26 June 2025

• Beyond the bullion: market trends in global gold production
  - S&P Global, 25 June 2025

• "Gold is money good" - Ed Dowd warns "deflationary scare" will prompt panic at the Fed. "Chairman Powell is dead-ass wrong. Taxes/tariffs are actually deflationary, and he is holding rates higher for longer."
  - Zero Hedge, 25 June 2025

• Yesterday, the Financial Times reported that Deutschland and Italy are under mounting pressure to move their gold reserves - abour $245 billion currently held in New York - back to Europe. Concerns stem from geopolitical instability and repeated political interference by Trump in Federal Reserve policy.
  - Zero Hedge, 25 June 2025

• How much will Zhōngguó invest to increase gold production by more than 5%? The government of Zhōngguó plans to increase Zhōngguó's gold reserves by up to 10% in the next three years.
  - Alibaba's South China Morning Post, 25 June 2025

• Oil prices crash, stock prices soar, gold and bitcoin prices rise - as a muted 'scripted' retaliation by Iran against USA military bases gladdens markets
  - Zero Hedge, 23 June 2025

• "In a world of deeply indebted nations, it is hard to pick which currency will suck the worst." The real trade is to borrow these depreciating pieces of paper, irrespective of which sovereign prints them, and exchange that currency for assets that are truly scarce.
  - Zero Hedge, 23 June 2025

• Peter Schiff: why gold is still 'king'
  - Zero Hedge, 20 June 2025

• Gold heads for a weekly decline of 1.8% as safe-haven demand starts to ease
  - Bloomberg, 20 June 2025

• $138,750,000 - Rio Tinto agreed to pay $138.75 million to settle a lawsuit that accused the Anglo-Australian mining giant of defrauding investors by concealing problems with its $7 billion underground expansion of the Oyu Tolgoi copper and gold mine in Mongolia
  - Thomson's Reuters, 19 June 2025

• Gold accounted for 20% of global official reserves last year, surpassing for the first time the euro's 16%, and second only to the US dollar at 46%
  - Zero Hedge, 17 June 2025

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  - Apollo Global's Yahoo Finance, 17 June 2025

• Mali places Barrick Gold's Loulo-Gounkoto mine under state control. The ruling follows months of tensions. In January, Barrick suspended operations after authorities blocked exports over a tax and royalty dispute.
  - Zero Hedge, 17 June 2025

• Bluebird, a gold mining company in the UK, will convert its revenues into bitcoin, adopting the latest management tactic of the non-innovative to gamble in the bitcoin casino.
  - Zero Hedge, 17 June 2025

• Gold prices have surged 30% so far in 2025, outpacing the yen, Swiss franc, and USA Treasurys Bonds. At the heart of the appeal of gold is its freedom from government liabilities.
  - Comcast's CNBC, 17 June 2025

• The increase in gold prices is not over. Trump's economic policies will further undermine confidence in the economic exceptionality of the USA. This will cause a dollar crisis, which will increase gold prices.
  - American Enterprise Institute, 16 June 2025

• Gold: the global financial system's lie detector?
  - Von Greyerz Gold, 16 June 2025

• Prices of oil, gold and bitcoin swing wildly on the latest headlines about the war between Iran and Israel
  - Zero Hedge, 16 June 2025

• Significant increases in the price of gold require chaos - are we there yet? Watch if the VIX rises.
  - Zero Hedge, 16 June 2025

• The prices of oil and gold jump as Israel attacks energy infrastructure in Iran with missiles
  - Zero Hedge, 15 June 2025

• What is driving the rise in the price of precious metals, especially gold? In short, gold prices are driven by uncertainty, which of course has not been in short supply of late. More than half of the rise in gold since 2016 has come in just the last 18 months during which political uncertainty rose to new heights.
  - Alhambra Partners, 15 June 2025

• Gold prices will rise to $4000 as Zhōngguó continues to secretly buy much more than it reports, predicts Goldman Sachs
  - Zero Hedge, 13 June 2025

• The USA International Financial Corporation to provide a $400 nillion load for the copper-gold Reki Diq mine in Pakistan
  - Thomson's Reuters, 13 June 2025

• Prices of bitcoin decline about 2% while the price of gold rises about 1%. Why cryptocurrencies are no haven for political events.
  - Barron's, 13 June 2025

• Here is why stocks, bitcoin and gold are rising to record highs at the same time. This [bubbling] has not happened in over 10 years.
  - Murdoch's MarketWatch, 12 June 2025

• Are gold prices peaking, or they just warming up for more increases? When gold haters try to call a top, they often act as if the financial situation of the USA has stabilized.
  - Zero Hedge, 12 June 2025

• After a moderate CPI report on inflation is issued, odds that the Fed will have two interest rates reductions of 0.25%, stocks rise, bond yields fall, USA dollar declines, gold increases
  - Zero Hedge, 11 June 2025

• Gold us now the world's second largest reserve asset (pushing the euro down to third), after the USA dollar, but the demand from central banks to buy gold is waning. Gold in particular is seen providing long-term value and resilience through volatility, and central banks now account for more than 20% of its global demand, up from around one-tenth in the 2010s.
  - Comcast's CNBC, 11 June 2025

• Momentum-trading meltdown quietly accelerates as bonds, bitcoin and gold prices don't change much
  - Zero Hedge, 10 June 2025

• Metallic 'mayhem': platinum pops, silver squeezes, gold brews. Platinum's breakout is stealing the show -- +15% and rising. Silver keeps grinding higher post-breakout, while gold coils in a tight range. Momentum is building... do investors start chasing gold next?
  - Zero Hedge, 09 June 2025

• The soaring price of gold attracts illegal miners - and armed gangs - to the jungles of Colombia. Drug cartels in Colombia add illegal gold-mining proceeds to their booming business.
  - Murdoch's Wall Street Journal (locked), 09 June 2025

• ETFs for gold miners are losing their 'shine' following a strong rally year-to-date in 2025
  - Bloomberg, 06 June 2025

• The price of gold halls as strong USA jobs data clouds the outlook for interest rate reductions
  - Thomson's Reuters, 05 June 2025

• Gold discounts in Bharat widened this week to their highest levels in more than a month, as a rally in domestic prices to near-record highs weighed on demand, while elevated rates also dampened buying across other major Asian hubs. The spike in prices forced Indian dealers to offer discounts of up to $56 an ounce below official domestic prices, which include a 6% import duty and 3% sales tax, up from $31 last week.
  - Thomson's Reuters, 05 June 2025

• Silver has soared to the key milestone of $35 per ounce, reaching its highest level in more than 13 years, propelled by robust industrial demand and ongoing supply deficits, analysts said
  - Thomson's Reuters, 05 June 2025

• Silver has soared to the key milestone of $35 per ounce, reaching its highest level in more than 13 years, propelled by robust industrial demand and ongoing supply deficits, analysts said
  - Bloomberg, 05 June 2025

• Prices of silver soar as Trump's tax/tariff threats escalate
  - Zero Hedge, 04 June 2025

• Gold surged on revived demand for safer assets as the USA and Zhōngguó traded accusations, while a dramatic series of attacks clouded the prospects of peace between Rossiya and Ukraine.
  - Bloomberg, 02 June 2025

• Prices for silver surge, breaking out of a triangle pattern to new highs in 2025, due to increased industrial demand, persistent supply deficits, and as a safe haven investment
  - Zero Hedge, 02 June 2025

• Gold prices dropped the most in May since December 2024, but gold prices are still doing better in 2025 than the stock market
  - Barron's, 02 June 2025

• Gold prices rise in June as trade tensions due to Trump's tax/tariff trade war send investors flocking to safe haven assets
  - Barron's, 02 June 2025

• Eight men have been arrested in eastern Ghana after authorities uncover illegal destruction in protected area to support illegal mining, most likely for gold. Ghana is the sixth-largest gold producer in the world.
  - The Cool Down, 01 June 2025

• The price of gold could keep rising. How to buy in safely. Gold's momentum can be harnessed with options, which limits money at risk while still allowing for potentially astronomical returns.
  - Barron's, 31 May 2025

• Is Asia reducing its dependance on the USA dollar? The yuan of Zhōngguó, gold and bitcoin are facilitating efforts for de-dollarization, signalling a monetary shift towards a multipolar monetary system.
  - Alibaba's South China Morning Post, 30 May 2025

• Extreme weather and human activity (agriculture, drug trafficking, illegal gold mining) are "accelerating the degradation of the Amazon" river in Colombia
  - Colombia Reports, 29 May 2025

• Gold miners eschew hedging to lap up sky-high prices. Prices might have never been higher, but gold miners show few signs of rushing to lock in any of the recent gains.
  - Murdoch's Wall Street Journal (locked), 28 May 2025

• The ultra-rich are increasingly storing their gold in Singapore as global risks and Trump volatility increase
  - Comcast's CNBC, 27 May 2025

• Believe it or not, gold is still out of favor, despites its rise in price. Gold ETFs' share of the ETF assets has been around 2% for the last ten years.
  - John Rubino's Substack, 26 May 2025

• Gold declines less than 1% after Trump delays high taxes/tariffs on Europe until July. While easing trade tensions sends gold down, ongoing concerns about the increasingly large national debt of the USA sends gold prices up.
  - Bloomberg, 26 May 2025

• The USA dollar crashes to an 18-month low after Trump's latest tax/tariff threats against Europe and Apple, while bitcoin and gold hit record highs
  - Zero Hedge, 23 May 2025

• Analyst John Rubino says that the world is in "the 3rd inning of the global currency death spiral", and predicts the price of gold will rise over $10,000. "If the Federal Reserve can't control interest rates, we are monumentally screwed as a financial system.", as the national debt of the USA spirals out of control.
  - Zero Hedge, 23 May 2025

• Gold headed for the biggest weekly gain in more than a month, as investor concern about the swelling fiscal deficit of the USA boosted the appeal of gold to investors
  - Bloomberg, 22 May 2025

• A shocking admission from Goldman Sachs: the only way to survive the bond-stock reflexive selling loop is to buy gold and cryptocurrencies and non-USA stocks
  - Zero Hedge, 22 May 2025

• Treasury Bond yields soar, with Big Tech stocks and oil declining in price, and gold and bitcoin rising in price
  - Zero Hedge, 21 May 2025

• Gold prices continue to rise as buying in Zhōngguó returns
  - Zero Hedge, 20 May 2025

• Jewelers and investors in Zhōngguó imported the most platinum in a year last month, as platinum's enhanced its attractiveness over surging and volatile gold.
  - Bloomberg, 20 May 2025

• Goldman Sachs reiterates its "long gold" prediction despite the recent price decline, and predits it will rise to $4,000 by mid-2026
  - Zero Hedge, 19 May 2025

• 10 reasons why Goldman Sach's trading desk is quietly buying gold
  - Zero Hedge, 16 May 2025

• The brutal fall in the price of gold: oversold, overloved and overcrowded
  - Zero Hedge, 14 May 2025

• After incredible demand, Costco restricts purchases of gold bars at its stores. Buyers will only be able to buy 1 gold bar per transaction, not two.
  - Murdoch's New York Post, 14 May 2025

• Gold advanced as the dollar pushed lower after the latest US inflation data offered support for odds that the Fed will reduce interest rates this year.
  - Bloomberg, 13 May 2025

• The rising price of gold is fading, with price support levels in focus as traders reassess the rise of gold
  - Zero Hedge, 12 May 2025

• Gold could soar 80% to $6,000 if there is even a minuscule shift away from financial assets in the USA
  - Jiaravanon's Fortune, 10 May 2025

• Gold advocate Peter Schiff rejects Larry Kudlow's argument that Zhōngguó is "falling apart" without the USA. Schiff argues that "the USA has actually been the worst customers of Zhōngguó" since the USA can't fully pay, due to the ballooning USA debt for consumption that is financed in part by ... Zhōngguó
  - Benzinga, 10 May 2025

• Why 'Bond King' Jeff Gundlach predicts that record-setting gold is poised for another 20% increase in price
  - Business Insider, 09 May 2025

• Gold reconsidered: a strategy to facilitate 21st century United States excellence. Gold's transformation under Basel III, coupled with a shift in USA monetary strategy, marks a return to core geopolitical function of gold.
  - Zero Hedge, 08 May 2025

• Gold extended a decline as the dollar ticked up and Trump teased plans to unveil a "major" trade deal Thursday, boosting optimism that negotiations to soften some of the Trump's sweeping tariffs are making headway.
  - Bloomberg, 08 May 2025

• Quarterly earnings for Barrick beat expectations, but a dispute in Mali creates worries in the new year. Record prices for gold and gains for copper buoyed earnings, but an ongoing clash with Mali's military junta cast a shadow over Barrick Mining's stronger than expected financial performance.
  - Murdoch's Wall Street Journal (locked), 08 May 2025

• Bitcoin ETF inflows top Gold ETF inflows year-to-date
  - Zero Hedge, 07 May 2025

• Gold soars to another new high. If you think we are headed for a currency crisis, then you are thinking correctly.
  - Zero Hedge, 07 May 2025

• 13 workers found killed at gold mine in Peru. The men were killed in a region that has seen growing conflict over access to ore in recent years. The mine has also been a hotbed of illegal gold mining.
  - Ochs-Sulzberger's New York Times, 07 May 2025

• After rising 6% in the last two trading days, gold today falls 1.6% (to $3400) as reports of trade negotiations between the USA and Zhōngguó lessen demand for the 'safe haven' of gold
  - Bloomberg, 06 May 2025

• Investors large and small are buying gold
  - Zero Hedge, 06 May 2025

• Gold prices rise 3% amid risk due to Trump's trade wars, as traders await a Fed decision on interest rates later this week.
  - Bloomberg, 05 May 2025

• Gold rises in price, the USA dollar is at October lows, crude oil prices crushed, as stocks decline ending a long winning streak
  - Zero Hedge, 05 May 2025

• Zhōngguó, after a period of significant gold buying that pushed gold prices to record highs, recently engaged in near-record liquidations, reversing that upward trend. This rapid shift from buying to selling by Zhōngguó significantly impacted gold prices, causing a notable decline in the market.
  - OilPrice.com, 05 May 2025

• Gold to continue outglittering silver; Goldman Sachs warns that central banks broke a 40-year correlation between gold and silver. "We do not see central bank silver buying as a credible driver of a catch-up trade."
  - Zero Hedge, 05 May 2025

• Deep in an abandoned gold mine in Canada, a toxic legacy lurks. Warming permafrost is fanning fears in a town in Canada that tons of lethal arsenic could seep into a nearby river system and spread all the way to the Arctic.
  - Murdoch's Wall Street Journal (locked), 05 May 2025

• The top five producers of silver in the world are: Mexico, Zhōngguó, Peru, Chile and then Bolivia
  - Zero Hedge, 03 May 2025

• Gold breaks down as Zhōngguó sells a million ounces of gold, and CTAs prepare to sell gold as well
  - Zero Hedge, 01 May 2025

• Gold declines on near-record sales of 1 million ounces by Zhōngguó
  - Zero Hedge, 01 May 2025

• The gold rush you were not supposed to notice (central banks buying gold), and the next big monetary reset
  - Zero Hedge, 30 April 2025

• Gold prices decline on a stronger USA dollar as Trump offers a reprieve on taxes/tariffs on auto imports
  - Bloomberg, 29 April 2025

• As latecomers to the rise in gold prices, investors in the USA might drive gold to new extreme highs. A year after Zhōngguó and other mainly Asia-based retail investors in ETFs ramped up their gold purchases, buying of US gold ETFs has picked up too.
  - Zero Hedge, 28 April 2025

• Gold prices continue their decline as anxiety over Trump's tax/tariff trade war reduces demand for a 'safe haven' asset
  - Bloomberg, 28 April 2025

• The influence of Zhōngguó on the global price of gold is "underappreciated, according to Goldman Sachs
  - Zero Hedge, 26 April 2025

• The efforts of Pakistan to build up its mining industry: an opportunity toe equal the success of Indonesia in mining nickel? A landmark deal unlocking vast copper and gold reserves has Pakistan eyeing a transformative economic shift.
  - Alibaba's South China Morning Post, 26 April 2025

• Allocate some of your investment portfolio to gold, but not too much. Gold is on a historic run, fueled by uncertainty and buying by central banks and individuals.
  - Barron's, 26 April 2025

• Gold: the hedge for everything. Continually increasing demand with flat output is a recipe for higher gold prices.
  - Zero Hedge, 25 April 2025

• Zhōngguó may shift investments from Treasury Bonds to gold and cryptocurrencies
  - Zero Hedge, 25 April 2025

• Gold declines in price during a volatile week on signs that trade war tensions may ease
  - Bloomberg, 25 April 2025

• Gold prices decline today due to a staggering $1.3 billion outflow from the GLD ETF, the biggest outflow since 2011
  - Zero Hedge, 23 April 2025

• Gold prices plunge in the biggest one-day drop in years. Is the record rally over? Easing anxieties over Trump's tax/tariff policies and the Fed Chair Powell's fate spark s worst daily decline since 2021.
  - Murdoch's MarketWatch, 23 April 2025

• Gold prices fall 3% as Trump comments on the Fed and Zhōngguó, boosting risk sentiment
  - Comcast's CNBC, 23 April 2025

• Barrick Gold entered a deal to sell its stake in an Alaskan gold project for as much as $1.1 billion to affiliates of billionaire John s Paulson Advisers and Novagold Resources
  - Murdoch's Wall Street Journal (locked), 23 April 2025

• An 'ATM' in Zhōngguó can melt down gold and send the funds to a bank account. "If this comes to India, traditional gold lenders might need a new business model."
  - Zero Hedge, 22 April 2025

• Gold's recent meteoric rise above $3,400 might continue even further. But I know of no way to have much confidence that it will. That is because none of the many theories advanced to explain the rise in gold prices are objectively provable.
  - Murdoch's MarketWatch, 22 April 2025

• Gold-backed versus Dollar-backed stablecoins. While gold-backed stablecoins present a compelling alternative, the battle for dominance between gold and USD-pegged stablecoins remains ongoing, influenced by geopolitical factors, financial policies, and market demand.
  - Zero Hedge, 22 April 2025

• The premium in price for physical gold soars in Shanghai as demand for gold in Zhōngguó accelerates
  - Zero Hedge, 22 April 2025

• JPMorgan predicts that godl prices will rise about $4000/ounce by the second quarter of 2026
  - Thomson's Reuters, 22 April 2025

• Gold rises above $3,500 as investors seek a haven from the chaos of the declining dollar and volatile stock market, due to Trump's tax/tariff trade war
  - Comcast's CNBC, 22 April 2025

• Trump's demand for "pre-emptive interest rate cuts" by the Federal Reserve, which will doom the USA dollar if Trump channels similar disastrous actions of President Nixon in the 1970s
  - Zero Hedge, 21 April 2025

• The USA dollar crashes, gold spikes higher, and bitcoin suddenly spikes, all due to Trump threatening Fed Chair Powell
  - Zero Hedge, 21 April 2025

• As the Dow drops another 1000 points on Monday morning (about 3%, SP500/Nasdaw down more than 3%) and gold rises about $3400, Trump increases his attacks on Fed Chair Powell, and demands that the "major loser" Powell lower interest rates "now" (which typically pumps up stocks, which Trump desperately needs right now)
  - Comcast's CNBC, 21 April 2025

• As the Dow drops another 1000 points on Monday morning (about 3%, SP500/Nasdaw down more than 3%) and gold rises about $3400, Trump increases his attacks on Fed Chair Powell, and demands that the "major loser" Powell lower interest rates "now" (which typically pumps up stocks, which Trump desperately needs right now)
  - Murdoch's Wall Street Journal (locked), 21 April 2025

• The USA dollar falls to three-year low (and gold rises above $3400) as Trump's threats against Fed Chair Powell further worsen the confidence of investors in the USA
  - Comcast's CNBC, 21 April 2025

• Gold surges to a record above $3,400 as Trump threatens the independence of the Federal Reserve, which would destroy investor confidence in the USA
  - Comcast's CNBC, 21 April 2025

• Central banks are turning to gold, as two global safe financial havens - the USA dollar and USA Treasury Bonds - are losing credibility due to Trump's economic policies
  - Zero Hedge, 20 April 2025

• The increases in the price of gold has a lot more room for further increases. Gold's recent rally is still dwarfed by its rise in the late 1970s.
  - Zero Hedge, 19 April 2025

• Gold is not done rising in price as of yet: $5000/ounce is next
  - Zero Hedge, 19 April 2025

• One reason for the strength of the price of gold is its portfolio property as a hedge against (economic) political uncertainties of any kind, whether due to armed conflicts, political crises or trade conflicts.
  - Von Greyerz Gold News, 17 April 2025

• Peter Schiff: the economy of the USA is an unstable 'house of cards'. "Gold is over 3,000. Gold prices are going higher as the world de-dollarizes. Central banks are going to be buying more gold and less Treasury Bonds."
  - Zero Hedge, 17 April 2025

• Is it silver's turn to rise in price? Silver often lags the price of gold, but when its price improves, it improves quickly
  - Zero Hedge, 17 April 2025

• Citi raises its prediction for the price of gold for the next three months to $3,500 per ounce
  - Thomson's Reuters, 17 April 2025

• Gold rises above $3300 as Trump's expanding tax/tariff trade war increases demand for investment havens
  - Jiaravanon's Fortune, 16 April 2025

• Gold advocate Peter Schiff says that the USA dollar bubble has burst: "This is the collapse that I have warned about for years"
  - Zero Hedge, 16 April 2025

• Gold prices soar as Zhōngguó lowers the yuan fix ahead of economic data from Zhōngguó beating predictions because of tariff-frontrunning
  - Zero Hedge, 15 April 2025

• Zhōngguó posts unexpectedly strong economic growth before Trump's taxes/tariffs hurt the economy
  - Zero Hedge, 15 April 2025

• Zhōngguó is buying lots of gold, and is just getting started. This could weaken the USA dollar.
  - Guru Focus, 15 April 2025

• There is no such thing as 'adjusting' the price of gold to compensate for 'inflation'
  - Forbes, 13 April 2025

• Gold prices can rise to $4500 by year-end; UBS, JPMorgan, & Goldman Sacks upgrade precious their metals predictions
  - Zero Hedge, 13 April 2025

• One reason that gold prices keep rising is purchaes of gold by central banks
  - Zero Hedge, 11 April 2025

• Futures and stocks are flat, gold soars, the dollar crashes, after Zhōngguó increases taxes/tariffs on imports from the USA to 125%
  - Zero Hedge, 11 April 2025

• Trump's tax/tariff trade war with Zhōngguó creates fear that pushes the price of gold above $3200
  - Thomson's Reuters, 11 April 2025

• Tokenized gold nears a $2 billion market capitalization as fears of Trump's tax/tariff trade wars spark a 'safe haven' investment
  - Coindesk, 10 April 2025

• Gold - the everything hedge is everything again
  - Zero Hedge, 10 April 2025

• Gold-backed stablecoins redefine stabliity in the cryptocurrency space, by combining blockchain's transparency with gold's timeless reliability
  - Zero Hedge, 08 April 2025

• Gold after the pullback: what is next? Down to the steep trend line, approaching the 50 day.
  - Zero Hedge, 07 April 2025

• US stock markets plunge fron the shock of Trump's new taxes/tariffs, with the SP500 opening down more than 3%
  - Ochs-Sulzberger's New York Times, 03 April 2025

• US stock markets plunge fron the shock of Trump's new taxes/tariffs, with the SP500 opening down more than 3%, Nasdaq down 5%, SP500 down 4%
  - Murdoch's Wall Street Journal (locked), 03 April 2025

• Dow futures plummet 1300 points (3%), with Nasdaq down 4.5% and SP500 down 3.73%) after Trump announces new taxes/tariffs. Gold is down 2.5%, copper down 3.4%, and bitcoin down 5.3%.
  - Comcast's CNBC, 03 April 2025

• The price of gold and oil soar as US stocks suffer the worst quarter versus the rest of the world in 23 years, thanks to Trump
  - Zero Hedge, 31 March 2025

• The price of gold and oil soar as US stocks suffer the worst quarter versus the rest of the world in 23 years, thanks to Trump
  - Murdoch's Wall Street Journal (locked), 31 March 2025

• Increases in the price of gold are a vote of 'no confidence' in the "hyper-levered global house of cars"
  - Zero Hedge, 31 March 2025

• Politicians in Deutschland are increasingly worried about having over $100 billion of gold owned by Deutschland stored at the New York Federal Reserve. Can the USA be trusted with the gold of Deutschland, when Deutschland is insulted by the Trump Administration, Elon Musk (Trump's partner in the government) is gesticulating with Nazi salutes and interfering in German elections?
  - Axel Springer's Politico, 1 March 2025

• Gold suges to an all-time over trade war concerns. As of 3PM EST, it was over $3110.
  - Comcast's CNBC, 28 March 2025

• The bond yield curve hits its steepest in 3 years, as gold rises to a new record high. The rise in gold prices in the last three months is its best quarterly gain since 1986.
  - Zero Hedge, 27 March 2025

• Gold surges back to record high as Goldman/BofA increase price targets
  - Zero Hedge, 27 March 2025

• The mechanics of silver price suppression. Bullion banks such as JP Morgan and UBS slam silver lower almost daily to suppress its price...and why it's likely to break free from the manipulation soon.
  - Zero Hedge, 27 March 2025

• Goldman Sachs predicts gold rising to $4500
  - Zero Hedge, 27 March 2025

• Gold Road Resources, based in Australia, rejects a $2.1 billion takeover proposal from Gold Fields, calling the offer opportunistic following a drop in quarterly production
  - Murdoch's Wall Street Journal (locked), 25 March 2025

• Gold is set for third week of gains, ready to rise higher. Futures on the New York Mercantile Exchange gained 0.7% during the week, reaching $3,021.10 an ounce. Futures rose above the $3,000 mark for the first time on March 13.
  - Murdoch's Wall Street Journal (locked), 22 March 2025

• Analysts at ANZ Bank (Australia and New Zealand Banking Group) raise their 6-month prediction for the price of gold to $3,200 per ounce
  - Thomson's Reuters, 18 March 2025

• Analysts at ANZ Bank (Australia and New Zealand Banking Group) raise their 6-month prediction for the price of gold to $3,200 per ounce
  - Thomson's Reuters, 18 March 2025

• Gold hit another record high price at $3034 on Tuesday, with investors seeking the metal as a haven from risk as conflict flared in the Middle East and Trump pressed on with his tax/tariff trade war
  - Comcast's CNBC, 18 March 2025

• A "supergiant" gold deposit in Zhōngguó could be worth over $80 billion. The deposit is located in the northeast Hunan county of Pingjiang.
  - Science Alert, 18 March 2025

• Trump has redecorated the Oval Office with gold "everywhere": "here is gold everywhere: new gold vermeil figurines on the mantle and medallions on the fireplace, gold eagles on the side tables, gilded Rococo mirrors on the doors, and, nestled in the pediments above the doorways, diminutive gold cherubs shipped in from Mar-a-Lago.".
  - The Independent, 17 March 2025

• Gold prices scaled a record peak above the $3,000 level on Tuesday for the second time within a week, as investors sought cover from economic concerns fuelled by Trump's tax/tariff polices. Spot gold prices hit a record high of $3,005.09 per ounce.
  - Thomson's Reuters, 17 March 2025

• Banks that predicted that gold would rise to $3,000 are staying bullish for further price increases
  - Bloomberg, 17 March 2025

• UBS raises its prediction for the price of gold to $3,200, increasing chances of a protracted global trade war caused by Trump
  - Bloomberg, 17 March 2025

• Ramelius Resources plans to buy Spartan Resources, valuing the gold miner at around $1.5 billion, to create a larger gold-mining company that is more appealing to investors.
  - Murdoch's Wall Street Journal (locked), 16 March 2025

• Bitcoin plummeting to $10,000? Analyst highlights risk as gold surges 15% in 2025. One prediction: Dave Weisberger took outlined a hypothetical worst-case scenario where Bitcoin adoption stalls, gold narrative investors exit, the stock market collapses, and bitcoin's beta remains stable - suggesting that under such extreme conditions, bitcoin's price could decline.
  - AMB Crypto, 16 March 2025

• Why it is time for silver to rise in price. Silver may finally step out of gold's shadow and embark on a sustained bull market of its own.
  - Zero Hedge, 14 March 2025

• Gold exceeds $3,000, with plenty of room to climb further. Metal looks well-placed to benefit from macroeconomic tailwinds and geopolitical worries.
  - Murdoch's Wall Street Journal (locked), 14 March 2025

• The price of gold hits a record high above $3000 as investors, worried about Trump's taxes/tariffs, are seeking a safe haven
  - Murdoch's New York Post, 14 March 2025

• Gold spikes to a record high amid political chaos in Washington. Gold has erased almost all of Nasdaq's relative outperformance since May 2023.
  - Zero Hedge, 13 March 2025

• Price for gold futures contracts rise above $3000 for the first time ever
  - Zero Hedge, 13 March 2025

• Gold soars to a record high as tensions rise due to Trump's taxes/tariffs
  - Zero Hedge, 13 March 2025

• A gold-defined dollar standard would do wonders for economic growth, but would almost certainly not limit the growth of our federal government. The view that it would insults markets at least three times, but certainly many more.
  - Real Clear Markets, 12 March 2025

• The trade deficit of the USA explodes to record high ahead of Trump's taxes/tariffs, while investors in the USA buy a lot of gold from Switzerland
  - Zero Hedge, 06 March 2025

• Dead rivers signal a growing environmental crisis in El Salvador, as the authoritarian government opens up to more mining. Environmental defenders fear that mining will contaminate, for example, the Lempa River, which flows through areas of mining potential and supplies water to 70% of the San Salvador, the country's capital. "The concentration of of gold in Salvadoran soil is one gram per ton of rock: little gold and much damage."
  - Tico Times, 05 March 2025

• The price of gold and bitcoin rise as Trump's taxes/tariffs wreak havoc across risk assets
  - Zero Hedge, 04 March 2025

• It is too early for investors to worry about a recession just yet. Most of the widening in the trade deficit in January was driven by a surge in gold imports.
  - Zero Hedge, 03 March 2025

• At $2,920, all the gold officially held by central banks is $3 trillion. Just one stock -- Microsoft -- has a market cap of $3 trillion. How can the value of a single company in the USA equal the total central bank gold holdings? It tells us, how overvalued stocks are; and that the gold price is ridiculously low.
  - Zero Hedge, 01 March 2025

• Gold is hot - you should invest now. Gold has more than doubled the SP500's return. And mining stocks could be even better.
  - Barron's, 01 March 2025

• James Rickard on gold's historic rally
  - Daily Reckoning, 03 March 2025

• Even the New York Times is saying, "buy gold". The fundamental driver is that central bank monetary policy has inflated the money supply and eroded confidence in fiat currency, propelling the rise in the price of gold.
  - Zero Hedge, 28 February 2025

• The recent pullback in gold prices is just a much needed pause
  - Zero Hedge, 27 February 2025

• The USA dollar spikes as Trump clarifies that he is not backing away from his tax/tariff plans, which will hurt exporters in the USA
  - Zero Hedge, 27 February 2025

• Gold prices have soared over the past year. However, investors should be cautious, experts said. One advisor suggests thinking of the Warren Buffett rule: "Be fearful when others are greedy, and be greedy when others are fearful."
  - Comcast's CNBC, 26 February 2025

• As bitcoin fades, gold sees huge ETF inflows, and silver sentiment soars
  - Zero Hedge, 25 February 2025

• A gap between the price of gold in London and the price in New York led to arbitrage, even launching some bullion-bearing ships
  - The Daily Economy, 25 February 2025

• Why the price of gold continues to break records: the demand for physical gold is increasing, it is a safe haven asset in troubled times, and it is uncorrelated to other financial assets
  - Ochs-Sulzberger's New York Times, 24 February 2025

• Expect gold to have 'shining' returns in 2025. There is a shortage of physical gold, which will push up prices.
  - Zero Hedge, 23 February 2025

• The squeeze continues ... stil nobody wants to lend their gold. There is little sign of a let-up in the funneling of gold into Comex warehouses in the US as the squeeze in the physical metal in Europe persists.
  - Zero Hedge, 19 February 2025

• Goldman Sachs raises its gold price forecast as demand from central banks soars, and the interest rate to borrow gold has rocketed
  - Zero Hedge, 18 February 2025

• Only traders in Asia have got the message to buy gold. Unlike in Asia, retail traders in the US, Europe and the rest of the world are failing to take advantage of a squeeze in gold driven by hoarding by emerging-marging central banks.
  - Zero Hedge, 18 February 2025

• Revaluing the US gold stockpiles owned by the Treasury Department (now valued at $42.22 an ounce) might look tempting under debt-ceiling constraints, but it would have far-reaching implications for the financial system, boosting liquidity and prolonging the Federal Reserve's balance-sheet unwind. While it would allow the Treasury Department to fund more government spending without borrowing, it would only provide minimal benefits beyond a public relations gimmick.
  - Bloomberg, 18 February 2025

• "Like QE/moneyprinting without the QE": the impact of the reevaluation of gold reserves of the USA by the Trump administration. "The Fed balance sheet impact would look like QE though no open market purchases would be required & Fed liability growth would initially be in TGA." n other words, nearly $700 billion created out of thin air!
  - Zero Hedge, 18 February 2025

• Gold prices rose on Monday as the USA dollar weakened, with investors awaiting further details on Trump's taxes/tariff plans, which could escalate global trade tensions.
  - Comcast's CNBC, 17 February 2025

• Environmental groups in El Salvador fight President Nayib Bukele over expansion of gold mining in El Salvador. . The environmentalists pointed out that the government and mining advocates have systematically orchestrated "smear" and "mockery" campaigns against them to "generate hatred" and criminalize protests against mining defended by Bukele.
  - Tico Times, 16 February 2025

• Prices of gold have surged. Why prices of stocks of gold mining companies are a better investment.
  - Barron's, 15 February 2025

• The gold-silver ratio - is it indicating a breakout up for silver prices? Gold has reached new all-time highs, and the gold-to-silver ratio now exceeds 90:1.
  - Zero Hedge, 14 February 2025

• Gold prices are soaring amid Trump's new taxes/tariffs that are causing fears of trade wars and geopolitical uncertainty
  - Al Jazeera, 12 February 2025

• As gold heads for $3000, Bank of America predicts that gold can average $3,000/ounce in 2025 if investment demand increases by just 1%. If investment demand increases 10%, gold would rise to $3,500/ounce
  - Zero Hedge, 12 February 2025

• Gold is up 10% since start of 2025 after 27% growth in 2024. Latest rally caused by uncertainty, New York-London dislocation. Both dislocation and deliveries seen fading in coming weeks.
  - Thomson's Reuters, 12 February 2025

• Shorts slammed, bitcoin battered, breakevens burst higher ahead of CPI, while the dollar, bitcoin, and gold all clubbed like a baby seal today.
  - Zero Hedge, 11 February 2025

• Gold leasing rates in Bharat have doubled within a month to a record high, following the overseas market, where rates jumped due to a supply crunch as global banks divert the precious metal to the USA
  - Thomson's Reuters, 11 February 2025

• Gold, silver and bitcoin are proving to be effective hedges against currency risks
  - Charts and Parts - substack, 10 February 2025

• Gold tops $2900 as Zhōngguó pushes insurance companies into precious metals. "In the past, insurance companies lack options for mid- and long-term assets with stable yields."
  - Charts and Parts - substack, 10 February 2025

• The silver squeeze: market manipulation and the coming storm. The coming silver bull market will be unprecedented for several reasons: global silver inventories and central bank holdings have been depleted to record levels vs the huge inventories present in the 1970's; mining projects face unprecedented permitting challenge and delays; industrial demand is structural and growing; and major exchanges have shown a history of failure to deliver in other commodities
  - Zero Hedge, 10 February 2025

• The gold shortage in the gold vaults in London: a sympton of global economic anxiety
  - Zero Hedge, 10 February 2025

• For the first time in about one year, a tanker of liquid natural gas tranists the Red Sea
  - Zero Hedge, 10 February 2025

• Gold 'brothers' winning: a surge in price to $3000 is coming
  - Zero Hedge, 10 February 2025

• A pilot program in Zhōngguó that allows insurers to buy gold for the first time could free up billions of dollars of investment in the metal, adding further impetus to a record-setting rally. Prices hit a fresh peak. Ten insurance companies will be able to invest as much as 1% of their assets in bullion, in a program that became effective last Friday. That would translate into a potential 200 billion yuan ($27.4 billion) of funds.
  - Bloomberg, 10 February 2025

• Gold prices soar beyond $2900 as Trump threatens new taxes/tariffs
  - Comcast's CNBC, 09 February 2025

• Confusion reigns and stocks sink as Trump announces more taxes/tariffs - reciprocal taxes/tariffs with dozens of countries, while delaying imposition of already announced taxes/tariffs. If Trump moves forward with reciprocal tariffs, it could prompt a series of retaliatory tariffs from impacted nations. That could ignite a trade war, prompting ever-higher taxes that ultimately hurt consumers, who economists note typically get stuck with the bill at the end.
  - Warner Brothers CNN, 07 February 2025

• Fears of Trump's taxes/tariffs is pushing gold to all-time highs, with Goldman Sachs predicting a $3000 target
  - Zero Hedge, 07 February 2025

• The world's second-largest storage of physical gold, the Bank of England, suddenly has very long lines to withdraw gold bars. Gold has become more valuable in the US than in other parts of the world as traders worry supply will plunge if Trump's across-the-board taxes/tariffs, both announced and planned, make imports of the metal costlier.
  - Zero Hedge, 07 February 2025

• "Sell All Things" the market stalls ahead of the 'most important job print' ... since the last one. Everything was sold today - stocks, bonds, gold, crypto, dollar.
  - Zero Hedge, 06 February 2025

• Spot gold holds steady after weekly jobless claims in the USA rise to 219,000
  - Kitco News, 06 February 2025

• Why a gold buying mania may be starting in Zhōngguó. Zhōngguó's futures traders drove a remarkable $400 surge in gold prices this past spring, and now they are positioned to propel it to $3,000 and beyond.
  - Bubble Bubble Report, 05 February 2025

• Gold hits new record high as "shortage" worsens
  - Zero Hedge, 05 February 2025

• Goldman Sachs trader says that gold and stocks are the best 'momo' assets
  - Zero Hedge, 05 February 2025

• Bond prices, gold and Big Tech rise in price after a bad jobs report and lessened worries about the trade war with Zhōngguó
  - Zero Hedge, 04 February 2025

• Gold prices hit record highs as chaos around Trump's taxes/tariffs sparks tumult across markets
  - Zero Hedge, 03 February 2025

• Gold hits a record new high, as gold traders do not believe that the Fed has the economy under control
  - Zero Hedge, 02 February 2025

• As of 9:30 pm, gold rises above $2,800 as Trump's taxes/tariffs reignite a record rally in gold prices
  - Comcast's CNBC, 02 February 2025

• The end of the financial markets self-delusion, believing that Trump would introduce tariffs gradually
  - Murdoch's MarketWatch, 02 February 2025

• Three reasons why gold's record rise in price is different. It has become a unique insurance policy against systemic risk, breaking away from other assets it used to track - foreign currencies and other metals, for example, as well as inflation-linked Treasuries. Currently, the ever-increasing USA budget deficits and risk of new wars explains the record price of gold as a hedge.
  - Murdoch's MarketWatch, 01 February 2025

• Futures rise after Apple boosts sentiment; looming Trump taxes/tariffs send gold prices to all time high
  - Zero Hedge, 31 January 2025

• Gold surges past $2800 due to Trump's threats of new taxes/tariffs
  - Thomson's Reuters, 31 January 2025

• London is experiencing a gold shortage as traders line up for weeks to get bars out of the Bank of England and ship them to the U.S. amid fears that the new Trump administration will levy tariffs on imports. Gold inventories in New York are on a path to levels last seen at the outset of the COVID-19 pandemic, with stockpiles in the city hitting $82 billion.
  - Jiaravanon's Fortune, 31 January 2025

• Something extraordinary is taking place in the gold vaults below Manhattan. A huge amount of physical gold is flowing out of vaults in London and into the US. Liquidity in the London market has been diminished. But the flows to New York are smaller than the flows to Zhōngguó and Bharat. And to other countries. Ever since the USA decided to make gold bugs around the world very rich by weaponizing the USA dollar in the aftermath of the Ukraine war, there has been a five-fold surge in central bank gold demand, resulting in gold hitting a record high price of $2,800 earlier today.
  - Zero Hedge, 30 January 2025

• Gold vaults in London cannot satisfy the demand for gold in the USA. If bullion banks cannot secure enough gold through leasing, the next step is central bank intervention. The G7 central banks may be forced to lease their gold to keep the system functioning. Mines may divert gold before it even reaches public markets. More countries may follow the lead of Zhōngguó, buying gold directly rather than allowing it to flow through exchanges.
  - Zero Hedge, 30 January 2025

• Gold futures set a fresh record on safe-haven demand, a weaker dollar and lower Treasury Bond yields.
  - Murdoch's Wall Street Journal (locked), 30 January 2025

• Gold hits a new record high as Goldman Sachs sees "macro conditions still perfect"
  - Zero Hedge, 30 January 2025

• Copper rallied in New York and slumped in London after Trump pledged import taxes/tariffs that risk raising costs for American manufacturers while dampening global demand
  - Bloomberg, 28 January 2025

• Gold rose in price, to $2750 -- following a steep drop the day before -- as traders sought safety in the precious metal after Trump's latest threats of taxes/tariffs on imports.
  - Bloomberg, 28 January 2025

• Gold prices decline more than 1% to the $2730s, as investors liquidate positions in equities sell-off
  - Thomson's Reuters, 27 January 2025

• Gold glitters at the end of the world as we know it. The war in Ukraine, the US national deficit in trillions, and Trump's new taxes keep gold near record highs versus dollar-hedge alternatives
  - Asia Times, 25 January 2025

• Insider-selling soars as SP500 hits record high; gold and cryptocurrencies jump as dollar and crude oil prices decline
  - Zero Hedge, 24 January 2025

• The overbought frenzy affecting gold prices - smart traders are turning to options
  - Zero Hedge, 24 January 2025

• General economic and (geo)political climate will continue to support the gold price in 2025, even if a repeat of the record year 2024 should not be expected
  - Zero Hedge, 23 January 2025

• The latest AI hype deal, 'Stargate', sends the SP500 to a record high, with gold rising and bitcoin declining
  - Zero Hedge, 22 January 2025

• The next phase of the bull market for gold has just begun. Following more than two months of stagnation after the presidential election in the USA, gold is now breaking out decisively, signaling its readiness to resume its rally toward $3,000 and beyond.
  - Zero Hedge, 19 January 2025

• Bonds, bitcoin and gold rise in price after some comments from the Fed that they might reduce interest rates some more
  - Zero Hedge, 16 January 2025

• A benign inflation report and bullish bank earnings sparks a short-squeeze across all assets: gold, bitcoin, stocks, bonds and oil rise higher in price as the dollar dips in value
  - Zero Hedge, 15 January 2025

• When it comes to weathering financial storms, gold has shined in the darkest markets. During the recession of 1980-1982, the SP500 Index plunged 27 percent while gold increased by 46 percent, according to futures brokerage RJOFutures. Fast forward to the dot.com crash of 02, and gold rose 12 percent while the S&P 500 dipped 49 percent. During the Great Recession in 2008-2009, the average annual percent change in the producer price index for gold ores rose 12.8 percent. It rose 27.4 percent in 2010 and 32.8 percent in 2011. While silver has also seen monumental highs during tough times, it may not perform as consistently as gold. During the 1980 recession, the price of silver reached a record high of around $49.45 per ounce. But during the Great Recession, silver prices swung from a high of around $16 per ounce in 2007 to a low of about $8 per ounce in 2008.
  - Zero Hedge, 13 January 2025

• Gold - the "everything" hedge waking up. Rising gold and VIX should not be neglected.
  - Zero Hedge, 10 January 2025

• Once again, gold has taken the crown as the best-performing asset in the 21st century. From the turn of the century to year-end 2024, the S&P 500 recorded an annualized return of 7.7%, while the S&P GSCI Gold recorded an annual return of 8.5% annually.
  - S&P Global, 09 January 2025

• The dollar's share of global reserves hits a 30-year-low as central banks continue to buy gold and other assets. If the rate of decline over the past 10 years continues, the dollar's share will sink below 50% by 2034.
  - Zero Hedge, 06 January 2025

• Investors sell gold ETFs for fourth year even with Fed reducing interest rates. A stronger dollar following Trump's election win saw a renewed selloff of those exchange-traded funds, with bullion prices declining from an all-time high as investors redirected money elsewhere, including equities and Bitcoin.
  - Apollo Global's Yahoo Finance, 2 January 2025

• Gold just saw its biggest yearly gain since 2010 -- here is why Wall Street says prices will go even higher
  - Apollo Global's Yahoo Finance, 2 January 2025

• Big Tech stocks drop in price on the first trading day of 2025, while bitcoin, gold and oil rise in price
  - Zero Hedge, 02 January 2025

• Big banks on Wall Street expect the price of gold to rise to $3000 at some point in time in 2025
  - Murdoch's Wall Street Journal (locked), 02 January 2025

• Gold prices in 2025? Tragically predictable to increase. It is as tragically simple now as "inflate or die", and sadly, gold therefore has nowhere to go but up simply because paper money has no choice but to go down.
  - Zero Hedge, 01 January 2025

• Washington can cut spending, yes, but it cannot cut enough to put a dent that matters without expanding its money supply and debasing its purchasing power. It is tragically simple now as 'inflate or die', and sadly, gold therefore has nowhere to go but up simply because the USA dollar and other currencies have no choice but to go down.
  - Zero Hedge, 01 January 2025

• The rupee fell for a seventh straight year in 2024, dropping 2.8% against the USA dollar, and did worse against gold, down over 20% relative to gold.
  - Thomson's Reuters, 31 December 2024

• Is Zhōngguó buying huge amounts of gold for protection against the USA dollar, or to attack the dollar? It could be building huge reserves of gold to launch a gold-backed yuan to compete with the dollar.
  - Zero Hedge, 20 December 2024

• Zhōngguó is lsecretly buying up massive amounts of gold, 10-times more than officially reported, according to Goldman Sachs. In October, Zhōngguó bought 55 tons in the London OTC market, which is striking since the official number reported by the central bank of Zhōngguó was one-tenth that, or just 5 tons.
  - Zero Hedge, 18 December 2024

• The gold rush at the heart of an Islamic civil war. Famine and ethnic cleansing stalk Sudan. Yet the gold trade is booming, enriching generals and propelling the civil war.
  - Ochs-Sulzberger's New York Times, 12 December 2024

• Understanding the implications of the CME's new 1 ounce futures contracts for gold. CME Group will introduce a one-ounce gold futures contract in January. This move comes in response to soaring demand from retail investors.
  - Zero Hedge, 09 December 2024

• A gold mine in Congo, owned by a company from Zhōngguó, threatens the Okapi Wildlife Reserve which is a protected UN Heritage site
  - Associated Press, 09 December 2024

• After a collapse in volatility, gold prices start rising again as the central bank of Zhōngguó resumes its buying of gold
  - Zero Hedge, 09 December 2024

• Mali has issued an arrest warrant for Barrick Gold CEO Mark Bristow, accusing him of money laundering and violating financial regulations. The move escalates a dispute between the West African country and the Canadian mining company over unpaid taxes, with four senior local employees of Barrick previously detained. The detentions and arrest warrants in Mali highlight the challenges faced by international mining companies in the region, where several countries are increasing pressure on them to pay more taxes and royalties.
  - Thomson's Reuters, 06 December 2024

• Illegal barter trade of gold for food items has surged since mid-2022 in Bharat, as Bharat's export curbs fuelled a vast disparity with prices in Bangladesh, causing combined government revenue losses of billions of dollars. Guards on either side of a border checkpoint between Bharat and Bangladesh scour vehicles and frisk passengers in a hunt for illicit consignments of gold and drugs, as well as food staples such as sugar, grain and even onions.
  - Thomson's Reuters, 04 December 2024

• A price too high to pay? Pollution from the gold rush in Ghana raises fears of maternal health problems, putting women at risk of maternal deaths, miscarriages and fetal birth defects.
  - Warner Brothers CNN, 30 November 2024

• The 'digital gold' fallacy - why bitcoin cannot save the USA dollar - it cannot act as a currency reserve.
  - Cato Instittue, 29 November 2024

• The biggest buyers of gold in the world are now the central banks of Eastern Europe. "We need an asset with zero correlation to stocks, and that asset is gold."
  - Bloomberg, 28 November 2024

• A 'supergiant' gold deposit is discovered in Zhōngguó and is one of the largest on Earth - and is worth more than $80 billion
  - Live Science, 27 November 2024

• Oil and gold prices slump as Israel's Netanyahu approves, 'in principle', a ceasefire deal in Lebanon
  - Zero Hedge, 25 November 2024

• Gold, oil and copper are all down since the election, even as inflation expectations have risen. Have they lost their ability to offer protection?
  - Murdoch's Wall Street Journal (locked), 25 November 2024

• Companies in Zhōngguó invest in gold mining projects in Africa, as gold prices surge in the face of uncertainty. Observers say mining investments in South Africa and Ghana could help Beijing weather geopolitical instability and potential sanctions.
  - Alibaba's South China Morning Post, 25 November 2024

• Zhōngguó hits the jackpot with a discovery of "massive" gold reserves in Hunan. The US$80 billion hoard is the latest fruit of Zhōngguós drive to find new domestic precious minerals reserves.
  - Alibaba's South China Morning Post, 22 November 2024

• Visualizing 80 years of the gold-to-oil ratio: flat from 1950 to 2010, and then started steadily rising as the Fed printed huge amounts of money for quantitative easing
  - Zero Hedge, 21 November 2024

• Assets in bitcoin ETFs rise above $100 billion. Bitcoin ETFs now collectively manage approximately $104 billion, and are on track to surpass gold ETFs in net assets.
  - Zero Hedge, 21 November 2024

• Gold could be the next 'Trump' trade, predicts Goldman Sachs
  - Barron's, 18 November 2024

• Gold rebounds up in price as Goldman Sachs predicts a $3000 target for 2025
  - Bloomberg, 18 November 2024

• Goldman Sachs urges investors to buy gold, anticipating more central bank purchases of gold in 2025, and while a cyclical lift would come from flows to exchange-traded funds as the Federal Reserve reduces interest rates
  - Bloomberg, 18 November 2024

• Gold trades near two-month lows as Fed Chair Powell said that the central bank will be in no rush to cut given the "remarkably good" performance of the economy. Lower borrowing costs and declining yields tend to benefit gold, as it doesn't pay interest.
  - Bloomberg, 15 November 2024

• Since Trump's election, gold prices are down 4% and stock prices up 4%. Part of the decline has coincided with the strengthening of the USA dollar against other major currencies. Taxes/tariffs and trade wars instigated by the United States could push down the value of the euro and other currencies, and a strong USA dollar makes it more expensive for buyers using those other currencies to purchase gold. Higher Treasury Bond prices will rise to fund Trump's deficits. Fewer rate cuts would mean Treasury bonds pay more in interest than previously expected, and that in turn could hurt the price of gold.
  - Fast Company, 14 November 2024

• A drug gang stole 3 tons of gold in a scam so perfect it is still going. Miners are plundering one of the biggest mother lodes of gold in Colombia, led by gunmen who seized tunnels from a Chinese mining giant.
  - Murdoch's Wall Street Journal (locked), 14 November 2024

• Small cap stocks decline, as bond yields, bitcoin and the dollar soar, as gold hits two month lows
  - Zero Hedge, 12 November 2024

• The price of gold is crashing below the 50-day moving average, the strongest 4-day down move in a long time, with $2600 a "make or break" level
  - Zero Hedge, 11 November 2024

• SPDR Gold Shares (GLD) saw an outflow of over $1 billion, the largest weekly fund outflow since July 2022, according to data compiled by Bloomberg. Spot gold fell 1.9% over the same period. Total gold ETF holdings slipped 0.4%, the second straight weekly decline.
  - Bloomberg, 11 November 2024

• Most of the top gold miners in the world have seen their shares surge this year as bullion prices hit repeated record highs. Not Barrick Gold. Missed production targets, higher operational costs and political turbulence at mines in Africa and Asia have investors turning increasingly sour on the second-biggest gold producer in the world.
  - Bloomberg, 09 November 2024

• Former Trump administration advisor Judy Shelton argues that a return to sound money requires going back to a standard based on gold.
  - Zero Hedge, 08 November 2024

• Gold gone AWOL? The curious case of foreign central banks' gold (of Netherlands, Switzerland, Sweden, Belgium) stored in Canada. While most have heard of the Bank of England's fabled gold vault in London and the New York Fed's underground gold vault in Manhattan, did you know that four central banks claim to store a substantial amount of gold, about 270 tons, with the Bank of Canada in Ottawa?
  - Zero Hedge, 08 November 2024

• Barrick Gold misses profit estimates on higher costs, lower Nevada production. All-in sustaining costs for gold, an industry metric reflecting total expenses, rose to $1,507 per ounce in the quarter, from $1,255 per ounce last year.
  - Thomson's Reuters, 07 November 2024

• Gold - the best asset in the 2000s, and will continue to increase in price
  - Von Greyerz Gold, 04 November 2024

• How financial traders in Zhōngguó will help drive gold prices over $3000. Futures trades in Zhōngguó drove a remarkable $400 surge in gold prices this past spring, and now they are positioned to propel it to $3,000 and beyond.
  - Zero Hedge, 03 November 2024

• Investors in Zhōngguó with nowhere else to invest are buying gold bars in search of "reliable value-preserving asset", sparked by uncertainties in the USA and at home
  - Alibaba's South China Morning Post, 02 November 2024

• Gold mining stocks are a bargain. Here is how to buy in. The prospects for miners such as Barrick, Newmont, and Alamos look favorable as gold prices continue to rise.
  - Barron's, 02 November 2024

• Gold is on the rise, and so is the typical gold-standard nostalgia that has erupted every time price inflation, banking crises, and/or debt concerns have reappeared after the fall of the Bretton Woods gold-exchange standard in 1971. All of which has led to much talk about sound money, cryptocurrencies, and even the feasibility of a new gold standard, as is attested by the latest title from former Trump administration economic adviser and longtime sound money advocate Judy Shelton: "Good as Gold: How to Unleash the Power of Sound Money" -- currently a best-seller on Amazon.
  - Mises Institute, 31 October 2024

• Is surging global liquidity about to send oil prices higher?
  - Zero Hedge, 31 October 2024

• Gold hits another record high, fueled in part by a desperately dovish Fed's 50bps cut prompting excessively easy financial conditions
  - Zero Hedge, 30 October 2024

• Goldman Sachs hikes its gold price prediction on "five-fold" increase in central-bank demand
  - Zero Hedge, 30 October 2024

• Gold is on an upward path driven by central bank buying. Gold is poised to go much higher because the BRICS will use physical gold as their anchor instead of USA dollars. And investor psychology will cause a super-spike once the big dollar gains become a daily occurrence. Central bank net buying is equivalent to about 20% of annual gold mining output.
  - Zero Hedge, 30 October 2024

• Gold sales in Bharat decline amid uncertain US election and record-high prices during Diwali season. While gold is often seen as a safe haven, traders are hesitant to purchase due to the potential for price fluctuations after elections in the USA.
  - Alibaba's South China Morning Post, 29 October 2024

• Is the USA dollar collapsing? 7 key indicators you can't ignore. If the gold price is already hitting record highs, imagine what could happen now that the Fed has flipped back to monetary easing with potentially even more currency debasement than the previous rounds of stimulus.
  - Zero Hedge, 29 October 2024

• Buying 'digital' gold in Bharat, where one can easily buy the gold at the current market price with no additional charges, with a provision to buy or sell digital gold at the current market price.
  - Indian Express, 28 October 2024

• Peter Schiff: gold is exposing the phony economy. "Lending rates are rising for the same reason the gold price is rising. It is because the Fed's interest rate cuts are an economic mistake. The inflation genie is not back in the bottle."
  - Zero Hedge, 26 October 2024

• Stocks could rally 7%-8% through next year, according to our exclusive poll of investment pros. Barron's latest Big Money poll finds money managers bullish on earnings, worried about inflation, and buying gold.
  - Barron's, 26 October 2024

• The ZiG (the gold-backed currency of Zimbabwe) loses half of its value. Less than six months after Zimbabwe launched yet another new currency, it was forced to devalue it, signalling new challenges for Zimbabwe's efforts to stand up a local currency and reduce dependency on the USA dollar. On September 27, the Reserve Bank of Zimbabwe (RBZ) slashed the value of the ZiG by 43 percent, taking it from 13.56 ZiG to the US dollar at its launch to 24.4 ZiG to the dollar. The currency has further weakened to 27 ZiG this week.
  - Al Jazeera, 24 October 2024

• Investing legend Jim Rogers expects an "extremely bad" recession. Why he is buying silver instead of gold.
  - Murdoch's MarketWatch, 24 October 2024

• The government of Rossiya recently announced that it will begin adding silver to its precious metal reserves, alongside gold. Following this news out of Russia, it is probably not a coincidence that silver has broken out to 12-year highs. Other central banks could start buying silver, and not a lot of purchases are needed to push up the price of silver.
  - Daily Reckoning, 23 October 2024

• Traders sell everything as the USA dollar and bond yields soar to 3-month highs, while gold hit a new record high intraday as stocks suddenly noticed the recent surge in bond yields
  - Zero Hedge, 23 October 2024

• Mohammed El-Erian warns that record high gold prices signal "fragmenting global system"
  - Zero Hedge, 22 October 2024

• As gold hits another high, analysts say more records are in sight. Gold is in a "new bullish phase, driven by factors like central bank buying, rising USA debt and a potential peak in the U.S. dollar".
  - Comcast's CNBC, 22 October 2024

• Gold extends record, silver jumps to 12-year high as precious metals outperform stock market
  - Apollo Global's Yahoo Finance, 22 October 2024

• The scarcity of silver is helping it rise in price similar to the rise in price of gold
  - Murdoch's MarketWatch, 22 October 2024

• Gold is extending a period of successive record highs, moving the psychological milestone of $3,000 per ounce into view, analysts said, as geopolitical tension, a tight U.S. electoral race and favorable macro backdrop attract more investors
  - Thomson's Reuters, 22 October 2024

• Gold climbs to a fresh record high as geopolitics drive demand for gold as an investment haven
  - Bloomberg, 22 October 2024

• For the past several weeks, I've been writing articles and creating video presentations about an imminent silver breakout that could quickly push prices to $50. Sure enough, on Friday, what began as a typical day saw silver surge nearly 7%, meeting the criteria I had outlined to confirm the next phase of its bull market. In this article, I will break down the details of silver's Friday breakout and explain why a powerful silver squeeze has now officially begun. A close of the gold-to-silver ratio below the 83 to 84 support zone is valuable for confirming the start of a silver rally and its outperformance over gold -- and that is exactly what happened on Friday.
  - Zero Hedge, 21 October 2024

• Gold is the "everything hedge". It hedges you against political uncertainty, stock market collapse, geopolitical risk, social unrest and an attack on the U.S. dollar. So gold serves all those purposes.
  - Zero Hedge, 18 October 2024

• AfroColombians in the Choco region of Colombia fight the efects of illegal gold mining through biodiversity projects in a violent region
  - Associated Press, 18 October 2024

• Five reasons why the gold rally is not over yet. For one, adjusted for inflation, gold is not yet at its all-time high.
  - Zero Hedge, 17 October 2024

• Gold, bitcoin, and the USA dollar surge ahead of retail sales; markets "very convinced" of an election victory by Trump
  - Zero Hedge, 16 October 2024

• These 3 breakout conditions must be met before silver surges in price like gold.
  - Zero Hedge, 16 October 2024

• Eric Peters, CIO of One River Asset Management: "After the last disillusioned gold bulls sold their final ounce, gold started rallying. It has not stopped rising in price since then."
  - Zero Hedge, 13 October 2024

• Why silver investors should pay close attention to copper. Although the price of silver is indeed strongly influenced by gold, few realize the significant role that copper also plays in shaping the price movements of silver.
  - Zero Hedge, 13 October 2024

• The end of the economic and military empire of the USA, and the rise of the price of gold. Unsustainable deficits and galloping debt levels, combined with a crumbling military, are the perfect recipe for the end of the USA empire.
  - Von Greyez Gold, 10 October 2024

• The gold bull cycle has just begun
  - Daily Reckoning, 09 October 2024

• Gold prices are starting to drop, maybe because it is overbought
  - Zero Hedge, 08 October 2024

• Politicians seem more concerned about people eating dogs and cats over the pending fiscal crisis. Perhaps investors will continue turning to alternative assets such as gold.
  - Zero Hedge, 08 October 2024

• Costco is running out of gold bars to sell, as shoppers continue to buy the gold bars as gold prices soar
  - Murdoch's Fox News, 07 October 2024

• In Ghana, 'wildcat' gold mining booms, poisoning people and nature
  - Thomson's Reuters, 07 October 2024

• Will buying by Rossiya drive silver above $50. Rossiya's recent move to add silver to its state reserves signals a potential turning point for the white metal, setting it apart from other central banks that have primarily focused on gold.
  - Zero Hedge, 07 October 2024

• Goldman Sachs argues that Zhōngguó must do QE/moneyprinting now, "or it will end up in a bigger hold in 12 months", and once it does go all in, oil will soar, and bitcoin and gold will be orders of magnitude higher.
  - Zero Hedge, 06 October 2024

• The rising price of gold persists under the surface despite its recent stagnation. The USA dollar's strength this past week has kept gold prices steady in dollar terms, while gold continues to rally when priced in most other major currencies.
  - The Bubble Bubble, 05 October 2024

• A Goldman Sachs top trader predicts: "Policymakers are stepping on the monetary gas. Gold remains a superb asset."
  - Zero Hedge, 05 October 2024

• It is rare for gold to beat stocks, but is doing so handily this year. Gold has hit no fewer than 40 record highs, the latest on September 26, when it reached $2,695 an ounce. Prices got a lift after Iran attacked Israel. Its 28% year-to-date return beats the SP500's 21% gain.
  - Barron's, 05 October 2024

• Google is leveraging the deep-rooted affinity for gold in Bharat to expand its reach in the lending market of the most populous nation in the world. The company said on Thursday that Google Pay has partnered with Muthoot Finance, the largest gold-backed loans provider in Bharat, to offer secured loans to users across Bharat.
  - TechCrunch, 03 October 2024

• Costco will start selling small bars of platinum to customers, along side sales of gold and silver bars
  - Quartz, 03 October 2024

• Unlike gold, bitcoin is not a 'safe haven'. After Iran launched missiles against Israel, gold went up about 1.2% (safe haven), while bitcoin went down 2.5%. If Bitcoin were truly "digital gold," I would expect it to rise during periods of geopolitical turmoil, not decline.
  - Zero Hedge, 02 October 2024

• The price of gold rises over 1% on reports that Iran has launched missiles to attack Israel
  - Comcast's CNBC, 01 October 2024

• With a decade-low tariff in place and both the festive and wedding seasons approaching, there is expected to be a mad dash for gold in Bharat this year. ndia saw gold imports surge to a record $10.1 billion in August -- more than double compared to a year ago and triple July's $3.1 billion.
  - Zero Hedge, 01 October 2024

• Commodity trade advisors have $3 billion of gold to buy over the next month
  - Zero Hedge, 01 October 2024

• Can and should the Federal Reserve buy gold? In 1971, Congress repealed a law that prohibited the Fed and citizens from buying gold, so it can. It should, but would it have to value gold at the legal price of $42.22 per ounce?
  - Law and Liberty, 30 September 2024

• The future of gold: will the price surge continue? Several factors are contributing to the rise in price of gold: geopolitical tensions, interest rate reductions (making gold cheaper to own), weakening USA dollar, and economic uncertainties
  - OilPrice.com, 30 September 2024

• Goldman Sachs raises its gold price predictions amid "secret buyers"
  - Zero Hedge, 30 September 2024

• Silver is starting to break out. Here is what to watch. Since its peak in May, silver had been languishing for several months until it finally broke above a downtrend line that started in May, closing above it last Friday, both in terms of dollars and euros. Gold, a major driver of silver prices, is generating a tailwind for silver after breaking through two key resistance levels in the past month and a half.
  - Zero Hedge, 28 September 2024

• Why silver is having a 'golden' moment in the financial markets. Silver's unique properties -- as both a precious metal and an industrial commoditu -- make it an attractive asset to hold today.
  - Murdoch's Wall Street Journal (locked), 28 September 2024

• Gold rally is sending a warning. It relates to the excessively high USA national debt. But for all the seemingly unlimited potential for AI, gold has more than kept pace with stocks, outperforming the S&P 500 so far in 2024 and in the most recent one- and three-year time spans. Whatever bullishness the equity returns reflect, gold's performance suggests expectations that politicians will do whatever it takes to deal with the budget, inflation being the most expedient means by which to reduce the debt burden.
  - Barron's, 28 September 2024

• Gold and cryptocurrencies jump as USA stocks shrug off Shanghai money-drop. The dollar dumped as alternative currencies jumped as US Sovereign risk explodes higher.
  - Zero Hedge, 27 September 2024

• Gold priced in Swiss Francs is finally breaking out. While gold had already broken out in most currencies, gold priced in Swiss francs remained the last holdout -- until now. This recent breakout is especially significant.
  - The Bubble Bubble Report, 26 September 2024

• The tremendous rise in the price of gold is making even long-term bulls a bit nervous
  - Comcast's CNBC, 26 September 2024

• Gold is hitting new record highs again. Here is what it means for the economy.
  - Warner Brothers CNN, 25 September 2024

• Why another gold mania in Zhōngguó may be starting. Futures traders in Zhōngguó fueled gold's explosive $400 surge this past spring. After a five-month hiatus, they may be poised to drive gold to $3,000.
  - The Bubble Bubble Report, 23 September 2024

• The rally in gold and silver prices seems unstoppable at this point in time. This perhaps comes as no surprise given that the Fed wrong-footed many economists to start the easing cycle with a supersized rate cut even as growth has remained strong, inflation above target and the Federal deficit at eyewatering levels.
  - Zero Hedge, 23 September 2024

• Bharat reported record gold imports in August after the country slashed its import taxes the month before. Bharat ranks as the world's second-largest gold consumer behind Zhōngguó.
  - Zero Hedge, 22 September 2024

• Gold, oil and bitcoin soar as the Fed slashes interest rates with stocks at record highs
  - Zero Hedge, 20 September 2024

• In July, the Central Bank of Argentina (BCRA) shipped another 3 tons of gold to the UK to swap for foreign exchange. A month prior, BCRA also transported 3 tons to the UK. BCRA is now estimated to have 37 tons (60% of the gold reserves of Argentina) on swap in the London Bullion Market.
  - Money Metals, 17 September 2024

• Why the trading desk at Goldman Sachs thinks that prices of silver are about to soar. On Friday, over 940,000 SLV call options traded, the 2nd most in the past 3 years.
  - Zero Hedge, 15 September 2024

• Saudi Arabia has joined other countries in ditching their long-term sensitivity to the gold price. Evidence suggests the central bank of Saudi Arabia has been covertly buying 160 tons of gold in Switzerland since early 2022, contributing to the current gold bull market.
  - Zero Hedge, 12 September 2024

• Gold surges to new record high in prices, after hot PPI as ECB/WSJ trigger dollar dump
  - Zero Hedge, 12 September 2024

• Despite emerging challenges, silver demand for photovoltaics is set to hit a new high in 2024.
  - Zero Hedge, 11 September 2024

• AngloGold Ashanti to buy Centamin for $2.5 billion. AngloGold Ashanti has agreed to buy smaller peer Centamin in a deal valuing it at $2.5 billion as the U.S.-listed global miner seeks to boost its portfolio by adding one of the world's largest producing gold mines amid surging prices for the precious metal.
  - Murdoch's Wall Street Journal (locked), 11 September 2024

• Silver: the unsung hero of the new economy. Silver demand continues to surge, driven by technologies like solar power and AI.
  - Zero Hedge, 07 September 2024

• Shares of Harmony Gold Mining decline 8% on cautious guidance and a disappointing dividend
  - Murdoch's Wall Street Journal (locked), 06 September 2024

• The yield curve shifts, part 2: bull steepening is bearish for stocks. If the current bull steepening continues, the likelihood that gold, gold miners, and the more conservative, lower beta sectors outperform the broader market is good.
  - Zero Hedge, 04 September 2024

• Illegal gold mining threatends the Corcovado national park in Costa Rica
  - Tico Times, 01 September 2024

• Don't miss out on the rally in gold mining stocks. Here is what to buy now: GLD, GDX, GDXJ
  - Barron's, 31 August 2024

• Why gold is outperforming nearly everything so far this year
  - Apollo Global's Yahoo Finance, 28 August 2024

• [VIDEO]: why gold prices are set to soar
  - Zacks, 27 August 2024

• Gold just surpassed the euro as the second largest reserve asset in the world
  - Zero Hedge, 24 August 2024

• Argentina sends $150 million of its gold reserves to London, probably to be used as a collateral for desperately needed loans
  - Zero Hedge, 24 August 2024

• Hedge funds boost the bullish bets on gold rise to a four-year high on expectations for earlier, deeper monetary easing by the Federal Reserve to bolster the economy. Hedge funds and other large speculators boosted net-long positions by 7.8% to 236,749 as of Aug. 20, the highest since early 2020.
  - Bloomberg, 24 August 2024

• Exports of gold from Peru to Bharat will reach a record high in 2024, up 36% to a record $3 billion
  - Thomson's Reuters, 23 August 2024

• Imports of silver into Bharat will double in 2024 on demand due to solar power and investor demand
  - Thomson's Reuters, 23 August 2024

• Fed Chair Powell's pivot on interest rates sparks buying panic in bonds, bitcoin, and gold as the USA dollar dumps to 2024 lows
  - Zero Hedge, 23 August 2024

• Gold, stocks, bitcoin and bonds surge in price as Fed Chair Powell says that the "time has come for policy to adjust", i.e., cocainized the markets with interest rate cuts
  - Zero Hedge, 23 August 2024

• Fed Chair Powell vows to reduce interest rates with stocks, home prices, rents and foods at all time highs. What can possibly go WRONG? The Fed will end its tightening cycle and starts the next easing cycle with stocks at all time highs, something that has never before happened in the history of capital markets! Second, this is also the first time in history when the Fed has aborted a tightening cycle having achieved zero home price easing.
  - Zero Hedge, 23 August 2024

• Fed Chair Powell vows to reduce interest rates with stocks, home prices, rents and foods at all time highs. What can possibly go WRONG? The Fed will end its tightening cycle and starts the next easing cycle with stocks at all time highs, something that has never before happened in the history of capital markets! Second, this is also the first time in history when the Fed has aborted a tightening cycle having achieved zero home price easing.
  - Ochs-Sulzberger's New York Times, 23 August 2024

• Fed Chair Powell vows to reduce interest rates with stocks, home prices, rents and foods at all time highs. What can possibly go WRONG? The Fed will end its tightening cycle and starts the next easing cycle with stocks at all time highs, something that has never before happened in the history of capital markets! Second, this is also the first time in history when the Fed has aborted a tightening cycle having achieved zero home price easing.
  - Comcast's CNBC, 23 August 2024

• A dovish Fed on interest rates, and a dismal job-revisions (adjusted down 800,000) send bonds, big-tech, bitcoin, and gold bullion higher
  - Zero Hedge, 21 August 2024

• Minutes of the Fed FOMC show the "vast majority" can agree with an interest rate reduction in September
  - Zero Hedge, 21 August 2024

• Minutes of the Fed FOMC show the "vast majority" can agree with an interest rate reduction in September
  - Murdoch's Wall Street Journal (locked), 21 August 2024

• Revision of USA jobs data, down 818,000 jobs, is the second worst revision in USA history, and an election year shocker
  - Zero Hedge, 21 August 2024

• Futures prices for gold set fresh record ond hopes of interest rate reductions in the USA, and continual demand by central banks. Gold futures set a fresh record as optimism around interest-rate cuts grows and central banks continue to build reserves.
  - Murdoch's Wall Street Journal (locked), 21 August 2024

• For the first time ever, a 400-ounce bar of gold is worth $1 million, one reason central banks are buying lots of gold
  - Zero Hedge, 20 August 2024

• Gold set for fresh highs ahead of Fed rate decision -- analysts see prices at $3,000 by next year.
  - Comcast's CNBC, 19 August 2024

• Gold, oil, and copper prices are set to rise, this energy analyst argues. What is driving demand now. Carlyle's Jeff Currie shares his take on how various market forces have pushed commodities into a new 'supercycle'.
  - Barron's, 17 August 2024

• Gold prices keep breaking records in 2024. Central banks are driving the rally.
  - Murdoch's MarketWatch, 16 August 2024

• Gold soars to record high prices, and the USA dollar declines, as Kamala Harris unveils a 'populist' economic plan
  - Zero Hedge, 16 August 2024

• Rather than a hedge, make gold a revenue-producing asset
  - Real Clear Markets, 14 August 2024

• Gold, bonds and oil soar in price, as stocks swing wildly in price to end unchanged, ahread of a big data week
  - Zero Hedge, 12 August 2024

• Gold Fields, a mining company based in South Africa, agrees to buy Osisko Mining (based in Canada) for $1.6 billion
  - Bloomberg, 12 August 2024

• Gold revaluation by governments and central banks is a more responsible money creation method
  - Money Metals, 11 August 2024

• I thought gold was a safe haven! Why did it tank with stocks? Investors often liquidate winning gold positions during a sharp downturn to cover stock losses. But gold generally falls less sharply and recovers more quickly -- exactly the scenario that played out on Monday.
  - Money Metals, 06 August 2024

• Central bank gold buying through the first half of 2024 sets record
  - Money Metals, 05 August 2024

• The central bank of Zhōngguó did not stop buying gold in May, even though it communicated to the market it discontinued buying
  - Zero Hedge, 05 August 2024

• Bonds and gold soar in July amid a 'dot-com style' collapse in crowded Big Tech trades
  - Zero Hedge, 31 July 2024

• Gold demand in Zhōngguó has weakened in the face of record-high prices for the precious metal, with sales at jewelers in Zhōngguó declining as buyers hold off on purchases.
  - Bloomberg, 28 July 2024

• Suppressing silver prices has been official USA policy since 1965. One manipulator is JPMorgan Chase, which holds so much of the metal in both physical and paper forms while acting as custodian for the biggest silver exchange-traded fund (SLV). After SLV was founded, complaints that JPMorgan Chase was manipulating the silver market grew loud enough that the bank felt obliged to answer them publicly. Why do all the major bullion banks seem to trade gold and silver the same way at the same time? It sure looks like collusion.
  - Zero Hedge, 28 July 2024

• Gold allocations still "very low", silver a "very special metal"
  - Zero Hedge, 25 July 2024

• A growing number of African countries are turning to gold to hedge geopolitical risk and protect against currency losses. Nigeria, Uganda, Zimbabwe, Madagascar, and several other African nations have made moves to increase gold reserves, bring their gold home, and even back their currencies with gold.
  - Money Metals, 25 July 2024

• Goldman Sachs predicts gold to surge on relentless demand from Zhōngguó
  - Zero Hedge, 23 July 2024

• Gold: one good trend pays for them all, so don't worry about the recent failed breakout
  - Zero Hedge, 22 July 2024

• Central banks purchase gold to offset their own money destruction. Global official gold reserves have increased by 290 net tonnes in the first quarter of 2024, the highest since 2000, according to the World Gold Council, 69% higher than the five-year quarterly quarterly average.
  - Zero Hedge, 22 July 2024

• Small-cap stocks are weaker than they look. Why gold is a better investment.
  - Barron's, 20 July 2024

• The price of gold keeps rising no matter what Fed Chair Powell argues
  - Zero Hedge, 17 July 2024

• Gold soars to a record high, while for the first time since October 1987, small cap stocks outperformed the SP500
  - Zero Hedge, 16 July 2024

• Gold jumps to record above $2,460 an ounce, on hopes the Fed will soon reduce interest rates
  - Comcast's CNBC, 16 July 2024

• Ray Dalio makes the case for gold as the precious metal hits new record high
  - Comcast's CNBC, 16 July 2024

• The gold-silver ratio could indicate the early stages of a silver breakout
  - Zero Hedge, 12 July 2024

• Four reasons for new tactics in investing in gold: traditional correlations are breaking down, Asia is dominating gold purchases, central banks are buying more gold, and the global debt bomb is worsening
  - Von Greyerz Gold, 11 July 2024

• Nasdaq pukes to worst day versus small cap stocks in 22 years, as gold soars near record high after 'soft' CPI report
  - Zero Hedge, 11 July 2024

• Gold approaches record highs, touching $2430 an ounce, as a slight decrease in the CPI gives the Fed 'ammo' to support interest rate reductions
  - Murdoch's MarketWatch, 11 July 2024

• Is It Time to Get Bullish on Platinum, which is more underpriced to gold than silver?
  - Money Metals, 09 July 2024

• Paper money - the USA dollar and USA Treasury bonds - are hardly scarce, too many actually, and that is why gold beats both
  - InvestorPlace, 09 July 2024

• As political parties fall, the prices of gold and silver will rise. With the collapse of the Western financial and political systems now happening before our eyes, wealth preservation takes on a totally different meaning.
  - Zero Hedge, 09 July 2024

• The carbon profile of gold and decarbonization potential may reinforce or amplify gold's role role as a safe haven asset, risk hedge and store of value during periods of market stress.
  - Schiff Gold, 05 July 2024

• Gold is a 'safe-haven' investment before the 2024 presidential elections
  - Apollo Global's Yahoo Finance, 05 July 2024

• Stocks, bonds and gold soar in price amid political panic and a macro meltdown on a holiday-shortened day
  - Zero Hedge, 03 July 2024

• The central bank of Nigeria is bringing its gold reserves back to Nigeria, "to mitigate risks associated with the weakening US economy"
  - Zero Hedge, 01 July 2024

• Silver is a hot play on AI, up 21% in 2024. It is beating gold, copper, and the stock market.
  - Barron's, 29 June 2024

• The vast majority of professional investors own some gold
  - Money Metals, 27 June 2024

• The dominance of the USA dollar is secure, with the BRICS country making little progress on de-dollarization. Those countries seeking to reduce their exposure to the USA dollar are buying gold.
  - Thomson's Reuters, 25 June 2024

• Is Zhōngguó hiding how much gold it really owns? There is a lot of gold flowing into Zhōngguó, and the country exports very little. Over the last two years, there have been about 2,700 tons of gold that is unaccounted for.
  - Zero Hedge, 25 June 2024

• Gold is Goldman Sachs's preferred USA presidential election inflation hedge. GS sees significant value in long gold positions as a hedge against the risk of inflationary US policies after the elections from geopolitical shocks including tariffs, Fed subordination risk, and debt fears.
  - Zero Hedge, 22 June 2024

• Central banks have been gobbling up gold, and based on responses to the World Gold Council's 2024 Central Bank Gold Reserves Survey, their appetites for the yellow metal are not going to be satisfied any time soon.
  - Money Metals, 20 June 2024

• Bullion and black gold (gold and oil) bid up, but 'bad news' was bad news for big-tech. NVDA's worst day in two months as macro data dumped to its weakest in five years.
  - Zero Hedge, 20 June 2024

• Shedding its long-standing price sensitivity to the price of gold, Thailand is currently a gold buyer driving the price up, just like Zhōngguó.
  - Gainesville Coins, 17 June 2024

• In an inflationary recession, will bitcoin act like gold as an investment hedge?
  - Zero Hedge, 17 June 2024

• Singapore is set to become the gold hub of the world, as gold shifts from East to West
  - Money Metals, 14 June 2024

• Gold to $3,000? Why a bull case just got more bullish
  - Investor Place, 13 June 2024

• Vietnam could allow companies to import gold for first time in years, as it aims to bridge the widening gap between local prices and international benchmarks
  - Thomson's Reuters, 12 June 2024

• The demand by the solar panel industry for silver could squeeze silver supplies in the future, sending up prices at a time when silver is underpriced to gold
  - Money Metals, 11 June 2024

• Gold rush grips Asia despite near-record prices, as buyers snap up the metal to hedge against geopolitical and economic uncertainty
  - Thomson's Reuters, 11 June 2024

• While gold prices are already 20% higher than a year ago, after a record-breaking rally, a benchmark gold-mining index is up by just half that.
  - Murdoch's Wall Street Journal (locked), 11 June 2024

• Gold is getting harder to find as miners struggle to evacuate more gold. According to data from the international trade association, mine production inched up only 0.5% in 2023 compared to a year ago.
  - Comcast's CNBC, 09 June 2024

• South Korea has vending machines selling gold bars, and they are selling out
  - Zero Hedge, 08 June 2024

• Gold ETFs globally report inflows for the first time in a year
  - Money Metals, 07 June 2024

• The central bank of Zimbabwe is ironing out wrinkles in new currency. The new currency, an outgrowth of the government's gold-backed token, is performing well economically but receiving mixed public reviews.
  - Zero Hedge, 05 June 2024

• Why people value paper money that is 'worthless' - because it is linked to gold
  - Zero Hedge, 03 June 2024

• How AI and electric vehicles are making copper the new gold, and why metals deals keep on falling apart. And copper is so valuable that businesses lose over $1 billion per year due to theft of their copper wires and fixtures.
  - Eric Fry's Smart Money, 01 June 2024

• Sturdy central bank gold buying since 2009 and a rising gold price has grown gold's share of global international reserves to the detriment of fiat currencies. By the end of 2023 gold surpassed the euro and the next fiat currency to be challenged is the US dollar
  - Gainesville Coins, 30 May 2024

• The central bank of Bharat moves $100 tons of gold from vaults in the UK to vaults in Bharat. The bank might move another 100 tons in the coming months.
  - Thomson's Reuters, 30 May 2024

• The central bank of Uzbekistan is selling a lot of gold. It is losing faith in gold? No way. It bought a lot of gold cheap, and wants to realize some profits. And Uzbekistan is one of the top 10 producers of gold in the world.
  - Zero Hedge, 30 May 2024

• Each year, as much as $35 billion worth of gold produced by artisanal and small-scale mining in Africa -- the leading continent for producing gold - goes undeclared and smuggled out of the region. Between 80% to 85% of that gold goes to the United Arab Emirates.
  - Comcast's CNBC, 30 May 2024

• Treasury Bond yields soar as hopes plunge for interest rate reductions by the Federal Reserve - stocks, oil and gold are sold, while Nvidia hits a record new high
  - Zero Hedge, 29 May 2024

• Is the world lurching back toward a gold standard? Rickards calculates that gold would need to settle somewhere in the neighborhood of $27,000 an ounce.
  - Zero Hedge, 28 May 2024

• Is the world lurching back toward a gold standard? Rickards calculates that gold would need to settle somewhere in the neighborhood of $27,000 an ounce.
  - Zero Hedge, 28 May 2024

• Central banks of many countries are selling USA Treasury Bonds, and using some proceeds to buy more gold, to distance themselves more from the huge debts of the USA
  - Zero Hedge, 26 May 2024

• Peter Schiff: silver has new support at $30
  - Zero Hedge, 24 May 2024

• Exceptionally strong buying by the central bank of Zhōngguó and by the private sector in Zhōngguó continues to increase the price of gold
  - Gainesville Coins, 24 May 2024

• The latest allure for buying gold? It is protection against political sanctions. Buying from central banks, particularly from Zhōngguó, can keep the gold rally going even if anxious individual investors do not jump in.
  - Murdoch's Wall Street Journal (locked), 23 May 2024

• Cryptocurrencies soar on hopes for an Ethereum ETF as a politically downbeat Jamie Dimon sends gold to record high
  - Zero Hedge, 20 May 2024

• The state of Alabama abolishes income taxes on investments in gold and silver
  - Zero Hedge, 20 May 2024

• Copper, gold, silver, nickel and metals soar to record highs
  - Zero Hedge, 20 May 2024

• With momentum in its favor, gold has the potential to rise in price
  - Zero Hedge, 17 May 2024

• Gold is the surprise financial markett leader in 2024. It is even beating out the Nasdaq 100. So can it continue to rise?
  - Zero Hedge, 16 May 2024

• Investors into gold waited for years for a massive short squeeze at the Comex exchange. They finally got their squeeze ... but for copper!
  - Zero Hedge, 16 May 2024

• The 'Big Short' investor Michael Burry invests heavily into physical gold, buying more than 440,000 units of the Sprott Physical Gold Trust (PHYS), worth more than $10 million in the first quarter. The closed-end fund holds its assets in physical gold bullion.
  - Comcast's CNBC, 15 May 2024

• A soft CPI report and sloppy sales spark run to record highs for stocks, bonds, gold and bitcoin
  - Zero Hedge, 15 May 2024

• Stocks, bonds, gold and bitcoin soar in price as hopes for interest rate cuts rise on small CPI miss
  - Zero Hedge, 15 May 2024

• The US dollar has become so weaponized by an authoritarian USA that central banks around the world are buying as much gold as possible
  - Business Insider, 14 May 2024

• Bubbled Nvidia rivals gold as a shield against inflation for investors
  - Zero Hedge, 13 May 2024

• Inside the 21st century 'gold rush'. Worries about war, discord and mounting government debt have fueled a worldwide rush by individuals and institutions into what Wall Street calls 'physical gold' -- bars, coins, jewelry and nuggets.
  - Murdoch's Wall Street Journal (locked), 13 May 2024

• The state of Nebraska ends income taxes on gold and silver, and declares CBDCs (central bank digital coins) are not lawful money
  - Zero Hedge, 12 May 2024

• As the dollar declines in value, gold becomes insurance, not speculation
  - Mises Institute, 09 May 2024

• The global solar power boom is driving a surge in silver demand. Miners are expanding their operations and ramping up production as prices for the precious metal climb to decade highs.
  - Murdoch's Wall Street Journal (locked), 08 May 2024

• Has an influx of gold buying ushered in a new age of permanently higher 'this time is different' real gold prices, or is this simply the latest 'wash, rinse, repeat' cycle setting-up a significant fall in real gold prices?
  - SSRN, 07 May 2024

• Why we are at the start of a multi-year bull market for gold
  - Gainesville Coins, 07 May 2024

• Gold bars are selling like 'hot cakes' in the convenience stores and vending machines in South Korea
  - Comcast's CNBC, 07 May 2024

• Zhōngguó is buying gold like there is no tomorrow. The global price of gold has reached its highest levels as investors and consumers in Zhōngguó, wary of real estate and stocks, buy the metal at a record pace.
  - Ochs-Sulzberger's New York Times, 07 May 2024

• What will central bank digital coins mean for gold?>
  - Schiff Gold, 06 May 2024

• The gold-buying spree of Zhōngguó could be the straw that breaks the strength of the dollar. Beijing could hold the key to the imminent demise of the USA dollar as the world's international reserve currency.
  - Barclay's The Telegraph, 05 May 2024

• Zhōngguó has built up a $170 billion stockpile of gold after a record buying spree, in a move that has raised fears Beijing is preparing its economy for a possible conflict over Taiwan.
  - Barclay's The Telegraph, 30 April 2024

• The central bank of South Korea says its may buy gold in the middle- to long-term
  - Zero Hedge, 30 April 2024

• Consumers in Zhōngguó overtake consumers in Bharat in terms of buying gold
  - Zero Hedge, 29 April 2024

• "The dollar up, gold up, cryptocurrencies up: that is not something that you see too often." "They are hedging against anarchy, rising institutional distrust. So some are buying dollars for cyclical reasons, but buying gold and crypto for structural reasons."
  - Zero Hedge, 29 April 2024

• The significant rise in gold and silver prices if yet to start, as the national debt of the USA and massive Treasury Bond issuance will worsen inflation
  - Von Greyerz Gold, 29 April 2024

• Gold is "the only safe asset" as consumers in Zhōngguó continue to seek financial security. Gold purchases in Zhōngguó rose by 5.9 per cent in the first quarter compared with the same period in 2023, as consumers seek financial security with gold.
  - Alibaba's South China Morning Post, 29 April 2024

• Gold has gone gangbusters. Retirement savers should not get carried away. While there are good reasons for owning gold now, investors should limit how much of the metal -- if any -- they hold in their retirement account.
  - Barron's, 27 April 2024

• Gold has gone gangbusters. Retirement savers should not get carried away. While there are good reasons for owning gold now, investors should limit how much of the metal -- if any -- they hold in their retirement account.
  - Barron's, 27 April 2024

• Gold just keeps rising in price. Central banks are why. Central banks have long been supporting players in the demand for gold. But the sanction on dollar assets slapped on Russia convinced central banks, led by Zhōngguó, to buy heavily.
  - Barron's, 27 April 2024

• The price of gold has risen that it should of, based on inflation and real bond yields. The extra risa could be central bank buying by countries such as Zhōngguó, which want assets not seizable by the West
  - Bond Vigilantes, 25 April 2024

• The long trade for gold still has a lot of positive structural things going for it
  - Zero Hedge, 25 April 2024

• Cryptocurrencies and gold are two completely separate tools for completely separate purposes. There is no sense in debating cryptocurrencies versus gold. To me the answer is invest in both.
  - Schiff Sovereign, 24 April 2024

• People in Zhōngguó bought more gold in 2022 and 2023 than people in Bharat
  - Zero Hedge, 24 April 2024

• How the AI processor industry relies on gold for its processors
  - Zero Hedge, 24 April 2024

• What the rising gold price signals (spoiler alert: nothing good). The record setting gold price is signaling that the present fiat monetary order, which is based on the dollar as the reserve currency of the world, is coming to a financially unpleasant end.
  - Zero Hedge, 23 April 2024

• A prediction of a powerful bull market for silver, currently undervalued compared to gold
  - Alibaba's South China Morning Post, 22 April 2024

• Gold prices decline more than 2% as tensions ease in the Middle East following minor attacks by Israel and Iran against each other
  - Bloomberg, 22 April 2024

• Why is gold acting like a tech stock? When the price of gold and the relative price of technology stocks move closely together, as they have since 2018, this has historically indicated a higher overall stock market. Since 2018, gold has had a 0.94 correlation with the SP500 InfoTechnology sector
  - Paulsen Perspectives, 22 April 2024

• A gold coin from Costco costs, at the time of this aricle, $2470, which is about $64 more than the spot price (about a 2.6% 'commission'). If you are buying these coins as an investment, the price of gold needs to rise more than this 2.6% for you to make a profit.
  - Motley Fool, 21 April 2024

• As we enter beak markets, the price of gold mining stocks could trade at "multiples" of current prices
  - Zero Hedge, 21 April 2024

• The gold rally has some unusual drivers. This expert looks for more gains. Imaru Casanova, a portfolio manager at Van Eck, also likes the outlook for mining stocks and precious-metals royalty and streaming companies.
  - Barron's, 20 April 2024

• 20 solid reasons for a breakout above for gold prices, and silver prices will follow upwards
  - Godl Fix, 19 April 2024

• World Bank report highlights advantage of central bank gold revaluation accounts. The World Bank publication underlines the fact that gold is the only financial asset without counterparty risk, and due to its scarcity relative to fiat currencies its price in the long run always increases.
  - Zero Hedge, 18 April 2024

• For the past few years, central banks have greatly slowed purchase of USA Treasury Bonds, and bought gold (including buying gold from ETFs)
  - Zero Hedge, 18 April 2024

• Over last five years, gold and the SP500 have had similar returns
  - Zero Hedge, 18 April 2024

• The resilience of gold prices shows that a currency crisis is not far away
  - Zero Hedge, 17 April 2024

• As gold prices hit record highs, is it time to buy gold stocks?
  - Investor's Business Daily, 16 April 2024

• How the gold ETF, GLD, laid the groundwork for the success of the bitcoin ETFS, both for the same reason - being able to handle billions in institutional investments
  - Risk Hedge, 15 April 2024

• Seven reasons why gold prices will continue to rise
  - Von Greyerz Gold News, 14 April 2024

• Are silver prices going to rise sharply, being as limited in supply as cocoa, and cheaper than gold?
  - Zero Hedge, 13 April 2024

• Gold prices are being "pushed up by central banks": BofA predicts gold prices risting $3,000; UBS at $4,000; Goldman at $2,700.
  - Zero Hedge, 12 April 2024

• Gold prices soar over $2400 after a sudden gap higher
  - Zero Hedge, 12 April 2024

• What the central bank of Zhōngguó, and Costco shoppers have in common. Hint: it is not a fondness for cryptocurrencies such as bitcoin.
  - Economist, 11 April 2024

• Central banks are still buying gold, even with gold prices at all-time highs
  - Schiff Gold, 10 April 2024

• Having risen 40% since last October, is gold warning us or running with the stock markets? We think Gold is getting caught up in a speculative bubble, and its price is not presenting us with a warning of fiscal, monetary, or geopolitical crisis. Gold is likely to have a more reliable and sustainable run higher when the Fed returns to its careless ways with real yields near 0% or even negative, and QE is again in operation.
  - Real Investment Advice, 10 April 2024

• The upwards rally in gold prices is still happening. This could lift the prices of gold mining stocks.
  - Real Investment Advice, 10 April 2024

• The relationship between gold and inflation is variable, but we are at the point in the cycle where the sensitivity of the price of gold to CPI is heightened. Overbought gold is thus particularly exposed should inflation data released today come in softer than expected.
  - Zero Hedge, 10 April 2024

• Gold futures prices hit a fresh high, sustained by geopolitical tensions, monetary easing hopes by the Fed, economic woes in Zhōngguó, central-bank buying and algorithmic trading
  - Murdoch's Wall Street Journal (locked), 10 April 2024

• Is gold overpriced, or can its price rise even higher?
  - Mises Institute, 09 April 2024

• Hong Kong seizes over $10 million worth of gold disguised as machine parts in record smuggling bust. The 146 kilograms of gold worth more than $10 million were found on a plane headed to Japan, disguised as parts of two air compressors. The suspected aim of the smuggling operation was to evade import tariffs of about 10% in Japan, which would have saved more than $1 million had the operation been successful.
  - Warner Brothers CNN, 09 April 2024

• Costco is selling as much as $200 million worth of gold bars each month, according to an estimate from Wells Fargo
  - Comcast's CNBC, 09 April 2024

• For the second time in a week, trading in an ETF that owns gold companies was halted overnight in Zhōngguó. The ETF's price had gained over 40% in the past four sessions before falling 10% after trading resumed Monday. "Investos in Zhōngguó are so desperate to buy things that are not linked to their own economy/stock mkt, which has been in the gutter."
  - Zero Hedge, 08 April 2024

• Will there be any gold left when everyone wants to buy?
  - Daily Pfennig, 08 April 2024

• Gold looks "very vulnerable" to a setback, veteran advisor says, after prices hit record high
  - Comcast's CNBC, 08 April 2024

• Gold and silver entering exponential phase of price increases
  - Vpn Greyerz, 07 April 2024

• Prices of products are up 2500% since FDR abandoned the gold standard during the Great Depression, confiscating gold to raise prices to lift the economy
  - Schiff Gold, 07 April 2024

• Gold is speaking loudly now - at all time highs against the dollar, is anyone listening?
  - Forbes, 07 April 2024

• What is driving gold prices to all-time highs?
  - Bullion Star, 06 April 2024

• Bitcoin struggles (with dogecoin dropping 15% in a week) as gold and silver shine: is the reign of bitcoin over?
  - AMB Crypto, 06 April 2024

• Visualizing the value gap between the gold price and gold miners. Although the price of gold has reached new record highs in 2024, gold miners are still far from their 2011 peaks.
  - Zero Hedge, 06 April 2024

• Why is the price of gold still rising? Buying by central banks.
  - Barron's, 06 April 2024

• Zimbabwe introduces new gold-backed currency to tackle inflation. The new currency -- called Zim Gold (ZiG) -- will be backed by foreign currencies, gold and precious minerals.
  - Zero Hedge, 05 April 2024

• Gold has broken through the $2,300 level, and one market veteran has a bullish call looking ahead. Geopolitics, government money-printing and accelerated demand for precious metals in Asia will also boost the price of gold.
  - Comcast's CNBC, 05 April 2024

• The surge in the price of gold to record highs is extraordinary - coming as it does in the face of elevated real yields that would normally bring it crashing down. Either 10-year bond real interest rates have to go negative (unlikely) or gold prices have to decline
  - Zero Hedge, 04 April 2024

• Bitcoin versus gold: the debate continues
  - Mises Institute, 03 April 2024

• You must understand that gold is neutral. Central banks are buying gold because the Neocons have weaponized the dollar. Russia was removed from the SWIFT system, and private citizen's assets were confiscated.
  - Armstrong Economics, 03 April 2024

• Investors late to invest in gold as an inflation hedge (with gold prices up significantly) are buying silver, which is still relatively cheaper compared to gold
  - Zero Hedge, 03 April 2024

• Is gold locked into a self-fueling feedback loop? Or is someone buying a lot of OTC options for gold. It appears a counterparty has taken a particulalry large bet on gold and squeezing the market ... arguably sufficiently large that it could even generate a self-fulfilling outcome. As the bullion banks grant calls at strikes above the market, they will purchase gold to delta hedge themselves as they are short gamma. As the price rises, they buy more ... creating a feedback loop. Nice.
  - Metals Daily, 01 April 2024

• Legislators in Utah formally empowers state treasurer to protect state funds with gold and silver. The new regulation permits -- but does not require -- the Treasurer to hold up to 10 percent of certain state reserve accounts in physical gold and silver to help secure state assets against the risks of inflation and financial turmoil.
  - Mises Institute, 01 April 2024

• Gold prices are at an all-time high -- but experts like Warren Buffett do not always recommend investing
  - Comcast's CNBC, 01 April 2024

• Bullion jumped to $2,265.73 an ounce earlier Monday, up 1.6% from the market close on Thursday. But gold quickly erased that rally after US manufacturing data intensified debate that the Fed may cut just two times this year compared to the previously held view of three cuts.
  - Bloomberg, 01 April 2024

• Gold prices hit another record high after new economic data for the USA increases expectations of an interest rate reduction in June.
  - Comcast's CNBC, 01 April 2024

• What you should buy some gold for your investment portfolio
  - Humble Dollar, 31 March 2024

• The price of gold is rallying. It is not about inflation this time. he metal serves as a hedge against fear itself, making it an appealing asset for our times.
  - Murdoch's Wall Street Journal (locked), 30 March 2024

• Bitcoin ETF assets are now nearly half those in gold ETFs
  - Barron's, 30 March 2024

• Zhōngguó, its central bank and the private sector, have taken over the control of the price of gold from the West, both groups together buying 2150 tons of gold in 2023.
  - Zero Hedge, 28 March 2024

• Weeks after Federal Reserve Chairman Jerome Powell evaded a sitting congressmna's questions about the central bank's foreign gold holdings, the Fed has also declined to comply with a Freedom of Information Act request for records about such holdings. "The Fed does not want anyone to know that foreign governments and other central banks are yanking their gold from the USA because it would reveal the folly of U.S. monetary and foreign policy."
  - Money Metals, 27 March 2024

• Gold - the hedge for everything
  - Daily Reckoning, 27 March 2024

• Comparing gold and bitcoin in 10 diffferent ways: bitcoin wins 6-4
  - International Man, 27 March 2024

• A massive short squeeze lifts small cap stocks into a month-end high, while gold closes at a record high
  - Zero Hedge, 27 March 2024

• How Fed announcements are now changing the direction of the price of gold (in the past, gold correlated with 10-year bond yields)
  - Political Calculations, 26 March 2024

• Larry Fink, chairman of BlackRock, says that the 'love' for gold in Bharat has done little for its economy and investors. The commodity has underperformed the stock market of Bharat. Gold can be a good store of value but it does not stimulate economic growth.
  - Comcast's CNBC, 26 March 2024

• What is next for gold? Look to Zhōngguó for clues. Gold buying in Zhōngguó has helped fuel a record surge in prices -- and could protect against a downturn.
  - Murdoch's Wall Street Journal (locked), 25 March 2024

• Gold has climbed to a record high and, as an asset historically seen as a hedge against inflation, its performance could offer a sign of what is to come for inflation and the Federal Reserve's efforts to tame it, which if it can't means the Fed will delay reductions in interest rates
  - Murdoch's MarketWatch, 23 March 2024

• The 'Powell put' sparks surge in stocks, bonds, & the dollar; gold and oil flat for week
  - Zero Hedge, 22 March 2024

• Turks pile into the dollar, gold and stocks as annual inflation of 67% destroys the "worthless lira"
  - Warner Brothers CNN, 20 March 2024

• The price of gold remains steady, despite high USA Treasury Bond yields, as traders focus on Fed policy, where a hawkish stance could potentially impact gold prices while bolstering the dollar
  - FX Street, 18 March 2024

• 'Bad economic news' is finanally bad economic news for stocks, bonds prices, crypto, and gold, all down for the day. A lof of macro bad news... Softer-than-expected Retail Sales, hotter-than-expected Producer Prices, Jobless Claims up (from dramatically revised-down levels)... sending lower expectations of interest rate-reductions by the Fed (the market's favorite cocaine).
  - Zero Hedge, 14 March 2024

• The VanEck Gold Miners ETF is 23.8% off its 1 year high while gold is just 2.45% off its 1 year high
  - Zero Hedge, 13 March 2024

• Over the last few years, digital currencies and gold have become decent barometers of speculative investor appetite. Such is not surprising given the evolution of the market into a 'casino' following the Covid pandemic.
  - Zero Hedge, 12 March 2024

• The recent rise in the price of gold is one for the history books, and has gotten out of hand, says Barclays
  - Comcast's CNBC, 12 March 2024

• Bitcoin surges past silver as world's 8th largest asset after the UK greenlights crypto-backed notes
  - Zero Hedge, 11 March 2024

• Gold prices could keep climbing -- but analysts expect silver to steal the show before long. Near-term jobs and inflation data could determine whether gold prices push as high as $2,300 or drop back to around $2,100.
  - Zero Hedge, 11 March 2024

• Gold is still hovering near a nominal record, but the scope for further gains from here may be limited. Bullion approached $2,200 an ounce last week, annexing a new record, though stated in real terms, gold is still shy of its previous peak set more than a decade ago. Even at current levels, an investor who bought gold at the end of 2012, when it was trading around $1,675 an ounce, would still be sitting on losses of more than 3% after adjusting for the corrosive effect of inflation on the dollar.
  - Zero Hedge, 11 March 2024

• Gold and bitcoin at record highs are "huge dollar no-confidence vote" - analyst John Rubino warns that a financial death spiral in the USA is "inevitable and imminent"
  - Zero Hedge, 11 March 2024

• Gold has broken through. The gold miners could be next.
  - Barron's, 09 March 2024

• Spot Gold prices spiked above $2185 this morning on the jobs data - a new record high for the precious metal - dipped back lower... then saw another wave of buying to lift it to another record high at $2195. But while ETFs are selling gold as its price rises (????), central banks are still buying.
  - Zero Hedge, 08 March 2024

• What dollarization (proposed in Argentina) says about returning to the gold standard. While other countries can dollarize to stop the devaluation of their currencies, where can the USA use to stop the devaluation of the USA dollar - the USA can't 'dollarize;'? Would returning to a gold standard help the USA?
  - Schiff Gold, 08 March 2024

• The dollar declines the most in three months, as gold and bitcoin hit new record highs
  - Zero Hedge, 07 March 2024

• Why Costco is selling gold bars and silver coins
  - Warner Brothers CNN, 07 March 2024

• Why there are good financial reasons to invest in gold
  - Wealth of Commonsense, 07 March 2024

• New highs in the price of gold signal that central banks fear inflation, as they continue to buy gold
  - Zero Hedge, 06 March 2024

• Demand for gold in Egypt is growing as the buying power of the country's currency plunges in value against the USA dollar, and inflation eats away at savings
  - Ochs-Sulzberger's New York Times, 06 March 2024

• Bitcoin surpasses its all-time high of $69,000, briefly topping the market capitalization of silver
  - Zero Hedge, 05 March 2024

• Extending their run of the last few days, spot gold prices just exceeded their all-time highs, topping $2140 for the first time in history
  - Zero Hedge, 05 March 2024

• Bitcoin and gold and inflation expectations soar as financial markets lose faith in the 'inflation fighting' Federal Reserve
  - Zero Hedge, 04 March 2024

• The buying of gold by central banks is predicted to remain hot over next several years
  - Zero Hedge, 04 March 2024

• The chairmen of the Fed is silent on how gold foreign countries are shipping from the Fed's vaults to vaults in their countries. One anonymous central banker told Invesco that his country quietly repatriated its gold from London, and some 68% of the banks surveyed said they are keeping their gold reserve within the borders of their countries -- up from 50% in 2020.
  - Zero Hedge, 04 March 2024

• Evidence and insights about gold's long-term uptrend. Though gold surged during the most acute phase of the 2020 COVID-19 pandemic due to the unprecedented tsunami of liquidity from global central banks, it has since bounced around between $1,600 to $2,100.
  - Zero Hedge, 02 March 2024

• Shortly after a disappointing ISM Manufacturing report (which started yields falling), Fed Governor Christopher Waller (quietly) dropped quite a bombshell on markets for those that were paying attention. Waller is hinting at an 'Operation Reverse-Twist' which will lower short-term yields and steepen the yield curve.
  - Zero Hedge, 01 March 2024

• Low volatility in gold prices is a 'calm before the storm', as inflation returns
  - Zero Hedge, 01 March 2024

• How to use gold in your portfolio. What you need to know about the advantages and risks of investing in gold, and how it compares long-term to other investments.
  - Zero Hedge, 27 February 2024

• War + inflation = buy gold, especially as the debt of the USA continues to grow
  - Von Greyerz Gold, 20 February 2024

• The ratio of gold/silver prices says that silver is still cheap
  - Schiff Gold, 15 February 2024

• The future shortage of gold that nobody is talking about. When private money follows central banks, will there be enough gold to go around?
  - Zero Hedge, 15 February 2024

• Bitcoin tops $1 trillion as gold ETFs dumped in favor of cryptocurrencies
  - Zero Hedge, 14 February 2024

• Stocks, bonds and gold plummet after the latest CPI numbers remain high, further dampening hopes that the Fed will reduce interest rates in the near future
  - Zero Hedge, 13 February 2024

• Hotter-than-expected inflation clouds interest rate-cut outlook. Inflation declined slightly to 3.1% in January, while underlying prices ticked up slightly more than expected.
  - Zero Hedge, 13 February 2024

• Expectations were for a big drop in the YoY consumer price index (from +3.4% to +2.9%, a decline of 0.5%) but instead it surprised to the upside (just as we warned) with a +3.1% YoY print for headline CPI (spoiling the sub-3% partiers). Consumer prices rose 0.3% MoM (more than the 0.2% predicted) but the headline CPI did decline from +3.4% to +3.1% YoY.
  - Zero Hedge, 13 February 2024

• Zero Hedge CPI prediction: "There is a genuine risk" inflation will come in hotter/higher than expected
  - Zero Hedge, 13 February 2024

• Why gold will continue to rise and the standard of living in the USA will drop
  - GoldFix, 11 February 2024

• "Blistering central bank buying" fuelds a strong demand for gold. n a year of monetary tumult, central bankers themselves turned to gold, driving over 21% (1,037 tonnes) of s total demand and nearly setting a new demand record of their own.
  - Zero Hedge, 09 February 2024

• Election year gold trends and factors for 2024
  - Schiff Gold, 08 February 2024

• New problems with a regional bank spark a bid for bonds, gold and bitcoin
  - Zero Hedge, 06 February 2024

• The god wars in the 1970s: the USA versus Europe during the demise of Bretton Woods. After the collapse of Bretton Woods in 1971 several European central banks tried setting up a new gold pool to stabilize the price and move to a quasi gold standard. The US wanted to phase out gold from the system and enforce a dollar standard on the world.
  - Gainesville Coins, 05 February 2024

• Bonds, bullion, banks, and bitcoin battered as "good news is bad news" again after Powell says that interest rates will not be reduced soon
  - Zero Hedge, 05 February 2024

• Inside the most statistically distorted jobs report in recent history. Average wages 'rose' because the BLS decided to sharply slash the number of estimated hours that everyone was working, from 34.3 to just 34.1, which may not sound like a lot until one realizes that the last time the workweek was this low was when the economy was shut down during Covid. For example, average hourly earnings rose, because the BLS arbitrarily reduced the number of estimated hours that everyone was working, from 34.3 to just 34.1, the levels during the Covid recession.
  - Zero Hedge, 02 February 2024

• The massive beat for payrolls, and resurgence in average hourly earnings, prompted a sharp response from markets with the dollar spiking, along with bond yields (10-year above 4% again), as gold (down $20) and the yield curve tumbled, as rate-cut expectations plunged.
  - Zero Hedge, 02 February 2024

• A surprise with the January jobs report: payrolls explode by 353,000, double the expected and higher than all estimates, as wages surge. Manipulating statistics (jobs surged while many are firing people) to help Biden in the election year? There was a huge divergence between the Establishment and Household Surveys, and while the former indicated an increase of 353,000, the latter reported a drop in Employment of 31,000.
  - Zero Hedge, 02 February 2024

• A blockbuster jobs report (admittedly with distortions) allows the Fed to be patient as it waits to reduce interest rates. Given continued strength of the economy, the Federal Reserve is unlikely to feel pressure to cut interest rates at its next meeting in March.
  - Ochs-Sulzberger's New York Times, 02 February 2024

• Why physical gold has outperformed gold stocks
  - Schiff Gold, 01 February 2024

• Stocks, bond yields, and gold decline in price after Fed Chair Powell makes it very clear - no immediate interest rate reductions, while assailing the market bubbling of AI
  - Zero Hedge, 31 January 2024

• The Fed signals interest rate reductions are possible but not imminent as it holds rates steady. The cenbnk{USA} bank abandons formal guidance that had kept hikes on the table since last raising rates in July.
  - Ochs-Sulzberger's New York Times, 31 January 2024

• The value of diamonds declines as gold stays strong, partly because gold is more fungible
  - Schiff Gold, 31 January 2024

• Jewelry brand Pandora will switch to using 100% recycled gold and silver in its trademark bracelets, necklaces and other pieces by the second half of 2024. Pandora estimates it will avoid 58,000 metric tons of carbon-dioxide emissions each year.
  - Murdoch's Wall Street Journal (locked), 30 January 2024

• Gold imports into Zhōngguó surge to record high as appetite increases, middle class seek wealth security. Zhōngguó imported a record high 1,447 tonnes of gold for non-monetary use last year, with the value increasing ninefold from three years ago to US$90 billion.
  - Alibaba's South China Morning Post, 26 January 2024

• Gold-backed cryptocurrencies: the next level of protection from capital controls
  - DollarCollapse.com, 22 January 2024

• The youth bulge and demand for gold in Bharat. In just over a decade, about a quarter of a billion people in Bharat are expected to reach adulthood and join the workforce.
  - Zero Hedge, 19 January 2024

• "This is pandemic-like demand": UBS finds "unprecedented" physical demand for gold. "The floodgates have opened into Asia as quotas have been given so the pent-up demand from Q4 plus the seasonal demand ahead of the Lunar new year is in full force. This is pandemic like demand, and many are scrambling to get it."
  - Zero Hedge, 18 January 2024

• Catch the goldwagon or lose your fortune
  - Gold Switzerland, 14 January 2024

• Gold's time to shine: Goldman Sachs predicts "most immediate compelling upside opportunity" for gold. A combination of lower rates, dollar headwinds and sticky elevation in geopolitical risk should continue to offer clear price support.
  - Zero Hedge, 14 January 2024

• Central banks will keep buying more gold in 2024
  - Schiff Gold, 13 January 2024

• The Treasury Bond yield-curve dis-inverts after a 'cool' PPI report, with gold and bond prices bouncing
  - Zero Hedge, 12 January 2024

• Inside the catastrophic jobs report: a record 1.5 million decline/crash in full-time jobs, while the number of multiple jobholders soar to a record high, and while the number of native born workers plunge
  - Zero Hedge, 05 January 2024

• Stock and bond prices, and gold prices, decline as hopes for interest rate reductions plunge after today's 'positive' jobs report
  - Zero Hedge, 05 January 2024

• The number of new jobs rose more than predictted in December, and wages increased, while unemployment remains low. An economy doing well enough for the Fed not to reduce interest rates in March, depriving the stock markets of their favorite drug.
  - Zero Hedge, 05 January 2024

• The odds of an interest rate reduction by the ECB decline after reports that inflation in the EU re-acclerated in December
  - Zero Hedge, 05 January 2024

• The hottest property in gold mining is copper. From central Mexico to the Australian Outback, gold producers led by Newmont and Barrick Gold are raising bets on copper through deals and other investments to gain more influence over the commodity considered vital to the global energy transition.
  - Murdoch's Wall Street Journal (locked), 04 January 2024

• Prices of gold predicted to hit record highs of $2300 in 2014, driven by a trifecta of momentum chasing hedge funds, central banks continuing to buy physical gold at a firm pace, and not least renewed demand from ETF investors
  - Zero Hedge, 03 January 2024