China’s Gold Demand Quantified
China’s gold accumulation strategy, launched by the People’s Bank of China in 1983 and continued through 2002, has built a massive reserve that far exceeds official figures. Recent spikes in bullion prices, driven by weakening fiat currencies, are prompting Chinese households to move savings from bank deposits into gold accounts. Analysts predict this shift could lift gold and silver prices sharply and further erode confidence in the dollar‑based monetary system. The trend underscores a broader geopolitical reallocation of wealth toward tangible assets.
Surreal Markets
Equities are soaring to fresh record levels while gold and silver remain largely unchanged, with gold near $4,785 an ounce and silver around $79 an ounce. Both COMEX contracts show minimal open interest, indicating thin speculative liquidity, and price movements...
Gold and Commodities Are Set to Soar
Gold and silver appear to have found a floor and are climbing, driven by a broader rally in commodities. The surge follows the United States’ naval blockade in the Sea of Oman, which threatens the supply of base metals, sulphuric...
Global Inflation Will Skyrocket
The ongoing Iran‑Israel conflict is tightening oil supplies, driving Asian spot prices above $12 per barrel—a 60% increase since hostilities intensified. Analysts draw parallels to the 1973 oil crisis, which triggered double‑digit inflation across the United States, United Kingdom, France,...
Are Central Banks Selling Gold?
Poland’s central bank head clarified that, despite talk of selling gold to fund defence spending, the government has no intention to do so. In contrast, Turkey’s central bank is actively using gold leases and swaps with commercial banks, turning the...
Interview with GoldRepublic
Alasdair Macleod warns that the escalating conflict with Iran could ignite the endgame of the global fiat currency system, linking energy disruption to soaring bond yields, collapsing credit and a broader monetary crisis. He argues that bond markets now provide...
Decline and Fall
Markets are downplaying the escalating Hormuz Strait tension despite U.S. officials portraying the situation as stable. The article warns that the geopolitical risk could quickly affect global oil supplies, pushing bond yields higher. Japan, heavily reliant on Gulf energy, faces...
The Most Important Charts for the Next Few Weeks
The article highlights a sharp rise in US Treasury yields after an inflation shock tied to the closure of the Strait of Hormuz. The 10‑year note closed at 4.44%, and analysts warn that a move toward 5% would confirm fears...
Fiat Will Not Survive the Consequences of Iran
The United States and Israel’s recent military actions against Iran have sparked a broader geopolitical and economic backlash, threatening the stability of Western fiat currencies. Iran’s warning to Gulf states to shut down U.S. bases adds pressure to an already...
March Futures Expiry
Silver’s open interest has fallen to its lowest level in over two decades, suggesting the metal is deeply oversold and may soon reverse higher. Gold also shows weakness, with Comex open interest under 400,000 contracts and prices testing key moving...
Anterview with Andy Millett
Andy Millett and Alasdair Macleod dissect the recent plunge in gold and silver prices, arguing that paper markets have become detached from the underlying bullion demand. They highlight weak speculative activity on COMEX and note that retail demand in the...
Tweet From X Worth Reading
Swiss wealth manager Dieter Lüscher warned that gold and silver are about to experience a sharp, engineered dip as large short positions and expiring options pressure prices downward. He says the low could arrive within days, after which a structural...
Credit Crisis Imminent
The article warns of an imminent credit crisis as bond yields climb amid rising inflation expectations. It argues that expanding quantitative easing and war‑related spending will erode fiat currencies, prompting a historic wealth shift from creditors to debtors. Meanwhile, gold...
A Dollar Disaster Looms
Gold and silver prices are sliding as concerns mount over the dollar and the broader fiat currency system. The decline mirrors the 2008‑2009 financial crisis, when gold fell from $1,000 to $680 before rallying to a $1,920 peak in 2011....
Iran Is a Bridge Too Far
The article notes that oil, when priced in gold, sits at only 26% of its long‑term value, implying a potential 300% rebound to pre‑Bretton Woods levels last seen in 2014. It warns that a shutdown of the Straits of Hormuz...