Gold Editorials & Commentary

Gold, silver, and mining stocks are not doing much, but at the same time, today’s session is very meaningful. This is the case because of how the precious metals sector is moving lower today, because of what the USD Index is doing, and given how it all fits gold’s...

Investors chasing gold’s upside momentum was a major driver of its recent surge.  Their relentless capital inflows helped catapult gold up to extraordinarily-overbought levels, really ramping risks for a reversal.  As that indeed sure looks underway now, investors’...

When a major private bank like UBS tells clients to double their gold holdings, it’s worth paying attention. According to a recent report shared by Metals & Miners, UBS’s Chief Investment Office says its clients have more than doubled their exposure to gold, and...

On a recent episode of Money Metals’ Midweek Memo podcast, host Mike Maharrey opens with a pointed analogy: calling a 3% CPI “good” because it beat a grim forecast is like celebrating “no cancer” while ignoring high cholesterol, hypertension, and pre-diabetes. The...

The Federal Reserve’s Federal Open Market Committee (FOMC) on Wednesday voted to again reduce the target policy interest rate by 25 basis points, down to an upper bound of 4.0 percent. The FOMC has now cut the policy rate (i.e., the federal funds rate) five times...

Here on the Arcadia Channel we've talked for months about the rumblings of additional sanctions on Russia, and the impact that would have on the gold market if it happened.

South Korea is considering jumping on the gold bandwagon and adding gold to its reserves.

Modest cooling in consumer prices masks deeper pressures from tariffs and energy costs. The Fed must weigh short-term relief against the risk of tightening too late.

Against the backdrop of escalating debt levels, slowing economies, and a deeply stressed financial system, this discussion challenges mainstream narratives. It reveals why gold continues to stand apart—not just as a trustworthy investment strategy, but as a...

The only thing remarkable about the Powell Presser after the Fed decided predictably to lower interest rates one more time was his naive claim that AI stocks are nothing like the dot-com bubble.

Most people and most analysis and research that I see is stuck in the 2000 to 2022 23 time frame, the last 25 years or so. That's what people are looking at when they're comparing gold and silver at present to the past.

Today we find out the results of the latest Federal Reserve meeting, where there's no secret that Mumbles (Jerome Powell) and the Fed are going to do what they can always be counted on to do. Lower interest rates and create more credit.

Following the recent sharp drop in Zions’ share price driven by loan loss provisions, there’s been a lot of discussion about the bank. One notable conversation on Bloomberg TV featured the Head of Strategy at a large asset manager and the Head of Research at a major...

Gold has been pounded lower over the last two weeks and is now struggling to hold the $4,000 level. Are the bulls dead?

With money flowing into the gold and silver markets, we're now starting to see the banks fighting over the market share.

On Friday, October 17th, we alerted readers that gold was exhibiting a rare blow-off top, which could trigger a 20% correction. Prices peaked the following Monday and have since fallen back below $4,000.

The metals market continues to recoil from the big round number zones of gold $4000, silver $50, CDNX 1000, and GDXJ $100. Of course, nothing fundamentally has changed for gold… 

A relentless surge in the price of gold is delivering windfalls across emerging markets, boosting investor confidence in countries that mine and buy the metal.

According to the Treasury Department’s monthly report for September, the budget deficit turned positive last month, with tax receipts coming in at $197 billion above federal outlays. This sizable one-month surplus was due to a large month-to-month drop in federal...

In my weekend Deeper Dive, I showed where the government’s inflation data on Friday fell far short of the truth; so, you are right in thinking more has been eating away at you than the government reported.

On a recent episode of the Money Metals podcast, Money Metals’ Mike Maharrey interviews Axel Merk, president and CIO of Merk Investments. They cover the metals selloff, the recent silver squeeze, thin market liquidity, stress in private credit, and why the U.S....

Even with gold scaling record highs, Indian demand was robust in September as the festival season kicked off. India ranks as the world's second-largest gold market behind China. 

The gold and silver prices are getting clobbered today, with one of the key drivers being that the lease rates, and by extension the silver chaos, in London has eased. But it raises an important question, that we cover in this brief video.

We've already been witnessing history in the gold market over the past year, and now buy season is about to get started.

Imagine a parallel universe where, with the stroke of a pen, President Trump declares an end to the ill-conceived trade war that, while it intensified sharply in April 2025, started in 2017.

I’ve warned that the inflation numbers put out for CPI by the Bureau of Lying Statistics were going to become an aberration that fails more than ever to report the rising inflation I’ve said we would see this fall due to tariffs. Sure enough, while the inflation...

When you think through a couple different specific events that have occurred, you can also almost start to get an idea of where this is headed.

Gold has only had three major breakouts in its history. So, it's only corrected three times after a major breakout. And that's where we are here and now. That's the very big picture of the gold market. We are having our first big post breakout correction.

2025 has been an outstanding year for precious metal assets.  If following the gains seen so far this year, we now see a significant pullback in these markets, it might actually be a healthy market development.

Well, with the big selloff in gold and silver following a monster rally since Labor Day, a Saxo Bank analyst says the metals are no longer technically overbought, but they are still under-owned.