Gold Editorials & Commentary

After last week's gold and silver selloff, Goldman Sachs has a new report out to their clients telling them how to respond.

A new Commodity Super-Cycle is likely, finally. I have poked fun at the Commodity Super Cyclers over the years. Churning out analysis telling of a great economic reset toward real things, fundamental to the global economy, and away from unreal things, like paper “...

One of the top candidates to succeed Jerome Powell at the Federal Reserve said the central bank needs to coordinate more closely with the U.S. Treasury and advocated for a much more inflationary monetary policy.

It’s all about platinum today. The USD Index continues to verify its breakout, and while gold and silver moved a bit higher today, it doesn’t change anything as the USD Index remains clearly above the previously broken support levels. My gold price forecast for July...

The gold miners’ stocks are priming to run, nearing their next major surge higher.  They’ve proven quite resilient this summer through gold’s weakest time of the year seasonally.  They’re about to report their best quarterly results ever by far.  They remain very...

As central banks scramble to increase their gold reserves, many are turning to domestic mine production to save money, support local industry, and expand their reserves.

On Tuesday, the yield on the 10-year Treasury surged nearly 10 basis points in a few hours, rising above 4.49 percent. The rising yield came after the release of new price-inflation data showing that CPI growth had hit a five-month high and remained well above the...

The gold price is down again this morning (silver is flat so far), as new trade deal news has come out.

It held. And there are major implications for gold / mining stock investors. The USD Index’s breakout held. There was a sharp move lower in the USDX that triggered the move higher in gold yesterday, but none of them stayed in place for long. The USDX moved back up,...

Larry Summers recently claimed on X that Republican tax policies — specifically the One Big Beautiful Bill (OBBB) pushed by Trump and congressional Republicans — are a major reason why the US is headed toward a debt crisis. He even revived his favorite 40-year claim...

The USD Index just did something that many thought was impossible. It closed back above its April bottom. In the previous weeks, and in particular in late June, I read more bearish things about the USD that I can count. And yet, ever since bottoming at the turn of...

Gold is in a powerful bull market that in due course is set to continue and to accelerate in the face of reckless and relentless money creation. Near-term, however, there is some risk of a (modest) correction which would be caused by a countertrend rally in the...

Could a gold revaluation be on Trump’s mind? Below, we consider the options facing a debt-sick America.

In a recent episode of the Money Metals podcast, host Mike Maharrey sat down with Joseph Cavatoni, aka Joe Cavatoni, market strategist for the World Gold Council, to explore current trends in the gold market, long-term investment strategies, central bank buying, and...

Price inflation is moving up again, in spite of President Trump’s repeated (and false) claims that prices are falling. The media isn’t right either, though, since much of the media consensus about June’s stubbornly high price inflation trend is that it was caused by...

The TACO trade is the new action on Wall Street where investors are betting against everything Trump says about tariffs because surely he is stalling in order to avoid putting high tax-intensifying, inflation-fanning tariffs on American consumers.

For years, the big question in gold & silver was when the generalist money would start returning to the sector. Well, you don't have to wait any longer to find out, because it's happening now.

Even though the gold price has leveled off over the past 2 months since briefly crossing over the $3,500 per ounce level, that hasn't stopped Goldman from reiterating their forecast of $4,000 gold.

Does US government debt matter? Well, even if the Trump administration was able to create truly spectacular growth with its policies (unlikely but possible), it would still take decades to reduce the size of the debt significantly.

Donald Trump is again sowing chaos with respect to the trade war he has initiated. US trading partners were not looking forward to July 9, the end of Trump’s 90-day hiatus on so-called “reciprocal tariffs” he announced in April, which caused a broad sell-off in...

The worst-performing precious metal for the past week was gold, though it still rose 0.82%. According to Royal Bank of Canada, Northern Star’s fiscal year 2026 production expectations have been declining since a fiscal year 2025 downgrade in the third quarter.

Gold and silver prices outperformed nearly every asset class in the first half of the year. Geopolitical uncertainty, a weaker U.S. dollar, the threat of tariffs, central bank gold buying, and silver inventory scarcity all contributed to stellar performance.

Nvidia became the world’s first $4 trillion company last week, leapfrogging Microsoft, Tesla, Google and every other company struggling to stay in the AI game.  Our money is on Musk to compete the hardest. He is Nvidia’s biggest customer for their most powerful...

The gold and silver markets are about to open. And shortly we'll find out how silver responds in the Far East following Thursday and Friday's staggering rally.

As mentioned in past months, Gold formed a key peak back in mid-April, doing so at the 3537.80 figure (August, 2025 contract). From there, a correction was seen into mid-May, with the metal dropping down to an eventual low of 3151.20 - before consolidating the...

On Thursday this week, the Dow Jones closed within 1% of making a new all-time high in its BEV chart below, with a BEV of -0.81%, to then pullback from a new BEV Zero on Friday, closing the week with a BEV of -1.43%.

Some big price moves unfolded this week in the silver market... and the poor man's gold is looking super strong right now after breaking above the key $37 level.

“If I may open, mmb, Gold is now +27.7% this year:  no way that’s boring…” Admittedly, dear Squire, perhaps a bit exaggerated is our title’s “boring” description for Gold.  So far this century, the 28-week year-to-date increase of +27.7% ranks second only to such...

Gold sector cycle is down. Trend is up for gold stocks, and USD and down for gold. A pullback is now in progress.

Since hitting an all-time high of $3,500 in April, gold has consolidated and generally traded sideways in a range between $3,200 and $3,400 an ounce. Does this mean the bull run is over?