August 11, 2026
The narrators say all that matters for gold is that America’s biggest fiat money soup kitchen (the Fed) might raise rates a quarter point, and that’s incredibly negative for gold.
It’s all been bullish after the summer swoon, as anticipated. While one reliable indicator we track (a smoothing of the Equity Put/Call ratio using moving averages) has failed to crack SPX into a proper correction, indexes like the SOX and NDX did crack hard. SPX...
Friday gave metal bulls something to celebrate, with gold confirming a major breakout and silver finally pushing above its consolidation.
In this latest edition of Gold Matters, VON GREYERZ Partner Jonny Haycock and Alasdair Macleod, Strategic Advisor at VON GREYERZ, discuss many of the dislocations appearing in markets.
According to many, the key cause of a general increase in prices is inflationary expectations. For instance, if there is a large increase in the prices of oil, individuals, it is held, will start forming expectations for higher inflation ahead.
It was almost exactly six months ago today, on February 2nd, that I put the Precious Metal Stocks Trades Portfolio back to 100% cash after an important measured-move price objective was reached on most of the precious metals complex.
August 10, 2026
The yen carry trade is an investment strategy where traders borrow Japanese yen at a very low interest rate, convert it into higher-yielding foreign currencies, and invest in global assets to pocket the interest rate gap.
Here are today's videos and charts. The videos are viewable on mobile phones as well as computers. Double-click to enlarge the charts.
SGS Key Charts, Signals, & Video Analysis
If markets dropped 35% tomorrow, would you know exactly what to do? Most people wouldn't — but this rotation strategy has helped others dramatically limit those kinds of losses. See how it works while you still have time to act...
August 9, 2026
It turned out to be a pretty good week to own gold and silver. After a rough finish to July, the precious metals market got back on its feet this week. Gold clawed its way higher day after day, silver outperformed once again, and then Friday's weak U.S. jobs report...
In settling yesterday (Friday) at 4401, Gold just posted its second best of the 31 full trading weeks year-to-date: a +7.4% increase, second only to the +8.3% gain for that ending back on 23 January.
For a change I thought I start off with a chart of the Dow Jones, in dollars, along with its 52Wh High & Low Lines. As seen below, this week (Monday to Wednesday), three times the Dow Jones pushed up its 52Wk High Line.
There is an unimaginable fortune floating between 150 and 400 million miles from Earth. It’s an asteroid named Psyche. Some people think we can solve global poverty by mining this space gold and other precious metals.
August 8, 2026
Asian banks have beefed up their gold product and service offerings in recent months. According to The Banker, this represents “a structural wealth shift in wealth allocation.”
This week has once again proven that key technical levels matter. The support and resistance zones we've been tracking over the past several weeks continue to dictate price action across multiple markets. One by one, markets are either reaching their projected targets...
Breakout this week and spiking up. Gold sector cycle is now up. Trend is up for USD and for gold & gold stocks. A recovery rally is now in progress.
August 7, 2026
Gold stocks just soared to a big technical breakout, mirroring and amplifying their metal. Like gold, its leading miners’ ETFs had spent months winding ever tighter in a bullish chart pattern known as a falling wedge. Those usually resolve in strong reversals and...
Federal Reserve Chairman Kevin Warsh continues to project a tough stance on inflation, repeatedly promising to restore price stability and keep inflation anchored at the central bank's longstanding 2% target. But according to Mike Maharrey in this week's Money Metals...
Gold flows into ETFs flipped positive globally in July. After two consecutive months of outflows, every region reported positive flows of metal into gold-backed funds in July. With Europe leading the way, gold ETFs reported net gold inflows of 23.5 tonnes in July,...
In this video, I'm going to tell you about the silver and gold bottoming signal that nobody is talking about.
August 6, 2026
Various factors are converging which suggest that the Precious Metals sector is about to break out into a major new uptrend and it looks like we have waited long enough.
Florian Grummes says gold's break above 4,200 was the signal he had been waiting for, and he has moved from 50% invested to 80% invested on the back of it.
Between the market’s reaction to Warsh’s recent no-rate-hike announcement and the current disaster unfolding with the Japanese yen, the set-up for near-term “Uh-Oh” in stocks and bonds in general–and the longer-term wisdom in precious metals in particular– couldn’t be...
Gold and silver both had an historic run earlier this year, but the prices have sold off ever since, even despite the highly inflationary Iran war. So what's next for the precious metals? Bill Holter checks in to share what he's seeing, and what to watch out for before...
Over the past couple of days, financial headlines have been dominated by Japan. Rising government bond yields, pressure on the yen, and the role of U.S. policymakers in helping stabilize markets have all generated plenty of discussion.
August 5, 2026
The 2026 pullback is just the halfway point of the larger secular trend. Metals and Miners reached and likely bottomed in our mid-year target zones, setting the stage for the next advance. The second half of the bull market begins now, and we expect mining stocks to...
Discussion of the forced sale of gold in 2026, driven by early-year (and shameless) manipulations at the COMEX to subsequent war liquidity measures globally.
Gold buying accelerated again in June as central banks took advantage of the softer price environment to add to their reserves. According to the latest data compiled by the World Gold Council, central banks globally added a net 51 tonnes of gold to their reserves in...
When we talk about inflation, we usually focus on the Consumer Price Index (CPI). However, the Federal Reserve’s “preferred” inflation measure is the Personal Consumption Expenditure (PCE) index. What’s the difference and why does the Fed prefer the PCE?
August 4, 2026
The big picture of global government is a macabre one. It’s a picture of debt, extortion, and fiat-oriented bravado.
Senior gold producers continue delivering record shareholder returns. Annualized dividends and share buybacks have reached $10.9 billion so far this year, already surpassing last year’s record of $8.6 billion. From 2024 through 2026, senior producers are expected to...