Gold Editorials & Commentary

Given its role as the world’s primary reserve currency, the importance of the US dollar in the global economy cannot be understated. It’s estimated as many as 90% of all international trades involve the greenback.

Silicon Valley Bank, Signature Bank, Credit Suisse, First Republic, and now Deutsche Bank; the list grows longer and soon it will be too bothersome to list them all.

Gold is on the cusp of a major breakout from its super-bullish cup and handle pattern. The measured upside target is $3000/oz, and the log target is roughly $4000/oz.

Many depositors were shocked by the SVB collapse, which, in our opinion, demonstrates that the majority of them are ignorant of serious systemic risks in the U.S. banking system.

The 2021-2025 war cycle and bank crisis headlines make it easy for investors to lose their gold market focus.

As the Federal Reserve has hiked rates from 0% to over 4.75%, the average interest rate on bank deposits has remained low, around the FDIC's national average for savings accounts of 0.37%. This has led many to ask the simple question.

The price of gold rose as the dollar weakened for a sixth straight day, writes Bloomberg, with traders betting that the Federal Reserve’s aggressive monetary-tightening cycle is nearing an end. Data on Thursday showed U.S. initial jobless claims unexpectedly...

Banking is in a league of its own when it comes to government subsidies, special privileges, and bailouts.

Gold cracked $2,000 an ounce on Monday for the first time in a year, as metal traders reacted to Sunday’s news that a deal was reached for UBS to buy Credit Suisse.

From bond markets to border wars, the world is openly and objectively tilting toward disaster. Many of us already know this, but what can be done?

When I refer to Fed chairman Powell or to the Fed governors, collectively, as morons, I’m not suggesting that readers take this characterization literally. Indeed, most of them have IQs that are probably twice the 51-70 range that would categorize a person...

From the comments made in my last article (i.e., 'Gold's Potential Bottom'; from 3/5/23), Gold was at or into bottoming territory, with that low expected to come from our 72-day time cycle, which is shown again on the chart below:

As on occasion we do, let's start with stocks, in opening with one of our infamous pop quizzes: Ready?

In the hierarchy of money gold is superior to fiat money. From an historical perspective the past decades have been characterized by trust in fiat money, whereby fiat made up the lion share of global international reserves.

Two Friday’s ago, when I sent out my last article, the Dow Jones was at a BEV of -13.29%. Two weeks later it has advanced by 0.89% BEV points, or 327.89 in dollar terms over the last ten NYSE trading sessions. It’s as if everyone is just fooling around under the BEV...

There are multiple threats to the financial system that are currently in play, and one of the biggest is the risk of a Eurodollar crisis or collapse. The world had two close calls with systemic bank failures in 2008, one was derivatives and the other was Eurodollars...

As interest rates show signs of peaking, the gold prices are nearing new all-time highs. The gold market hit the $2,000 level this week and showed resilience following the Federal Reserve’s quarter point rate hike announcement. As of this Friday recording the...

Our proprietary cycle indicator is UP. Current data supports overall higher gold prices. Our ratio is on buy signal. Trend is DOWN for USD. Trend is UP for gold stocks.

It's been a wild week with gold soaring to $2000, correcting hard, then soaring again, but the big story this week is silver, while barely sold off at all with gold down $70 and is now at another fresh high for the week!

Gold is rocketing higher to new upleg highs again, fueling mounting bullishness!  After February’s sharp pullback driven by a confluence of unusual events, gold V-bounced violently on the recent banking crisis.  This wild volatility resulted from some extreme gold-...

The Fed almost made it a whole year without printing money. Gold is set to outperform the S&P 500 for several years. The real bull market starts once gold breaks above $2100.

Gold prices surged to test the $2,000/oz level early this week before retreating ahead of the Federal Reserve's interest rate decision.

In today's show, Dave Kranzler of Investment Research Dynamics explains what happened with the assets on SVB's balance sheet, and why they became so problematic at the time that they did. He also talks about how the Fed's monetary policy facilitated the conditions...

Gold is on the verge of new all-time highs. The metal of kings has already broken out to new all-time highs in many world currencies – the last yet most important will be gold as priced in US dollars.

Gold mining stocks and Silver are the riskier parts of the precious metals sector. Generalist capital always favors Gold first and second before considering miners and Silver.

In this brief yet timely MAMChat, Matterhorn Asset Management principals, Egon von Greyerz and Matthew Piepenburg, squarely tackle the global banking crisis from Credit Suisse to Silicon Valley. Now, more than ever, clear analysis, honest math and historical context...

A major financial collapse occurred the weekend of March 11th - but it wasn't Silicon Valley Bank or Signature Bank. After the Financial Crisis of 2008, the leading economic powers of the world spent years studying what went wrong, they decided how to cure the risks...

If you have been watching the “inside of the stock market” over the past six months or so, you’ve been able to see the increasingly popular “soft landing” narrative regarding the direction of the economy play out in prices.

The Federal Reserve’s Federal Open Market Committee (FOMC) on Wednesday raised the target policy interest rate (the federal funds rate) to 5.00 percent, an increase of 25 basis points. With this latest increase, the target has increased 4.75 percent since February...

The failure of Silicon Valley Bank (SVB) on March 10 was the second largest bank failure in US history. Just two days following SVB’s collapse, Signature Bank joined the record books as the third largest bank failure in US history. First Republic Bank also seemed on...