10 Sep 2026
Kevin Warsh Giant Bluff of Tighter Interest Rates in a Global Debt Crisis
Kevin Warsh’s hawkish Jackson Hole message sent yields higher and precious metals lower. But with trillions of dollars of US…
20 Aug 2026
The Bond Market Is Forcing Washington’s Hand And Precious Metals Are Listening
Long-term US Treasury yields have climbed to levels not seen since 2007, forcing Washington to respond with larger bond buyback…
12 Aug 2026
US Inflation Now Takes Centre Stage
Today's US CPI release lands against a backdrop of a weakening labour market and rising bond yields — but the…
5 Aug 2026
Shanghai Silver Pricing 8 US$ Premium Over Comex Why is the Price Arbitrage Not Closing
Shanghai's physical silver market is trading at a substantial premium over COMEX, raising important questions about the availability of deliverable…
3 Aug 2026
Midsummer Series: Part 7. Silver’s Extreme Undervaluation: Today’s Price Opportunity Should Not Be Ignored
Silver just suffered its third-largest six-month correction in 70 years — and every comparable sell-off in history has been followed…
29 Jul 2026
Midsummer Series: Part 6. China’s True Gold Purchases Are Far Greater Than Officially Reported
Goldman Sachs estimates China bought 48 tonnes of gold via the OTC market in May alone — nearly five times…
29 Jul 2026
Midsummer Series: Part 5. Quantitative easing—money printing—is back.
The Fed has added over $300 billion in Treasuries this year as foreign demand weakens — quantitative easing is back.…
29 Jul 2026
Midsummer Series: Part 4. China Accumulating Gold Now, Into the Window of An Extremely Strong Seasonal Rising Trend.
China tends to buy gold aggressively before major rallies, then pulls back once prices are already rising — and it's…
29 Jul 2026
Midsummer Series: Part 3. Global Debt Growth Explodes: Monetary Debasement Is Now Unavoidable
Global debt has exploded from $80 trillion to $354 trillion since 2000, growing faster than the economy itself. With repayment…
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