Good Reads
The Central Bank Reset: "More Positive on Gold Than Ever"
The World Gold Council just published its 2026 Central Bank Gold Reserves Survey. The headline figure is a historic wake-up call, revealing a record 45% of central bank respondents openly state they expect their own institutional gold reserves to increase over the next 12 months. When we put that into perspective, this is the highest proportion recorded since the survey’s inception. Read on »
Gold executives warn of smuggling ‘crisis’
Gold has always attracted trouble. But at $5,000 per ounce, it’s attracting the kind of trouble that funds wars. Senior gold industry executives, including leadership at the World Gold Council, are sounding the alarm over what they describe as a full-blown smuggling crisis. Illicit gold flows now exceed an estimated $120 billion annually, driven primarily by artisanal and small-scale mining operations that operate outside any regulatory framework. Read on »
The companies Uncle Sam buys next
he Department of War took equity in rare earth miners and magnet makers. The DOE backed uranium enrichment with loan guarantees. The CHIPS Act pushed billions into American fabs. Warrants, equity, offtakes: rebuilding what three decades of cheap imports dismantled. America has run this playbook before. Every time, the investors who spotted the bottlenecks early got paid. Read on »
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