Good Reads
Gold's bull market remains intact even with a hawkish Fed
While newly appointed Federal Reserve Chair Kevin Warsh has signaled a more hawkish approach to monetary policy, Merk said that any near-term headwinds for gold could ultimately strengthen the market's longer-term foundations by reducing policy-driven uncertainty and shifting investor attention back to America's deteriorating fiscal position. Read on »
Investors Need to Realize Silver Supply Bailouts Are No Longer Available
In September 2020, JP Morgan paid a landmark $920 million settlement to resolve charges of "spoofing" - placing and cancelling fake buy or sell orders - to manipulate the silver market. A little over five years later, JP Morgan closed out a 3.17 million oz. silver short position (633 delivery notices), conveniently right before silver shot up from $73 to over $120/oz. Read on »
Are Energy Markets Tighter Than Investors Realize?
The following article is excerpted from Goehring & Rozencwajg Associates’s Q1 2026 market commentary, Could the Tanks Run Dry? In it, we examine why global energy markets may be far tighter than consensus believes and what that could mean for oil prices going forward. Read on »
Community News
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