⛏ The Divergence In Western Bullion Markets

The Precious Paper Problem: The Divergence In Western Bullion Markets
Gold has nearly doubled in two years. Silver has outpaced it. For the commodity that backed money for most of human history and that central banks still treat as the final settlement asset, these moves should represent a clean signal about physical scarcity and monetary demand. Western gold prices no longer carry that information cleanly. Read on »

The j Shaped Economy - A Wall of Worry, or Euphoria?
A government change in an Asian country can impact the economy in a Latin American nation. A nickel mine disaster in Indonesia can disrupt the electric vehicle industry in Norway. The assassination of a single person; the sinking of one boat; the decisions of a tiny few - each could lead to a World War. A single idea can have a butterfly effect that ripples through a society, into an economy, and then make its way to a battlefield. In 2026, this trend of globalization seems to be reversing again, back to a world where the Mayans and Romans don’t give a rat’s ass about each other. Read on »

Gold climbs to more than one-week high on US-Iran peace deal hopes
Gold prices hit more than a one-week high on Wednesday following reports that the U.S. and Iran ​may be nearing a ​peace deal, cooling fears ​of higher inflation and an extended period of elevated interest rates. Spot gold was up 2.7% to $4,678.95 per ounce, after hitting its highest level ⁠since ‌April 27 earlier in the session. Read on »