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04.10.26- This “Unobtanium”
The element is named rhenium. Before 1905, it was merely a predicted element. They knew something should be on the periodic table there, but not what. Read More |
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04.08.26- Gold & War: Why Today’s Headwinds Become Tomorrow’s Tailwinds
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04.06.26- How Nvidia and AI are Driving Demand for Silver Higher
Commodities like silver can experience large price spikes in response to what often seem like relatively small changes in supply and demand. That's one key reason the price of silver has soared over the last few years. It's also why a new source of demand, driven by a new generation of data centers using Nvidia (NVDA+0.87%) architecture, could create a second wind of demand for silver. Here's why. Read More |
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04.03.26- Gold’s Selloff Looks Technical. The Bigger Story Hasn’t Changed
One of the stranger narratives making the rounds lately is that gold somehow “failed” because it did not rise in a straight line during a geopolitical shock. That is not how markets work in real life. Read More |
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04.01.26- How an Ignored Constitution Foresaw a Tragic Endgame
In this clip, Matthew Piepenburg, Partner at VON GREYERZ, explores the slow death of constitutional money, the warnings we chose to ignore, and why gold remains as relevant today as it was centuries ago. Read More |
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03.27.26- I've Turned Into a Gold Bear - For Now
For now. Bearish sentiment has taken over the markets. As one analyst put it, “Wall Street has thrown in the towel on gold.” The problem is, they threw in the towel while they were still dripping wet. Read More |
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03.25.26- The Glory of Gold
One of the little tricks Nature plays on investors is to make gold the safest asset you can hold…and, at times, one of the riskiest. When people begin to see it as a way to make easy money, the seat belts come off and the airbags are disabled. Then, gold becomes a speculative asset, with millions of people betting that it will go up…and driving up the price to unsustainable levels. They also leverage their gold holdings, to get more traction with them. Read More |
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03.23.26- Silver Will Shine Again Soon
The metal was trading at around $93.50 per ounce. It had rebounded nicely from its low of around $70 back on February 6th. Then the war hit. And silver has been on a downward trajectory since. Read More |
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03.20.26- Gold, the Federal Reserve,
Me neither. That would be dumb, right? However, that’s what a lot of people did yesterday (Wednesday, March 18), and they're still doing it this morning. This hints at the Catch-22 still haunting the Federal Reserve and the market's inability to make sense out of it. Read More |
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03.18.26- Why You Should Own Gold Miners AND Oil
It usually is. Historically, war drives up government debt and deficit, causing more money to be printed. And of course, gold and silver are the world’s best safe haven assets. So investors flock to them during chaotic times. So why are precious metals treading water today?Read More |
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03.16.26- Gold Warnings from Private Equity & Credit
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03.13.26- $5,000 Gold Is the "New Normal" –
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03.11.26- Getting Gold Wrong: Gold And Silver Price Analysis
The initial reaction to the U.S war on Iran has been to sell treasuries and buy the dollar in a market expectation that higher crude oil prices will bring inflation and higher interest rates from the Federal Reserve. This analysis is dead wrong. Read More |
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03.09.26- The Fog of Oil
The Fundamentals Stay the Same Read More |
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03.06.26- War, Market Volatility, and Gold’s Long-Term Drivers
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03.04.26- THE RESET: $10,000 GOLD,
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03.02.26- $10,000 Gold? Why Even the Bears Are Talking Big
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02.27.26- Private Credit’s Slow-Death: Sending Banks Down & Gold Higher
In this tragi-comical theater of a global financial system held together by fancy scripts hiding appallingly bad math, we can look to yet another symptom of bad-acting and bad actors performing center stage. Read More |
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02.25.26- Willem Middelkoop’s Shock Call: Why Silver’s Breakout Could Detonate
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02.23.26- JPMorgan Raises Gold Forecast to $6,300... Makes Case for $8,000
This time, it’s JPMorgan expressing more bullish sentiment despite the recent correction. The big bank raised its 2026 gold forecast from $5,055 per ounce to $6,300. Read More |
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02.20.26- The Threat to Commodity Derivatives IntroductionIf you think about it, there is a simple reason that derivatives for speculating or hedging gold is fatally flawed. It is because in nearly every nation’s common law, gold is money, and currencies are inferior credit, which is where payment risk actually lies. That the Western financial establishment is ignorant of this fact does not change the facts. Read More |
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02.18.26- The Hidden Story Behind Gold's Sudden Spike (It's Not China)
According to Reuters, the price of gold surged sharply before pulling back last week, triggering headlines about “crashes” and “billions wiped out.” CNBC similarly highlighted analysts attributing price swings to massive futures contracts and leverage. Read More |
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02.16.26- Silver & Gold To Reach Multiples
In this short clip, Egon explains why precious metals are now entering a new monetary era. In this environment, volatility is not a sign of speculative excess, but a symptom of a monetary system struggling to maintain credibility. As fiat currencies lose purchasing power and sovereign debt burdens continue to expand, gold and silver are beginning to reprice. Read More |
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02.13.26- Is Silver Being Suppressed? And What's Happening With Gold?
Gold’s recovery came fast – are $6,000 forecasts back on the table? Read More |
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02.11.26- Liberty Eroding, Gold Rising: 30 Years of Warning
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02.09.26- BASEL III Kicks In Monday: Banks Now Forced to Hold 85% Physical Assets.
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02.06.26- Florida Makes Gold & Silver Official Means of Payment
This legislation will exempt gold and silver coins from sales tax in Florida. It also means that within Florida, there will be a means of payment independent of digital money created by governments for the purpose of controlling the population, it’s behavior, and it’s expressed views, in order that governments can rule via official narratives. Read More |
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02.04.26- Metal Beats Paper
First, I’ll note that yesterday was Groundhog Day. And surely, you’ve seen the movie of that name starring Bill Murray, right? It’s classic Americana Read More |
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02.02.26- Silver’s 27% Drop, in Context
A major correction in gold and silver. It’s pretty gnarly out there. A big dip was inevitable, as we’ve mentioned a few times lately. Metals have come a very long way in a very short time. Read More |
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01.30.26- $714/oz Silver?!
That’s $16 over the U.S. price. During this bull run, China has led the way. As we discussed yesterday, that’s where the bulk of silver demand comes from. Read More |
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01.28.26- Gold Clears $5,000 as Economic Stress Builds
Gold surges 3x in 2 1/2 years – not bad for a non-yield bearing asset Read More |
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01.26.26- Silver Price Forecast: Potential Surge Past $120 Followed by a 30%+ Pullback |
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01.23.26- Gold Rises as Currency Cracks Widen – the Great Repricing Continues
Another very busy week in the gold market Read More |
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01.21.26- What Are They Not Telling Us? Why Has The U.S. Mint Suddenly Raised The Price Of One Ounce Silver Coins To $169?
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01.19.26- Silver Price Tripled In A Year: What Happens If It Keeps Going?
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01.16.26- How Currency Stress Is Pushing Gold, Silver to New Highs
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01.14.26- Is Silver About to Break Our Debt-Based Financial System?
For years, rumors have swirled that the CME and other futures exchanges were permitting too many silver contracts. Remember, a silver futures contract is supposed to be backed up by actual physical silver, meaning the investor has the option to “take delivery” of actual silver bullion if he or she chooses. Read More |
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01.12.26- Silver Stackers Aim to ‘Screw the Bankers’
He’s known as a deeply Christian man and a big supporter of President Trump. And guess what? John’s a fellow silver bug, big time. Read More |
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01.09.26- They Can’t Stop The Unstoppable Rise Of Silver Because They Are Losing Their Grip On The Entire Global Financial System
At the end of December, CME Group hiked margin requirements twice in a single week. Read More |
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01.07 26- We Forecast Gold’s High
Regardless, per the above newly-enhanced Gold Scoreboard, we peg price as overvalued both by Fair Value (+11.5%) and BEGOS Market Value (+2.9%). In such respect, the notion of Gold thus opening on what would turn out to be its high for the entire year did have a modicum of plausibility. Read More |
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01.05.26- Gold Didn’t “Spike,” It Was Repriced
Gold makes its 50th consecutive best move in 50 years, or somethingMost gold bugs probably didn't dare to expect gold leaping to $4,530 last week. As seen on Bloomberg, though, gold notched its best run since the 1970s. Read More |
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Industrial demand dominates overall silver demand, and the next generation of data centers is likely to increase long-term demand.
War, oil and gold are making headlines of late for overlapping and independent reasons. Below, we avoid the guesswork, finger-pointing or sensationalism attendant to current headlines concerning Iran and stick to a theme which offers some clarity, namely the interplay of oil and gold.
In a recent episode of the Money Metals Midweek Memo, host Mike Maharrey discussed volatility in the gold and silver markets amid escalating geopolitical tensions and broader financial market turmoil. Maharrey opened by criticizing mainstream financial media coverage of a recent selloff that occurred as markets reacted to a conflict involving Iran. 
As headlines and pundits squabble about price moves in gold and silver, many “experts,” as usual, are missing the bigger picture of a historically unprecedented convergence of debt, credit, banking and currency risk hiding right behind the curtains.
Another big bank has raised its gold forecast.
Corrections in gold and silver are uncomfortable but also revealing. They expose the fragile plumbing of paper markets and the growing instability of a debt-based financial system under strain.
Gold’s rebound has revived $6,000 forecasts, but silver remains oddly stuck. Meanwhile, global financial heavyweights are urging Indian savers to part with their gold. This week’s headlines reveal who still trusts real money, and who doesn’t…
Substantive change has occurred in the subjects examined in my second book, 
The Florida legislature has begun to move legislation to enact their prior approval for gold and silver coins to be legal tender in Florida.
Today, we’ll discuss what happened to gold, silver, metals and mining shares last Friday, and how you should play this game from here. (And as I do the last edits on this article on Tuesday morning, silver and gold prices are both up strongly.)
Well, it’s finally here.
Silver closed trading today in Shanghai, China at $131.31/oz.
Gold rocketed past $5,000, silver just crossed $100 and the headlines are grasping for explanations – from tariffs to politics. When the narratives stop making sense, it’s usually a sign of something deeper. This week, let’s look at the signals…
Silver is going vertical and a near-term spike to $120 to $140 is possible in the coming days/weeks.
Gold is closing in on $4,700, and even longtime skeptics now admit the real story is currency decay. Meanwhile, mainstream investment house VanEck asks an interesting question: What is gold really worth if money breaks?
The U.S. Mint obviously expects the price of silver to keep rising. When I first learned that the U.S. Mint was selling one ounce silver coins for 169 dollars, I thought that it must be a mistake. So I went 
In January 2025, silver traded as low as $30 per ounce. Yesterday – just twelve months later – it surpassed $93, recording an all-time high. This isn’t a short-lived spike driven by speculation alone – its surge follows tightening physical supply, rising industrial demand, and growing geopolitical influence over critical materials. Its late 2025 rally – shooting from $45/oz on 28 October to $83 just two months later – initially looked like a short burst before dropping immediately after. 
Gold’s move toward $4,600 isn’t about jobs data or geopolitics – it’s about currency stress. Silver’s tightening supply tells the same story, while Venezuela’s gold dispute shows why central banks demand physical metal stored close to home…
Silver is becoming a systemic risk.
John Rich is a country music superstar.
The rules of the game have changed. At one time, western bankers could easily pull a few strings and keep the global price of silver within an acceptable range. But now financial centers in Asia are becoming more dominant, and supplies of physical silver are becoming extremely tight. As a result, western bankers are no longer able to exert the same level of control.
$5546 is our forecast Gold high for 2026. When we set upon such annual analysis for this year, we admittedly felt a bit snarky in perhaps selecting the year’s high as “the opening tick”, which yesterday (Friday) was 4340. After all, Gold is — at present — overvalued. But it did trade well up early in the session to as high as 4415 before giving back most of that gain in settling the first trading day of 2026 at 4342.
Gold didn’t jump to $4,530 on panic or headlines – it moved because currencies are quietly failing worldwide. Now silver is following. As governments debate gold audits and analysts forecast $100 silver, the real story is simpler – and harder to admit…