The Gold Standard
Ever since Trump’s election, gold investors have been looking forward to a real audit of the U.S. Treasury’s gold holdings. We’ve heard lots of big talk but not seen much action.
The Reason Large Cap Miners Struggle
A decade ago, the price of gold was hovering around $1,150/oz. Today, adjusted for inflation, that comes to about $1,500. Gold has more than kept pace with inflation over this period, but it puts...
Why Is This Distressed Asset Hedge Fund Buying… Gold Stocks?
Why the hell is Paul Singer buying Barrick Gold? Singer founded his hedge fund Elliott Management in 1977, specializing in activist investing and distressed assets.
Put the Dollar Down
The US dollar as the world’s reserve currency is getting long in the tooth. If it was a horse, you’d probably shoot it.
How a New Global Monetary Order Quietly Passed Into Law
There hasn’t been a new formalized global monetary agreement since at least 1976… That is, until this past July when President Donald Trump signed the GENIUS Act into law.
They Stopped Lying About Gold...
Suasion. That might sound like some kind of French culinary tradition, but it’s the word Federal Reserve Chairman Jerome Powell uses to describe his efforts to control the narrative around...
The Gold Stock That Got Away
Over the past year, I’ve had 9 companies that I cover in my paid portfolios get bought out by a larger gold firm. The last buyout happened on Halloween.
Almost No One Is Heeding Gold's Warning
Psychology observes that most people easily grow accustomed to their surroundings - even if those surroundings are unpleasant. It’s called normalcy bias, and it impacts how people feel about...
“Why is gold down? Is this the end?”
If you look at gold over the past few weeks, the picture can be misleading.
Why I’m Still Repricing Upward
I’m currently covering 50 or so publicly traded precious metals companies, and keeping an eye on dozens more.
A Persistent Discrepancy In Gold Stocks
There’s almost always an imperfect alignment between company valuations and stock prices. That’s as true for gold stocks as it is for any other kind of stock…
These People Have Zero Clue What's Coming
Looking at the sentiment and headlines over the past 10 days, you would have thought there was a global war against gold – instead of an overdue correction that brought gold’s price back down to...