They get mad when I give away the ticker, but…

Golden Opportunity

Posted September 16, 2026

While we wait and see what Fed Governor Kevin Warsh decides to do with rates (the news drops late tonight), I have something else I’ve been working on.

What a Fed Rate Hike Would Mean for the Dollar, the Deficit, and Gold

Golden Opportunity

Posted September 14, 2026

Wednesday, the Federal Reserve will announce whether it will raise, lower, or keep rates the same.

Why Indians are Buying Gold (Still)

Golden Opportunity

Posted September 9, 2026

This past May, I wrote about how Indian Prime Minister Narendra Modi asked Indians to stop buying gold altogether for a year.

Gold Being Drained from US Vaults

Golden Opportunity

Posted September 3, 2026

For decades, the Federal Reserve’s vault in New York City was filled with gold owned by other sovereign central banks.

The Bond Market is Calling the Fed’s Bluff

Golden Opportunity

Posted September 1, 2026

The bond market is getting one step ahead of attempts to control it.

The Real Risk of De-Dollarization

Golden Opportunity

Posted August 27, 2026

Whether you like it or not, if you own and transact in dollars, your lot is cast with every other person, business, central bank and investment fund that owns dollars.

A Warning from America’s Billionaires

Golden Opportunity

Posted August 25, 2026

These aren’t the only billionaires out there with critiques about bonds or a position in gold… but they’ve been the most vocal about the major issues with US Treasurys. And they’ve all been...

Foreign Holders of US Bonds Are Now Racing for the Exits – Here’s Why

Golden Opportunity

Posted August 20, 2026

The latest US Treasury report of Foreign Holdings is out.

America’s Golden Fire Sale

Golden Opportunity

Posted August 18, 2026

American gold is leaking out of the country at a record pace.

Keep the GLD-Gold Indicator in Mind

Golden Opportunity

Posted August 13, 2026

I’ll never recommend GLD, the SPDR Gold Shares ETF.

This Valuation Metric Says Gold Stocks a Strong Buy

Golden Opportunity

Posted August 11, 2026

Right now, gold miners are the cheapest they’ve been in 50 years.

A Silent Bull Market in These Unusual Gold Stocks

Golden Opportunity

Posted August 6, 2026

Most gold investors ignore an entire class of gold stocks. Right now, this ignored sector is posting record revenues and earnings – even as the price of gold is 20% down from all-time highs...