Articles
The Fed Just Turned Off the Headlights
Kevin Warsh used his first Jackson Hole address as Fed chairman to retire routine forward guidance. Gold fell 3%. Brian Hicks argues the market priced the decision and missed the regime change, and...
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$38 Billion Stuck and Waiting for You
Imagine having the opportunity to corner an entire market. In the late 1970s, that’s precisely what two brothers named Hunt decided to do to the global silver market.
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The Flicker Was the Signal
Gold rose 13% off its July 31 bottom. Gold miners rose 40% to 52%. And after record Q2 margins, the sector trades at its cheapest multiple in 41 quarters.
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They Doubled the Buybacks and Nobody Called It Easing
The Fed spent Wednesday debating a rate hike. The Treasury spent Wednesday doubling its long-end bond buybacks — from $2 billion to at least $4 billion per operation — two days after the 30-year...
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Nobody Is Pricing a Cut. Gold Doesn't Care.
Nobody is pricing a September rate cut — the market is pricing a possible hike — and gold has still rallied roughly 8% since July 30. Brian Hicks on why July's -0.6% retail sales miss, a 4.7%...
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It Wasn't the War. It Was 23,000 Jobs.
Gold is back above $4,400 after its best week since mid-January — but the catalyst wasn't the Iran war. It was a July jobs report that showed payrolls falling 23,000 and cracked the Fed's hike...
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The Most Bullish Number in Gold Right Now Is 7.69%
Only 7.69% of gold mining stocks remain on buy signals — a once-or-twice-a-cycle extreme. Jason Williams explains why the sector's field position, central bank buying, and miner margins point to a...
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The Metals So Rare They Make Gold Look Common
Some of the world's most critical metals are produced in mere hundreds of tons per year. The same scarcity driving gold's bull market points straight at tungsten, beryllium, rhenium, and hafnium.
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Gold Just "Failed" Its War Test — Don't You Believe It
Gold slid below $4,000 while war rages in the Strait of Hormuz and oil spikes 30%. The mainstream calls it a failed safe haven — but the market is pricing a Fed rate hike that $39 trillion in debt...
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The $1,500 Head-Fake
Gold pulled back from its $5,602 January record to about $4,130 and the mainstream calls it a top. Why central banks are buying the dip — and a junior-miner buyout wave is just beginning.
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The Gold Pullback Before the Digital Gold Debut
Gold is falling because Wall Street is watching the Fed, but central banks are still buying — and on July 8, NatGold could open a new front in the gold ownership revolution.
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Gold Just Got Promoted
Today's hot PCE print barely budged gold — because gold just passed the euro as the world's #2 reserve asset. It's no longer an inflation hedge. It's becoming the yardstick.
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