Rates

If the rationale for owning US Treasuries today is solely based on the premise that the system cannot endure substantially higher interest rates, then gold is a far superior choice.

It is as if gold and silver are waiting for the resolution of the US debt ceiling talks. In addition to debt risk, the other risk of blowout is now in the U.S. housing market.

The realization of the disconnection between the paper market and physical supply is likely to come very late: it is only when copper reserves are almost exhausted that the importance of physical versus paper will be truly measured. This sudden realization, which will also occur in silver, could lea...

Matthew Piepenburg shares his views in this extensive interview with Daniela Cambone of Stansberry Research, covering the Fed, petrodollar and de-dollarization, banking risk and gold.

Measuring Gold – Nature’s Money and Eternal Wealth in what governments and central banks destroy on a daily basis clearly makes no sense whatsoever. Therefore price projections of gold are totally meaningless.

Without a quick solution to the threat of a payment default, we risk entering a new systemic crisis, this time affecting one of the pillars of the financial system.

Inflation will persist. Central banks are slow to react and the current level of interest rates will not be enough to stop the rise in prices. A "great depression" is looming…

The Reserve Bank of Zimbabwe (RBZ) is set to introduce a gold-backed digital currency to be used as legal tender for transacting in the country as part of interventions to stabilise the local currency.

The debt/GDP ratio is now too high to continue the restrictive monetary policy. The Fed is stuck, it has no choice but to stop its fight against inflation in a context of economic slowdown. Stagflation is now inevitable. It is precisely this type of stalemate and stagflationary environment that gold...

Economic and (geo)political developments in recent weeks and months have indeed been exciting. In many areas, it looks as if we are heading for a showdown, for a lasting, formative change. The following five charts present the multi-faceted showdowns that are happening right now before our eyes.