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BRICS vs the Dollar: What’s Really Happening Behind the Headlines
Introduction: Cutting Through the Hype Every few months, the same headline makes the rounds: “BRICS to Launch a New Currency, Dollar Doomed.” The problem is, reality is never that simple. Investors get whiplash from the doomsday narrative, but the truth is both more nuanced and more important for your portfolio. The BRICS aren’t about to […]Gold Exempt. Silver Exposed. The Policy Gap That Could Break the Silver Market.
Silver has moved to multi-year highs at the same time Washington has confirmed an exemption from tariffs for gold bars, while offering no equivalent clarity for silver. The result is less about headlines and more about market plumbing: where metal is held, how it is financed, and how closely paper hedges track physical costs. In […]Politics at the Fed: What It Means for Investors
The Federal Reserve was not born fully independent, but over the past century it has built its reputation on a principle that has set it apart: the freedom to make monetary decisions without direct political interference. That independence has long been touted as its greatest strength, the cornerstone of its credibility. Yet today, the very […]This Is Bigger Than a Market Shift. It’s a Global Reset.
It has been a consequential week for gold and silver. Prices reached fresh highs, yet the more instructive story sat beneath the tape. Long bonds weakened as real yields firmed, policy credibility became part of the market’s conversation, and Beijing offered a carefully choreographed reminder of power and intent. None of these elements settles the […]