Blog
When Systems Begin to Shift
There are periods in history when events move quickly yet systems remain largely intact. Elections come and go, markets rise and fall, conflicts flare and subside and although the headlines may feel urgent, the architecture beneath them remains recognisable and broadly trusted. Then there are periods when the architecture itself begins to change, not through […]
Is COMEX Prepared for Silver’s Structural Shift?
Recent movements in the silver market have once again reminded investors that this is not a passive or predictable asset. Headlines can feel urgent. And when volatility intensifies, it becomes easy to focus on the immediate move rather than the broader structure beneath it. That reaction is natural. Silver has always exhibited sharper fluctuations than […]
The Risks Gold Investors Ignore in Volatile Markets
In recent weeks, markets have reminded us that volatility is never far away. Even gold, which so many investors associate with stability and long-term resilience, is not immune to sharp moves in either direction. When prices swing, it is entirely natural to feel unsettled. We begin to question our timing, our allocation and sometimes even […]
What has changed, what has not, and why gold still belongs in the plan
It has been a lot, these last few weeks, let alone the last 24 hours or so. Even allowing for the fact that markets have been living at a higher emotional temperature for some time, the opening stretch of 2026 has felt unusually dense. Gold and silver prices have moved sharply in both directions, sometimes […]
COMEX Silver Delivery Shock: What Happens in March?
At the time of writing gold and silver had pulled back slightly, even as wider risk appetite has improved late in the week. Gold has eased back toward the $5,080 area, while March silver has slipped under $83, with traders watching a familiar cocktail of trade headlines and rate-cut speculation. We have also seen fresh […]
Silver Market Expert Gives Perspective on Latest Price Crash
At the time of writing both gold and silver are lower in midday U.S. trading. The move appears driven by short-term profit taking and position-adjusting ahead of a heavy run of U.S. economic data, rather than any sudden deterioration in fundamentals. Traders are clearly cautious ahead of tomorrow’s U.S. jobs report, which includes annual revisions […]
Gold, credibility and the limits of currency strength
Last week, gold and silver fell sharply after a rapid ascent, and the familiar moralising quickly followed, with the ensuing price action treated as evidence of speculative excess and the correction framed as an overdue lesson in gravity. While it is true that markets punish crowded positioning and that silver, in particular, has always behaved […]
Gold, Power, and the Market’s Search for an Anchor
Unless you have been under a rock for the past 24 hours you will have seen the dramatic take down of both gold and silver. With gold sliding towards sub $5,000 and silver breaking back below $100 an ounce. The speed and decisiveness of the move both yesterday and this morning suggested less a slow […]
The Global Silver Chokehold No One Is Talking About
If you were watching the precious metals markets at the US open today, you will have seen just how volatile things have become. Gold briefly traded above $5,600 an ounce before falling sharply by around $500. Silver saw a similar move, dropping by roughly $14 in a very short space of time. There was no […]
