Blog
Capturing the Fed: The Quiet Reset Behind Washington’s Power Struggle
The battle for the Federal Reserve’s independence has taken a decisive turn, and the markets are still sipping cocktails as though nothing is happening. Donald Trump has announced his (attempted) firing of Federal Reserve Governor Lisa Cook, citing alleged mortgage irregularities. Never before has a president tried to dismiss a Fed governor. It’s the sort […]
Silver’s Strategic Upgrade – Why Washington’s Decision Matters
When the U.S. Department of the Interior added silver to its Draft List of Critical Minerals for 2025, it was more than an act of bureaucratic listing. It was a formal acknowledgement that modern economies cannot function without a metal long dismissed as secondary to gold. A new methodology, a new category The reclassification rests […]
Nothing Makes Sense Anymore (Here’s Why)
We seem to be drifting in a strange calm. Gold has circled around the $3,350 level for three months, silver has held in a narrow band, and traders now wait (at the time of writing) for Jerome Powell’s Jackson Hole remarks to provide direction. A single dovish word could send the dollar lower and real […]
Gold Confiscation Risk: The Real Truth
Gold prices edged higher this morning, with December futures trading around $3,384 per ounce and silver near $38. Investor attention is fixed on Jackson Hole, where Federal Reserve Chairman Jerome Powell is expected to signal whether U.S. rates could be cut in September. Global markets remain cautious, with equities subdued and bond markets stabilised following […]
Political Shocks and the Fault Lines in Gold’s Paper Market
When a bureaucratic letter from US Customs and a four-word social media post from President Trump can shake one of the deepest commodity markets in the world, the real lesson is not in the headlines. It is in the plumbing. Late last week, the global gold market experienced a momentary rupture that should trouble anyone […]
The Gold Revaluation Debate Is Not About Gold. It’s About Credibility
We’ve been asked recently to give our thoughts on the growing chatter around gold revaluation, especially following a new publication by the U.S. Federal Reserve that explores how other nations have used reserve revaluation to shore up public finances. We explore this topic in greater detail in our latest GoldCoreTV video, where we unpack the […]
Avoiding Mistakes in a Complicated World
We know what you might be thinking. A video called “5 Mistakes to Avoid When Buying Gold” sounds a bit… basic. Especially when it’s coming from us, i.e. the same people who write about central banks, trade wars, and economic crises every week. But here’s why we made it: Many of our long-term clients keep […]
What Gold Reveals About the Federal Reserve and the Fragility of Modern Finance
This week, the Federal Reserve held interest rates unchanged for a fifth consecutive meeting. While the markets anticipated the decision, they reacted sharply to the nuance (If it can be called that) in Jerome Powell’s post-meeting remarks. Two Federal Open Market Committee members, Michelle Bowman and Christopher Waller, broke from consensus and called for rate […]
Speculative Frenzy and Stagflation: The Flight to Gold
If you believed the bond market was the only casualty of monetary excess, look at equity markets. The S&P 500 is flirting with record highs, yet the advance is precariously narrow. Valuations on megacap technology firms evoke memories of the dot‑com bubble, while underlying economic indicators flash amber. Margin debt, where money investors borrow against […]
