Blog
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 […]
Everything Is Fine…Until It Isn’t
When the early decades of the 21st century are chronicled, future observers may marvel at the odd distractions that kept us pretending the world was stable, even as the global economic foundations shifted beneath our feet. Exhibit A: Coinbase’s two-minute musical advert released in last month, titled “Everything Is Fine”, cheerily depicted Britons navigating leaky […]
Gold Price Slips as Markets Digest Strong US Jobs Data – But Is Something Bigger at Play?
At the time of writing, gold prices are hovering near their session lows, trading at around $3,347 per ounce. The catalyst was a set of stronger-than-expected US labour market figures: new applications for unemployment benefits fell to 224,000 last week, undercutting forecasts of 228,000. The four-week moving average also surprised on the downside, pointing to […]
Risk, Volatility and How to Protect Your Gold Strategy
The recent tariff scare in the gold market was a reminder that not all dramatic price moves are a sign of danger. The real risk to investors is not always visible in the headline chart. Understanding the difference between volatility and risk is one of the most important disciplines in precious metals investing. It is […]
Gold Tariffs: A Market Shock with Systemic Implications
Earlier, the Financial Times reported a development that has surprised the international gold market: U.S. Customs & Border Protection (CBP) has ruled that one-kilo and 100-ounce gold bars, the standard units for delivery on New York’s COMEX futures exchange, are now subject to import duties. The ruling reclassifies these bars under a tariffable customs code, […]
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 […]
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 […]
Short-Term Politicians, Long-Term Lives: Why Gold Still Matters
In 44 BC, a Roman statesman named Cicero stood before the Senate and lamented a growing malaise in public life. “The budget should be balanced,” he argued. “The treasury should be refilled, public debt should be reduced… and the assistance to foreign lands curtailed lest Rome become bankrupt.” You can almost hear him in committee […]
$40,000 Gold: The Final Reset Has Already Begun
In May 2025, a largely unnoticed update from the Federal Reserve offered a peculiar glimpse into a world that may soon be forced to choose between monetary orthodoxy and outright reinvention. Buried in a 202-page financial accounting manual was a technical procedure on how to monetize gold certificates held by the U.S. Treasury. To the […]
