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Wednesday Edition: May 13, 2026

A Government Just Ordered Its Citizens To Stop Buying Gold Right Now

In this episode, we look at why India’s gold imports have collapsed despite climbing demand and why governments become uncomfortable when citizens quietly choose metal over promises.

Deranged Stocks Dodge Reality as Inflation Rises along with Interest Rates on the National Debt

The market is looking only at itself and what is has been doing and betting on that to continue. That has become a self-fulfilling feedback loop.

De-Dollarization: Has the End of History Ended?

According to Sachdeva and Hsueh, for every 1 million ounces of gold purchased by central banks, the price rises by 1 percent. 

The Gold Stocks Outperformance Kingdom

I often get asked the question, “When will the miners outperform gold?”. The answer is, “Whenever they reach a buy zone. From there, dramatic outperformance occurs!”.

Metals: Copper Market on Fire to the Upside

Epstein notes ongoing tensions in the Strait of Hormuz affecting oil supply chains and the implications of a recent appellate court decision, which could influence metal market rallies.

Tuesday Edition: May 12, 2026

The Anatomy of a Silver Bull Run and Other Silver News

Even with the correction, the Silver Institute remains bullish moving forward, warning that despite some easing in the market, the environment remains favorable for additional squeezes.

A $1.5 Trillion Military Budget Is a Gift to the Grifters

The only good thing about the Iran war is that it demonstrates how much the special interests have lied to us about the need to continue our suicidal military spending increases.

Inflation Is Americans' Biggest Financial Worry and It's Not Even Close

On top of the nearly third of Americans worried about inflation generally, many more pointed to increasing prices in specific categories as their biggest concern.

Metals: If War Footing Starts to Be Lost, Metals Get a Lift?

Ira Epstein examines the impact of recent events on financial markets, noting a rally in both the stock market and gold, and emphasizes the importance of upcoming economic indicators.

Monday Edition: May 11, 2026

Gold SWOT: China Is Set To Ease Licensing Rules for Gold Imports and Exports To Facilitate Trade

China is set to ease licensing rules for gold imports and exports to facilitate trade, according to an announcement by the People’s Bank of China and the General Administration of Customs.

Gold Price Outlook 2026: Safe-Haven Demand and Financial Risks

O’Connell explained that while gold was once viewed primarily as an inflation hedge, professional investors now increasingly see it as a “mitigator of risk.”

De-Dollarization Alert: Mozambique Considering Converting Dollar Debt to Yuan Debt

The world doesn't have to completely abandon the dollar to create negative impacts. Even a modest drop in the demand for the greenback will ripple through the U.S. economy. 

Technical Scoop: Whipsaw Action, Inflation Rise, Job Surprise

Gold seems to be uncertain as to which way to turn. Stronger-than-expected jobs data puts upward pressure on bond rates. But sinking consumer sentiment puts downward pressure...

Sunday Edition: May 10, 2026

Despite Recent Weakness, Gold Bull Market Narrative on Track

While 2025 saw record gold production, mining faces a potential cliff this year as the pipeline of large-scale projects shrinks.

SPX Target Registered

While I am a gold bug, I am not a narrowly focused bug. In the markets I want to increase capital, where ever that can be achieved.

Global ETF Gold Flows Flipped Back Positive in April

But while a gold ETF is a convenient way to play the price of gold on the market, you don’t possess any gold. You have paper. And you don’t know for sure that the fund has all the gold either, especially when the fund sees inflows. In such a scenario, there have been difficulties or delays in obtaining physical metal.

Who Do You Trust with Your Wealth?

If the largest wealth manager in the UK is not even considering gold as part of a diversified portfolio, then one has to wonder what exactly is being diversified, and against what?

Gold: Relief Rally or Downtrend Finale? (and S&P Wary)

Wealth efficiency, however, is promoted by precious metals.

This Gold Stock Rally Has Legs

Technical stock chart updates on $GDX, $NEM, $FCX and more.

What Billionaires Know About Investing

One of the questions I get asked most as a dividend growth investor is not about the high-level advantages to the strategy, but the down and dirty particulars that drive investment selection.

Friday Edition: May 8, 2026

Currencies

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