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Monday Edition: September 14, 2026

Gold SWOT: Jeff Currie Sees Treasury Buybacks as Bullish for Gold

The People’s Bank of China added 650,000 troy ounces of gold to its reserves in August, its largest monthly purchase since late 2023 and the 22nd consecutive month of buying.

Daniel Lacalle: Rate Hikes Won’t Fix Inflation or Solve the Debt Problem

Lacalle said a U.S. rate hike would have no effect on energy prices or federal deficit spending, while it would add pressure to families and smaller businesses.

The Argument for a Commodities and Precious Metals Bull Market

Real estate, agricultural land, and energy commodities are the primary hard assets investors rush to buy besides gold and silver when they lose faith in paper money.

The Fed Will Hike! Or It Won't. It Really Shouldn't Matter to a Gold or Silver Investor

It’s pretty tough to contemplate a higher rate environment when the U.S. government is $40 trillion in debt and needs the central bank to support its borrowing and spending.

Technical Scoop: Sticky Inflation, Bessent Intervention, Gold Bobble

Gold appeared to be on the cusp of breaking out, but the gains have not held and we have pulled back. As long as we can stay above $4,200, we should be okay.

Sunday Edition: September 13, 2026

Is Gold’s Weekly Long Trend Nearing Its End?

So:  shall the FOMC really raise on Wednesday?  For better than two years we’ve herein pointed out ad nauseam that inflation has been running on balance well-above the Fed’s targeted +2% level, even as those in denial have instead clamoured for rate cuts.

Spain Ponders Whether It Should Get Its Gold Out of the U.S.

This gold repatriation trend underscores the importance of holding physical gold free from counterparty risk.  

The Argument for a Commodities and Precious Metals Bull Market

If you think about it, mining and energy now is the intersection of AI, hyper-scalers capex, defence spending, infrastructure, electrification, decarbonisation. Virtually all resources are now scarce.

The Gold That Changed Its Passport

In March 1921, officials at the United States Treasury faced an unusual problem. Gold arriving from Europe appeared suitable for purchase by the American mint. It was easy enough to test both its weight and purity, and therefore establish its value. But they didn’t want it.  The Treasury didn’t want it because the gold was Russian.

Inflation Reports & Buy Zones For Miners

Technical stock updates on $GDX, $APA, $WPM, $NUGT, $UCO, $SVRSF and more.

Inflation Doesn’t Cooperate

There is so much going on, it is hard to know where to begin. CPI just came out, the Republican administration put on offer some very nonconservative spending proposals, Treasury Secretary Scott Bessent makes...

Friday Edition: September 11, 2026

Gold Investment Rebounding

Sizable gold investment buying usually becomes self-feeding, with gains attracting in investors amplifying that upside. Recent strong investment demand should herald a new bull.

ETF Gold Holdings Surged to Record High in August

North American gold-backed funds added 53.3 tonnes of gold to their holdings, valued at $7.7 billion. It was the region’s third-largest monthly inflow on record.

The Return of Germany to History

Germany can no longer outsource its security, energy, and market access needs. The world is changing, and Germany must change with it.

Hidden Winners of the Commodity and Infrastructure Boom…And the Biggest Loser

As long as we have paper money, fiat currency, and bankrupt governments, the demand for gold and silver will only strengthen.

Russia Sent 100 Tonnes of Gold East. Is This How Dedollarisation Really Begins?

The World Gold Council reported a few days ago that global gold-backed ETFs attracted $18 billion in August; this is the second-largest monthly inflow on record.

Treasury Department Announces Even Bigger Bond Buyback; Market Shrugs

The Treasury Department's willingness to intentionally step in to suppress yields is bullish for gold and silver.

Ira Epstein's Metals Market Video

Ira Epstein reviews the day’s gold and silver trading, including the gold-silver ratio and current market trends.

Thursday Edition: September 10, 2026

China Gold Buying SURGES, As Debt Crisis Nears Boiling Point

Silver and gold prices were rallying again, and in this week’s show, Eric Young, joins me to share what’s happening in the gold and silver markets from an Eastern perspective.

BIS Gold Swaps Rose in August Along With Double Counting and Seizure Concerns

The Financial Times attributed the move, in part, to fear of gold seizure by the U.S. government.

Debasement Trade Gains Ground as Nations Reassess Dollars, Bonds, and Gold

The underlying question, according to Maharrey, is not whether governments will continue to borrow and spend, but how long markets will tolerate the consequences.

Asian Metals Market Update for 10th September 2026

Precious metals traders should ignore the interest rate hike view and focus on key short-term support. Central banks are buying physical gold every day.

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