Swiss America: Gold Standard News Daily

5.8.26 - Can Gold rise to $40k?

Gold last traded at $4,721 an ounce. Silver at $80.39 an ounce.

EDITOR'S NOTE: If the historic gold-to-money-supply ratio shift outlined in this article actually unfolds, those invested in gold could find themselves owning one of the few assets that dramatically preserves, or even multiplies, purchasing power. But for those still sitting on the sidelines, the warning is clear: waiting for "confirmation" could mean watching gold reprice far beyond the reach of the average investor.

If This Ratio Reaches 1980 High Gold Will Skyrocket To Over $40,000 -King World News

This is a small portion of a phenomenal report released today by Jesse Colombo: As the U.S.’s fiscal situation becomes increasingly precarious with each additional trillion dollars of debt, confidence in the long-term stability of the dollar is eroding, prompting global central banks to reduce their dollar holdings, as shown in the chart below, in favor of gold and other currencies, and this trend should accelerate now that the U.S. debt burden has surpassed 100% of GDP.

While we’re on the topic of federal debt, I’ve found that it serves as a useful yardstick for evaluating precious metals by comparing them directly to the level of federal debt in order to determine whether they are undervalued, fairly valued, or overvalued. I do this by plotting the ratio of a particular metal’s price to federal debt, indexing it to 100, and comparing it to past levels. If the ratio is low, the metal is undervalued, and vice versa.

Starting with gold, we can see that the gold-to-U.S. federal debt ratio reached 924 at the 1980 peak, 118 at the 2011 peak, and stands at 108 today. Because gold is only about two years into a secular bull market that, based on history, should last at least a decade, I believe the 1980 episode is the more relevant comparison. On that basis, gold has considerable room to rise over the course of this bull market, especially when factoring in continued increases in federal debt. VIEW CHARTS AND READ MORE

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5.7.26 - Will gold and silver's historic rally resume?

Gold last traded at $4,699 an ounce. Silver at $79.29 an ounce.

EDITOR'S NOTE: This latest precious metals rally is a sign that the bigger bull market may be far from over. Even with hopes for easing geopolitical tensions, analysts still see strong upside driven by inflation concerns, central bank buying, a weaker dollar, and continued investor demand for safe-haven assets. For precious metals investors, this suggests that any short-term pullbacks could simply be pauses before another major move higher in gold and silver prices.

Gold and silver's historic rally could resume 'as fog of war lifts', market watchers say -CNBC

by Chloe Taylor and Joseph Wilkins

The rally that propelled gold and silver to record-breaking highs in 2025 could pick up again if a U.S.-Iran peace deal is reached, market watchers told CNBC as prices ticked higher on Thursday.

Spot gold jumped 1.2% to $4,750 per ounce early on Thursday, amid hopes that the U.S. and Iran could be nearing a deal to bring the 69-day war to an end.

U.S. gold futures were up 1.2% to settle around $4,750.00.

Meanwhile, spot silver added 3% to trade at $79.62 an ounce, and silver futures for July delivery jumped 3.9%.

Gold and silver both enjoyed record-smashing rallies in 2025, surging 66% and 135%, respectively, over the course of the year. However, they have seen much more volatile trade in 2026, with silver futures suffering their biggest single-day blow since the 1980s at the end of January and gold knocking more 10% off its January peak. VIEW CHARTS AND READ MORE

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5.6.26 - Is Gold Becoming System Collateral?

Gold last traded at $4,688 an ounce. Silver at $77.45 an ounce.

EDITOR'S NOTE: As we have mentioned often lately in this space, there is a deep structural shift occurring in the global financial system. Confidence in fiat currencies - especially the U.S. dollar - is waning, central banks are rapidly accumulating gold as a neutral reserve asset, and de-dollarization is further accelerating.

At the same time, silver appears to be following gold into a powerful bull cycle, with technical setups indicating a breakout to new all-time highs beyond $121 as part of a longer-term uptrend fueled by tight supply and strong demand.

With gold evolving into "system collateral", the message is clear: the global economy is transitioning toward a more fragmented, less dollar-centric system, where precious metals play a foundational role.

Gold To Hit $8,000 on the Back of De-Dollarization, Says Deutsche Bank -Watcher.Guru

by Vinod Dsouza

Gold prices are hovering around the $4,500 level, and Deutsche Bank predicts the XAU/USD index could breach $8,000 over de-dollarization. The bank wrote in a note to clients that emerging economies are increasingly diversifying their central bank reserves by sidelining the US dollar by procuring gold. This is a cause of concern as the trend is growing and could change the global financial landscape.

Deutsche Bank added that developing countries added over 225 million troy ounces of gold since 2008, highlighting that de-dollarization will push the XAU/USD prices up in the charts. Countries such as China, Russia, India, Poland, and Turkey remain the biggest buyers of gold. This adds a layer of financial safety net to protect their economies from being vulnerable to sanctions.

In addition, Saudi Arabia, Qatar, the United Arab Emirates, Egypt, and Kazakhstan are not too far behind in accumulation. Countries in Eastern Europe and the Middle East are significantly increasing their gold reserves as de-dollarization expands, Deutsche Bank emphasized. The accumulation rose dramatically after the US imposed sanctions on Russia in February 2022 for invading Ukraine. READ MORE

Silver Setting Up To Smash Through $121 All-Time High -King World News

Jesse Colombo: Today I want to share something inspiring and exciting that flies in the face of the pessimism that permeates the precious metals world right now. While many retail investors as well as prominent commentators are, like lemmings, saying in unison that silver’s surge in late 2025 and early 2026 was merely a bubble that has now burst, I have been adamant that there is no bubble and that it didn’t burst, and that silver is just a couple of years into a long-term bull market that should last at least a full decade.

With that in mind, I now want to draw your attention to silver’s weekly chart below, which shows that the correction that began in late January has been forming a triangle pattern, and when such patterns develop in bull markets, they are typically continuation patterns that lead to sharp upward moves once the correction and consolidation phase is complete.

For this bullish scenario to be validated, a decisive breakout from the pattern must occur, accompanied by heavy volume for additional confirmation (read my tutorial to learn more). Assuming that happens, silver’s bull market should resume, making fools of the naysayers, smashing through the $121 peak from January, and advancing to fresh all-time highs. VIEW CHARTS AND READ MORE

The Hidden Bull Case for Gold: It’s Becoming System Collateral -Investing Haven

Gold has reached an important stage after a strong move. Traders now watch closely to see whether it nears a short-term peak or pauses before another leg higher.

Recent price action suggests the rally has stretched, and a period of consolidation would not come as a surprise.

Meanwhile, the broader backdrop has not changed. Demand from central banks, ongoing reserve diversification, and persistent macro uncertainty continue to support gold’s relevance, even if the next move takes time to develop.

Gold no longer trades only as a reaction to inflation or recession fears. It now plays a broader role in global markets. READ MORE

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5.5.26 - Largest Viking Age Coin Hoard Ever, Found

Gold last traded at $4,556 an ounce. Silver at $72.86 an ounce.

EDITOR'S NOTE: This discovery of a massive Viking-era silver hoard is a powerful reminder that precious metals have served as real money and stored wealth for over a thousand years. The fact that these coins held value across multiple regions reinforces the idea that silver’s worth is intrinsic; not dependent on any one system. For anyone who believes in owning physical metals, it's a striking example of how tangible assets can preserve wealth through time, turmoil, and change.

Largest Viking Age Coin Hoard Ever Found In Norway Shocks Archaeologists -ZeroHedge

by Maria Mocerino, Interesting Engineering

Hailed as a "historic discovery," metal detectorists led archaeologists to the largest Viking Age hoard of silver coins ever to be found in Norway, reflecting the Vikings' extensive network and a pivotal turning point in Norway’s history.

On April 10, metal detectorists Vegard Sørlie and Rune Sætre uncovered 19 silver coins that quickly turned into an astonishing treasure when archaeologists rushed to the site. The number of coins grew exponentially—initially to 70, then to 500, and eventually to over 1,000.

Archaeologist May-Tove Smiseth described the find, named the "Mørstad Hoard," as "a once-in-a-lifetime" discovery that surpassed all expectations. Currently, the hoard contains between 2,970 and 3,150 pieces, and archaeologists are still on-site, expecting to unearth even more coins.

Beyond their value as currency and historical artifacts, these coins tell the story of a country transitioning between the 980s and the 1040s, a time when foreign currency dominated and Norway would establish its own mint. READ MORE

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5.4.26 - Buffett: 'a church with a casino attached'

Gold last traded at $4,519 an ounce. Silver at $72.78 an ounce.

EDITOR'S NOTE: As Warren Buffett sees it, our markets are increasingly behaving like a casino rather than a system grounded in real economic value. If Berkshire Hathaway can't find value, speculation has overwhelmingly replaced fundamentals. When one of the greatest capital allocators of all time can't justify the risk of wild price distortions, what chance does the average investor have?

Warren Buffett says markets are like a church with a casino attached, but ‘we’ve never had people in a more gambling mood than now’ -Fortune

by Jason Ma

Investing legend Warren Buffett bemoaned the gambling culture that has taken over financial markets while continuing to preach his brand of patience.

In an interview with CNBC on Saturday as Berkshire Hathaway held its annual shareholders meeting, he noted that of the 60 years he’s been in business, only five of them were “really juicy” with opportunities. But when there are no good bargains to be found, the “oracle of Omaha” is fine doing nothing.

That’s largely been the case for years. While Berkshire has acquired some smaller companies, the lack of mega-deals has sent the conglomerate’s cash pile to nearly $400 billion.

Buffett stepped down as CEO at the end of last year, but he remains involved in the investment portfolio—and still doesn’t like the prices that he’s seeing.

That’s due in part to investors acting like they’re playing a card game. To be sure, he’s long compared financial markets to a church with a casino attached. But the casino has gotten very attractive, he told CNBC.

Buffett pointed to the growing popularity of one-day options, saying, “That’s not investing. It’s not speculating. It’s gambling, just totally.” READ MORE

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5.1.26 - The Comex Silver Crisis is Real

Gold last traded at $4,615 an ounce. Silver at $75.41 an ounce.

EDITOR'S NOTE: The silver market's foundation is tightening in ways most investors aren't watching. This article points to shrinking COMEX inventories, rising demand for physical metal, and a pullback from paper trading.

For anyone considering investing in silver, the takeaway is simple: tightening supply and growing physical demand could set the stage for potentially higher prices, especially if the market continues shifting away from paper contracts toward real metal.

The Comex Silver Crisis is Real -ZeroHedge

Authored by GoldFix

The current state of the COMEX silver market reflects a tightening structure. Registered inventories have declined to just under 80 million ounces, while open interest has fallen to levels not seen in over 15 years.

That combination is significant. It indicates that market participants are stepping back from paper exposure at the same time the pool of deliverable metal is shrinking.

This retreat from paper is occurring against a backdrop of persistent physical demand. China’s import appetite remains elevated, continuing to draw silver out of the global system and away from Western exchanges. At the same time, one-month lease rates have turned positive.

In practical terms, this means the cost to borrow physical silver has risen, reflecting tighter availability and a growing premium on immediate access to metal. This is a key confirmation signal. Inventory data shows the drawdown, while lease rates show the stress in sourcing. READ MORE

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4.30.26 - Gold to $8,000?

Gold last traded at $4,621 an ounce. Silver at $73.74 an ounce.

EDITOR'S NOTE: Central banks are still moving away from the dollar and back toward gold; this alone could drive a massive repricing of the metal. According to Deutsche Bank, that shift in reserves could realistically push gold toward $8,000 an ounce as demand accelerates and supply struggles to keep up. This reinforces that gold isn't just rising, it's being structurally revalued by a changing global monetary system.

Gold price could see $8,000 on de-dollarization, Deutsche Bank projects -Mining.com

Gold is poised to benefit significantly from an increasingly fragmented world as nations continue to pivot into the metal and away from the US dollar as their go-to reserve asset, according to Deutsche Bank.

In a note published on Monday, the German investment bank said it sees a scenario where central banks, especially those in emerging economies, continue to increase their gold holdings as a financial safety net to protect themselves from Western sanctions.

The bank highlights that these central banks have added over 225 million ounces to their reserves since the 2008 financial crisis, while their holdings of US dollars have fallen from a peak of over 60% in the early 2000s to about 40% today.

It is not only the major holders — China, Russia, India and Turkey — that are buying up gold. As Deutsche Bank noted, the purchases are broadening to include countries like Kazakhstan, Saudi Arabia, Qatar, Egypt and the United Arab Emirates.

Should this trend continue, bullion’s share of global central bank reserves could realistically reach 40%, up from 30% currently, the bank predicts. At that allocation, Deutsche Bank ran a simulation that projects gold prices to hit $8,000 an ounce within five years — a near 80% rise on current levels. READ MORE

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