12.10.25 - Inflation: A Money-Stealing Demon?
Gold last traded at $4,234 an ounce. Silver at $61.74 an ounce.
Analyst Say Gold May Repeat Its 2001–11 Price Explosion: Target: $8K -Watcher.Guru
Price forecasts for gold continue to roll in; and they keep climbing. As hard as it may be for some to imagine gold reaching $8,000 an ounce, it was just as hard to believe it could ever move from $2,000 to $4,000. Yet here we are.
by Juhi Mirza
2026 is projected to be the year when metals may finally lead the financial domain. Experts and analysts are now signaling that 2026 might be the biggest breakout year for the gold price, which could help it ascend even higher, potentially reaching the $8K realm easily. Moreover, silver is also expected to forge new highs, driven by its commercial demand, to hit $100 in due time. What’s happening to metals as of late?
According to notable financial expert Rashad Hajiyev, gold is now heading for a new high, possibly reaching the $ 8,000 mark. Hajiyev took to X to share a detailed analysis, claiming how gold had earlier octupled from 2001 to 2011, rising from $250 to $1920. The cycle is on the verge of repeating, as the gold price has long been under a bullish pattern. This pattern started in 2009, when gold hit $1920.
“From 2001 to 2011, gold prices nearly octupled, rising from $250 to $1,920. Gold’s new bull run started in 2016, or 9 years ago, when it was trading at around $1k.”
Hajiyev was quick to add how he wouldn’t be surprised if gold hits $8K, as its chart is now showing the asset following a similar momentum.
“I would not be surprised if the gold price doubles from the present level. Reaching $8k by the end of the next. If gold increased nearly 8-fold within 10 years before, why can’t it repeat it again? I believe chances are high that gold hits $8k by the end of 2026…” READ MORE
A Money-Stealing Demon -Daily Reckoning
In nearly four decades of working in the investment world, I've never heard inflation described as a "money-stealing demon," yet the term feels incredibly fitting. Families are feeling its impact deeply, and it's heartbreaking to witness.
by Adam Sharp
Inflation is a demon. A thief that steals the fruits of our labor.
The primary cause of inflation is growth in money supply. More money sloshing around = higher prices, all else being equal.
See the chart below, which shows how America’s money supply grew a shocking 41% from March 2000 to March 2022.
During the pandemic the government unleashed unprecedented stimulus. The CARES Act of March 2020 was a whopping $2.2 trillion package which included the $900 billion PPP (paycheck protection program), direct stimulus to many households, and assistance to state and local governments.
Various other stimulus programs brought the total COVID spending bill to at least $5 trillion.
As you can see on the chart, M2 money supply (cash, checking and savings accounts, money market funds, etc) soared.
The Federal Reserve enabled this spending by increasing its balance sheet by $5 trillion, from $4 trillion to $9 trillion. READ MORE
Why has the price of silver hit a record high? -BBC
If you've been following the financial markets lately, you're probably aware that silver has reached all-time highs. The real question is: why? The answer matters, because it helps explain why this rally may still have plenty of room to run.
by Osmond Chia
The price of silver has hit a record high ahead of an expected US Federal Reserve interest rate cut and as demand from the technology industry for the precious metal remains high.
Silver crossed $60 (£45.10) an ounce on the spot market, where the precious metal is bought and sold for immediate delivery, for the first time on Tuesday.
Gold, which hit record highs earlier this year as concerns grew about the impact of US tariffs and the global economic outlook, also made gains this week.
Investors tend to move money into precious metals like gold and silver as interest rates come down and the US dollar weakens.
The US central bank is widely expected to cut its main interest rate by a quarter of a percentage point on Wednesday. READ MORE
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12.9.25 - Will the BRICS currency destroy the dollar?
Gold last traded at $4,212 an ounce. Silver at $60.68 an ounce.
EDITOR'S NOTE: Robert Kiyosaki has issued a stark warning about the future of the U.S. dollar. As the BRICS alliance openly moves toward launching a gold-backed currency, Kiyosaki believes this single shift could be the catalyst that ultimately undermines - and potentially destroys - the dollar’s global dominance.
Robert Kiyosaki Says BRICS Gold-Backed Currency Will Destroy US Dollar -Watcher.Guru
by Vinod Dsouza
|
| {Gage Skidmore} |
“BIG BREAKING $ NEWS: BRICS: Brazil, Russia, India, China, South Africa announces the “UNIT”, a gold-backed “money.” BYE BYE US DOLLAR!!!!! Stand by, stay awake, stay tuned in. DON’T BE A LOSER. My forecast is Savers of US dollars biggest losers. If you own US Dollars, hyperinflation may wipe you out. I stand by my mantra, own gold, silver, Bitcoin, and Ethereum. Take care stay alert,” he wrote.
Despite Kiyosaki claiming that BRICS gold-backed currency will destroy the US dollar, there’s little chance for that to happen. No BRICS member has officially launched the mechanism, and no leader has stated it. The claim of toppling the US dollar comes without a circulating currency yet. Senior officials have also repeatedly clarified that a rollout of a new tender could take years. Russian President Vladimir Putin confirmed during his visit to India last week, saying, “There is no rush” to launch a currency. READ MORE
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12.8.25 - Buffett's relentless selling
Gold last traded at $4,192 an ounce. Silver at $58.11 an ounce.
EDITOR'S NOTE: A proven path to success in any area of life is to study and emulate those who have already achieved it. In stock investing, few models are more respected than Warren Buffett. Here’s a look at what he believes may be coming for the stock market in the near future.
Just One Year – Here’s What Happened the Last Time He Dumped Exposure to the Market -The Daily Hodl
Billionaire Warren Buffett just completed a year-long cycle of relentless selling at Berkshire Hathaway.
In the last 12 months, Buffett has sold a net total of more than $184 billion of the conglomerate holding company’s shares.
The legendary investor has steadily exited huge stakes in Apple (AAPL) and Bank of America (BAC), along with Capital One Financial (COF), Citigroup (C), Nu Holdings (NU), Nucor (NUE), DaVita (DVA), VeriSign (VRSN) and D.R. Horton (DHI).
Berkshire now has a record $381 billion in cash and short-term Treasury bills as of the latest SEC data from September 30th.
This isn’t the first time Buffett has steadily unloaded Berkshire’s exposure to the market.
His first notable pullback came in the late 1960s, when Buffett dissolved his investment partnership in 1969, returning cash to partners because he viewed the stock market as wildly overpriced amid speculative frenzy. READ MORE
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12.5.25 - Keep October 1987 Black Monday crash in mind
Gold last traded at $4,212 an ounce. Silver at $58.31 an ounce.
EDITOR'S NOTE: There have been countless warnings about an impending market correction—some comparing it to the 2008 housing crisis, others to the dot-com collapse, and now even to the 1987 “Black Monday” crash. Taken together, these comparisons suggest that many believe we may be approaching a moment of significant financial reckoning.
Keep October 1987 Black Monday crash in mind: Former Treasury Sec., Goldman chair Robert Rubin’s message to the market -CNBC
by Eric Rosenbaum
The market has been consumed in recent weeks by concerns about tech stock valuations and an AI bubble in the making. But for former U.S. Treasury Secretary and former Goldman Sachs co-chairman Robert Rubin, market complacency runs much deeper than any current debate over whether record market highs can be sustained by a handful of growth stocks. In his view, debate over the current AI boom and whether it will resemble the financial crash or dotcom bubble misses the point. October 1987, and what is known as “Black Monday,” is the historical comparison he is asking the market to focus on.
Rubin has been outspoken about the risks the U.S. economy is running related to the increase in government debt, and he expanded on those concerns at the CNBC CFO Council Summit in Washington, D.C., on Wednesday.
Recent estimates from the Congressional Budget Office put the debt held by the public at 99.8% of gross domestic product for fiscal year 2025. That is twice the historical average of 51% over the past 50 years. But Rubin noted that long-term average masks a trend that has been worsening more recently. In 2000, the same ratio was at 30%. READ MORE
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12.4.25 - De-Dollarization Escalates Just as US Money Printing Returns
Gold last traded at $4,207 an ounce. Silver at $56.96 an ounce.
EDITOR'S NOTE: This pattern is becoming hard to ignore: every time the U.S. ramps up currency creation, the BRICS alliance seems to widen the distance between themselves and the dollar. The trend is clear, and if it continues, it’s only a matter of time before this gradual bend turns into a break with serious consequences for the U.S. dollar.
BRICS De-Dollarization Escalates Just as US Money Printing Returns -Watcher.Guru
by Loredana Harsana
US money printing is going to restart in early 2026, and this actually comes at a pretty critical moment as BRICS nations are accelerating their efforts to reduce dollar dependence in global trade right now. The Federal Reserve officially ended quantitative tightening on December 1st, 2025, which signals a shift back toward balance sheet expansion after three years of removing liquidity from the financial system. At the time of writing, the timing couldn’t be more significant for global markets.
The mechanics behind this shift have actually been building for months now, and markets across the board feel the implications. New York Fed President John Williams revealed in November that US money printing would need to resume, and he explained the technical reasoning behind the decision:
It will then be time to begin the process of gradual purchases of assets that will maintain an ample level of reserves as the Fed’s other liabilities grow and underlying demand for reserves increases over time.
Williams also noted that determining when reserves reach “ample” levels presents an “inexact science,” though some analysts predict the Fed could restart expansion of its balance sheet in the first quarter of 2026. The Federal Reserve has shrunk its balance sheet from around $9 trillion down to approximately $6.6 trillion over the past three years through quantitative tightening, and this process has removed money from the system to help tame inflation. READ MORE
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12.3.25 - Mom-and-Pop Bankruptcies Hit a Record
Gold last traded at $4,209 an ounce. Silver at $58.46 an ounce.
The AI boom has all 4 classic bubble signs — and it could pop in 2026 if interest rates rise, a top economist says -Business Insider
There’s been plenty of speculation about an impending “AI bubble”. We all understand what happens when a bubble pops, but the more important question is: what’s driving these warnings in the first place? Here’s a clear explanation of the key reasons behind the growing concern.
by Thibault Spirlet
The AI frenzy that's driving markets and corporate spending may be heading for a hard landing in 2026.
In an interview with Norges Bank Investment Management CEO Nicolai Tangen, renowned economist Ruchir Sharma said that the AI surge now checks every box on his four-part bubble checklist. And a single trigger could bring it all crashing down in 2026 — higher interest rates.
Higher rates reduce the availability of cheap capital that's been fueling AI investment and put downward pressure on growth-stock valuations.
To diagnose bubbles, Sharma uses what he calls the four O's. He said the AI boom is flashing red on all four: overinvestment, overvaluation, over-ownership, and over-leverage.
Sharma said that AI and tech spending in the US has surged at a rate that is comparable to past bubbles, such as the dot-com era. Valuations of major AI players are also approaching bubble territory when judged by long-term earnings and free cash flow. READ MORE
Mom-and-Pop Business Bankruptcies Hit a Record as Debts Rise -Yahoo! Finance
Yet again, the gap between the optimistic rhetoric from Wall Street and Washington and the reality on the ground is widening. One of the clearest indicators is the rise in bankruptcy filings; especially among small, family-run businesses like the ones my parents operated throughout their lives. Sadly, many of these “mom and pop” operations aren’t as fortunate today, becoming casualties of the current economic environment.
by Steven Church
A six-year-old federal program designed to help the smallest American businesses cut debt and get a fresh start has set a record for the number of cases filed, court data show.
More than 2,200 people and small firms filed bankruptcy this year under the so-called Subchapter V rules, which make it cheaper and faster to win relief from creditors, according to data provider Epiq Bankruptcy Analytics.
“Creditors are just breathing down their necks,” said Carol Fox, a court-approved trustee who oversees more than two dozen cases filed in Southern Florida.
High borrowing costs, cautious consumers and the Trump administration’s trade war are weighing on earnings for the smallest businesses while owners’ optimism fell to a six-month low in October. The number of Subchapter V cases is rising faster than the overall rate for Chapter 11 bankruptcies, which businesses and wealthy individuals typically use to restructure their debts. READ MORE
America’s Feast-or-Famine Reality…When $100,000 Feels Like Poverty -International Man
Throughout my career in the precious metals industry, I often heard the same argument: rising prices aren’t a problem as long as wages keep pace with, or even outpace, inflation. That idea works… until it doesn’t. Here’s the real story of wages versus the rising cost of living.
by Matt Smith
As an entrepreneur, my income has always been feast or famine. For years at the start of a new company, I would earn literally nothing. Now sure, employees had to be paid, and all the business had to move forward, but I took no compensation.
I survived on savings. Luckily I had some. Made from the years of feast. If there’s one thing that makes it hard for most people to be entrepreneurs, it’s this “feast or famine” income volatility. (Still worth it.)
During the COVID hysteria and seeing what’s coming, I decided to totally upend my life. For the first four years and up until fairly recently, I was in a period of personal income famine.
Encouraged by Doug, we launched a few new businesses, including our paid investment newsletter at CrisisInvesting.com. Things have improved. I wouldn’t call it a feast, but it’s enough to cover three hots and a cot. READ MORE
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12.2.25 - The Declining Purchasing Power Of The US Dollar
Gold last traded at $4,212 an ounce. Silver at $58.37 an ounce.
EDITOR'S NOTE: The value of the U.S. dollar has been steadily declining for years; a reality we’ve all felt in our daily lives. While this trend may seem familiar, the historical picture tells a powerful story. When you look at how much purchasing power has eroded over the past century, the scale of that loss becomes truly striking.
Visualizing The Declining Purchasing Power Of The US Dollar -ZeroHedge
by Tyler Durden
The U.S. dollar has steadily lost value over the past century. According to Federal Reserve data, the purchasing power of one dollar today is equal to just a few cents in 1913 (the year the Fed was created).
In this graphic, Visual Capitalist's Marcus Lu tracks the decline in the purchasing power of the U.S. dollar since the early 1900s, illustrating how inflation has eroded its value.
The data for this visualization comes from Federal Reserve Economic Data (FRED). It measures the “Purchasing Power of the Consumer Dollar” across all U.S. city averages, indexed to consumer prices.
The higher the index, the more purchasing power the dollar has. As the index declines, goods and services become relatively more expensive. READ MORE
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12.1.25 - Gold and silver: full steam ahead
Gold last traded at $4,238 an ounce. Silver at $58.44 an ounce.
EDITOR'S NOTE: Not only are gold and silver setting fresh price records almost daily, but we may also be witnessing the early unraveling of the global fiat currency system. These two trends appear to be moving in lockstep, as more investors and nations recognize the need to anchor wealth in assets of true and lasting value.
Silver Sees Historic 50-Year Upside Breakout As Gold Continues Its Parabolic Pattern! -King World News
Hi-Ho Silver
Otavio Costa: Silver on the move again.
I could stare at this chart all day.
This time we’re looking at a historic breakout from a 50-plus–year cup-and-handle formation — one that can proceed with an explosive move beyond previous highs.
Game on.
Gold
Graddhy out of Sweden: I have been stating since gold broke out 23 months ago for its mega 13-year breakout, that think the main manipulation of gold and silver ended back then.
KING WORLD NEWS NOTE: After Brief Consolidations, Gold’s Parabolic Move Continues Its Steepening Upward Trajectory VIEW CHARTS AND READ MORE
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11.26.25 - The Cardinal Sign of a Bubble
Gold last traded at $4,163 an ounce. Silver at $53.31 an ounce.
Gold Price Forecast: Analysts See Huge Upside, Targets You Need to Know -Watcher.Guru
With more than 30 years of experience in the precious metals industry, seeing gold once again dominate market headlines remains both familiar and compelling. Despite its considerable appreciation to date, current market dynamics indicate that the upward trend is far from over. Below are several key drivers that continue to support a strong outlook for gold.
by Juhi Mirza
Gold is the newest breakout asset of 2025, with the metal looking forward to exploring new highs again. With Fed December rate speculation fueling further, gold is looking forward to surging even higher, all while experiencing minor corrections and consolidations ahead. With gold’s ebb and flow narrative, what are some usual price targets that investors should keep a keen eye on?
As per Rashad Hajiyev, a leading gold expert, the precious yellow metal is now eyeing a new narrative, waiting to unfold around $4100, as a brief consolidation gets ready to hit the asset with full force. Hajiyev took to X to share the chart, adding how the gold price narrative is now edging toward a minor roadblock, with a visible resistance line approaching the asset at the $4130 to $4190 level.
Hajiyev was quick to add how the asset price chart is showing a bullish trainable development, hinting at a possible breakout, if gold manages to maintain its equilibrium while battling intense consolidation lines. VIEW CHARTS AND READ MORE
‘Big Short’ investor Michael Burry warns Nvidia is the Cisco equivalent in today’s AI boom: ‘Sometimes the new company is the same company on a pivot’ -Fortune
Michael Burry is again urging caution among investors regarding Nvidia, raising concerns about what he views as significant overvaluation. He draws a striking parallel to the dot-com era and Cisco's dramatic collapse - a moment I recall vividly - as many investors then believed their gains would continue indefinitely. For countless shareholders, that assumption proved costly.
by Sasha Rogelberg
Michael Burry has doubled down on his concerns of an AI bubble, drawing similarities between Cisco during the late-‘90s dotcom crash and one key tech company today.
In his first Substack post, “The Cardinal Sign of a Bubble: Supply-Side Gluttony,” published on Sunday, Burry, made famous for his prescience on the 2008 housing market collapse as portrayed in the 2015 film The Big Short, called the AI boom a “glorious folly,” singling out Nvidia as a harbinger for when he expects the industry’s bubble to burst.
“Folly makes money. Creative destruction and manic folly are exactly why the U.S. is the center of innovation in the world,” Burry said. “Companies are allowed to innovate themselves to death. And ever more spring up to do the same. Sometimes the new company is the same company on a pivot.” READ MORE
Sanctions on BRICS Will Lead to Turbulence in the US Economy -Watcher.Guru
Additional sanctions targeting BRICS nations are on the horizon, raising concerns about further economic turbulence here at home. The question is how much disruption the U.S. economy can withstand before reaching a critical breaking point. As competitive pressure from BRICS continues to grow, it's becoming increasingly clear that the global balance of economic power is shifting - and not in our favor.
by Vinod Dsouza
The US renewed sanctions on Russia and tightened the loop to stop its BRICS counterparts from procuring oil. India, China, and Brazil, among other countries, were forced to buy crude oil elsewhere. India’s State-run refiners signed deals with the US firms for oil procurement due to the sanctions.
Petroleum refiner Rosneft’s CEO Igor Sechin warned that sanctions against BRICS will only bring trouble to the US economy. He warned that the economies of BRICS nations are growing while the US GDP is stalling. The aggressive sanctions will only backfire as angst against the West is growing.
BRICS members Russia and China, and also Iran, have seen sanctions from the US. “The continuation of the West’s aggressive sanctions policy toward both Russia and China will undoubtedly bring the next economic crisis in Western countries closer. Not all Western politicians understand the risks they are facing,” he said.
The BRICS alliance has faced the ire of US President Donald Trump since he took office in January. He has called the bloc “Anti-American” for initiating de-dollarization policies. He also warned them of higher tariffs if they continue sidelining the US dollar for trade. READ MORE
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11.25.25 - The AI Bubble Debate
Gold last traded at $4,139 an ounce. Silver at $51.21 an ounce.
EDITOR'S NOTE: Discussions surrounding a potential AI market bubble continue to intensify, with many arguing that a correction is imminent. When seasoned investors who have weathered past bubbles raise similar concerns, the warning carries weight. Here’s one of the latest examples.
Expert who predicted the dotcom crash says Americans could face a much bigger crisis soon -Newsbreak
By Deep Das Barman
An economic crisis isn't something that happens all of a sudden, but a lot of factors weaken the economy before a major blow triggers a meltdown. The famous bearish strategist, Albert Edwards, of Societe Generale, who had predicted the dot com crash, has sounded the alarm about a looming financial crisis, bigger than the 2008 market crash. The analyst, who refers to himself as a "perma bear," spoke to Bloomberg and Fortune, sharing his opinions on the current 'AI Bubble' and the possibility of a market correction.
Edwards, who admits that he is a very bearish market strategist, has made some high-profile and dramatic predictions in the past, including the dot-com bubble burst. However, not all of his warnings have panned out, Fortune noted. "I think there's a bubble, but there again I always think there's a bubble," Edwards told Bloomberg's Merryn Somerset Webb, in a podcast. He was also firm in his opinion that "it will end in tears," saying, "that much I'm sure of." He further told Fortune in an interview that previous theories of a bubble before the 1999 and early 2000 dot com crash, and the 2008 financial crisis were also "very convincing."
He noted that each time, a “surge in the market was so relentless” that he would just stop talking about bubbles, as his clients don't like it. "Clients get pissed off with you repeating the same thing over and over again and being wrong,” he said, adding that the tone changes when the bubble bursts. “Generally, when you’re gripped by a bubble, people just don’t want to listen because they’re making so much money," he told the publication. READ MORE
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11.24.25 - Why BRICS Is Abandoning the US Dollar
Gold last traded at $4,134 an ounce. Silver at $51.36 an ounce.
EDITOR'S NOTE: BRICS is increasingly focused on reducing global reliance on the U.S. dollar. Some see this as a response to geopolitical tensions with the United States, while others view it as a deliberate strategy to reshape the international financial system. Here are five key reasons why BRICS nations are moving away from the dollar.
Why BRICS Is Abandoning the US Dollar? -Watcher.Guru
by Vinod Dsouza
Despite being the de facto top-most used currency in the world for all trade and transactions, BRICS wants to abandon the US dollar. The reasons are deeply rooted in the foreign policies that stemmed from the White House corridors. Not just Trump, the angst has remained for two decades now, and developing countries want to override the US dollar with their local currency.
The main and most important top 5 reasons why the BRICS alliance wants to ditch the US dollar are:
1. Sanctions Being Imposed By the US
The US has been imposing sanctions on anyone it deems unfit and has targeted Iran, Iraq, and Palestine. The recent sanctions on BRICS member Russia backfired as it kick-started the global de-dollarization moment. Developing countries fear that the US can sanction anyone at any time; therefore, to protect their interest, they want to cut back on the US dollar and boost local currencies for trade. READ MORE
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11.21.25 - UBS Turns Mega-Bullish
Gold last traded at $4,079 an ounce. Silver at $50.28 an ounce.
EDITOR'S NOTE: If you’re worried you’ve already missed your window to benefit from gold’s upside, think again. UBS is among a growing number of major investment firms turning increasingly bullish on gold, projecting further weakness in the U.S. dollar and renewed momentum for the metal. According to their outlook, the opportunity in gold may be just beginning.
UBS Turns Mega-Bullish: Gold to $4,900 as the U.S. Dollar Cracks -Watcher.Gur
by Juhi Mirza
The general US economic sentiment is showing signs of meltdown, as the US dollar continues to show a weaker price stance. The current market downturn has also weakened the crypto and stock market sectors, with both domains projecting a volatile stance. In the middle of this, gold has turned out to be the biggest breakthrough asset of 2025, with predictions of it hitting new highs worth $4900 in the near future.
UBS has now come up with the latest market projection, adding how gold may continue to rake in gains in the near future. The firm predicts the yellow metal to hit a new high of $4900, as Federal Reserve rate cut anticipations continue to fuel its momentum and rally prospects.
“We expect gold demand to rise further in 2026, influenced by anticipated Fed rate cuts, lower real yields, continued geopolitical uncertainties, and changes in the domestic US policy environment,” UBS wrote in a note on Thursday.
The firm later shared how deteriorating the US fiscal outlook is also pushing the dollar to the edge, with gold banking on gains as a leading safe haven asset. UBS added how the demand for ETFs may continue to project a strong demand in 2026, leading the change forward. READ MORE
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11.20.25 - Gundlach: Cracks forming in private credit market
Gold last traded at $4,078 an ounce. Silver at $50.62 an ounce.
EDITOR'S NOTE: Deeper cracks are forming in the nation’s financial foundation, and history tells us that persistent stress eventually gives way to a break. Today, those warning signs are flashing brightest in the private credit market, signaling a moment investors can’t afford to ignore.
Jeffrey Gundlach says cracks forming in America's multitrillion-dollar private credit market -Fox Business
by Kristen Altus
Billionaire investor Jeffrey Gundlach warned that America’s booming private credit market is showing cracks, comparing it to the unregulated CDO market that existed before the 2008 financial crisis — calling it "the Wild West" of finance.
Gundlach, founder and CEO of DoubleLine Capital and known as the "Bond King," said the shakeout in private credit is no longer theoretical.
"The private credit thing is starting to be less of a theoretical shakeout, where some will be survivors and some may experience troubles. And now we're starting to see sort of the canaries in the coal mine kind of falling to the bottom of the cage," Gundlach said on "Making Money with Charles Payne," Wednesday.
"It's like the Wild West. And it starts out with the sheriff in town and things are going pretty well. But then, as the frontier town grows, more people come in trying to exploit opportunity," he continued. "So this, I think, could be a problem." READ MORE
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11.19.25 - Breakthroughs, Manias, and Human Nature
Gold last traded at $4,078 an ounce. Silver at $51.37 an ounce.
Goldman Sachs revisits gold price forecast for 2026 -Newsbreak
Goldman Sachs has released an updated outlook on where it expects gold prices to be by the end of 2026. Earlier this year, the firm projected gold would reach $3,300 by the close of 2025—a benchmark the market has already exceeded. While Goldman has maintained a consistently bullish stance on gold, its targets have, in retrospect, proven conservative given the momentum we’re seeing today.
by Todd Campbell
Gold prices have retreated recently, raising questions about whether we are nearing the end of the yellow metal's impressive rally this year.
After surging to all-time highs near $4,400 per ounce in October, the precious metal retreated below $4,000 per ounce in late October. Since then, it has bounced around, trading between $3,900 and $4,205, before closing at $4,054 on November 17.
The recent action has left gold bugs wondering if they should "buy the dip" in gold or sell to lock in profits. READ MORE
Breakthroughs, Manias, and Human Nature -Daily Reckoning
While it may feel as though new technologies are reshaping our world and dominating the markets at an unprecedented pace, the underlying dynamic is far from new. As King Solomon observed, “there is nothing new under the sun.” The same patterns have long defined market behavior, and likely always will. The following provides a clear explanation of how this enduring dynamic operates.
by Adam Sharp
In 1929, just before the Great Crash, economist Irving Fisher famously said stock prices had reached, “what looks like a permanently high plateau”.
Fisher was a raging bull, and his portfolio was leveraged to the hilt. The crash wiped out his entire fortune, and he was forced to borrow from wealthy relatives to pay his IRS bill.
It’d be easy to scoff at his arrogance. But Fisher’s view was mainstream at the time.
And in some ways, there was justification for the widespread optimism.
The 1920s were a period of incredible technological advances. It was the decade when electric power matured in industry and households.
Electricity caused productivity to soar. In 1914, about 30% of factories ran on electricity. By 1929 it was up to 78%.
The new tech was a massive upgrade from steam power. Cheaper, safer, cleaner, and far more productive.
So investors had good reason to be bullish. It seemed like the beginning of a new era.
The breakthroughs were real. But unfortunately, human nature got in the way. READ MORE
Move Aside BRICS, Saudi Arabia Commits $1 Trillion to the US -Watcher.Guru
Stop the presses! BRICS may have just hit its first real speed bump in more than two years. Saudi Arabia appears to be aligning with the United States by declining the alliance’s invitation, a notable shift given BRICS’ rapid momentum. Whether this proves too little too late, or simply a minor pause in their trajectory, remains to be seen.
by Vinod Dsouza
The BRICS alliance wanted Saudi Arabia to be a part of the bloc, but the Kingdom is siding with the US. Crown Prince Mohammed bin Salman (MBS) is committed to investing $1 trillion in the US. He announced the investment on Tuesday during his meeting with President Donald Trump at the White House.
MBS previously announced a $600 billion investment in May during Trump’s visit to Saudi Arabia. The Prince has now ramped up the investment by another $400 billion. This comes at a time when Saudi Arabia completely ignored the BRICS invitation to join the alliance.
For the uninitiated, BRICS sent an invitation to five countries, including Saudi Arabia, to join the bloc in 2023. Out of the five countries, three entered the bloc in 2024, but Saudi Arabia announced that it is weighing the pros and cons of being a part of the alliance. READ MORE
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11.18.25 - Cloudflare outage affects global network
Gold last traded at $4,069 an ounce. Silver at $50.84 an ounce.
EDITOR'S NOTE: The recent wave of internet disruptions continues, with Cloudflare among the latest companies to experience outages. While occasional interruptions are an expected part of an increasingly complex digital ecosystem, many are beginning to question whether these incidents are simply routine; or signs of a more strained and overburdened internet infrastructure approaching a tipping point.
Cloudflare down: ChatGPT, X among sites affected by global network issues -Fox Business
by Stephen Sorace
A widespread outage at Cloudflare, an Internet infrastructure provider, has disrupted parts of the internet, including sites like ChatGPT and social media platform X.
Cloudflare said on its status page on Tuesday that it identified an issue that was impacting multiple customers and that a fix was being implemented.
"We have made changes that have allowed Cloudflare Access and WARP to recover. Error levels for Access and WARP users have returned to pre-incident rates. We have re-enabled WARP access in London," the company wrote on its status page. "We are continuing to work towards restoring other services."
Cloudflare said at 9:40 a.m. ET that the fix had been implemented and believes the issue is now resolved. The company added that it will continue to monitor for errors and ensure that all disrupted services return to normal. READ MORE
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11.17.25 - Visualizing The World's Government Debt
Gold last traded at $4,044 an ounce. Silver at $50.20 an ounce.
EDITOR'S NOTE: The graphic featured here is nothing short of startling; revealing a trajectory that is as alarming as it is unsustainable. While the United States may not lead every global ranking, it is unquestionably running away with one race: the rapid accumulation of national debt. This is an eye-opening look that also highlights the countries that operate with minimal or no debt, clear proof that a different path is possible.
Visualizing The World's $111 Trillion In Government Debt In One Giant Chart -ZeroHedge
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While global public debt is lower than pandemic highs in real terms, it remains stubbornly elevated at $111 trillion.
This graphic, via Visual Capitalist's Dorothy Neufeld, shows world debt by country in 2025, based on data from the IMF’s latest World Economic Outlook.
America’s debt burden exceeds $38 trillion in 2025, standing at 125% of GDP.
Over the past five years, net interest payments on the national debt have nearly tripled. They are projected to double again by 2035 to reach $1.8 trillion per year.
With $18.7 trillion in debt, China ranks in second. In 2025, debt expanded by almost $2.2 trillion, driven by government stimulus and weaker land revenues given a struggling property market sector. VIEW GRAPHICS AND READ MORE
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11.14.25 - Michael 'Big Short' Burry Liquidates Hedge Fund
Gold last traded at $4,087 an ounce. Silver at $50.76 an ounce.
EDITOR'S NOTE: If ever there were a true example of “putting your money where your mouth is,” this may be it. Michael Burry - of The Big Short fame - has liquidated his fund and returned capital to investors, citing what he views as an increasingly irrational market on the brink of a major correction. While we can hope his prediction proves overly cautious, it’s worth noting that he is far from alone in his concerns.
Michael 'Big Short' Burry Rage-Quits Market, Liquidates Hedge Fund -ZeroHedge
by Tyler Durden
We'll begin with the famous quote from economist John Maynard Keynes: "The market can stay irrational longer than you can stay solvent."
It's a reminder that even the smartest traders in the room, the ones who've built entire careers calling bubbles and shorting tops, can be steamrolled when markets detach from reality.
Case in point: "Big Short" investor Michael Burry, who periodically disappears into X hibernation, nuking his account every so often, only to reemerge months later with cryptic warnings like his latest: "Sometimes, we see bubbles."
Days after Burry's bubble post on X, his Scion Asset Management 13F revealed that roughly 80% of his put positions were concentrated in the high-flyers Palantir and Nvidia.
Fast forward one week, and the unthinkable has happened, or perhaps thinkable, given his 2023 "Sell" call....Burry's Scion Asset Management terminated its SEC registration on Monday. READ MORE
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11.13.25 - Remember 2008? Risk Has Never Been Higher
Gold last traded at $4,167 an ounce. Silver at $52.50 an ounce.
EDITOR'S NOTE: Talk of a looming market correction is getting louder; and if the warnings are right, what’s coming could make 2008 look mild by comparison. The author of the following article argues that the real danger lies in the explosive growth of the derivatives market, which has ballooned more than tenfold since the last financial crisis.
Remember 2008? Risk Has Never Been Higher -King World News
Matthew Piepenburg, partner at VON GREYERZ: I often close public interviews with the recommendation that investors facing an increasingly complex, distorted and landmine-rich economic setting need to focus on being informed rather than emotional.
In other words, facts, cycles and patterns matter—in everything from the history of debt cycles and the otherwise “boring” patterns of bond markets to an ignored template of centralization which always follows bankrupt financial systems.
Being informed offers clarity; being emotional creates fear.
And clarity is both powerful and free.
One does not need millions to feel more empowered in a world otherwise usurping your power with each passing day via the invisible tax of misreported inflation—i.e., open theft through the hidden yet deliberate fiat currency debasement sovereigns employ to inflate away their own criminally negligent bar tab at your expense.
The entire premise of our enterprise of preserving wealth through real money—i.e., precious metals—is built upon such informed thinking. READ MORE
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11.12.25 - $5,200 Gold?
Gold last traded at $4,110 an ounce. Silver at $50.49 an ounce.
It’s Not Just Affordability, Americans Are Anxious Over Jobs Too -Yahoo! Finance
"Anxious" is perhaps the best word to describe not only how many people view the current job market, but also how they feel about the broader economy. The rapid rise of artificial intelligence, combined with the sweeping structural changes many corporations are implementing, has set off a ripple effect of financial uncertainty across nearly every sector.
by Jarrell Dillard and Hadriana Lowenkron
(Bloomberg) -- Voter frustration over affordability fueled Democratic wins in last week’s state and local elections, and on top of that, Americans are becoming uneasy about the job market too.
Some 55% of employed Americans say they’re concerned about losing their jobs, according to a recent Harris Poll conducted for Bloomberg News. That angst follows a drumbeat of layoff announcements by major employers, including Amazon.com Inc., Target Corp. and Starbucks Corp. Outplacement firm Challenger, Gray & Christmas Inc. calculated the most job cut announcements for any October in more than two decades.
It comes layered on top of households’ exasperation over the cost of living. A 62% majority in the Oct. 23-25 poll said the cost of their everyday items had climbed over the last month and nearly half of those people said the increases have been difficult to afford. READ MORE
Analysts: Gold’s Price Correction Is the Calm Before a $5,200 Run -Watcher.Guru
It seems everyone was anticipating a pullback in gold, and that pause has finally arrived. However, indications suggest it may be brief. As the economy continues to search for signs of stability, the odds still appear to be stacked against recovery.
by Juhi Mirza
Gold has now become one of the most spectacular breakthrough assets to keep an eye on, as it’s poised to scale higher, per experts. Gold price momentum has taken a break as of late, but analysts believe that gold’s current pause may result in the asset claiming high price marks in the blink of an eye.
According to expert Chris Vermeilan, gold can skyrocket to $5000 in the blink of an eye, as soon as its present price consolidation is over. Per a clip released by ITM Trading on X, Vermeilan shared how gold may climb the prestigious $5k mark in phases, conquering the first phase of $4700 first. He later stated how gold’s next leg could help the asset hit $5000, followed by another high targeting the $5100 to $5200 mark.
“Where we should see gold rally too. So if we were to just kind of look where gold is right now, we should see it run to roughly about, you know, $4,700 and then all the way up to about $5,100 or $5,200. And do I think it’ll be a smooth ride? I think once it starts to take off, I think it’ll be fairly quick and fluid. It’ll ramp up. I do think, as you mentioned, I think this move to $5,000 could be very swift. One of the good examples of this is if we just go to the monthly chart. And we’re in this parabolic kind of phase where things go straight up. So we could get a couple of these, a couple of green bars, which are a couple of monthly bars. And we could be there in no time at all. And, you know, from where we are right now, it’s only a 25% move roughly to that $5,000 mark. So things are going to pick up speed.” READ MORE
Gold or Stocks? $10K After 25 Years -Visual Capitalist
For more than 40 years, Swiss America has emphasized the importance of maintaining a diversified portfolio for its clients. Historically, the gold and silver component of that diversification has served primarily as an insurance policy; protection against potential disruptions in the domestic and global financial systems. The investment value of precious metals was often considered secondary to their role as financial insurance. However, a closer look at gold’s performance compared to stocks over the past 25 years tells a compelling story.
Investors keep asking a simple question: gold or stocks? Since 2000, a generation of crises, inflation spikes, and policy shifts has tested both.
This graphic, created in partnership with BullionVault, shows how a $10K stake in gold and a $10K stake in the S&P 500 grew from January 2000 to October 2025, using data from Investing.com and Yahoo! Finance.
By the latest data, $10K in gold finished at $126,596.38, while $10K in the S&P 500 TR ended at $77,495.83. As a result, gold compounded at 10.4% annually, compared to 8.3% for stocks over the same span.
Here is a table that shows the month-by-month investment values for gold and the S&P 500 Total Return since January 2000. The value difference in the gold investment as of October 1st, 2025 is $49,100.54, or 63.4% greater than the S&P 500 in percentage terms. VIEW GRAPHIC AND READ MORE
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11.8.25 - Is the shutdown endgame near?
Gold last traded at $4,110 an ounce. Silver at $50.49 an ounce.
EDITOR'S NOTE: As the government prepares to reopen with the necessary votes now in place, the key question is what concessions were required to secure this outcome. The anticipated agreement would fund operations through January 30, 2026, but the longer-term implications remain unclear. There are multiple layers to this deal, and it will be important to watch how the details unfold in the weeks ahead.
Senate Eyes Possible Monday Passage For Shutdown Bill; Johnson Thinks House 'Has The Votes' -ZeroHedge
by Tyler Durden
It looks like the Senate may pass legislation to reopen the government after the longest shutdown in US history as soon as today, after passing a key procedural hurdle Sunday night with bipartisan support from enough Democrats.
According to Politico, Monday passage is possible "depending on whether leaders can secure unanimous consent to speed ahead."
Getting to the finish line will require amending the House-passed continuing resolution to include three full-year appropriations bills for a number of programs plus a new CR for the rest of the government through Jan. 30.
Conversations are ongoing about accelerating the timing. Key players to watch are progressive senators who blasted the deal as well as Sen. Rand Paul, who is upset over the impact the agriculture appropriations piece of the bill would have on hemp.
That said, Senate Majority Leader John Thune told reporters following Sunday night's vote that it "remains to be seen" how fast the Senate can obtain a final vote on the deal - which will depend in part on whether senators agree to yield back time on Monday. Rand Paul wants a vote to remove the language concerning hemp, and a "guarantee" that it will be successful. READ MORE
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11.7.25 - Can't Afford a Vacation? Blame the Fed
Gold last traded at $3,997 an ounce. Silver at $48.32 an ounce.
EDITOR'S NOTE: Gold has long symbolized financial stability, yet today's economic reality - with nearly a third of Americans unable to afford a vacation - underscores just how tenuous that stability has become under fiat money. The article by Ron Paul argues that the severing of the dollar from gold and the ensuing unchecked monetary expansion by the Federal Reserve is a root cause of this growing affordability crisis.
Can't Afford a Vacation? Blame the Fed -The Daily Reckoning
by Ron Paul
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The Federal Reserve is responsible for the decline in American living standards and the rise in income inequality. The turning point in the people’s economic fortunes was on August 15, 1971.
That is when then-President Richard Nixon closed the “gold window,” severing the last link between the dollar and gold. This left America with a purely fiat currency and no restraint on the Federal Reserve’s ability to create money.
When the Federal Reserve pumps money into the economy the new money is not equally distributed. It first goes to wealthy and well-connected individuals. These individuals benefit from having increased purchasing power before the new money has caused price increases.
The Fed also contributes to economic instability and inequality by creating bubbles that distort the signals sent by the market. This causes over-investment in some sectors. When bubbles burst, workers employed in certain sectors lose their jobs, while those at top often suffer at most a modest setback.
The government bails out the “too big to fail” corporations, but the government never considers workers and homeowners too big to fail. READ MORE
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11.6.25 - BRICS conducts 99.1% of trade without the dollar
Gold last traded at $3,977 an ounce. Silver at $48.02 an ounce.
EDITOR'S NOTE: Russia and China have been shifting away from the U.S. dollar and settling more trade in their own currencies. It sounded like a slow-moving trend at first, but the numbers are now telling a very different story. They are not just doing "a lot" of trade without the dollar - they are doing 99.1% of it. And that’s a serious warning sign for the future strength and global influence of the U.S. dollar.
Not US Dollar, BRICS Conducts 99.1% of Payments in Chinese Yuan, Ruble -Watcher.Guru
by Vinod Dsouza
BRICS members China and Russia’s trade payments have experienced a drastic shift since 2022 after the White House imposed sanctions for invading Ukraine, and since then, the two countries have carried out 99.1% of all cross-border transactions in local currencies, such as the Chinese yuan and the Russian ruble.
Russian Deputy Prime Minister Alexander Novak told the Rossiya-1 TV channel that the two BRICS countries have raised their shares in local currency settlements, sidestepping the US dollar for trade. “As for transactions, 99.1% of them are conducted in the ruble and yuan,” he pointed out.
Just two months ago, the share of settlements in local currencies was at 99%. It saw an increase of 0.1% since September, and the numbers would only continue to surge. The BRICS members are committed to de-dollarization by pushing the US dollar out for trade and transactions among developing countries.
BRICS members China and Russia are using every available opportunity to abandon the US dollar for cross-border trade. This makes them automatically use the Chinese yuan and the Russian ruble for transactions. It also helps them to strengthen their local currencies in the forex markets and stabilize their economy. READ MORE
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11.5.25 - BRICS Vs G7: Comparing 2026 GDP Growth Forecasts
Gold last traded at $3,979 an ounce. Silver at $48.01 an ounce.
Burry’s New ‘Big Short’ on AI -Daily Reckoning
Michael Burry - the investor made famous by The Big Short - is once again sounding the alarm, this time on what he sees as a looming AI bubble. This isn't his first bold prediction, but with recent market filings and shifts in the tech sector, he appears confident that the reckoning may be closer than many expect.
by Adam Sharp
he Big Short is one of my favorite movies (and books).
It’s a powerful story of investors who bet against the housing bubble, persevered through adversity, and won big.
The story focuses on Michael J. Burry, a small but successful hedge fund manager in California. In the movie, Burry is played by actor Christian Bale. There are others featured in The Big Short who bet against the housing market, but today we’re going to focus on Burry and his new AI short.
First, however, some background is in order.
Back around 2004-2005, Burry discovered that lenders were giving huge loans to borrowers with bad credit, and as a topper, many of these mortgages were teasers with adjustable rates. The first few years were artificially cheap, then payments would balloon.
Burry dissected the data, and discovered a great way to bet against housing using credit default swaps (CDS) on mortgage bonds.
Many of Burry’s hedge fund clients thought he was insane. Betting so much of the fund’s capital against housing seemed ludicrous. Burry was forced to restrict fund redemptions, so his investors had no choice but to ride along with him.
When the bubble finally burst, Burry’s fund made a killing. After fees, his big short returned almost 500% to investors. READ MORE
BRICS Vs G7: Comparing 2026 GDP Growth Forecasts -ZeroHedge
If economic growth is any indicator of strength and stability, the BRICS alliance is positioning itself as significantly more resilient than the G7. While many may still hope BRICS is just a passing geopolitical experiment, the reality is quite the opposite—it's a rapidly expanding bloc that appears to gain more momentum with every strategic move it makes.
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Unlike many Western powers, many BRICS countries are seeing rapid GDP growth driven by significant investment, trade, and demographic change. In an increasingly multipolar world, this group is exerting more influence as it expands.
This graphic, via Visual Capitalist's Dorothy Neufeld, compares real GDP growth projections of BRICS vs G7 countries, based on data from the IMF’s World Economic Outlook October Update.
As we can see, India is projected to see one of the fastest growth rates across the bloc, at 6.6% in 2025 and 6.2% in 2026.
In China, 4.8% growth is forecast for 2025 as the country strengthens trade across Asia, Europe, and Africa. Like India, growth is forecast to decline in 2026.
On average, BRICS growth will exceed G7 rates by more than threefold in both 2025 and 2026—a stark contrast visible in the table below. VIEW CHARTS AND READ MORE
BRICS Countries Unload $47 Billion in US Treasuries -Watcher.Guru
In other news on the BRICS front, the alliance continues to signal that its de-dollarization strategy is very much alive and advancing. Their latest move? Offloading a staggering $47 billion in U.S. Treasury holdings; an unmistakable indication that they remain committed to reducing reliance on the dollar and reshaping the global financial landscape.
by Vinod Dsouza
A total of three BRICS countries have unloaded $47 billion in US Treasuries in a month. The latest data from the US Treasury Department shows that China, Brazil, and India dumped the US dollar-denominated debt between June and July.
The US Treasuries sell-off from BRICS members comes as China and Russia strengthen their economic ties despite stricter sanctions by Trump. The alliance is sidestepping the US dollar, making way for developing countries to gain a strong hold on the global economy.
BRICS members China, Brazil, and India have combindly offloaded $47 billion worth of US Treasuries. China decreased its US debt holdings by $25.7 billion. It now holds $730.7 billion, compared to the previously recorded $756.4 billion in June.
In addition, BRICS member Brazil reduced its US Treasuries holdings by $13.6 billion during the same period. It now holds $210.7 billion after the reduction of the US debt. READ MORE
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11.4.25 - US Pushes Dollar to Counter BRICS
Gold last traded at $3,933 an ounce. Silver at $47.11 an ounce.
EDITOR'S NOTE: The U.S. is pressing to expand the use of the dollar as the primary currency in eight countries, a strategic countermeasure to the growing de-dollarization efforts led by BRICS. This shift reinforces the dollar's global dominance, potentially bolstering its strength in the short term as America's economic leverage improves.
US Pushes Dollar As Main Currency in Eight Countries to Counter BRICS -Watcher. Guru
by Loredana Harsana
Washington is currently pushing the dollar main currency, which actually reacts directly to the increasing BRICS de-dollarization trends throughout the world. By the time we wrote this paper, the US administration was targeting eight countries (Lebanon, Pakistan, Ghana, Turkey, Egypt, Venezuela, Zimbabwe and even Argentina) for full dollarization. The US views these dollar main currency plans as an economic stabilization and geopolitical weapon against the BRICS currency plans that could challenge American financial supremacy.
In August, the Trump administration in fact invited Johns Hopkins University professor Steve Hanke to the Eisenhower Executive Office Building. He wanted to talk about the application of the dollar main currency plan to susceptible economies. Hanke is also the most well known expert on the dollarization policies in the world. With his participation, there is bad intent on the part of the Washington.
The meeting had an attendance of approximately 15 top-tier economists and experts of the Council of Economic Advisers, the National Economic Council, and as far as the National Security Council. The talks were centred on the US dollarization as a tool of economic and geopolitical power. READ MORE
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11.3.25 - Berkshire Hathaway Hoards Record Pile of Cash
Gold last traded at $4,006 an ounce. Silver at $48.19 an ounce.
EDITOR'S NOTE: As the shift from equities to cash among billionaires continues, Warren Buffett has added another $6 billion to his firm’s cash holdings; marking the third consecutive year, or 12 straight quarters, of steady accumulation. This move is hardly surprising, as it aligns with a broader trend among ultra-wealthy investors who appear to be positioning themselves for potential turbulence ahead.
Billionaire Warren Buffett Dumps $6,100,000,000 in Stocks in Three Months As Berkshire Hathaway Hoards Record Pile of Cash -The Daily Hodl
Billionaire Warren Buffett’s massive selling spree at Berkshire Hathaway continues, with the legendary investor executing a net sell-off of $6.1 billion in stocks in the third quarter.
New SEC filings show the Berkshire CEO sold $12.5 billion worth of Berkshire’s equities while buying just $6.4 billion in equities.
This marks the 12th straight quarter of net stock sales for the conglomerate and leaves Berkshire’s cash reserves at a record $381.6 billion by September’s end.
Berkshire halted share buybacks entirely during the period, a shift from prior quarters.
The firm’s operating earnings rose 34% to $13.5 billion, driven by insurance and utilities.
Specific stocks bought or sold remain undisclosed, pending the company’s 13F filing due later this month.
Analysts view the cash buildup as a defensive stance, with the 95 year-old investor believing valuations are high with opportunities scarce. READ MORE
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10.31.25 - Is the Fed making a major mistake?
Gold last traded at $3,992 an ounce. Silver at $48.56 an ounce.
EDITOR'S NOTE: It’s not just President Trump criticizing the Federal Reserve for its handling of the economy; billionaire investor Dan Morehead has voiced similar concerns. He accurately points out that the apparent strength of today’s markets may be less a sign of genuine economic growth and more a reflection of the continued decline in the value of the U.S. dollar.
Billionaire Dan Morehead Says Federal Reserve Making Major Mistake As US Dollar Plummets -The Daily Hodl
by Mehron Rokhy
The chief executive of the crypto asset management firm Pantera Capital says the Federal Reserve is making a major monetary mistake.
In a new interview with Raoul Pal, billionaire Dan Morehead says the Fed is embroiled in policy error after policy error, rapidly debasing the US dollar in the process.
“I think the Fed really made a couple huge policy mistakes in 2020 and 2021. There was a time where inflation was 8% and the Fed funds rate was zero. That’s called a policy error. And decreasing rates right now when everything’s booming, record everything, record fiscal deficits.
The monetary system is supposed to be the check and balance. It should be the thing that’s balancing excessive fiscal spending. And I just don’t see that. And it really is wild that the Fed is currently cutting. They’re forecasting much more cuts. If anything, they should be hiking.”
Morehead says soaring asset prices in the so-called “everything bubble” are due to the plummeting value of fiat currency rather than appreciation. READ MORE
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10.30.25 - BRICS v. US: Rare Earth Minerals
Gold last traded at $4,024 an ounce. Silver at $48.91 an ounce.
EDITOR'S NOTE: If rare earth minerals are any indication of who holds greater financial leverage between the BRICS nations and the United States, we could be facing serious challenges ahead. From the beginning, my concern about the BRICS alliance has been that they are not only committed to the concept of de-dollarization, they also possess the natural resources and economic capacity to make it a reality.
BRICS Hold 76 Million Metric Tons of Rare Earth Minerals, US Owns 1.9M -Watcher.Guru
by Vinod Dsouza
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BRICS member China dominates the list, controlling the majority of the rare earth minerals. China holds a staggering 44 million metric tons, having the world’s biggest reserves. The Communist country is now leveraging its resources to dictate trade terms and policies with the US and other Western countries.
Also, BRICS member Brazil comes second with 21 million metric tons of the rare earth minerals. India is in the third spot, holding 6.9 million metric tons of materials. Russia also holds 3.8 million metric tons, owing to a vast reserve of natural resources.
The four BRICS countries combined hold 75.7 million metric tons, making them the largest bloc. Rare earth commodities are now the most sought-after due to their use for industrial purposes. It includes smartphones, electric vehicle motors, wind turbines, and medical equipment like MRI machines. READ MORE
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10.29.25 - China's Push to Advance Yuan
Gold last traded at $3,944 an ounce. Silver at $47.74 an ounce.
‘Absolutely' a market bubble: Wall Street sounds the alarm on AI-driven boom as investors go all in -Yahoo! Finance
The AI-driven stock market surge may be turning into a bubble; with soaring investor optimism, elevated valuations and major corporate spending triggering fresh alarms. Some believe this presents heightened risk of a sharp correction, even if these tech/AI stocks retain long-term promise. Investors would be wise to be more cautious about valuations, diversify more broadly, and brace for potential turbulence rather than assume the rally will continue unchecked.
by Allie Canal
Wall Street is growing louder with warnings that the artificial intelligence trade may be overheating.
After months of record gains in AI-linked stocks and corporate spending, concerns are mounting that the boom is starting to look like a bubble.
JPMorgan CEO Jamie Dimon underscored that tone of caution while speaking to reporters on Tuesday, calling elevated asset prices “a category of concern.”
“When asset prices are elevated, you have further to fall,” Dimon said, adding that while “consumers are still spending [and] companies are making money,” valuations and credit spreads remain stretched.
“You have a lot of assets out there which look like they’re entering bubble territory,” he said. “That doesn’t mean you don’t have 20% to go — it’s just one more cause of concern.” READ MORE
China Processes 175,000,000,000,000 Yuan Across 189 Countries As BRICS Nation Boosts Foreign Access, Ditches Dollar Dependence: Report -The Daily Hodl
The latest report shows that China's cross-border payment system processed roughly ¥175 trillion (USD ~24.5 trillion) across 189 countries last year as Beijing pushes to expand the global reach of the yuan and reduce reliance on the U.S. dollar. As China builds alternative payment rails and encourages international settlement in the yuan, the dollar's role as the world's chief reserve and trade-settlement currency could face continued erosion.
China is bolstering its cross-border payment systems in a push to advance the yuan’s role in global finance.
The People’s Bank of China’s (PBC) Cross-Border Interbank Payment System (CIPS) now connects over 1,700 institutions across 189 countries, processing 175 trillion yuan ($24.55 trillion) last year, reports the state-owned Global Times.
That represents a 43% surge from the prior year, with CIPS transaction volumes growing 40.3% each year since 2021.
PBC has integrated CIPS with the digital yuan and expanded overseas bank branches and in June, China and Hong Kong linked their fast payment systems to streamline cross-border remittances.
Inbound mobile payments have also jumped according to the Global Times, with 10 million foreign users in the first half of 2025 and transactions up 162%.
China is driving the economic alliance BRICS and its efforts to develop independent payment infrastructures like CIPS, which has signed settlement agreements with over 40 nations to reduce US dollar dependence and counter sanctions. READ MORE
The Gold Price Rush Isn’t Over: Morgan Stanley Extends Bull Run Forecast -Watcher.Guru
The global rally in gold is far from over, as analysts at Morgan Stanley now foresee further upside for the metal through 2026. With inflationary pressures, a weakening dollar, and continuing central bank demand; gold’s safe-haven status is more relevant than ever.
by Juhi Mirza
The gold price breakout has been one of the most noteworthy developments of 2025. The precious metal rally has stunned global markets, with gold and silver price breakouts serving as a reminder of how quickly markets can bestow favors to topple the structures that were once considered solid in the long run. In addition to this, Morgan Stanley analysts have updated their gold price forecasts, stating that the metal may continue to extend its gains until 2026.
According to a recent gold update shared by Morgan Stanley, the gold price rally may continue to extend its gains until 2026. The bank was quick to shed light on various reasons fueling the charge, which include a weak dollar and Fed rate cut calls as primary harbingers of this change.
“Gold prices, which are up nearly 50% in 2025, are likely to add more gains by the end of 2026. Gold surpassed the share of U.S. Treasuries in central bank reserves for the first time since 1996, while ETFs backed by gold keep posting record inflows.”
Speaking in detail about the extended gold rally, MG shared how gold has been surging in response to the rising geopolitical tensions, with the speculative Fed rate cuts stance driving the narrative forward.
“Gold broke a new record high on Oct. 10, surpassing $4,000 per ounce for the first time, and has continued to climb since then. On Oct. 21, the rally hit a wall, with a drop of as much as 6%, the biggest daily loss in 12 years. Still, gold has surged about 50% in 2025, cementing its status as one of 2025’s top-performing assets. The price increases are a reaction to major policy, geopolitical, and economic developments this year, including tariffs, the Israel-Hamas conflict, concerns about the Federal Reserve’s independence, and the U.S. government shutdown.” READ MORE
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10.28.25 - Fringe Theories for a Faulty Financial System
Gold last traded at $3,952 an ounce. Silver at $47.06 an ounce.
EDITOR'S NOTE: We all agree that the U.S. debt is a serious problem. That said, for many people, it’s little more than a giant number that keeps getting swept under the rug. What follows are some theories as to what the US Treasury actually has in store for the country.
Fringe Theories for a Faulty Financial System -Daily Reckoning
by James Rickards
We’re obviously living in tumultuous times. If investors sense they’re on a financial roller coaster, they’re right.
Recently, I scanned my market tickers and saw that everything was up. Stocks, bonds, gold, silver, the dollar, cryptos and commodities were all advancing. Of course, that didn’t last. The next day cryptos crashed and stocks were down sharply. Even gold suffered its worst day in a decade on Tuesday, a day after notching new record highs. In these markets, volatility is the one constant.
These types of markets demand discipline, but they also give rise to what I can only describe as fringe theories. Even highly seasoned market analysts with great reputations will write to me with theories they’ve heard asking what I think about them. We don’t have space to go into all of them (and many are just nonsense and not worth going into), but the main theme is that somehow the U.S. Treasury is working on a technical default on government debt. READ MORE
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10.27.25 - US stock markets hit fresh record highs
Gold last traded at $3,985 an ounce. Silver at $46.98 an ounce.
EDITOR'S NOTE: After all the back-and-forth over tariffs, it appears the U.S. and China may finally be nearing some kind of trade agreement. The news was warmly welcomed on Wall Street, as many investors have been hoping for a glimmer of financial sunshine in this area. The real question now is; how genuine and lasting will this agreement prove to be?
US stock markets hit fresh record highs on US-China trade optimism - Newsquawk Asia-Pac Market Open
* US stocks were firmer and buoyed by the risk-on sentiment to start the week amid reports that the US and China agreed on a framework for a trade deal ahead of the Trump/Xi meeting later this week. Sectors were predominantly green with Communications leading the gains, followed by Tech and Discretionary, while Consumer Staples and Materials were the only sectors in the red. The stock-specific highlight was arguably Qualcomm (QCOM), which surged after announcing the launch of Qualcomm AI200 and AI250 chip-based accelerator cards and racks for data centres. As a result of the heightened risk appetite, spot gold was pressured and fell beneath USD 4k/oz, while the crude complex was initially bid, but later sold off to settle in the red.
* USD was rangebound with slight weakness to start the week as modest upticks in GBP and EUR were offset by downticks in havens, as trade-related updates from over the weekend sparked a risk-on tone across markets. Nonetheless, the dollar didn't get much traction ahead of the central bank rate decisions later in the week including from the FOMC on Wednesday.
* Looking ahead, highlights include South Korean GDP, UK BRC Shop Price Index, Supply from Australia. READ MORE
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10.24.25 - 5 Key Dates To Watch As Shutdown Drags On
Gold last traded at $4,130 an ounce. Silver at $48.81 an ounce.
EDITOR'S NOTE: As the government shutdown drags on, it's starting to feel like an all-too-familiar tune. Once again, politicians are locked in a standoff, digging in their heels until they secure what they want - or what they've promised their donors - all tucked into a new budget deal. The unfortunate truth is that this political brinkmanship comes at a steep cost: real families, real incomes, and real consequences. Here are some key dates to keep an eye on as the shutdown continues.
5 Key Dates To Watch As Shutdown Drags On -ZeroHedge
Authored by Lawrence Wilson via The Epoch Times
The financial fallout from the federal government shutdown, now in its fourth week, is expected to intensify over the next 10 days, as billions of dollars in salaries and other payments will not be disbursed.
Senate Republicans and Democrats have been deadlocked on a stopgap funding resolution that would fund the government temporarily through Nov. 21 while Congress continues to negotiate 2026 spending.
Nearly all Democrats have voted against the measure, saying they will not reopen the government until Republicans negotiate over their health care spending proposals to prevent insurance premiums from going up next year.
Republicans have said that the proposals are unserious and alleged that the shutdown is a stunt by Democratic leaders to appease their party’s left wing.
Here are the key dates on which the pain of the shutdown will become more acute for various segments of the nation. Leaders in both parties appear to believe that these milestones will increase political pressure on their opponents. READ MORE
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10.23.25 - Ever-riskier leveraged ETFs
Gold last traded at $4,108 an ounce. Silver at $48.74 an ounce.
EDITOR'S NOTE: As if there weren't already enough questions surrounding the world of digital currencies, the plot has taken yet another confusing twist. What was once an obscure and unfamiliar investment for many is now being packaged into ETFs, raising an entirely new set of questions for investors. One thing is certain: the financial world of tomorrow will look very different from the one we know today.
The race to launch ever-riskier leveraged ETFs in the U.S. is heating up -MarketWatch
Wall Street’s push to launch ever-riskier leveraged exchange-traded funds is picking up steam, as issuers test the boundaries of what is legally permissible in the U.S. with a recent flurry of filings.
Over the past few weeks, at least three ETF issuers — Volatility Shares, ProShares and T-Rex — have sought permission from the Securities and Exchange Commission to launch new leveraged funds. If approved, these products would offer investors the opportunity to magnify daily swings in the Dow Jones Industrial Average; shares of artificial-intelligence darlings Nvidia Corp. and CoreWeave; and cryptocurrencies, including bitcoin and XRP, by as much as 5x.
Many of the filings pitched funds that aim to amplify daily moves by 3x. But Volatility Shares has filed for permission to launch at least 21 funds advertising 5x daily swings on a number of individual stocks, cryptocurrencies, stock-market indexes or existing ETFs.
Representatives for Volatility Shares, ProShares and T-Rex all declined to comment on the filings when contacted by MarketWatch.
Since the beginning of October, issuers have filed for permission to launch more than 100 funds targeting 3x or 5x leverage, according to a MarketWatch analysis of securities filings. READ MORE
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10.22.25 - Crypto Investor Loses $3,000,000 in Devastating Hack
Gold last traded at $4,111 an ounce. Silver at $48.54 an ounce.
What The BRICS Currency Union Means for the US Dollar and Markets -Watcher.Guru
The recent initiative by the BRICS nations to explore a new currency union marks a potential shift in the global monetary order; one that seeks to reduce reliance on the US Dollar and reshape international payment systems. While a physical BRICS currency is not imminent, members are actively developing blockchain-based settlement systems and broader alternatives to the dollar-dominated financial architecture. As the alliance expands and trade among BRICS countries grows, global markets are already watching closely.
by Loredana Harsana
The BRICS currency union has catalyzed initiatives by member nations to engineer alternatives to dollar-dominated financial systems, and 2026 is emerging as a potential launch date for new payment infrastructure. Right now, the BRICS currency union spearheads blockchain-based settlement systems rather than a physical currency. It also faces internal disagreements among BRICS currency countries about replacing the dollar entirely.
The question of when will BRICS currency be released remains uncertain at the time of writing. The BRICS currency 2026 timeline gained attention after the October 2024 Kazan summit. Putin displayed what looked like a prototype banknote but then stepped back from his usual aggressive de-dollarization talk.
Putin had this to say:
“We are not refusing, not fighting the dollar, but if they don’t let us work with it, what can we do? We then have to look for other alternatives, which is happening.” READ MORE
US Crypto Investor Loses $3,000,000 in XRP in Devastating Hack -The Daily Hodl
A U.S. crypto investor, Brandon LaRoque, is said to have lost $3 million worth of XRP; the result of a sophisticated hack that drained his retirement holdings. The incident reportedly occurred after the he imported his hardware-wallet seed phrase online, creating a vulnerability that attackers exploited to sweep his funds. Mr. LaRoque's only saving grace is that he did put some of his retirement savings into gold. It's safe to say he wishes he had more of that un-hackable asset now.
An American crypto investor says he just lost his retirement savings after hackers stole $3 million in XRP.
Brandon LaRoque, a 54-year-old from North Carolina, says he had accumulated 1.2 million XRP since 2017 as a retirement fund with his wife.
But according to blockchain researchers including ZachXBT, attackers drained the crypto on October 12th after initiating two 10-XRP test transfers, sweeping the rest to a new address.
LaRoque says the loss has turned he and his wife’s financial future upside down.
“That was our whole retirement for my wife and I. And I don’t know what we’re going to do. I guess we’re going to go back to work.
Fortunately, I did diversify into some metals, which thank God I did. Nowhere near anything like what I had in crypto. Crypto was supposed to be the touchdown.” READ MORE
Tariff costs to companies this year to hit $1.2 trillion, with consumers taking most of the hit, S&P says -CNBC
New research from S&P Global reveals that tariffs are set to cost companies around $1.2 trillion in 2025; and the bulk of that burden is expected to be passed on to consumers in the form of higher prices. As trade tensions escalate and global supply chains remain strained, these rising costs could further fuel inflation and slow economic growth, hitting American households hardest.
by Jeff Cox
President Donald Trump’s tariffs will cost global businesses upward of $1.2 trillion in 2025, with most of the cost being passed onto consumers, according to a new analysis from S&P Global.
In a white paper released Thursday, the firm said its estimate of additional expenses for companies is probably conservative. The price tag comes from information provided by some 15,000 sell-side analysts across 9,000 companies who contribute to S&P and its proprietary research indexes.
“The sources of this trillion-dollar squeeze are broad. Tariffs and trade barriers act as taxes on supply chains and divert cash to governments; logistics delays and freight costs compound the effect,” author Daniel Sandberg said in the report. “Collectively, these forces represent a systemic transfer of wealth from corporate profits to workers, suppliers, governments, and infrastructure investors.”
Trump in April slapped 10% tariffs on all goods entering the U.S. and listed individual “reciprocal” tariffs for dozens of other countries. Since then, the White House has entered a series of negotiations and agreements while also adding duties on a variety of individual items such as kitchen cabinets, autos and timber. READ MORE
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10.21.25 - Trump’s Student Loan Forgiveness
Gold last traded at $4,123 an ounce. Silver at $48.60 an ounce.
EDITOR'S NOTE: There’s been a lot of back-and-forth about student loan forgiveness lately, and everyone seems to have a strong opinion on how the government should handle it; if at all. The Trump administration caught some heat for supposedly backing away from forgiveness programs, but with their latest move, they actually helped borrowers dodge a huge tax hit most probably never saw coming.
Millions Saved From Taxes With Trump’s Student Loan Forgiveness -Watcher.Guru
by Loredana Harsana
Student loan forgiveness is moving forward under a new agreement that protects millions from tax penalties, and it’s a big deal for borrowers who’ve been waiting. On October 20, 2025, the Trump administration reached a settlement to cancel student debt for eligible borrowers without the tax consequences that could have cost thousands of dollars. Trump’s student loan forgiveness deal resolves the question many had been asking about whether Trump stopped student loan payments, as the administration now commits to processing debt cancellation under court supervision. The agreement ensures Trump cancels student loans for those in income-driven repayment programs while also shielding them from the 2026 tax law change that would have treated forgiven debt as income.
The Trump administration and the AFT reached the settlement in the AFT v. U.S. Department of Education case, and it requires student loan forgiveness for borrowers in income-driven repayment, income-contingent repayment, Pay As You Earn, and Public Service Loan Forgiveness programs. The IRS won’t send forms to borrowers whose loans the government cancels by December 31, 2025, treating the forgiven balances as taxable income, which is huge.
The Education Department must process student loan forgiveness applications and reimburse borrowers who made payments after becoming eligible for cancellation. The programs affected include over 2.5 million enrollees right now, and Trump cancels student loans under court supervision with six monthly progress reports the administration must file to ensure compliance. The court included this oversight to make sure the government actually follows through on its commitments. READ MORE
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10.20.25 - AI bubble: 17x bigger than the dot-com bust?
Gold last traded at $4,349 an ounce. Silver at $52.27 an ounce.
EDITOR'S NOTE: An AI bubble has been on the horizon for years; but is it a real bubble that could potentially burst? With valuations rivaling the GDPs of entire nations - and profits that often fail to justify the hype - it’s hard not to wonder if this dazzling run could soon come crashing down.
Why this analyst says the AI bubble is 17 times bigger than the dot-com bust -CNN Business
Analysis by Allison Morrow
At this point, even the concept of an “AI bubble” seems to be a bubble. (In fact, Deutsche Bank analysts said last month that the “AI bubble” bubble has already burst.)
Perhaps some corners of the internet are bored of the bubble talk. That’s not making the market any less, um, bubbly.
Just this week, the Financial Times wrote that 10 AI startups — not a dollar in profit among them — have gained nearly $1 trillion in market value over the past 12 months. (That is, to use a technical term, bananas.)
Even as Wall Street analysts and tech media increasingly question the hype, drawing uneasy comparisons to the late 1990s, the AI industry’s response has been to shrug and watch their valuations tick higher and higher. The AI faithful believe the technology will disrupt (in a good way, hopefully!) virtually every aspect of modern life, from phone operating systems to pharmaceuticals to finance. And even if there is a bubble, proponents say, the dot-com bubble gave us companies like Amazon, and the internet became, well, the internet. READ MORE
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10.17.25 - Could Gold Echo its 70s Spike?
Gold last traded at $4,221 an ounce. Silver at $51.56 an ounce.
EDITOR'S NOTE: The current gold rally isn't driven by panic or speculation like the 1970s run; it's powered by real, lasting demand from central banks and global investors. With inflation pressures simmering and currencies losing credibility, this new gold cycle isn't just history repeating itself, it's a rare opportunity to own the asset the world's biggest buyers can't get enough of.
Gold could echo the 70s spike but today's rally is built on real demand, Goldman Sachs analyst says -Business Insider
by Huileng Tan
Gold prices have surged this year, but the rally remains rooted in real demand, not hype — and could still have room to run, according to Goldman Sachs.
Gold, a haven asset, has climbed about 65% in 2025 — putting it on track for its strongest rally since 1979 — thanks to a mix of economic and geopolitical fears.
On Thursday, the yellow metal hit a record high for the fourth straight session, soaring past $4,300 an ounce, according to LSEG data.
While the eyegrabbing gains have drawn concerns about speculation, Goldman Sachs research analyst Lina Thomas said Thursday video that "the rally remains grounded in fundamentals, not frenzy" for now.
"In reality, the move isn't that unusual. Central banks are still buying record amounts of gold, and private investors are simply catching up as the Fed cuts rates," said Thomas.
"So after years of under-allocation, this is more normalization than mania," she added. READ MORE
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10.16.25 - 13 Reasons Why Gold Has Outperformed Stocks Since 2000
Gold last traded at $4,296 an ounce. Silver at $53.69 an ounce.
EDITOR'S NOTE: Over the past few months, gold has surged past equities; and the drivers are not surprising. In this article, the authors provide 13 compelling reasons why gold has outperformed the major U.S. stock indices since 2000. What you'll find is a mix of economic dynamics, policy shifts, and structural imbalances that have tipped the scales.
13 Reasons Why Gold Has Outperformed Stocks Since 2000 -Real Clear Markets
by Timothy Nash, Anthony Storer, Jim Hop, & Tom Rastin
The recent increase in gold prices in the United States and around the world has been driven by a confluence of economic, financial, and political factors. This environment, where gold has outperformed U.S. GDP and the four major U.S. stock markets, began in 2000 and has continued to date (see Exhibits 1, 2, 3). We outline 13 reasons why gold has outperformed most major investments and why it is likely to continue attracting individual and institutional investors.
A haven during uncertain times.
Throughout history, people — from merchants to royalty — have held gold as a hedge against inflation, economic uncertainty, and war. Having gold in your pocket allowed you to overcome political difficulties, especially when paper currencies collapsed.
Geopolitical disagreements.
Recent geopolitical uncertainty has been a major catalyst in the rise of global gold prices. Instability in the Middle East, conflict in Ukraine, and the collapse of Hong Kong as a free state under the Sino-British Agreement have been constant sources of concern, driving up the price of gold. VIEW EXHIBITS AND READ MORE
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10.15.25 - Kiyosaki Warns Historic Market Crash Incoming
Gold last traded at $4,210 an ounce. Silver at $53.17 an ounce.
Jamie Dimon Says Gold Can "Easily Go To $5,000 Or $10,000" -ZeroHedge
When even Jamie Dimon says gold could easily soar to $5,000–$10,000 an ounce, it's a clear signal that smart money sees what's coming. As markets grow more volatile and global risks mount, gold isn't just a safe haven; it's the one asset poised to shine when everything else falls short.
by Tyler Durden
Fresh from reporting a solid set of numbers for the third quarter, JPMorgan CEO Jamie Dimon said he sees "some logic" in owning gold, while declining to say whether he thinks the precious metal is overvalued after its record run-up (perhaps smart, considering his catastrophic attempts to assign value to bitcoin over the past decade).
“I’m not a gold buyer — it costs 4% to own it,” Dimon said Tuesday at Fortune’s Most Powerful Women conference in Washington, referring to storage costs for billionaires who have to store several hundreds gold bars worth billions, and clearly not referring to 99% of actual gold buyers who own a little gold at home and which costs them 0% to own it.
That said, Dimon admitted that gold “could easily go to $5,000, $10,000 in environments like this. This is one of the few times in my life it’s semi-rational to have some in your portfolio.”
Gold, which traded below $2,000 just two years ago, has outpaced gains in equities so far this year, this decade, and this century, reflecting investor demand for safe-haven assets amid inflation concerns and geopolitical unrest, after ignoring precisely the same arguments presented by "tinfoil hat" conspiracy blows such as this one. It continued its torrid advance on Tuesday, climbing to a record $4,184 an ounce, extending its gain this year to almost 60%. READ MORE
Rich Dad Poor Dad Author Warns Historic Market Crash Incoming, Urges Shift to 'Real Assets' -The Daily Hodl
Robert Kiyosaki is warning that a "historic market crash" is imminent and that fiat, printed assets will be crushed. In his view, those holding cash are at risk of losing purchasing power, whereas those who own gold will have protection against currency debasement and financial system instability.
The author of the personal finance best-seller Rich Dad Poor Dad, Robert Kiyosaki, says the “biggest crash in world history” is coming by the end of this year.
In a new series of tweets, Kiyosaki says,
REMINDER: I predicted the biggest crash in world history was coming in my book Rich Dad’s Prophecy. That crash will happen this year.
Baby Boom Retirements are going to be wiped out. Many boomers will be homeless or living in their kids basement. Sad.”
To make it through, Kiyosaki says he believes people should avoid “printed assets” and invest in “real assets” like gold, silver, Bitcoin and Ethereum.
“Savers are LOSERS,” he writes, noting fiat currency’s gradual debasement over time. READ MORE
Golden Patterns -Daily Reckoning
Over long cycles, gold tends to outperform equities in real terms (i.e. relative to inflation). As faith in the dollar and U.S. economic dominance wanes, gold acts as a timeless store of value that preserves wealth even as empires decline.
by Bill Bonner
Patterns. Patterns. Patterns.
In addition to the boom-bubble-bust cycle of the stock market, there is also the Primary Trend…in which gold and stocks teeter-totter over long periods of time. Stocks hit an all-time peak in 1999, at more than 40 ounces of gold to the Dow. Thereafter it was down, down, down (even as nominal prices rose!) to less than 12 ounces today.
We don’t know, of course, if that trend will continue…but it marks a decline in the real value of US stock market assets…and coincides with what we believe is the decline of the US empire. Good? Bad? Reason, schmeason. It’s just what tends to happen. Things spring to life. They enjoy a season or two of splendiferous summer…and then the skies darken, and they die. We don’t control the pattern. And we can’t predict it.
But now, gold is roaring ahead. The Wall Street Journal:
Gold Prices Top $4,000 for First Time
Record run for futures comes at a time of heightened concern about the dollar. READ MORE
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10.14.25 - The Silver Squeeze
Gold last traded at $4,142 an ounce. Silver at $51.59 an ounce.
EDITOR'S NOTE: Silver is being squeezed like never before; supplies are vanishing, and prices are primed to surge. Industrial demand is soaring, while investors are just waking up to the opportunity. Now is the time to add silver to your portfolio, before this steady boom turns into a full-blown breakout.
The Silver Squeeze Wrecking Ball -Daily Reckoning
by Adam Sharp
It’s been a wild ride over the past few trading days…
On Friday, President Trump started a mini-crash by threatening China with new 100% tariffs.
Stocks slid, crypto crashed, and miners dipped.
But yesterday, President Trump strapped on his Superman cape and saved the day. He struck a more conciliatory tone after China replied to his tariff threat with a hard-nosed retort.
As a result, markets opened up nicely this morning. The Nasdaq rose 2%, with the S&P 500 up 1.5%.
Clearly, Trump’s “Don’t worry about China” post reassured American markets that all was well. I’m not so sure China feels the same way, as there remain many unresolved aspects to the trade war.
But for now, we’ll simply soak in the euphoria and focus on our favorite area of the market: precious metals, and silver in particular. READ MORE
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