Precious Metals

WHY THE OIL TANKS HAVE NOT RUN DRY… BUT WORST STILL YET TO COME: Including A Brief Precious Metals Update

At the start of the Middle East Crisis, many oil analysts forecasted a major disruption to the Global Oil Market by the end of the summer… so what happened?  Why haven’t the oil tanks run dry?  Good question, which I believe the analysis from Goehring & Rozencwajg is worth sharing…

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METALS & MARKET UPDATE AUG 8th 2026: Metals Continue To Breakout & Will They Decouple From The Markets When The AI Bubble Pops?

I decided it was a good time to do a Metals & Market Update as gold and silver continue to break out higher.  Also, one of my biggest concerns is whether the precious metals will correct lower or decouple from the broader markets when the AI Bubble POPS??  It’s not a matter of “IF” but “WHEN” the AI Bubble will pop…

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WORLD’S PRECIOUS METALS UPDATE JULY 26th: What Is Happening With The Gold & Silver Flows Globally

With Gold & Silver prices surging higher in early Asian trading as oil prices really fall, what is happening with global gold and silver flows?  Who is importing and exporting the most gold and silver?  I was surprised to see how much silver China exported in June, as the data was just released this weekend…

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