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Gold Outlook 2024 Brief

Gold Outlook Report 2024 Featured Image

This is a brief preview of our annual Gold Outlook Report. Every year we take an in-depth look at the market dynamics and drivers and finally, give our predictions for gold and silver prices over the coming year. Click here to download a free copy of the full Gold Outlook Report 2024. The talking heads […]

The Bifurcated Interest Rate

Bifurcating interest rates

A fissure in the monetary system is very dangerous. Leaving aside that you can lose money into it, it causes market participants to drastically alter their behavior, which can cause the collapse of financial institutions, gross misallocations of capital, and other collateral damage. 

Gold Outlook 2023 Brief

Monetary Metals Gold Outlook 2023

This is a brief preview of our annual Gold Outlook Report. Every year we take an in-depth look at the market players, dynamics, fallacies, and drivers of markets, and finally, give our predictions for gold and silver prices over the coming year. Click here to download a free copy of the full Gold Outlook Report […]

The Current Yield Curve Inversion, Explained

Gold Exchange Report

The yield on the 10-year bond recently fell below the rate paid by the Fed on bank reserves. That is, a bank gets paid more to lend to the Fed for a day than to lend to the Treasury for ten years. There is not merely an inversion between the 2-year and the 10-year bonds. […]

How to Build and Destroy a Pension Fund System in 22 Easy Steps

Step 18

How to Destroy a Pension Fund in 22 Easy Steps CEO of Monetary Metals Keith Weiner gave a talk at the New Orleans Investment Conference on how to build and destroy a pension fund system in 22 easy steps. If you’d like to see an excellent case study of these steps in action, see the […]

Zombies Corporations are Slowly Devouring the Economy

Zombie Firms

I spoke with zombie firm researcher Max Goebel to breakdown his findings on the nature and consequences of zombie lending. Max is a PhD student in Economics at the University of Lisbon and his been studying what many researchers missed. Max helped answer some questions on zombie lending which have been haunting me. What is […]

Interest Rates Cannot Go Up Far, Or Hold for Long

Gold Exchange Report

Listen to the audio version of this article here. Consumer prices have been on a tear, since early last year. Right now, the Consumer Price Index (CPI) is rising at more than 8% per year. Source: St Louis Federal Reserve Conventional thinking calls for higher interest rates. It makes this call via two channels. One […]

Smart Investor Interviews Keith Weiner

Smart Investor Germany

Ralph Malisch of Smart Investor, interviewed CEO of Monetary Metals, Keith Weiner on the economic issues facing the global economies. Keith explained the reason for the disappointing price development in gold as of late, and what would make the price rise again. ” Unfortunately, many have bought gold using leverage and are facing margin calls, […]

How Not to Think About Gold

How Not to think about gold

Spend any time in the gold market and you will be bombarded with all kinds of theories about what drives gold and silver prices.  It’s the money supply dummy! No, it’s “real” interest rates! No, no, it’s mine production!  Then there are the non-theories, like the never-ending price manipulation narrative. Or the “global currency reset” […]

Open Letter to Crispin Odey

I am writing in response to the comments you made in a letter to investors yesterday, which were widely reported. You have set the gold community afire, with claims that are not new and not true. So I shall attempt to douse the flames. As everyone knows, President Roosevelt outlawed the ownership of gold in […]