Thought Leadership

Monetary Metals® takes an unconventional approach to economics and precious metal market analysis. At the core of our thinking is the idea of incentives. Largely unnoticed by most people, incentives motivate people to act – be it the entrepreneur who sees an opportunity to profit from meeting the needs of others, or the arbitrageur who keeps markets aligned and efficient by profiting from divergences in prices.

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Our Supply and Demand Report is a weekly discussion about the fundamental and speculative forces driving the monetary metals, based on our view that analysis of price spreads can often reveal more about the supply and demand balance in the market than just looking at price movements. Register to view charts and receive email notification each time our report is published Sunday night.

For more detailed discussion of our unique economic views, such as the concept of yield purchasing power and our approach to precious metal markets (for example, our Monetary Metal Forward Rates), subscribe to receive our Research.

What Will The Coming Gold Standard Look Like - I gave a talk at FreedomFest last month. Unfortunately, the video was not recorded (not even the projector worked). However, the topic is so important that I recorded the talk back in my office, to put a video to put on the Internet. My talk covers 6 areas: Two pseudo gold standards What do people […]
Putting the Latest Silver Crash Under a Lens - On Thursday, July 6, in the late afternoon (as reckoned in Arizona), the price of silver crashed. The move was very brief, but very intense. The price hit a low under $14.40 before recovering to around $15.80 which is about 20 cents lower than where it started. Buyers of silver are rejoicing. They can now […]

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They Broke the Silver Fix - Part I Last Thursday, January 28, there was a flash crash on the price chart for silver. Here is a graph of the price action. The Price of Silver, Jan 28 (All times GMT) If you read more about it, you will see that there was an irregularity around the silver fix. At the time, […]
Outlook 2016 - We have consistently been making the contrarian call for a falling silver price and a rising gold to silver ratio for years. This ratio has risen a lot during this time. So are we ready to change our call yet? This being the start of a new year, we wanted to take the opportunity to […]

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What makes gold good money - People say that gold is rare this is why it makes good money. To make an analogy to the porridge in Goldilocks, the temperature could not be too cold or too hot. If gold were too common, or too rare, it would not work as money. Think of sand, which is too common, or blue […]
Yield Purchasing Power - Most people think in terms of purchasing power. How much can one’s cash buy? I reject this view on two grounds. One, it encourages a liquidation mindset. If your life savings consists of 100,000 dollars in the bank, plus a house and some shares of AAPL and INTC, how many years’ worth of groceries can […]

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