January 30, 2026

Wouldn’t It Be Great If: A Mandate to Back the Dollar With Gold

By Bob Brogan

Wouldn’t it be great if, while U.S. markets are crashing—yesterday, today, tomorrow, over the weekend, and for many weeks and months to come—we recognize from our perspective why we must not delay mandating and acquiring…

Read More >>

January 29, 2026

Capex Surge Rewards Monetization, Penalizes the Rest

By Bob Brogan

The Shanghai Gold Hoard Is Forcing Gold Into BofA’s Bubble-Risk Zone. Capex spending has increased across the board. The market is just rewarding the ability to monetize it, while placing question marks on companies that…

Read More >>

January 28, 2026

Gold & Silver Re-Emerge as the Debasement Trade Gains Momentum

By Bob Brogan

Recent geopolitical shocks and rate-linked policy moves have pushed investors back into gold, silver, and select industrial metals, marking a renewed leg of the “debasement trade” as hard assets gain favor amid currency devaluation and…

Read More >>

January 27, 2026

Thank you Gold and Silver Futures for helping out

By Bob Brogan

Over the past 18 months we’ve favored gold and silver as practical hedges against a steadily weakening U.S. dollar, viewing both metals as strategic supports to confidence in the broader monetary system. With the gold–silver…

Read More >>

January 26, 2026

The Golden Reversal

By Bob Brogan

On January 22, 2026, gold posted what technicians call a “golden reversal,” after reaching a record high near $4,888 the prior day and then forming a textbook “shooting-star” candlestick, a pattern that typically signals short-term…

Read More >>

January 26, 2026

AI-Enabled Mining and the Strategic Push to Secure Critical Mineral Supply Chains

By Bob Brogan

According to Reuters, a proposed 68-page U.S. bill would establish a federally governed stockpile of critical minerals including Silver, lithium, nickel, and rare earths, underscoring Washington’s push to secure supply chains vital to energy transition,…

Read More >>

January 23, 2026

Silver: Futures Market Stress and the Breakdown of Traditional Price Signals

By Bob Brogan

Silver’s price action is no longer being driven primarily by macro factors such as growth, inflation expectations, or Fed policy, but by rising stress inside the futures market itself. Price discovery in silver is dominated…

Read More >>

January 21, 2026

We remain constructive on gold and silver

By Bob Brogan

We remain constructive on gold and silver. As we continue to hone in on gold and silver, our money-flow model continues to reflect net positive capital money flows. We need more hard assets evidence even…

Read More >>

January 20, 2026

The God Candle

By Bob Brogan

Silver’s recent move has taken on the look of a classic “God candle”—trading slang for a near-vertical price surge driven by overwhelming buying pressure. With prices now hovering near $95/oz (Jan. 20, 2026), some of…

Read More >>

January 16, 2026

Silver Becomes a Core Input to the AI and Electrification Cycle

By Bob Brogan

Silver is no longer trading as a marginal industrial input or a secondary precious metal, and with prices now above $90 the move is being driven less by speculation and more by a tightening supply-demand…

Read More >>