Everything says SELL TECH: higher interest rates, rising Treasury yields, enormous AI capital spending and now growing corporate debt issuance to finance the AI buildout. Yet the Nasdaq-100 continues tohold remarkably well. That resilience is…

The latest move by the Dutch central bank is another reason we remain bullish on gold. The Netherlands just relocated 86 tons of gold, citing geopolitical risk and the need for greater crisis preparedness and…

August payrolls just landed at +162K vs. 53K expected — the biggest beat of the year — with unemployment steady at 4.1%. Textbook “good news is bad news”: stronger jobs data hands the Fed cover…

Perhaps the most important monetary question facing the world is one that receives remarkably little attention: What is the fair-value relationship between sovereign currencies, enormous government debt and the physical gold held by central banks?…

Gold futures are taking another hit, but notably, volume has not expanded significantly. That suggests this may be more long liquidation than aggressive institutional selling. I’d watch open interest and, importantly, our Money Flow readings….

Something very interesting happened over the weekend that I believe deserves attention. President Trump reposted commentary from Jim Rickards suggesting that gold could reach $10,000 an ounce before year-end, with even higher levels possible. The…

September arrives with several warning signs that deserve attention. This Friday’s Nonfarm Payrolls report could be particularly important. Recent employment data have been weakening, and new revisions show the U.S. created 79,000 fewer jobs than…

I recently read a New York Times article discussing Bill Gates concerns about the potentially profound economic consequences of artificial intelligence. His warning is not simply about job losses. Gates is asking a much larger…

This morning, I asked our A-1 supercomputer a provocative question: What if the United States, and perhaps a coordinated group of allied nations—deliberately encouraged a massive revaluation of gold? A-1’s answer was striking: there is…

But something important just changed. The U.S. government has formally classified gold as a sanctionable strategic asset class, alongside crypto and jet fuel. That is not a small development, and it is not random. Iran…