Royalties Vs. Miners
I’ve split my gold research into two very distinct categories in my paid publications. In one service (Golden Portfolio, or GP for short) I focus entirely on what I consider to be the best and...
Gold Majors are Coming for Value
Over the past month or so, we’ve seen acquisitions start to pick up in the gold mining and royalty space. Today, we had news in both the Golden Portfolio and the Golden Portfolio 10X services...
These Two Gold ETFs Stink
I’ve been writing a lot about physical gold lately - the trends and bullish indicators. It’s an exciting time in this market, because there are so many interesting stories coming out every week...
It’s been a relatively light news week for gold - until today.
Critics of gold frequently point out that it’s not used directly as a medium of exchange much, if at all anymore. That’s one of the main traits of money, along with store of value and unit of...
Why the Dollar is Crashing: A Case Study
People living within a currency zone might have a hard time conceptually with the idea of “selling” that currency. If you live in the United States, you probably don’t think about exchange...
Was it all an illusion?
You have to start to wonder: have the past ~50 years of economic history been a total mirage? A mass formation psychosis of monetary misunderstanding? We tried with lawyers, guns and psy-ops to...
It’s Finally Happening for BRICS?
Students of monetary history are well familiar with the now-decades old assertion that BRICS (the loosely affiliated trade group comprising Brazil, Russia, India, China and South America) is going...
The News for Gold: Bullish with a Side of Caution
It’s tough to come up with holes in the gold bull right now. Before I get into some truly impressive news items about gold, I do want to always emphasize that all bull markets experience...
The War Against the Federal Reserve
Not satisfied to juggle a potential war with Iran along with the ongoing Russia-Ukraine war, the Trump administration is now laying siege to a much more domestic target: Federal Reserve Chairman...
Why Central Banks are Still Buying Record Amounts of Gold (hint: they’re being forced to)
“Central Banks are not very good long term investors.” -Jeffrey Gundlach, the “Bond God,” June 17, 2025 “Gold has become the de facto reserve currency.” -Nassim Taleb, June 11, 2025...
Simultaneous, Unprecedented Gold News
I’ve been a gold analyst for almost 20 years and I can tell you that right now, trying to keep track of the various data points and news updates for gold and gold stocks is bewildering. Every...
The Union of Gold and Crypto?
The enemy of my enemy is my friend. That seems to be the logic for Tether, one of the world’s largest crypto related investment firms. Tether just bought $87 million worth of a specialized...