Category Archive: 6a) Gold and its Price
Here Is Why Gold Is Not in a Bubble
Is gold in a bubble, or is it repricing a world where trust is no longer unconditional?
The Bank for International Settlements has suggested gold is drifting into "bubble territory." But does the data support that narrative?
In this video, Jan Skoyles breaks down:
Why gold is rising even as real yields stay firm
What the BIS warning really means
The difference between speculation and structural repricing
Why central banks...
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Silver at $59?: Market Mechanics, Physical Strain, and the Rumours Nobody Can Ignore
Silver’s surge at the end of November wasn’t just about price it exposed deeper questions about liquidity, physical supply, settlement credibility and the fragility of modern market infrastructure.
In this video, Jan Skoyles explains what really happened in the silver market last week: the mechanics, the rumours, the outages and the physical tightness that are forcing investors to rethink how silver actually trades in moments of stress.
She...
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The Real Cost of Not Holding Gold as 2025 Ends
For years, the mainstream insisted that gold’s flaw was its lack of yield. But as 2025 ends, the financial environment that made that argument sound reasonable has vanished.
Government debt no longer looks safe. Central banks improvise policy in real time. Equity markets are driven by a narrow cluster of firms. Bonds no longer offer ballast. The once-celebrated 60/40 portfolio has lost the conditions that allowed it to function.
In this...
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Gold’s Price Is Not Natural – Someone Is Steering It
Gold’s price is no longer behaving the way investors were taught. The old model jewellery demand, Western investor flows, ETF speculation, and real yields have broken down. Something far bigger has taken its place.
For the first time in modern history, the largest buyers of gold are the ones who do not care what it costs.
Special thanks to VBL on the GoldFix Substack, whose deep analysis of SocGen’s and Deutsched Bank’s research notes both...
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Will This Private Company Move the Gold Price?
A private crypto company has become one of the largest gold buyers on earth, bigger than many central banks. Not a government. Not a sovereign wealth fund. A stablecoin issuer: Tether.
In this video, we break down how a privately issued digital IOU has accumulated more than 116 tonnes of physical gold, influencing nearly 2% of global demand and up to 14% of central bank buying in a single quarter.
This raises two critical questions:
What does it...
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