Category Archive: 6a) Gold and its Price
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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Why Do People Forget This About The Gold Price?
In this episode, Jan sits down with GoldCore Director Stephen Flood to dig into one of the most important financial themes of our time: personal sovereignty, de-dollarisation, and the rediscovery of gold as the world’s ultimate form of financial insurance.
Stephen has been a director at GoldCore since 2003 and has seen the full arc of how public perception toward gold has shifted from a fringe idea to a necessity for long-term financial security....
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The AI Cycle Everyone Is Ignoring
Trillions of dollars are flowing into an interconnected circle of firms, creating "closed-loop spending" that inflates valuations.
Financial historian Niall Ferguson argues we are deep in the "mania phase" where enthusiasm always outruns economic reality. When correlations are this high, your portfolio is more fragile than you think.
Jan Skoyles breaks down:
How circular finance makes the AI trade vulnerable to a sudden...
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