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Why Gold & Silver Are Falling Despite War: 7 Questions Every Investor Is Asking
2026-03-24
We work through the seven most common and most important questions surrounding the recent weakness in gold and silver prices. From the safe haven paradox and dollar dynamics, to leveraged selling, market structure mechanics, and the critical distinction between the paper market and physical demand.
Questions Covered:
If gold and silver are safe havens, why are they falling during a war?
Is this really about inflation and interest rates, or is that too simplistic?
Are we seeing a broader push into liquidity and dollar assets?
Are we seeing forced selling driven by leverage and positioning?
How much of this is simply market structure, month-end flows, futures and options expiry?
Is this a collapse in physical demand or is it primarily a paper-market event?
Why is silver falling more
Once markets believe currencies and bonds are no longer purely “technical,” they become political.
2026-01-30
Silver does not need a villain to behave like this. It only needs a brittle system and a thin buffer
2025-12-10
Gold and Silver: The Great Liquidity Squeeze
2025-10-23
In this episode, Jan Skoyles explores what the recent drop in gold really signals about the global financial system.
As equity markets push higher, liquidity is quietly evaporating beneath the surface. Analysts like Danielle DiMartino Booth and Ole Hansen warn that the world’s monetary system is hitting the limits of tightening and when liquidity disappears, even gold is sold to raise cash.
But this isn’t a loss of confidence in #gold. It’s a sign that gold remains the most liquid and trusted asset when pressure mounts. #CentralBanks are responding by increasing their gold reserves, quietly shifting out of currencies altogether. The metal is being re-monetised not through policy declarations, but through steady accumulation.
Jan examines how this moment exposes the limits of
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