Gold is not a reaction to one event. It is a safeguard against the system itself.

2025-10-19

2025-09-09

#Silver has surged past $40 to a fourteen-year high while gold has set fresh records. But the White House has exempted gold bars from tariffs and left silver without parallel assurance. That gap has turned a rally into a market-structure stress test.

This video unpacks:

Why New York trades rich to London and why London lease rates spiked above 5%

How #gold’s #tariff clarity redirected Swiss and European flows away from silver

The strain in the pipes: elevated lease costs, widened EFP premia, and brisk COMEX delivery

Policy backdrop: Section 232 investigation, draft “critical” status for silver, and the copper tariff precedent

Macro tailwinds: Fed easing expectations, unsettled bond markets, and seasonal equity pressure
Investor dynamics: tightening inventories, persistent deficits,

2025-09-01

2025-08-28