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This is REALLY why Central Banks want all the gold
2025-10-21
As #gold prices climb and central banks quietly fill their vaults, a silent shift is underway in the global monetary system. What does it mean when the very institutions that abandoned gold are now hoarding it again?
In this episode, Jan Skoyles explores the real reason behind the surge in #centralbank gold buying and what this tells us about the fragility of the financial order they created.
In this video:
Why central banks are buying gold at record levels
What this signals about faith in fiat money
How the post-1971 system is quietly hedging against itself
The return of substance in a world of promises
Why gold is not a speculation but an admission
Gold’s relevance today isn’t nostalgia it’s consequence.
The institutions that built the system of paper promises are now racing
This Is Bigger Than a Market Shift. It’s a Global Reset.
2025-09-04
#Gold made new highs. Silver followed. The headline is simple, the drivers are not. In this short briefing, Jan Skoyles explains why the long end of bond markets weakened, how policy credibility entered the price, and what Beijing’s choreography signalled for risk premia. The focus is practical. How to think about duration risk today. Why a measured allocation to bullion can still improve portfolio resilience.
Key points
Real yields firmed while #inflation expectations were stable. This is a repricing of confidence, not a panic about prices.
Long bonds remain an anchor for diversified portfolios, yet the anchor has moved. Funding costs matter.
#Geopolitics widened the range of plausible outcomes and lifted hurdle rates.
A measured allocation to gold and silver can diversify exposure
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