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Gold at $5,000: How We Got Here
2026-01-27
Gold’s recent strength is being dismissed by many as a trade, a momentum move, or a reaction to headlines. That view misses the signal.
Gold is not responding to inflation prints, geopolitics, or speculative excess. It is reacting to a structural shift in how policymakers manage stress inside the financial system.
In this video, we break down:
Why gold is behaving like long-term allocation, not a panic asset
What rising Japanese government bond yields really mean inside a system built on low rates
The Bank of Japan’s impossible choice between currency stability and yield control
How yen volatility spills into global funding markets and U.S. Treasuries
Why gold thrives when bonds, currencies, and policy credibility collide
Japan isn’t “failing.” It’s revealing constraints that
Here Is Why Gold Is Not in a Bubble
2025-12-09
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 continue buying gold despite bubble claims
How geopolitical stress, sovereign risk, and reserve diversification are influencing price
Whether this is a reversal, a mania, or something more permanent
If you want to understand whether gold is in a mania, vulnerable to a sharp correction, or quietly adjusting to a new definition of safety, this is the analysis
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