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Gold and Silver: Who Co-ordinated The Selling?
2026-01-08
The recent pullback in gold and silver has sparked nonstop commentary, but how much of it actually reflects what’s moving the markets?
In this video, we break down the real driver behind recent price action: index rebalancing, a scheduled, rule-based flow that forced major funds to sell futures as gold and silver became oversized in commodity benchmarks like the Bloomberg Commodity Index. This is not about sentiment, geopolitics, or macro forecasts, it’s about market structure and mechanical flows.
We explain:
What index rebalancing is and why it matters
How this flow creates short-term volatility but does not change the long-term fundamentals
Why commentary often misses the real driver of price moves
What banks and analysts (from TD Securities to Deutsche Bank and Goldman Sachs)
The AI Cycle Everyone Is Ignoring
2025-11-18
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 shock.
Why does the current pattern rhymes with classic financial bubbles (Kindleberger’s stages)?
Where to find genuine stability when the mainstream narrative is fragile: Structural signals in Gold and Silver that are strengthening outside the tech cycle.
Stability is not an accident; it’s a choice built with assets that are independent of the current hype.
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