Gold & Commodities

8 Events Driving The Gold Frenzy

8 December 2025
Gold is entering its third great bull market — and this time, the forces driving it are deeper and more explosive than headline prices suggest. Central banks are buying at record levels, mining supply is tightening, and geopolitical blocs are quietly reshaping their monetary strategies. Add in the rise of tokenized gold and the picture becomes even more urgent. This piece breaks down what’s really happening beneath the surface — and why the next move could be far bigger than investors expect.

Why the Hesitation?

26 October 2025
Last week, gold and silver were everywhere — headlines, dinner tables, even casual chats at the pub. This week, both have cooled off. But that’s exactly why smart investors pay attention now.

Buying Gold – You Don’t Have to ‘Buy Big’…

19 October 2025
We never went all in on crypto — not at $10, $100, or even $100,000. But while others chased moonshots, we quietly stacked something older, steadier, and far more enduring: gold. In this piece, we explain why conviction matters more than hype… and why gold still anchors our portfolio, even as digital dreams rise and fall.

Golden Patterns

13 October 2025
There’s a corruption cycle too...roughly corresponding to the shift away from the ‘rule of law’ to the ‘rule of men.’ This appears to be a part of the life cycle of democracy.

The BRICS Go Their Own Way

3 June 2025
The BRICS+ nations aren’t launching a gold-backed currency or abandoning the dollar just yet—but don’t be fooled. Behind the headlines, a slow-motion revolution is underway. From building their own World Bank-style institutions to expanding gold reserves and settlement systems beyond Western control, this year’s BRICS Summit in Rio marks a critical shift in global monetary power.

Rickards on Gold Leasing: Is It All There?

31 May 2025
Is the U.S. gold reserve still intact? Jim Rickards thinks it might be leased out — and that could “break the system.” In a must-watch interview with Daniela Cambone, he exposes how paper gold dominates the market, why physical delivery barely happens, and what really goes on behind the doors of Fort Knox. If you’re holding gold — or thinking about it — this is essential viewing.

I Was Wrong About Gold (and Bitcoin)

15 May 2025
For years, I called gold a shiny rock—and backed Bitcoin instead. But now, someone’s putting physical gold directly onto the Bitcoin blockchain. This isn’t just clever. It’s the start of a much bigger wave: tokenizing the $1.4 quadrillion global asset stack. From gold to real estate to stocks, everything is about to go on-chain. Here’s what happens next—and how to get ahead of it.

The Everything Hedge

26 April 2025
In this piece, I explain why I don’t see gold as just an inflation hedge—it’s what I call the everything hedge. From central bank buying to BRICS strategy and flat global output, the forces behind gold’s rise are stronger than ever. If you’re not positioned yet, now’s the time.