Gold & Commodities

The Truth About Fort Knox and Gold Leasing

Trump and Musk promised to audit America’s gold reserves live from Fort Knox. Then—silence. Jim Rickards unpacks why the visit never happened… and reveals a deeper truth about gold, government control, and the hidden dangers of the paper gold market.

The BRICS Go Their Own Way

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?

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)

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

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.

Gold’s Historic Rally

Gold shattered the $3,000 barrier—and the rally may be far from over. Jim Rickards unpacks what’s driving gold’s surge, what Trump’s Fort Knox visit really means, and why talk of monetizing U.S. assets is sending shockwaves through the financial world.

The Asymmetric Gold Trade

Something strange is happening in the gold market. It involves central banks, silent accumulations, and a shift away from the dollar that almost no one is talking about.

Britain’s South Sea Windfall

As the 43rd anniversary of the Argentine invasion of the Falkland Islands approaches, history may again be in the making. This time, peacefully, Britain and Argentina might agree to develop the oil and gas resources in the regional territorial waters. If so, investors should get involved now.

Is the World’s Biggest Oil Discovery About to Rewrite the Rules?

A hidden oil reserve larger than Saudi Arabia? The Antarctic Treaty stands in the way - for now. Could political pressure change everything?

Undervalued stocks in an undervalued industry priced in an undervalued currency

Many have written off coal as yesterday’s energy source. But a pair of economic and energy policy realities is creating an unexpected opportunity…

A crude warning

Oil prices have declined to their lowest level in three years. Adjusting for inflation makes the real decline all the greater. Iron ore prices are soft too. These could be warnings of global recession. Recent stock market weakness might only be the beginning.

The London silver liquidity crisis: “The squeeze you can buy”

Silver's supply is tightening fast as London vaults are drained, lease rates surge, tariffs loom, and industrial demand soars – setting up a major squeeze.

Find your way back: to gold

Trump has expressed his interest in returning the US to the gold standard, calling it a “wonderful” idea. But will he move things in this direction? If so, how? And what impact would that have on gold, foreign exchange and the financial markets?

What if the US revalues its gold?

There’s been much speculation of late that President Trump might issue an executive order to revalue the US Treasury’s gold stock to market. But why? And what effect might that have on gold prices and financial markets?

Germany moves right. Sort of.

Germany will shift to the right following this weekend’s elections. By how much depends on what coalition the leading CDU is willing or able to form. Any new coalition may be as unstable as the last.

Picks, shovels and profits

There has been a scramble for physical gold of late but investors have other options than hoarding of the metal. Miners are trading at historically low valuations. Royalties companies are also worth considering.

When the music stops

The game of musical chairs can be a useful metaphor for financial market dynamics, in particular crises. But does it apply to gold, a non-financial asset?

Has the silver market squeeze officially begun?

Silver is moving rapidly from London to New York, lease rates are spiking, and supply is tightening – signs a silver squeeze may be unfolding soon…

Gold may steal the headlines, but the real story might be silver

Gold’s surge grabs headlines, but silver faces a deeper squeeze as tariffs, deficits and shifting inventories drive a historic market shakeup.

Trump’s energy revolution: boom or bust for investors?

Trump’s energy agenda may boost fossil fuels, but China and clean energy hold the real potential for long-term investment gains…