SLV Holds Your Silver. It Just Can’t Give It Back to You.

Institutions are quietly rotating silver exposure from SLV toward allocated vehicles like PSLV. The real driver is redemption rights, not the leasing myth.

Gold and Silver Sink as Warsh Cites AI Boom to Justify More Fed Tightening

A Fed chair just used the AI capital-spending boom as evidence for more inflation-fighting. Here’s the yield-curve mechanism most coverage is missing.

Five Things Moved Gold and Silver This Week. Only One Was Kevin Warsh.

Gold and silver fell as Kevin Warsh’s Jackson Hole speech landed today. Four other stories moved gold and silver markets this week for entirely different reasons.

The Treasury’s Next Move Isn’t a Rate Cut. It’s a $967 Billion Checking Account.

Two senior Treasury officials say a nearly $1 trillion cash account could help fund the bond buyback program starting September 9. Here is why the funding source matters more for gold and silver than the headline dollar figure.