A Gold Dealer Just Failed Holding Zero Gold. Here’s What That Means for Yours.

Allocated storage makes specific bars your legal property. Unallocated storage makes you an unsecured creditor. A company that failed holding zero gold, and a 1994 court ruling, show why that one distinction decides everything.

Silver Price Prediction: One Bank Cut Its Target 30%, and the Reason Wasn’t the Fed

J.P. Morgan cut its Q4 silver forecast from $90 to $63, and silver already trades above it. The driver was solar demand, not the Fed. Gregory Shearer sizes the decline at roughly 60 million ounces, which is larger than 2026’s 46.3 million ounce deficit.

Silver Is Falling Faster Than Gold Today. Its Deficit Didn’t Change.

Gold and silver both fell on rate-hike odds today, but silver dropped further — nearly 2.1% to gold’s 1.9%. The move has nothing to do with silver’s own supply picture. Here’s the mechanism behind the gap, and why the deficit case hasn’t changed.

Wall Street Keeps Buying Gold. Washington Keeps Sending Mixed Signals.

Five signals from Wall Street and Washington point the same direction on gold this week — a fading bond buyback, a surging ETF, a widening silver deficit, a bullish options desk, and a gap between softening jobs data and rising rate-hike odds.

Iran’s Gold Sector Just Got Named in U.S. Sanctions. Gold Is Selling Off Anyway.

Gold’s newest sanctions exposure and today’s G20 push on Iran are real developments. Neither one explains today’s selloff. The Fed does, and the two stories run on different clocks.